FULL FEATURES LIST. Direct Electronic Data Interchange

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1 FULL FEATURES LIST Inventory Management 1 Point of Sale 6 B2B ecommerce 9 Warehouse Management 9 Reporting and Forecasting 10 Third Party Logistics 10 Direct Electronic Data Interchange 11 Integrations 11 Visit for more info

2 Inventory Management Quoting Credit notes Pre orders Branch transfers Mobile stocktaking Consignment Rich product management Custom fields Multi-currency support Backordering Flexible configuration Batch importing & updating Alternative GL & tax rates Label printing Light Manufacturing Barcode Inventory OTHER FEATURES CRM Multiple delivery addresses with one central billing address Account credit limits Custom fields Assign multicurrency price and cost columns to contacts Payment terms Customer contract pricing Default sales branch setting Customisable templates Customisable search filters Allocation of alternative GL and tax rates

3 Inventory Management SALES Complex quotes creation Multicurrency Open to Sell (available) stock display at time of sale Custom fields Security levels Backorders Customisable templates Customisable search filters Apply stock and costs from specific purchase orders Configurable invoice documents Assign sales to sales reps Batch update actions Colour-size ordering grid Allocation of alternative GL and tax rates Sell from one branch, remove stock from another Sell in different units for the same product Create credit notes from sales PURCHASE ORDERS Smart Buyer to quickly create purchase orders Apply freight and customs to container purchase orders Multicurrency Lock-in exchange rates for purchase orders Partial receipts and backorder purchase orders Customisable templates Customisable search filters Accurate landed cost calculation Batch update actions Colour-size ordering grid Label printing from purchase orders Custom fields

4 Inventory Management LIGHT MANUFACTURING Modify bill of materials inside production jobs Bill of materials up to three levels deep Apply actual usage to production jobs Batch traceability Material usage reports Create production jobs from sales Swap bill of material options at time of sale Virtual stock based on component stock PRODUCT MANAGEMENT Store rich information such images and PDFs Custom fields Colour-size grid Multiple Units of Measure Generate unique product codes (UPCs) Multiple reporting classifications First in First Out, Batch and Serial Number stock control Bulk importing and updating of products Label printing Minimum stock and reorder levels Virtual kitting stock Stock holding groups such as faulty, in-transit, etc. Multicurrency pricing and cost fields Complex promotions and volume pricing Three level categorisation Customisable search filters Allocation of alternative GL and duty codes Set size range creation and allocation

5 Inventory Management TRANSACTION TYPES Quotes Supplier quotes Credit notes Supplier credit notes Pre-orders Branch transfers Bin location transfer Adjustments Supplier consignments ACCOUNTING INTEGRATION Xero and Quickbooks online integration GL accounts by order, by line item or by customer Customs duty codes Set invoice due date from payment terms Cost of Goods Sold posted to same period as invoice date Cost of Goods Sold recalculations if landed costs change Custom tax rates Update amount reconciled Update balance owing from Xero to Cin7

6 Point of Sale Laybys Returns & credits Branch transfers Quotes Product quick tabs Sell & pickup options Popular payment integrations Gift vouchers Unlimited cash registers Batch sales by payment On account option Batch & serial selling Sell in different units Sell kits & configurable products Alternative tax rate support Multi-currency support OTHER FEATURES USABILITY Works online and offline Product quick tabs Configurable receipts receipts

7 Point of Sale INTER-BRANCH Easily sell stock and fulfil from other branches and warehouses Stock held while in transit between distribution centre and stores Open to Sell stock visibility across all branches PROMOTIONS AND PRICING Configure complex promotions such as: buy category-wide discounts, buy two get one free or buy three for $30. Gift vouchers Entire order or line-level discounts Customer pricing for wholesale or VIP customers STAFF AND SECURITY Quick staff pin logins Security levels per user Sales reports by staff HARDWARE Works with all standard barcode scanners Tablet and ipad compatible Works with PC and Macs Works with all popular receipt printers IP Printing compatible

8 Point of Sale PAYMENTS DPS, PCEFTPOS and Authorize.Net EFTPOS integration Split payments On-account option Layby payments Store credits Gift vouchers Unlimited cash registers Close register batch payments CUSTOMERS On-account customers Balance owing and stop credit warnings Loyalty system Easily add to mailing list Quick access to customer sales history PRODUCTS Batch and Serial Number allocation Sell in alternative Units of Measure Sell in kits and configurable products Alternative tax rate support TRANSACTIONS Sales Laybys Returns Credits Branch transfers Quotes

9 B2B ecommerce Content management Authorise and DPS credit card payment integration Freight pricing per region Loyalty programme Customer contract custom pricing Complex promotions and volume pricing Add to cart from the product list Multicurrency support Security options Mobile-friendly Warehouse Management Pick n Pack module can work online and offline Products to pick are ordered by your preferred picking route Move stock to temporary or permanent classifications, such as faulty, reserved or on-hold Partial or fully fulfil sales made from other branches without complicated branch transfers Fits perfectly on any 4.5 or wider Android or Apple device Fast and easy setup Assign fixed bin locations as you receipt purchase orders Handles Batches, Serial numbers and Colour-size products Stocktake by product category

10 Reporting and forecasting Built-in pivot grid to help mine live data Save pivot grid tabs to always show the data you want each time Comprehensive reports library Separate reports dashboard for staff and managers Each user can choose their own reports on their homepage dashboard Export any report into data formats ready to manipulate in Excel Third Party Logistics (3PL) One click sends all your orders directly to your 3PL provider Automatically receive order pick confirmations from 3PL Connect to existing connections in minutes More 3PL connections being added every week Auto backorders items not picked by 3PL Notifications if 3PL do not return pick confirmation in reasonable time Can receive carton numbers from 3PL for EDI orders

11 Direct Electronic Data Interchange (EDI) One click sends all EDI transactions Notification when EDI orders delivery window approaching Automatically receives EDI orders and incoming acknowledgements Generates SSCC carton labels ed directly to 3PL provider or warehouse staff Connect to existing EDI connections in minutes Automatically splits multistore orders into separate Cin7 orders More EDI connections added very week Integrations Visit for more info

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