Connecting your Cin7 Core account allows orders to flow from your customers in Upstock into Cin7 Core, saving you having to manually enter them.
It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock šš½āāļø
Please note we can only support orders with the same currency as your default currency within Cin7 Core.
Connecting your Cin7 Core account
To connect your Cin7 Core account, go to Settings āŗ Integrations.
Youāll need to get some details about your Cin7 Core account to connect. Weāve created a short guide to show you where to get this info.
Tip: If your business uses both Cin7 Core and Xero, just connect your Cin7 Core account to Upstock. Your Cin7 Core - Xero integration will continue to work as normal.
Importing contacts
Once your account is connected, your contacts will be imported. The team at Upstock will do this for you. To get started, please get in touch
Importing products
To import your Cin7 Core products, go to Products āŗ Import products. Select the products you want to make available to customers on Upstock, then hit import.
Note that any services youāve added to Cin7 Core will not be included.
For more information, check out this article.
Ordering workflow
Once your customers and products are added you can start taking orders.
Hereās how it works...
Customers place orders using the free Upstock app, saving you having to manually enter them.
You review orders in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
When you approve an order in Upstock, a sale is automatically created in Cin7 Core.
You can then fulfil the order in the normal way in Cin7 Core. When the order is shipped in Cin7 Core, it will also be marked as shipped in Upstock (this may take around 10 mins).
Tip: once an order has been approved in Upstock, no other changes to the items are synced between Upstock and Cin7.
Options for Cin7 Core sales
You have control over the status and type of sale that's created in Cin7 Core. To change these options, just chat with our team in the app.
Status
Sales can be created as a Draft (Ordering status) or Authorised (Ordered status). If you want to apply discounts within Cin7 Core, youāll need to create them as a draft.
Advanced Sales
You can also choose the type of sale created. Cin7 Core offers Advanced Sales for orders that involve multiple invoices or fulfilments.
By default, Upstock will create a normal sale. You can convert these into an Advanced Sale in Cin7 Core as needed. Or, you can set Upstock to create Advance Sales for each order.
Order Creation Mode
Note: This mode only works for orders which are created with Sale Order Type = āSimple Saleā and Default Order State = āAUTHORISEDā.
Options:
No Pick - Order Sale is created Authorised
Auto Pick - Order Sale is created Authorised, Pick step is authorised
Auto Pick + Pack - Order Sale is created Authorised, Pick, Pack steps are authorised
Auto Pick + Pack + Ship - Order Sale is created Authorised, Pick, Pack and Ship steps are authorised
Ship By/Required By Date Source
Upstock defaults to using our Delivery date for these fields. Suppliers use this field within Cin7 Core differently (some use as a ship date and some as a delivery date). Upstock can provide no date for this field but will list the customer's expected delivery date in the "shipping notes".
Prices
When you import your Cin7 Core products and customers, the prices associated with them will be imported as well šš½
Prices in Upstock are managed with our price lists feature. Upstock will automatically create price lists that reflect your Cin7 Core prices.
Cin7 Core has a number of different ways to set prices. Hereās what will be imported into Upstockā¦
Cin7 Core pricing | Supported by Upstock |
Price tiers | ā |
Customer specific prices | ā |
Customer level discounts | ā |
Product level discounts | Ā· |
Volume discounts | Ā· |
Deal coupons | Ā· |
Tip: If you want to apply discounts within Cin7 Core, you can do this when sales are in the 'Draft' status. Chat with our team and we'll make sure Upstock creates sales in the correct status.
Addresses
If your customers in Cin7 Core have a shipping address or billing address, these will show on orders automatically.
If a customer has multiple addresses we can support this by adding a custom field in Upstock. This will ensure the correct address is used when creating an order. Talk to our team about setting this up.
Updating products, prices & customers
Upstock will automatically import changes to your products, prices and customers.
Changes are imported periodically. If you need them straight away, you can manually import changes by going to Price lists āŗ Sync prices.
Sales representative
If a sales representative is set for the customer in Cin7 Core it will be honoured, otherwise orders are set to API Sales.
How Upstock fields map to Cin7 Core
Upstock | Cin7 Core | Notes |
Reference | Reference | If no reference is supplied this will be set to the Upstock order number |
Order comment | Shipping notes | Only the first comment is supplied to this field. Ensure you check Upstock for further comments. |
Order date | Order date |
|
Delivery date | Required date / ship by date | Or no date supplied as mentioned above |
Tracking | Tracking URL or Tracking Number | We first look for a Tracking URL and use Tracking Number if no URL is present |
Disconnecting
You can disconnect your Cin7 Core account at any time by going to Settings āŗ Integrations, then clicking Disconnect.