Power the Future of Your Complete Business with Software4Business and Dear Systems.
The world is changing, and so are the systems that support it. [READ MORE]
Continue reading11 Little-known Cin7 Core Features you would love.
Maximizing Efficiency with Cin7 Core and this new free feature: Introducing the ‘Awaiting Approval’ Status Filter!
Unleashing Efficiency with Cin7 Core, The Digital Successor to Dear Systems
Welcome back, enthusiasts of process efficiency and streamlining! Let us dive into the digital ocean of Cin7 Core, the modern evolution of DEAR Systems, and explore a game-changing feature fresh off the development lines. With a striking balance between simplicity and complexity, Cin7 Core is set to redefine business efficiency with its suite of tools. And, the icing on the cake is our focus today – the ‘Awaiting Approval’ status filter.
Introducing the ‘Awaiting Approval’ Status Filter – A Revolutionary Feature in Cin7 Core
In this era of relentless innovation, Cin7 Core unveils the ‘Awaiting Approval’ status filter. This newly launched feature is engineered to drastically alter how you oversee your sales and purchases. A feature that was once solely accessible when Core to Core Networking was enabled, is now ready for action irrespective of the status of order or quote approval.
Breathing Life into Sales and Purchase Modules with the ‘Awaiting Approval’ Status Filter
A Paradigm Shift in Sales and Purchase Management
Visualize the convenience of efficiently segregating your sales and purchases based on their ‘Awaiting Approval’ status.
This innovative update isn’t just a feature change; it’s a paradigm shift that guarantees a fluid and hiccup-free workflow, proving to be a boon for all Cin7 users!
Simplifying Cin7 Login and Quote Approval with Intuitive Design
Rolling Out the Red Carpet for the ‘Awaiting Approval’ Status Filter
Before you leap to harness the power of this novel feature, some prerequisites require your attention. Start by logging into your Cin7 account. Once inside, enable quote approval by navigating to ‘Settings’, selecting ‘General settings’, then proceeding to ‘Sale process customisation’ or ‘Purchase process customisation’.
Configuring User Access Rights in Cin7 Core
For the ‘Awaiting Approval’ filter to function, it is imperative to set user access rights accordingly. Essentially, the approval setting must be disabled. If this sounds complex, don’t worry! Cin7 Help, available through Cin7 Academy, can guide you through this process, ensuring a smooth transition.
Unleashing the Full Potential of Cin7 API
Harnessing the Power of the ‘Awaiting Approval’ Status Filter
The functionality of this feature is simple yet robust. The ‘Awaiting Approval’ status can be selected from the status filter dropdown menu when examining your sales or purchase list. This addition significantly simplifies the tracking of your orders awaiting approval, thus enhancing your control over the sales and purchase processes.
The Cin7 Omni Experience – An Example Workflow
Utilizing ‘Awaiting Approval’ Status Filter in Real-time
To illustrate the practical application of this feature, consider this workflow scenario: When logged in with a limited user account, the creation of a Quote enables its Authorisation. However, an additional layer of approval is still required. This sales order or quote now becomes visible in the list of items requiring approval, making it easy for managers to swiftly locate and approve or reject orders.
Approve or Reject with Ease Using Cin7 Core
Cin7 Core’s comprehensive design also allows you to approve or reject an order using the mass action menu when listing orders. The API ensures that these processes run seamlessly, adding to the charm of this versatile feature.
Conclusion: Elevate Your Business with Cin7 Core
From Dear Cin7 to Cin7 Core: A Journey Towards Process Excellence
Our journey from Dear Systems to Cin7 Core is laden with innovations like the ‘Awaiting Approval’ status filter, tailored to smoothen your workflow. As we walk into the future together, we’re excited for the limitless possibilities Cin7 Core opens up for your business. Remember, the key to success lies in innovation and productivity.
Software4Business – Your Companion in the Digital Journey
For any assistance in your journey towards process efficiency, don’t hesitate to reach out to Software4Business. And, until our next update, continue to innovate and strive for efficiency.
For similar post related to Odoo, please go to our new Odoo site Prodoo
HubSpot CRM and Cin7 Core: How to Easily Connect HubSpot with Dear Systems
It is common for us to be asked this question: “Does Cin7 Core work with HubSpot?”
Yes, Cin7 Core (aka Dear Systems) integrates with HubSpot.
How to Connect Dear Systems to HubSpot CRM
Are you tired of manually transferring data between your Dear Systems and HubSpot CRM? You’re in luck, because in just a few simple steps you can easily connect the two systems and streamline your data flow. Let’s get started!
What is HubSpot CRM?
HubSpot CRM is a best-in-class customer relationship management tool that can help your business with marketing, sales, and service delivery, enabling your business to grow without compromise.
Connecting Dear Systems to HubSpot CRM
To begin the integration, log in to your Dear Systems account and go to the Integrations tab. Search for HubSpot CRM and click on Connect. Make sure to have your HubSpot account open and select the correct account if you have more than one.
Enable Synchronization
Once you have clicked on Connect, you will be prompted to enable synchronization. This will allow you to update sales, products, and customers between the two systems. You can specify the direction of the updates, whether you want to import from or export to HubSpot. You can also choose to force updates on HubSpot entities. However, it is recommended to disable the force DEAR entity update setting to prevent errors.
Custom Field Linking
Dear Systems and HubSpot CRM custom fields can be linked to streamline your data flow. This integration can be easily managed within the Dear Systems integration tab.
Error Management
If any errors occur, don’t worry. Simply go to the log tab where you can download an Excel file and investigate potential issues.
Marketing Campaigns
With this integration, your marketing team can create targeted campaigns in HubSpot CRM based on customer data from Dear Systems. This will help improve lead generation and customer engagement.
Connect Today!
Now that you know how to connect Dear Systems to HubSpot CRM, what are you waiting for? Take your business to the next level with this streamlined integration.
Support
If you run into any issues with the integration or have any questions, don’t hesitate to reach out to our support team here at Software4Business.
At Software4Business, we’re here to help you get the most out of your systems and optimize your business processes.
Subscribe to our Youtube channel for more tips and tutorials or sign up for our newsletter today or simple just contact Software4Business support.
Get Real Help with one of our Expert Consultants
Software4Business is a consulting firm specializing in Cin7 and Cloud CRM, two of the most powerful and flexible business management systems available.
With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.
Whether you are looking to implement a new business management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed.
Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.
If you are interested in learning more about how Cin7 Omni or Core and HubSpot CRM can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our 20+ years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.
So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Omni or Core, look no further than Software4Business.
Contact us today to learn more about how they can help you achieve your goals.
Related questions:
Does Cin7 Core work with Shopify?
How do I connect my Cin7 Core to Shopify?
How do I map a product on Cin7 Core Shopify?
You might also like:
How to Easily Connect Shopify with Cin7 Core / Dear Systems
It is common for us to be asked this question: “Does Cin7 work with Shopify?”
Yes, Cin7 Core (aka Dear Systems), Cin7 Omni, and Cin7 Orderhive work with Shopify.
Cin7 is an all-in-one inventory management platform that integrates with Shopify to provide a seamless and streamlined experience for online retailers.
Cin7 Core is the backbone of the Cin7 products, providing a centralized platform to manage inventory, purchase orders, sales, and shipping across multiple channels. Cin7 is simply, really good.
Cin7 Omni expands on the core functionality by adding support for omnichannel sales, allowing retailers to manage sales across multiple sales channels from one central platform.
Cin7 Orderhive, on the other hand, is a standalone app that integrates with Shopify to manage order fulfillment. With Cin7 Orderhive, retailers can automate order processing, manage inventory levels, and monitor shipping information in real-time. This integration allows retailers to manage their entire order process from a single platform, reducing manual work and minimizing errors.
Key Benefits for connecting with Shopify are:
One of the key benefits of integrating Cin7 with Shopify is the ability to keep inventory levels up-to-date across all sales channels in real-time. This helps to ensure that retailers never oversell products, and can reduce the risk of stockouts. Additionally, the integration allows you as a retailers to automate order processing, saving time and reducing manual work.
Another benefit of Cin7 is its robust reporting and analytics capabilities. Retailers can use the platform to gain insights into sales trends, inventory levels, and shipping information, helping you to make informed business decisions. With Cin7, retailers can also create custom reports, allowing you to track the metrics that matter most to your business.
In conclusion, all these products are powerful business software that can help online retailers using e-commerce platforms to streamline your operations and grow your business. With its integration with Shopify, Cin7 provides a seamless and centralized platform to manage inventory, sales, and shipping, saving time, reducing manual work, and minimizing errors. And that is worth a lot in todays online business environment.
How to Connect with Shopify
Connecting the two systems can either be done through Dear or Shopify. The settings configuration is done in DEAR.
Following this easy step-by-step guide below to help you set up this integration:
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Set up your Account: Create an account on Dear Systems, please click here to get a month free trial, if you do not have an Account Setup already.
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Shopify login: Log in to your online store account and go to the app store. Search for the “Dear Inventory” app and install it.
In the future (after June 2023 -Search for Cin7 Core if Dear Inventory is not showing anything anymore)
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Install the Cin7 Core (Or Dear Inventory) app in Shopify
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After installation, you will be directed to the Cin7 Integrations Shopify dashboard. From there, you will need to configure the new connection.
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Shopify settings Cin7. Change as follow:
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General Setup
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Customer
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Price Tiers
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Pick, Pack and Ship modes etc
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Account and Cash
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Invoice status
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Poduct Listing
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Stock level update status
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Sales Rep
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Discounts etc.
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Tax Rules
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Locations
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Payment methods
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Once your setup is done, sync the items from Dear to Shopify or from Shopify into Dear.
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To download products from Shopify into DEAR simply click the “Catalog” button and click on the “Download” button.
- Alternatively, to download products from Dear to Shopify (our recommended method) click on Bulk listing
- Here you can use filters to list items. Be careful because whatever is listed in the grid can or will upload with the List Button.
- Products can also be uploaded individually via the Products -> Specific Product -> Channels option (this is much slower as you only work with 1 item at a time)
- The best way to upload products from Dear to Shopify is in the bulk listing screen as we just mentioned.
- The bulk listing feature will also let you know if the products meet the minimum required standards for it to be listed in Shopify.
- The bulk listing feature will also let you know if the products meet the minimum required standards for it to be listed in Shopify.
- Once products have been created, synced and listed, you can start importing new orders from Shopify into Cin7 Core.
- To import products, go to “Pending Order” in the Shopify Dear Integration interface and click on > “Load orders”. New orders will now be listed in the pending order grid.
- To process the orders into your sales process flow, click on the Process button.
- To see import orders, you can view them in the go to “Sales” > “Search sales”. The new sales will be the latest orders added.
- To keep your product and order information up-to-date, the order import process is automated. No manual intervention is required.
- If you want to integrate your shipping, we suggest you set up shipping rates in Shopify. Go to “Settings” > “Shipping and delivery” in the Shopify Admin to set up your shipping rates.
- Finally, to take advantage of the full range of features offered by the Cin7 products, you may want to set up custom integrations with other platforms and services. For more information on custom integrations, consult the Cin7 Core documentation or contact Software4Business support.
Get Real Help with one of our Expert Consultants
Software4Business is a consulting firm specializing in Cin7 Omni and Core, two of the most powerful and flexible inventory management system available. With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.
Whether you are looking to implement a new inventory management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed. Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.
If you are interested in learning more about how Cin7 Omni and Core can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.
So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Omni or Core, look no further than Software4Business.
Contact us today to learn more about how they can help you achieve your goals.
Related questions:
How do I connect my Cin7 to Shopify?
How do I map a product on Cin7 Shopify?
You might also like:
Cin7 Support – Sales Order Process Workflow
We offer Cin7 Support. Contact us for a quote.
Not that simple to understand
The Cin7 Orders screen displays sales orders that need to be picked or packed individually or in groups.
Numbers to guide you
Nevertheless, it’s not as simple as you might think. Knowing exactly what steps to take when you open a Cin7 sales order can be more challenging.
In the new system, they do provide you with numbers, so that you can follow them.
In the new system, they do provide you with numbers, so that you can follow them.
I would suggest, rather than focusing on the numbers, you should learn how to use the interface in general, as you may be confused if you don’t.
As a result, I have designed this workflow to explain how to move from a sales quote to a draft sales order and eventually a sales invoice.
You should keep in mind…that in the standard workflow, once approved the button names change from “Approve & Email” to “Save & Email”.
As a result, I have designed this workflow to explain how to move from a sales quote to a draft sales order and eventually a sales invoice.
You should keep in mind…that in the standard workflow, once approved the button names change from “Approve & Email” to “Save & Email”.
Apart from understanding little quirky things like that, it is also important to understand that there are statuses that can trigger interaction with external applications like Shopify or the Cin7 WMS.
Basically, stages are used when sales orders move from one stage to the next until they are fully completed.
When is what updated
You might also like these Cin7 Support articles I wrote
Cin7 Support – Stock Management
Here is a Video that might be of help.
External link: https://vimeo.com/362180161
Dear Systems Training: Easily integrate Shopify or WooCommerce with Dear Systems
Dear Systems Training #1
How to setup product feeds between Shopify or WooCommerce and Dear Systems
- Setting to update Category / Brand <-> Dear / WooCommerce
- Setting to change QTY globally or individually
- Never change too much in WooCommerce (Dear will handle that)
- Descriptions can be pulled from WooCommerce and update Dear
- Leave the pretty interface changes and images for the web-developer
- Dear’s Product Descriptions and SKUs can be changed but needs to be manually synced to WooCommerce.
- Via the item self
- Via the integration interface
- Qty and Price changes happens automatically
- Push Qty and Price changes to WooCommerce
The benefits of integrating Dear Systems with WooCommerce and/or Shopify
- Stock levels are automatically updated from DEAR systems to WooCommerce and/or Shopify
- DEAR inventory then allows online orders to be Picked, Packed, Shipped and Fulfilled
- Order information can be synced with your shipment applications to create manifest
- Dear inventory then sync inventory costs and movements to Xero or Quickbooks
- This means one integrated/centralised inventory management to manage all channels of sales
A list of the types of data that are exchanged between Dear Systems and Shopify and/or WooCommerce
- Downwards -> Orders and additional charges
- Both ways of making payments (setting)
- Both ways of new products (setting)
- Upwards -> DEAR to WooCommerce/Shopify stock quantities
- Downwards -> Customers
An example of what happens when you integrate
- The existing products can be downloaded from WooCommerce or Shopify, or listed/uploaded from DEAR
- Each sale from WooCommerce/Shopify will first go into Pending Sales, where stocks will be allocated
- Consolidation of online sales for the day can be enabled (settings)
- Changes to stock levels are pushed from DEAR SYSTEMS back to WooCommerce / Shopify
It is important to take note of what does not integrate
- Stock quantities are not imported automatically from WooCommerce to DEAR and need to be set in DEAR.
- It is recommended to ensure the quantities are the same on both platforms before you start.
Other useful links to CIN7 and DEAR systems training you might like:
11 Little-known Cin7 Core Features you would love.
Power the Future of Your Complete Business with Software4Business and Amazing Cloud based Cin7 Core Features.
The Software World is changing, and so are the companies that support it. [READ MORE]
Continue readingTradeGecko is dead. Announcing the sunset of QuickBooks Commerce.
WE WILL HELP YOU MOVE TO A SOLID LONG-TERM PLATFORM. FILL IN ANY FORM OR CONTACT US TODAY.
What to know:
- June 9, 2021 – QuickBooks Commerce or TradeGecko announces the retirement of their product.
- June 10, 2022 – The QuickBooks Commerce standalone product will completely retire.
- Customer support will continue until June 10, 2022, but will then end, so you need to switch over to a new platform.
- Software4Business can help you move to a new and more solid solution
Sunsetting of the QuickBooks Commerce standalone product (formerly TradeGecko)
QuickBooks will be sunsetting their newly acquired Quickbooks Commerce product, formerly known as TradeGecko. Quickbooks has given their clients an end of this service date of 10 July 2022 and will support the platform until then. The company encourages merchants who use QuickBooks Commerce to migrate away from them as soon as possible, or consider their bundling option within Quickbooks online self. Unfortunately the option is only available for clients within the US.
Today, Quickbooks announced the sunsetting of the QuickBooks Commerce standalone product previously known as TradeGecko. In 12 months, on June 10, 2022, they will formally retire this product. Existing customers will not be impacted by the retirement from now until June 2022, and customers will continue to receive product support in the form of maintenance and bug fixes until then.
Key Dates:
- June 9, 2021. The TradeGecko (Quickbooks Commerce) product will no longer be available to new clients.
- June 10, 2022: This product will be retired, and it will no longer be available to anyone.
Why are they ending TradeGecko?
After being acquired by Intuit last year, the company has been working on integrating Tradegecko and QuickBooks Online in the US. They are retiring Quickbooks Commerce (formerly known as TradeGecko) in order to focus on building a more durable, integrated product that will help their US customers grow their businesses.
Can Australian customers continue to use QuickBooks Commerce?
The answer is no. QuickBooks Commerce is no longer available for Australian customers. To continue using QuickBooks Commerce as a platform option, this option is currently available only to customers residing in the US as part of a bundle with QuickBooks Online. You can read the original article here. You will need to be in US to use this.
Since QuickBooks Commerce is no longer available for Australian customers, and some customers will have to move away from them and essentially migrate to another service, we want to help. Software4Business offer other similar products called CIN7 and Dear Systems which has the same and better features and benefits.
There are questions I have yet to be answered.
For your convenience, we have prepared this guide. Email us at info@software4business.com.au for further information. Despite the company’s apology, users may find this move to a new system very difficult. We will help you.
WE ARE HERE TO HELP MIGRATE AWAY FROM TRADEGECKO TO DEAR OR CIN7.
The Software4Business team. Complete this form below for us to contact you. T&C Applies.
Some background information
On 23 September 2020, Intuit purchased TradeGecko.
TradeGecko was renamed Quickbooks Commerce. It was an online inventory solution that helps small businesses to attract and sell to new customers across multiple channels and grow their business through automation.
TradeGecko was similar to Dear Systems and Cin7, and still, in their early growth stage. They allowed businesses to sell across multiple channels. It was, for example, possible to quickly set up a premium e-commerce website like WooCommerce or Shopify that fully integrates back into QuickBooks Commerce and QuickBooks Accounting. Quickbooks also quickly stopped the Xero integration to TradeGecko after they acquired the company.
It is a shame that TradeGecko can no longer provide users with an easy way to manage complexities in a single centralized interface because it was rather easy to use and a great alternative to its competitors. Cin7 and Dear can be used as an alternative. Software4Business is a partner for both those software and want to help you with your migration.
What is Dear Systems and other critical info?
What is Dear Systems you might say? Well, we are glad you asked. Most small businesses struggle with inventory management. It’s a time-consuming task and one that is often left to the last minute. This makes it difficult to optimize stock levels. DEAR Systems however automates the most time-consuming aspects of inventory management so you can focus on growing your business instead of just managing it.
In addition, Dear Systems has powerful reporting features that allow you to analyze sales trends and make better decisions about what products sell best at what times.
Dear System’s easy-to-use interface gives you instant visibility into stock levels and order status for up-to-the-minute knowledge of your inventory positions across all locations in real-time. Dear also provides automated processes that save you time while keeping your stock right where it needs to be – reducing costly mistakes like overstocking or understocking items based on past history by using predictive analytics from machine learning algorithms combined with human intelligence. What else?
1. Dear Systems is an inventory management system that provides instant visibility into stock levels
Inventory management systems can be a necessary evil. They’re typically expensive, cumbersome to set up and require extensive training on how to use them. But NOT Dear Systems. Dear was designed to simplify business by making inventory management easy for everyone in the supply chain, including manufacturers, distributors, wholesalers and retailers.
Dear Systems is an inventory management system that provides instant visibility to your customer’s orders, stock on hand and supplier’s purchase orders coming in. With Dear systems, you will be able to track sales, analyze previous orders and manufacture from raw material to finished goods. All from within one cloud-based platform!
2. It also helps you identify trends in your business and make informed decisions about what to order
Wouldn’t it be great if you were able to see which products sell well, and which ones don’t? Wouldn’t it be better yet if your customers could buy online, at their price point without having to wait for them to come into the store, or emailing an order through? With Dear Systems this becomes a reality.
Stock replenishment is also easy. To get a better idea of the future, Dear allows you to look back at your history. This means tracking inventory and ordering patterns. What Dear Systems will allow you to do, is free yourself from pen and paper or clunky spreadsheets that don’t work with your workflow anyway, and optimize stock levels resulting in more free cash flow!
3. With the ability to create unlimited barcodes, you can track items from purchases through to sales
As a small business owner, you understand the importance of keeping track of your inventory. It’s not just about one more tool to help you succeed. Your ability to keep track of inventory is essential when it comes time to analyze sales trends, promotions and purchasing. These tools are critical in helping you assess where your money is going each month – which can be very useful for planning future purchases and sales, especially if you’re getting close to being out of stock on a particular item.
To facilitate optimization, Dear Systems creates barcodes that you can easily print out when stock arrives, and use them throughout the life cycle of your product, from warehouse receipting to retail outlet sales. The system works with all kinds of inventory types, such as physical, service, gift cards, bill-of-material and non-inventory items.
Barcode scanning and inventory management systems have been around for decades. They were originally designed to make tracking products easier on a large scale, but they’re also incredibly useful in smaller businesses where an employee is responsible for purchasing, picking, stock takes, and selling items directly to customers. Dear Systems will help almost everyone in the organization to use the barcode function and increase efficiency.
4. You’ll never have to worry about running out of product again
We can all relate to the annoying feeling when we run out of products to sell! But with Dear Systems, that will never happen. Dear allows you to stock up on products automatically based on the “Minimum Before Reorder” and “Reorder Quantity” fields.
The issue of running out of stock to sell is a serious problem that could easily be solved. Dear Systems is amazing in optimizing purchase order fulfilment. This allows you to optimize ordering and save money on the items that are most needed at any given time. By using Dear, you will be able to make sure that your inventory is always stocked when the orders come in.
5. There are way more things to list, too many for this quick article.
- Simplify inventory management by managing all aspects of the process in one place
- Automate time consuming tasks and save your team valuable hours
- Keep track of every aspect of your business with comprehensive reports
- Eliminate redundancies, increase efficiency, and have fewer errors
Cin7 Stock Management: Basic clean change from FIFO to Batch.
