How to Backup Your Sensitive Cin7 Core Data

• Choose specific fields, files, or database tables to back up.
• You can select all available options if needed.

4. Set Backup Frequency and Start Time 1:01

• Optionally, save backups directly to your Google Drive.
• Select the appropriate folder in your Google Drive for the backups.

7. Name and Finalize Backup Settings 2:00

You can download the backup files from the email or access them in your Google Drive.

10. Set Up Google Drive Integration (if needed) 3:03

Overview

This pull request introduces a new feature for backing up sensitive data within the application. Key highlights include:

• Backup Module Activation: Users can activate the backup module from the settings menu.
• Report Scheduling: Users can schedule reports for backup, selecting specific fields, files, or database tables.
• Flexible Scheduling Options: Users can set the frequency of backups (daily, weekly, monthly, etc.) and specify start times.
• Email Notifications: Users can opt to receive email notifications with backup results and download links.
• Google Drive Integration: Users can save backups directly to their Google Drive, with options to select specific folders.

Assumptions

• Users have access to the settings and automation module.
• Users are familiar with scheduling reports and setting up email notifications.
• Users have a Google account for integration with Google Drive.

Testing Strategy

• Verify that the backup module can be activated from the settings menu.
• Test the scheduling functionality to ensure reports can be scheduled correctly.
• Check that email notifications are sent upon backup completion.
• Validate the Google Drive integration by saving backups to a specified folder.

Backup Cin7 Core Cin7 Expert Consultants

Maximizing Efficiency with Cin7 Core and this new free feature: Introducing 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

Cin7 Cin7 Core Cin7 Expert Consultants Cin7 Support Dear Expert Dear Inventory Dear Systems Filtering Xero inventory

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.

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:

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

What type of software is Xero?

Looking to find answers about Xero Inventory management?
When it comes to accounting, Xero is exceptional online accounting software. In fact, the Xero mantra is synonymous with Xero and beautiful business. Of course, Xero is extremely powerful in terms of features and logic for calculating the GST, cost of goods sold, tracking categories, purchase order control, sales, and invoices, not to mention the excellent features for bank reconciliation and its many integration options.

Primarily Accounting Software

But it must be kept in mind that Xero is primarily an accounting software that integrates with other software via API. This allows development teams and organisations around the world to focus on their niche and do it properly without trying to solve all the problems in one solution. Have you ever heard of SAP, or Oracle? Those giants are slow to move and labour intensive to feed every day, but yes they can do quite a lot and can deal with large organisations with complex and/or unique requirements.

Inventory in Xero?

Small business owners far and wide, potentially even you, are or will be trying to use Xero inventory to run your business. Our customers typically contact us to find out how they can use Xero for accounting and inventory tracking purposes, and then once they made a little progress they run into a few roadblocks like e-commerce integration, payment reconciliation, unique pricing, stock code and description management, customer-specific pricing and stock take issues to name but a few.

Growing industry

More and more retailers, wholesaler and distribution companies, especially as they grow, get to grips as to how important stock control and real time tracking is, but often fails to understand where, if at all, their Xero account is capable of handling their various inventory management requirements.

Managers know what they want.

Now, we acknowledge that Xero inventory management is a thing, but it has limited capabilities, especially when comparing Xero inventory management with the likes of Dear Inventory, for example. Xero inventory management, unfortunately, lacks all the OOMPH and more tricky but necessary components business managers want.

Consider stock takes and inventory adjustments for example, or purchase orders with batch numbers or expiry dates. What about multi-location and tracking serial numbers. Not to even mention barcode scanning stock in and out or selling those items via eBay, Amazon or Shopify and let it automatically link to Courier companies when it needs to be delivered. So in short, if you ever even thought about using barcode scanners in your business, then Xero must make room for a specialised add-on module. Oh, and don’t even think about running a warehouse full of stock with just Xero. No.

Not doing stock control is dangerous.

Stock Control is a specialised task, and it should not be limited to rights reserved Xero and beautiful excel files. That is just plain dangerous as many Excel versions will be floating around and it will end up being 20 times more labour intensive than a proper solution, guaranteed. In the realm of specialized cloud-based systems, Xero is an amazing accounting software program, but there is a reason it promotes its accounting functionality. You need something better to manage your stock, and online sales.

Beautiful Dear Inventory

Dear Inventory however and beautiful business are trademarks, not just for Xero anymore, but for almost everyone who uses Dear. People swear by the amazing integration capabilities of Dear Inventory and Xero (or Quickbooks) and how their new business software (aka Dear Inventory) and the way they do business is not limiting anymore. Rather Dear Inventory allows and promotes small businesses to grow exponentially in sales and revenue into large corporations and even then, can still cater for complex scenarios. We have clients with annual revenue of over 100 million dollars running on Dear Inventory.

Why you should not really bother with inventory in Xero?

So even though Xero is great for real time accounting software with simple steps to generate invoices, for example, it really offers little when it comes to inventory management. Software4Business recommend that you start using Dear Systems as your business operating software as it fully integrates back into Xero anyway. This will give you the best of both worlds. Best in accounting and best in stock control. Give us a call, we work with Dear Inventory all day, every day and have converted and implemented Dear projects for many businesses in Australia.

How to setup product feeds between Shopify or WooCommerce and Dear Systems

1. Setting to update Category / Brand <-> Dear / WooCommerce
2. Setting to change QTY globally or individually
3. Never change too much in WooCommerce (Dear will handle that)
4. Descriptions can be pulled from WooCommerce and update Dear
5. 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.

1. Via the item self
2. Via the integration interface
3. Qty and Price changes happens automatically
4. Push Qty and Price changes to WooCommerce