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.

 

 

 

cin7 core software4business new filtering feature
Cin7 Core awaiting approval

 

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!

 

image2 awaiting approval
Focussed look at the feature

 

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’.

image2 awaiting approval step by step
cin7 core-awaiting-approval-step-by-step
 
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.

 

image4 awaiting approval all filters
Where the filter will be displayed exactly

 

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

How to Easily Connect Shopify with Cin7 Core / Dear Systems

Cin7 Core and Cin7 Omni Connects to Shopify

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:

  1. 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. 

  2. 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)

    Shopify App Store Link to Cin7

  3. Install the Cin7 Core (Or Dear Inventory) app in Shopify

  4. After installation, you will be directed to the Cin7 Integrations Shopify dashboard. From there, you will need to configure the new connection.

    Dear Shopify Integration General settings in DEAR

  5. Shopify settings Cin7. Change as follow:

    1. General Setup
      1. Customer

      2. Price Tiers

      3. Pick, Pack and Ship modes etc

    2. Account and Cash
      1. Invoice status

      2. Poduct Listing

      3. Stock level update status

      4. Sales Rep

      5. Discounts etc.

    3. Tax Rules

    4. Locations

    5. Payment methods 

  6. Once your setup is done, sync the items from Dear to Shopify or from Shopify into Dear.

  7. To download products from Shopify into DEAR simply click the “Catalog” button and click on the “Download” button.

  8. Alternatively, to download products from Dear to Shopify (our recommended method) click on Bulk listing

    Dear Shopify Integration settings in DEAR
    1. 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.
    2. 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)
    3. The best way to upload products from Dear to Shopify is in the bulk listing screen as we just mentioned.
      1. The bulk listing feature will also let you know if the products meet the minimum required standards for it to be listed in Shopify.

  9. Once products have been created, synced and listed, you can start importing new orders from Shopify into Cin7 Core.
  10. 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.
  11. To process the orders into your sales process flow, click on the Process button. 
  12. To see import orders, you can view them in the go to “Sales” > “Search sales”. The new sales will be the latest orders added.
  13. To keep your product and order information up-to-date, the order import process is automated. No manual intervention is required.
  14. 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.
  15. 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:

Does Cin7 work with Shopify?

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

smiling woman wearing a headset

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. 
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”.
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

Software4Business Cin7 Sales Order Flow Explained
Cin7 Process Flow – Cin7 Support.

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

Cin7’s Accounting integration enhancement eliminates allocating payments manually

Cin7 acquired DEAR Systems and Orderhive

This Cin7 integration enhancement eliminates an unnecessary step for Xero and QuickBooks Online users.

Cin7 allows for partial payments on individual sales orders. To clarify, with this new Cin7 integration enhancement, they no longer require you to enter invoice payment details manually. The process eliminates manual steps and saves you even more time.

What do you need to do to be able to use this feature?

If you use the Accounting Dashboard, nothing. You’ll see all reconciled invoice payments in the “Payments” section of your sales order. On the other hand, if you’re not currently using the Accounting Dashboard, get it from Cin7 App Store. 

How does this update to Cin7 change the way you use it?

Until now, the payments from Xero or QuickBooks Online invoices would only appear in the main Sales Order section of the Sales module. As shown below.

Payment information from Xero or Quickbooks online
Payment information from Xero or Quickbooks online

Further, with this new Cin7 integration enhancement the payment details are automatically recorded under “Payment Type” in the corresponding order.

Information regarding payment from Xero or Quickbooks online
Information regarding payment from Xero or Quickbooks online

The Cin7 integration enhancement allocates payments to the sales orders. This eliminates the need for you to manually enter payment information in the Payments section of every order. We could all agree that Cin7 made a really good choice.

Please get in touch with us if you have any questions about Cin7, data migration, system implementation, expert consulting, operational support, design work, or integration with other add-ons.  

Originally published here.
Created by Simon Eskow and modified for S4B and XeroHero by Hanno Winterbach February 09, 2021

Cin7’s Accounting integration enhancement eliminates allocating payments manually

This Cin7 integration enhancement eliminates an unnecessary step for Xero and QuickBooks Online users.

Cin7 allows for partial payments on individual sales orders. To clarify, with this new Cin7 integration enhancement, they no longer require you to enter invoice payment details manually. The process eliminates manual steps and saves you even more time.

What do you need to do to be able to use this feature?

If you use the Accounting Dashboard, nothing. You’ll see all reconciled invoice payments in the “Payments” section of your sales order. On the other hand, if you’re not currently using the Accounting Dashboard, get it from Cin7 App Store. 

How does this update to Cin7 change the way you use it?

Until now, the payments from Xero or QuickBooks Online invoices would only appear in the main Sales Order section of the Sales module. As shown below.

Payment information from Xero or Quickbooks online
Payment information from Xero or Quickbooks online

Further, with this new Cin7 integration enhancement the payment details are automatically recorded under “Payment Type” in the corresponding order.

Information regarding payment from Xero or Quickbooks online
Information regarding payment from Xero or Quickbooks online

The Cin7 integration enhancement allocates payments to the sales orders. This eliminates the need for you to manually enter payment information in the Payments section of every order. We could all agree that Cin7 made a really good choice.

Please get in touch with us if you have any questions about Cin7, data migration, system implementation, expert consulting, operational support, design work, or integration with other add-ons.  

Originally published here.
Created by Simon Eskow and modified for S4B and XeroHero by Hanno Winterbach February 09, 2021

Learn the little-known difference between Trade Gecko, Dear Systems and Cin7

Dear Systems vs Cin7

In this detailed comparison, you’ll learn the ins and outs of Trade Gecko.

Almost all Australians are shopping online in 2021. In the e-commerce world, online shopping is called B2C (Business-to-Consumer). Due to the Corona Virus pandemic, B2C rocketed itself into relevancy in 2020 because people did not want to go shopping. Rather than physically going to shops for fear of catching Covid, everyone embraced shopping online through Woolworths.com.au and Coles.com.au. In this article, Cin7 and Dear Systems, along with Trade Gecko (aka Quickbooks Commerce) and their respective B2B and B2C e-commerce offerings, are compared.  

Since 2010, but particularly from 2020, we finally had the ability to shop on our computers. This was a huge step forward in B2C transactions because it solved many of the problems that come with this kind of shopping like long lines and crowded stores.

Before and After 2020: As the world of B2C grows, so does the demand for a solution that will help businesses operate efficiently in this increasingly digital landscape.

Innovation in the retail industry has been steadily increasing over the last decade. Ten years ago, e-commerce was mostly unheard of and people did not take much notice. However, despite this innovation’s growth before 2020 most people still found no real reason to buy everyday groceries online. Ten years ago software for business solutions like Trade Gecko, Shopify, WooCommerce, Cin7 and Dear Systems did not even exist.

Although the 20s were a decade of futuristic visions, it was not until 2021 that we saw advancements in B2C. This shift is forcing inventory-keeping businesses to implement e-commerce sooner than they might have anticipated.

B2C businesses shouldn’t just be limited to e-commerce for customers, they should also be able to purchase goods online. Take a moment to think about how you buy from your suppliers? In the vast majority of cases, if it is still done over the phone, by email, or by spreadsheet you need to change. Can you survive long-term if you do not?

What is B2B: Trade Gecko, Dear Systems and Cin7 offer comprehensive SaaS platforms for B2B commerce. This helps thousands of businesses to manage their supply chain.

Business-to-business is the transactions between businesses. B2B ecommerce refers to all of the information exchange that occurs in order for these trades to take place. It may not be as popular or well known, but if you’re a small business owner who hasn’t heard about Business To Business (or B2B), now’s your chance!

Business-to-Business refers to the transactions between businesses like manufacturers and wholesalers, and retailers. B2B e-commerce refers to all the information exchange to conduct transactions over a computer network.

The Choice Between B2B within Trade Gecko, Cin7 and Dear Systems Shouldn’t Be So Complicated – but it is.

These transactions come in a variety of ways, including electronic file or database communication, API calls, and enabling stock visibility. But as I said before we are not discussing IBM’s Watson computer here so let’s keep it simple!

B2B for SME’s is merely offering your business clients an online platform like a website page with a username and password login. This way, they can easily place their orders online, view previous invoices and statements and communicate with you.

Below are a few screenshots of the B2B Backend and Front solutions we support namely (Trade Gecko, Cin7 and Dear Systems). Let’s start with Trade Gecko:

Trade Gecko Backend B2B Setup

 

So what’s the difference between B2B and B2C?

What is the difference between B2C (business-to-consumer) and B2B (business-to-business) e-commerce? Well, the answer is not that much, but the small differences are significant and logical. 

The similarities between B2B and B2C has an ingenious design allowing a B2B solution to function as a B2C, but it cannot be the other way around. They were both built from the same base.

There are four main differences between B2B and B2C.

  • B2B has a formal account with login detail, and you cannot check out as a guest.
  • Specific pricing with special discounts for each client, not a generic retail price.
  • Purchases are mostly made on Account whereas B2C requires you to pay on the spot.
  • Historical Invoices and Statements are available, whereas B2C might have it, but generally, for B2C it is not a significant thing.

Formal Account with particular login details

Have you ever phoned a wholesaler only to hear you cannot buy from them directly? The sales rep might say you need a formal account and point you to a retailer. If you did, then you will understand this. 

The same principle is true for B2B e-commerce sites. Buyers can only purchase products once log unto the online store with appropriate login and password. You cannot buy as a guest or as a visitor.

These accounts are activated manually for some companies, and your application has to go through vetting to get approved.

Specific pricing with special discounts

Unlike B2C or standard online shopping, B2B can offer specific pricing for each business customer (or group of customers). Additionally, discounts that apply to the one group may not apply to another group. Price management usually is more complex to manage for B2B and trying to do this on multiple places, or Excel sheets are begging for trouble. 

Having the ability to change customer-specific prices and then let that feedthrough to your B2B is magic. But in the case, of Cin7 and Dear Systems (and Trade Gecko aka Quickbooks Commerce), this is indeed what happens.

On a side note, in addition to managing and uploading relevant and appropriate pictures for each product, managing pricing can take a long time and a bit of effort, so getting around this problem fast and quickly should be a no brainer.

Luckily Cin7 and Dear Systems allow for this functionality.

When using Cin7 and Dear Systems B2B, Purchases are mostly on Account.

B2B stores typically offer an additional payment option over and above B2C namely “Account” or “Credit”. King Solomon in Ecclesiastes 6:9 wisely said: “The bird in the hand is worth two in the bush”, and while Accountants say cash is king selling on a Credit is a risky reality but needed.

Being able to sell to your customers online, and putting the invoice due on credit will help you sell more, and manage your cash flow while planning day to day operations. Buying on account means the customer’s order will automatically skip through to generate a warehouse picking slip, and then once packed and shipped, an invoice will be printed and emailed.

Payment on Account, not PayPal

The invoice can then fully reflect on your inventory system (like Cin7 or Dear Systems) and your Accounting solution (like Xero or Quickbooks). 

These days, similar to your council invoice, business owners can easily show payment options like BPay, PayPal, Stripe, Bank Transfer or Credit Card on invoices and statements. Once paid, the payment is allocated to the invoice either through Xero or Cin7 and Dear Systems and reflects on paid invoices.

Historical Invoices and Statements are Available.

B2C customers rarely need to go back to previous purchases unless they become a recurring supplier like Vet food or medicine. Online giants like Amazon and eBay have become giants due to their ability to offer this feature, but generally, B2C does not provide this. 

However, for B2B customers, due to the higher number of transactions, they must track each order individually and collectively.

Most B2B platforms, including Cin7 and Dear Systems, offer the end-client the ability to view historical invoices and outstanding balances due. Administrators can use their accounting system like Xero for sending out account statements at the end of the month.

I am bringing it all together with Cin7 or Dear Systems.

Yes, flying cars would have been excellent in 2020, and having no Coronavirus in 2021 would be fantastic. But let’s face it, things are going to take a while to settle down. Let’s address where we are, and work through what we have, making the most of what is currently available. Cin7 and Dear Systems.

Fortunately for us, there is a lot we can do to improve business systems and to automate processes while bringing SME businesses into the future of e-commerce.

With the evolution of the internet, we all were witnesses to colossal speed and functional improvements. Software and business features previously only available to larger corporations are now available for all.

As little as a few years back, this was not possible, but now SMEs can enjoy having access to all their systems with just a simple internet connection. 

The purpose of this article is not to tell you how all of the ecosystems building blocks fit together, for that you can read more on this website, but rather which e-commerce options you can use with Cin7 and Dear Systems or a little bit on Trade Gecko as well.

Cin7 and Dear Systems in more detail

Cin7’s e-commerce options.

Cin7 offers quite a several integration options (550 in total 1 being their B2B and 4 for B2C) to link into your favourite e-commerce platform while allowing you to grow your online sales without increasing operating expenses rapidly.

The Cin7 B2B and B2C solution offer inventory management, stock locations and e-commerce into one automated solution while updating stock figures in real-time. 

With Cin7, you can say goodbye to employees manually entering data, manipulating spreadsheets, and welcoming accurate inventory and visibility.

Discussing Cin7‘s B2B

Thankfully, Cin7‘s B2B solution is a native platform that seamlessly works with background data and pricing synchronisation. Very little has to be done to enable and use the B2B solution.

Enabling and inviting customers to use it, it also very easy, and can be accomplished within a few minutes. In short, Cin7‘s B2B platform’s smart thing is its “no-fuss let’s get going” attribute.

Within a few clicks, your B2B site can be ready for taking orders. Additionally, the B2B backend allows for necessary theme modifications like choosing colours and branding.

It is also entirely possible for the more technical to have your website domain (name) or sub-domain and point your B2B portal URL to it. That way, a client can easily navigate to your website and not get confused.

Although some clients find the Cin7 B2B platform lacks street appeal, it boasts some powerful features, which most B2C big players cannot offer. We have a few clients that use Cin7‘s B2B platform as a B2C.

Enabling Cin7‘s B2C

When moving on to the B2C platforms that you can link up to Cin, your options are quite exceptional. Cin7 is the platform of choice, offering the most optimistic and complete integration with top suppliers.

I suspect most people reading this are already familiar with at least one or two of these platforms. They are:

  • Shopify
  • BigCommerce (Only Cin7 offers this – Dear Systems & Trade Gecko does not)
  • WooCommerce
  • Magento

For complex industries that do not sell straight forward products, I would recommend WooCommerce, or if not successful use Magento. These are suppliers selling custom products.

Shopify and BigCommerce are both very stable, and although Shopify is the world-leading e-commerce supplier, our analysis showed that BigCommerce would give you more bang for your bucks in the long run.

That being said, Shopify does have more integration partners, and links with more inventory systems than BigCommerce does, so thoroughly plot out your business software and distribution plan before making your final decision.

If you were going to choose Cin7, my B2C platform suggestion would be BigCommerce, even though we are experts in Shopify, WooCommerce and BigCommerce.

Some of Cin7’s Advantages

Cin7 stand out above smaller players is its well established EDI connections to big distributors and retailers like Amart, Kmart, Big W, Coles Bunnings, Amazon, Walmart, eBay and Etsy to name a few. 

The Cons of using Cin7.

New Cin7 users might find it challenging to use and understand the workflows. The user interface has been described as clunky, and sometimes monthly pricing is complex. For those looking for support, that is why we exist.

A summary on Cin7

We are delighted to see that Cin7 has simplified its pricing model recently. After the recent acquisition from an American based company, things are being tidied up. The website has a new look-and-feel, and branding has been updated. It would be great to see Cin7 using more local suppliers and providing better training/help information.

As experts, we would suggest Cin7 for larger businesses looking to tap into large corporates to enlarge their supply chain and distribution business. Our business has a few clients who stand by Cin7‘s outstanding features and who are happy about the fair price point, especially compared to much more extensive and expensive ERPs.

Dear Systems e-commerce options

After some investigation, we found that Dear Systems offers around 50 integrations in total, with 1 being their B2B and 3 for B2C.

Like Cin7, Dear Systems also offers B2B and B2C solutions for easy inventory, locations and e-commerce management. 

Even though Dear Systems has fewer integration points than Cin7, in conjunction with Xero, for example, and including all its capabilities, you will have a pretty decent solution.

Brilliant Dear Systems B2B

Similarly to Cin7, Dear Systems also has a native B2B solution with seamless background data and pricing synchronisation. It is super easy to enable and use the B2B solution and compared to Cin7; it is arguable more powerful, comfortable and better looking.

Using the B2B system is intuitive, and enabling products to sell on the platform, changing prices and inviting customers cannot have been made easier.

When we first set up the B2B portal, the surprising thing was its flexibility, menu customisation, and professional look. You can point your website to the B2B platform or feel free to ask us for help. 

Dear Systems B2C options

If you are considering moving to a B2C platform that integrates with Dear Systems, this section is for you. You will be glad to know that Dear Systems offers the same options as Cin7, except for BigCommerce. So three major players can work as your preferred B2C provider.

The Dear Systems B2C integration partners are:

  • Shopify
  • WooCommerce
  • Magento

Considering Dear System’s Pros

In our opinion, Dear Systems stand out above other players because it is easy to use. The user interface (UI) works great, and it has fairly low monthly fees. Besides, the help documentation and videos are excellent help.

Is there any Dear Systems Cons

What makes Dear Systems less desirable, but only because we compare it other more mature systems, is the lack of integration partners. We are fairly sure that Dear Systems will add more modules over time. Just because I feel it would be fair to include something negative here, Dear has fewer retailer API connections than some competitors.

In Summary for Dear Systems

We think Dear Systems is a great solution that offers enough functionality to enable advanced business operations. Yet, the design is keeping it simple to allow new users to understand their next step.

As Dear Systems resellers and implementation partners, we are happy to partner with such a great system and can confidently recommend it to our customers.

The fact that it links up with Xero makes it a real contender for systems like Netsuite and Sage Intacct and other cloud-based ERPs, not to mention their drive to expand their Warehouse and Manufacturing modules.

B2C e-Commerce Quick Analysis

Shopify offers a quick start with a few easy add-on modules. Due to the lack of customisation and completeness, it is not our first choice.  Our assessment score for Shopify is 80%. 

BigCommerce is a rather smart solution and compares closely with Shopify. Its offer focuses on the actual online store with a few cosmetic options. Their advantage above Shopify, in our opinion, is openness and WYSIWYG, and it is complete. It allows for customisation, complex pricing and robust settings. It might be worth noting that Big Commerce has a smaller marketplace than Shopify, but well worth investigating. We score them 85%.

WooCommerce, although a bit more tricky to get started, offers the client the most flexibility with code customisation and add-on modules. It is more technical, and not recommended for beginners, so we give them 75%.

Magento used to be the industry leader in e-commerce platforms, but due to its early success and higher technical skills required to main the code, we only give them 65%. If possible, try and avoid Magento, it will work our more expensive.

Diagram

e-commerce options
Cin7, TG, and Dear e-commerce Diagram

When to use which B2C solution

For more complex industries that do not sell straight forward products, I would recommend WooCommerce, or if not successful use Magento. These are suppliers selling custom products.

Shopify and BigCommerce are both very stable, and although Shopify is the world-leading e-commerce supplier, our analysis showed that BigCommerce would give you more bang for your bucks in the long run.

That being said, Shopify does have more integration partners, and links with more inventory systems than BigCommerce does, so thoroughly plot out your business software and distribution plan before making your final decision.

If you are going to choose Cin7, our B2C platform suggestion is BigCommerce. Even though we are experts and partners with Shopify, WooCommerce and BigCommerce for Cin7 we saw some good stuff from them.  Our recommendation is either WooCommerce or for simpler stores, Shopify, for those who want to use Dear Systems.

Changes to improve email delivery from Cin7

Cin7 Support

Dear Cin7 customers, please take careful note of the changes to improve email delivery from Cin7. A change is due to technology requirements from Cin7, and to ensure that all emails sent by Cin7 on your behalf continue to be delivered to your customers’ and suppliers’ inboxes. 

This change addresses issues reported by a few Cin7 customers that some emails were not being delivered to recipients using Microsoft Outlook.

What do you have to do?

Nothing. This enhancement to Cin7’s email capabilities is behind the scenes. It ensures your emails are delivered to your customers without any issues. 

What’s changing and when?

Starting October 30, 2020, all emails sent from Cin7 will have changes to improve email delivery from Cin7. It will be sent from mail@cin7online.com instead of your own email domain. This will not impact the email’s original “Display Name”, which will continue to reflect the friendly or readable name that you’ve assigned. An example email before the change, and after the change, are as follows:
​​​​​​before after 1 copy
In the above example, when the recipient replies to the mail@cin7online.com-based email, the reply will be sent to the original display name and email address: Angela Fashion and angela.nz.fashion@software4business.co.nz. 

What impact will this have on my customers?

None. Your customers will continue to receive emails from you using your identified “Bulk Email – Default From” email “display name”, ensuring they know it’s from you. To view the delivery status of all your emails, click on the Email Dashboard under Admin in the left navigation panel

Does this change help make Cin7 more secure?  

Yes. Current general data protection regulations being adopted by various countries across the world require all emails sent by an application (such as Cin7) to originate from that given system’s domain address (i.e., @cin7online.com). By implementing this enhancement, we are putting Cin7’s email delivery system on the path to support these global privacy initiatives.

Link to Cin7 Website

Why use us for Cin7 Support

 


What to do next

2 Easy Steps to Get Started with Inventory Management Using Cin7 and WooCommerce?

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laptop technology ipad tablet

You know that WooCommerce is a powerhouse ecommerce platform for WordPress and that WooCommerce is not just another ecommerce platform. You love WooCommerce because it is built by an established team over the last 20 years and it has integration with many other great business solutions.

Woocommerce

But would it not be awesome if this ecommerce platform had another online software feature to work with it? You would be able to automate your online order fulfilment, manage and support the warehouse from anywhere in the world, and more! Software4Business with the help of the Cin7 platform is ready to help you grow your business, easy and hassle-free.

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Here are four reasons why you should consider our proposition:

Automate your order fulfilment

Cin7 software automatically syncs and saves WooCommerce orders as they are placed. The data is instantly available for easy picking, packing, shipping, emailing customers, or invoicing!

With Cin7, you can manage your business from anywhere – whether you’re at home or abroad while on vacation, you can easily access reports and manage your stock. Plus if it ever comes to creating new items, you can add items and then add them to customer orders in just a few clicks. These items then Sync across to WooCommerce.

Automate your solutions- Cin7’s SmartBuyer feature knows that certain products might run out soon and will automatically create purchase orders for those products when they reach specific levels. You’ll never have any product go “out of stock” again!

Be the boss of your inventory in minutes: set it and forget it.

As mentioned, Cin7 will automatically create new WooCommerce orders for you so that your inventory is fully linked, stocked and ready to go. So there’s no need to worry about the back-end of WooCommerce, qty management, as all of the software integrates perfectly! Pricing, Qty, Description and more.

Make inventory management easy for you and your customers.

No more unhappy customer, no more out-of-stock products. Your company won’t ever have to worry about an online customer being unhappy because you can’t fulfil their WooCommerce order or they don’t know what’s happening with their items! Cin7 is the system for all of these problems and so much more!

Let us show you how WooCommerce online data and Cin7 integrations work. With our Cin7 Management Software, we will show you the four main benefits of using such software for your business and more for free.

Get a free demo with Hanno, our company Software4Business’s Cin7-WooCommerce integration specialists today.

This post talked about the benefits of getting inventory management software to work with your WooCommerce ecommerce platform. Cin7 has four main advantages for online that are hard to match with competitive solutions. It is important that businesses make sure they are taking care of their integrations as far as possible because if an item goes “out-of-stock”, it will make your customers unhappy. Hanno from Software4Business has a free demo to show you how this all works!

Complete the form below or contact us directly.

Dear Systems WooCommerce Integration
Cin7 acquired DEAR Systems and Orderhive
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Cloud Inventory – Software4Business is affordable

Cloud Inventory Partner

Cloud Inventory Partner of choice

  • Software Implementation: The Cloud-First Approach
  • Software Migration Made Easy: Our experts will take care of everything
  • The Software Implementation company that gets things done
  • We understand your business needs and deliver accordingly
  • Let us implement the right cloud solution for you, right from the start
  • Get your new cloud-based solution in place within weeks not months
  • Use a Cloud Inventory Partner you can trust
  • Dear Systems, Cin7 and other solutions are being supported
Cloud Inventory Partner
Josh implementing Dear Systems or Cin7. We are your Cloud Inventory Partners.

You’ve been looking for a new cloud-based solution for your business and need a Cloud Inventory Partner. You probably know that there are many options available and have researched some of them already. You may be wondering which one to go with? There are so many different solutions out there it can be hard to make a decision, but the good news is you’re in the right place at the right time because we will help you answer this question and get your new system up and running fast! Say hello to your new cloud inventory partner – Software4Business.

Our cloud-first approach put emphasis on your software implementation strategy that focuses on using cloud computing as the model for all new IT solutions. The most important benefit of your cloud-first approach is that it allows organisations to use technology more efficiently while reducing costs.

Working on projects that are so many steps ahead of the current solutions is very challenging and researching the right solution, implementing it and then integrating them with other new solutions can be a difficult task. Often times, this process goes smoothly if you know what you are doing, and the company benefits from the new investment. Sometimes, however, as with all things new do not go according to plan. Different factors come into play, and we have seen them all. That is why you need specialists like Software4Business who are Cloud Inventory Partners. We come alongside you to help you make the project a success. We have the know-how to help you succeed with your project.

The process of change, especially when it’s a new solution or technology can be difficult. Your company may not understand the needs and backend APIs and consequently invest in something that doesn’t work at all. But with Software4Business’ help, we guarantee success. We are your Cloud Inventory Partners!

Implementing a new software system is an involved process. It involves many tasks, people and activities. If you are considering moving your systems to the cloud, it’s important that you find a trusted partner who can manage everything from start to finish on time and within budget. As part of our process for implementing any new solution, we take care of all the required business information such as employee details or logo files before starting so there are no surprises later down the line.

We also do data conversion if necessary while ensuring accuracy and completeness with clean data ready-to-roll when due – because being next level geniuses with data is what we do! Have you considered outsourcing this project to us? 

We are always looking to find out the needs of our clients, and we adapt accordingly.
Our software implementation team has been in business for over twenty years.
Let us help you start off the right way.

It’s increasingly common for businesses to depend on cloud-based services. Why not learn how you can get your new solution in place within weeks instead of months?

Contact us if you want to implement Cin7 or Dear Inventory or any of our other solutions in a successful manner.