Automatically create sales orders in Cin7 — no manual data entry, no mistakes. Save yourself hours of admin spent manually entering orders 🙌🏽.
Connect your Cin7 account
You’ll need to set up a new API connection in Cin7 and enter the Account ID and Key into Upstock.
In Cin7, go to Integrations › API, then click the Cin7 Core API tile.
Click the plus icon. Enter "Upstock" in the Name field and click Create.
You'll get an Account ID and Key to use in Upstock.
In Upstock, go to Settings › Integrations › Cin7 Core and click Connect. Copy and paste the Account ID and Key fields when prompted.
Import customers & products
Next, import your customers and products into Upstock. If you don’t have your products set up in Cin7 yet, you’ll need to do that first.
Each customer and product in Upstock has a matching item in Cin7. This ensures sales orders are created for the right customer and your inventory is correct.
To get started, go to the customers and products sections and hit the Import button.
If your products have images and notes, these will be imported as well. Customers will see these in your store on Upstock.
Ordering workflow
You’ll receive orders in Upstock without having to manually enter them. These can come from a few different sources, e.g. the Upstock buyer app or your supermarket integrations.
You can then make any changes to orders that are needed, e.g. adjusting quantities or adding freight.
When you approve an order in Upstock, a sales order is automatically created in Cin7.
You can then fulfil the order in the normal way in Cin7. When the order is shipped in Cin7, it will also be marked as shipped in Upstock (this may take around 10 mins).
Note that once an order has been approved in Upstock, no other changes to the item or status are synced between Upstock and Cin7.
Product prices
Note that Upstock can only support orders with the same currency as your default currency within Cin7 Core.
Your price lists in Upstock will be used when creating sales orders in Cin7.
You can choose to sync prices from Cin7 to Upstock, or set them manually. Most suppliers choose to sync prices from Cin7, as this means your prices are set in one place, making them easier to manage.
When you match a customer in Upstock to a contact in Cin7, this triggers prices to start syncing. You can also manually refresh pricing data at any time by going to Price lists › Sync Cin7 Core prices.
Cin7 has a number of different ways to set prices. Here’s what will be imported into Upstock…
Cin7 Core pricing | Supported by Upstock |
Price tiers | ✓ |
Customer specific prices | ✓ |
Customer level discounts | ✓ |
Product level discounts | · |
Volume discounts | · |
Deal coupons | · |
If you want to apply discounts in Cin7, 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.
Sales order details
Here are the details that will be used on sales orders that are automatically created.
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. Check Upstock for further comments. |
Order date | Order date |
|
Delivery date | Required date / ship by date | Or no date supplied. |
Tracking | Tracking URL or Tracking Number | If the Tracking field in Upstock contains a link, the Tracking URL in Cin7 will be set, otherwise the Tracking Number will be set. |
Sales representative
If a sales representative is set for the customer in Cin7 it will be honoured, otherwise orders are set to API Sales.
Integration settings
Here are the settings available for you to fine tune the integration. Get in touch with our support team to change any of these settings.
Sales order status
Sales can be created as a Draft or Authorised. If you want to apply discounts within Cin7 Core, you’ll need to create them as a draft.
Sales order type
You can also choose the type of sale created. Cin7 offers Advanced Sales for orders that involve multiple invoices or fulfilments.
By default, Upstock will create a Simple sale. You can convert these into an Advanced sale in Cin7 as needed. Or, you can set Upstock to create Advance sales for each order.
Order creation mode
You can set which steps (pick, pack, ship) are authorised when the sales order is created. To use this setting, Sale Order Type must be set to Simple Sale and Default Order State’ to Authorised.
Ship by / Required by date
Upstock defaults to using our delivery date for these fields. Suppliers use this field within Cin7 differently (some use as a ship date and some as a delivery date). You can choose to not set this field and put the customer's expected delivery date in the "shipping notes".
Addresses
If your customers in Cin7 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. Chat with our team about setting this up.
Common questions
What prices are used on sales orders?
What prices are used on sales orders?
The prices you set in Cin7 will be used on sales orders. These are synced to your price lists in Upstock each day.
How does price syncing work?
How does price syncing work?
Upstock automatically imports your prices from Cin7. Price lists are created in Upstock based on your price tiers and customer-level pricing in Cin7.
When you match a customer in Upstock to a contact in Cin7, this triggers prices to start syncing.
You can manually refresh pricing data at any time.
As Cin7 does not have the concept of a ‘base price’ for products, Upstock will use your Tier 1 prices as base prices.
Are discounts shown to customers?
Are discounts shown to customers?
No, discount amounts are not shown in Upstock, just the final sale price. Only connected customers can see your pricing.
Why do I need to import my customers?
Why do I need to import my customers?
Customers in Upstock are linked to their corresponding contact in Cin7. This ensures sales orders are created for the correct customer.
Importing your customers is also a great way to onboard them to Upstock. When customers place their own orders in Upstock, it saves you time, reduces mistakes and helps you sell more.
When a sales order is created in Cin7, what status will it have?
When a sales order is created in Cin7, what status will it have?
You can choose whether sales orders are created with the Draft (default setting) or Authorised status.
What if my Cin7 customers have multiple addresses?
What if my Cin7 customers have multiple addresses?
You’ll be asked to select which address from Cin7 to use. The selected address will be used when Upstock creates a sales orders in Cin7.
What type of sales order is created?
What type of sales order is created?
You can choose whether a Simple or Advanced sales order is created. For simple sales, you can also choose which steps are authorised (pick, pack, ship, etc).
If I update an order in Cin7, will the changes show in Upstock?
If I update an order in Cin7, will the changes show in Upstock?
When an order is shipped in Cin7, it will also be marked as shipped in Upstock (this may take around 10 mins).
Changes to line items are not synced to Upstock. If the order totals don’t match between the two systems, this will prevent payment being taken in Upstock and supermarket orders being invoiced.
We’ll give you a heads up if this happens, so you can update the order in Upstock and mark it as shipped.
Are sales reps set for orders in Cin7?
Are sales reps set for orders in Cin7?
If a sales representative is set for the customer in Cin7 Core it will be honoured, otherwise orders are set to ‘API Sales’.
How does ship by / required by date work?
How does ship by / required by date work?
By default, these fields are set using the delivery date on the order in Upstock. Alternatively, you can choose to leave these fields blank and put the customer's expected delivery date in the shipping notes.