Cin7 Core Enhancements | 19th January, 2025

Feature 1: Changes to a payment in Core will sync to QuickBooks Online

Impact area:

QuickBooks Online integration

Introduction:

Changes to a payment or refund in Cin7 Core (amount, date, reference, payment/refund account) will now be synced to QuickBooks Online. Previously, payments or refunds which had already been synced to QuickBooks would not capture additional changes made in Cin7 Core.

Pre-conditions

• Must be integrated with QuickBooks Online

More information

QuickBooks Online

Feature 2: Send POS receipts as email attachments

Impact area:

Cin7 Core POS

Introduction:

You can now send your POS receipts directly to your customers as email attachments as well as included in the email body.

Pre-conditions

• Must be integrated with Cin7 Core POS.
• In your POS settings, select Send receipt to customer: As an attachment

More information

POS settings

POS sales – Print or email a receipt

Feature 3: View timestamp for Shopify order download and processing

Impact area:

Shopify

Introduction:

You can now see additional details, including the date and time a Shopify order is downloaded and when consolidated orders are processed into a sale in Cin7 Core. You can find these in the Logs table of your Shopify integration.

• Consolidated orders are displayed with:
  • Download date, when Cin7 Core downloaded an individual order from Shopify.
  • Processed date, when Cin7 Core consolidates individual orders into a sale.
• Unconsolidated orders display the download date only.

More information

Shopify – Orders and sales – Logs

Feature 4: Improved capture of Shopify discounts as additional charges

Impact area:

Shopify

Introduction:

A previous update to our Shopify integration captured order-level discounts as separate additional charges line items. We received customer feedback that this created too many service products in the background.

Based on your feedback, this update ensures that only one service product is created for each discount code. Where applicable, we will reuse existing service products.

If you have configured your Shopify integration to capture discounts as additional charges, you will see some changes to how discounts are displayed on a sales order. For a discount OFFER10 applied to SKU AA00 the changes look like this:

• If Bring discount codes from Shopify is enabled, the additional charge Description is Discount OFFER10. The additional charge Comment is AA00. Cin7 Core will create an additional charge line for every combination of order line and discount code.
  • Discount OFFER10 is created as a service product once only, every time the OFFER10 discount is downloaded from Shopify, the same service product is added as an additional charge in Core.
• If Bring discount codes from Shopify is disabled, the additional charge Description is Discount. The additional charge Comment is AA00. Cin7 Core will create an additional charge line for every discounted order line.
  • Discount is created as a service product once only, every time a discount is downloaded from Shopify, the same service product is added as an additional charge in Core.

Pre-conditions

• This applies when Add a discount as: Additional charge is selected in your Shopify settings.

More information

Shopify – Orders and Sales – Discounts and discount codes

Feature 5: Enhanced contact matching for Shopify

Impact area:

Shopify

Introduction:

When downloading customers from Shopify, Cin7 Core now uses more information to match customer contacts, including customer contact name, email, phone, and mobile phone meaning that an existing contact will be picked up if key details like the name, email, or phone number uniquely identifies an individual. This lets you download multiple customer contacts from Shopify who have the same name, but whose phone and email details are different.
Note: If an existing contact is found but some information is different, the existing contact details will be updated.

More information

Shopify – Orders and sales – Downloading customers