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.
Intermediate
Beginner
Cin7 Core
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Introduction1Lessons · 4 min.
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Free Preview
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Logging in & Basic Navigation3Lessons ·
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Login & Top Right Menu Overview
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Free Preview 10 xp
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Main Menu Explained (Modules + Icons)
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Product Basics3Lessons · 15 min.
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Grid Layouts, Columns, Filters, and Sorting
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Free Preview
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Export/Import Basics
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Quick Adds – Many Ways To Add…22Lessons ·
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New Sales (5 Ways)
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Purchase Order (5 Ways)
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Customer (4 Ways)
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Product/Inventory Item (4 Ways)
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General Information
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Stock
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Dimensions
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Suppliers
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Movements
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Additional Record Functions
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Prices
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Custom Prices
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BOM Basics
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Wastage
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Disassembly
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Labour & Overhead
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Alternative Products
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Additional Units of Measure
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Families
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ListView
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List Bulk Actions
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Images & Attachments
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Stock Management6Lessons ·
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Product Availability
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Stock Adjustment
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Inventory Write-Offs
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Stocktakes
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Stock Transfers
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Stock Management Workflows
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Customers8Lessons ·
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Customer General Information
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Addresses
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Contacts
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Default Templates
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Sale History
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Product Prices
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Additional Record Functions
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List View
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Simple Sales10Lessons ·
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Customer and Sale Information
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Quote Stage
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Order Stage
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Fulfilment: Pick, Pack, Ship
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Invoice Stage
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Credit Note
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Manual Journals
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Customer Credits
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Customer Deposits
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Additional UDF
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Advanced Sales5Lessons ·
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Converting & Orientation
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Adv. Fulfilments
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Adv. Invoices
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Credit Notes
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Discount for more advanced sales & purchases training
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Sales General and other6Lessons ·
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Service Sales
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General Credit Notes
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Customer Bulk Payments
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Recurring
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RMA
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Workflows
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Simple Purchases8Lessons ·
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Supplier & Supplier Information
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Purchase Order Stage
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Stock Receiving Stage
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Supplier Invoice
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Credit Notes
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Manual Journals
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Additional Record Functions
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Landed costing (IMPORTANT VIDEO)
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