Cin7 Core Training by Software4Business

Cin7 Core Training by Software4Business

Hi and welcome! My name is Hanno Winterbach, and I’m the CEO of Software4Business.
I am a Cin7 Core consultant and your trainer at Software4Business.

In this video, I’ll be walking you through the absolute basics of Cin7 Core—a powerful inventory and operations platform designed to streamline everything from purchasing and sales, to stock control, CRM, and integrations.

Whether you’re just getting started, onboarding a team member, or simply need a refresher—this session will give you a clear overview of how to navigate Cin7 Core, use its core functions, and feel confident working in the system every day.

Let’s jump in, and soon you too will be an expert.

135.00
135.0 AUD 135.00
135.00
Responsible Hanno
Last Update 04/08/2025
Completion Time 19 minutes
Members 2
Intermediate Beginner Cin7 Core
  • Introduction
    1Lessons · 4 min.
  • Logging in & Basic Navigation
    3Lessons ·
    • Login & Top Right Menu Overview
    • Free Preview 10 xp
    • Main Menu Explained (Modules + Icons)
  • Product Basics
    3Lessons · 15 min.
  • Quick Adds – Many Ways To Add…
    22Lessons ·
    • 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
    6Lessons ·
    • Product Availability
    • Stock Adjustment
    • Inventory Write-Offs
    • Stocktakes
    • Stock Transfers
    • Stock Management Workflows
  • Customers
    8Lessons ·
    • Customer General Information
    • Addresses
    • Contacts
    • Default Templates
    • Sale History
    • Product Prices
    • Additional Record Functions
    • List View
  • Simple Sales
    10Lessons ·
    • 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
    5Lessons ·
    • Converting & Orientation
    • Adv. Fulfilments
    • Adv. Invoices
    • Credit Notes
    • Discount for more advanced sales & purchases training
  • Sales General and other
    6Lessons ·
    • Service Sales
    • General Credit Notes
    • Customer Bulk Payments
    • Recurring
    • RMA
    • Workflows
  • Simple Purchases
    8Lessons ·
    • Supplier & Supplier Information
    • Purchase Order Stage
    • Stock Receiving Stage
    • Supplier Invoice
    • Credit Notes
    • Manual Journals
    • Additional Record Functions
    • Landed costing (IMPORTANT VIDEO)