Course Introduction Video

Lessons

Share Exit Fullscreen Back to course

Cin7 Core Training by Software4Business

Introduction
- Course Introduction Video
Logging in & Basic Navigation
- Login & Top Right Menu Overview
- Quiz to follow
- Main Menu Explained (Modules + Icons)
Product Basics
- Grid Layouts, Columns, Filters, and Sorting
- Navigating Cin7 Core User Guide M1
- Export/Import Basics
Quick Adds – Many Ways To Add…
- New Sales (5 Ways)
- Purchase Order (5 Ways)
- Customer (4 Ways)
- Product/Inventory Item (4 Ways)
- General Information
- Stock
- Dimensions
- Suppliers
- Movements
- Additional Record Functions
- Prices
- Custom Prices
- BOM Basics
- Wastage
- Disassembly
- Labour & Overhead
- Alternative Products
- Additional Units of Measure
- Families
- ListView
- List Bulk Actions
- Images & Attachments
Stock Management
- Product Availability
- Stock Adjustment
- Inventory Write-Offs
- Stocktakes
- Stock Transfers
- Stock Management Workflows
Customers
- Customer General Information
- Addresses
- Contacts
- Default Templates
- Sale History
- Product Prices
- Additional Record Functions
- List View
Simple Sales
- Customer and Sale Information
- Quote Stage
- Order Stage
- Fulfilment: Pick, Pack, Ship
- Invoice Stage
- Credit Note
- Manual Journals
- Customer Credits
- Customer Deposits
- Additional UDF
Advanced Sales
- Converting & Orientation
- Adv. Fulfilments
- Adv. Invoices
- Credit Notes
- Discount for more advanced sales & purchases training
Sales General and other
- Service Sales
- General Credit Notes
- Customer Bulk Payments
- Recurring
- RMA
- Workflows
Simple Purchases
- Supplier & Supplier Information
- Purchase Order Stage
- Stock Receiving Stage
- Supplier Invoice
- Credit Notes
- Manual Journals
- Additional Record Functions
- Landed costing (IMPORTANT VIDEO)