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Point of Sale
Core Modules
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Sales
Making a Sale
Parking a Sale
Cancelling a Sale
Adding a Customer to a Sale
Adding Comments to a Sale
Selling a Fashion Product
Selling a Product with Batch Numbers
Selling a Product with Serial Numbers
Selling a Product with Alternative UOM
Applying Discounts
Returns
Returning Products with a Receipt
Returning Products without a Receipt
Returning and Exchanging Products
Viewing a list of returns
Returning Faulty Products or Returning without a Product
Issuing and Redeeming Store Credits
Laybys
Creating a Layby
Adding Payments or Completing Laybys
Searching Laybys and Viewing Remaining Balances
Cancelling or Voiding a Layby
Setup and Settings
POS Settings
Setting up the POS
Allocating POS Numbers
Setting up Gift Vouchers
Importing Gift Vouchers and Store Credits
Adding POS Tabs
Using Multiple Tax Rates in the POS
Setting Up Loyalty Rewards
Setting Up POS Payments
Accounting for Gift Vouchers - Xero
General Usage
Logging in to the POS
Switching between Users in the POS
Syncing Settings
Completing a POS Transaction without Stock
Printing a Label
Deleting an Offline and Parked Sale
Printing a Gift Receipt
Opening the Cash Drawer / Making a No Sale
View a Customer's Activity Report
Cash Out
Quotes, Transfers and Purchases
Quotes in the POS
Branch Transfers in the POS
Purchases in the POS
Receipt Printers, Cash Drawers and Scanners
Epson TM-m30
Cash Drawers
Scanners
Card Machines and Payment Gateways
Setting up PC-EFTPOS
Setting up Windcave
Setting up Tyro
Setting up Dejavoo
Setting up Afterpay
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Stocktake
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Return and Exchange
Branches & Locations
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Quotes
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The Iconic
3PL
3PL
Setting up Branch Based Routing for Ecommerce and Marketplaces
Cin7 Help
Getting Started Videos
Getting Started
Use these guides to get up and running with Cin7
Setting up your Cin7
The Initial Setup
Document Templates
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CRM
Customer Relationship Management
Customers and Suppliers
Central Billing
Importing CRM Contacts
CRM Promotional Matrix
CRM Settings Part 1
More ⇣
CRM Custom Fields
CRM Actions
Less ⇡
Products
Products Page
Creating Simple Products
UOM Products
Sized Products
Bill of Materials
Product Categories
More ⇣
Products Promotional Matrix
The Category Promotional Matrix
Product Custom Fields
Product Settings Part 1
Product Settings Part 2
Product Actions Part 1
Product Actions Part 2
Importing Simple Products
Importing UOM Products
Importing BOMs
Importing Sized Products
Less ⇡
Sales
Sales Orders
Creating Sales Orders
Quotes
Creating a Quote
Accepting Quotes
Credit Notes
More ⇣
Creating Credit Notes
Less ⇡
Purchases
Purchase Order
Creating Purchase Orders
Supplier Credit Notes
Creating Supplier Credit Notes
Stock
Completing a Stocktake
Static Zones and Bins with Stocktake Master
Replenishment Values with Stocktake Master
Branch Transfers
Creating Branch Transfers
Adjustments
More ⇣
Creating Adjustments
Dynamic Zones and Bins
Bin Location Transfer
Creating a Bin Location Transfer
Less ⇡
Production
Production Jobs
Creating production jobs
Creating Production Jobs ‘on the fly’
Settings
CRM Settings
Product Settings
Transaction Settings
Transaction Email Templates
Transaction Projects
Accounting Settings
Point of Sale
Setting Up POS
Making a Sale in POS
Processing a Refund in POS
Laybys in POS
POS Settings Part 1
POS Settings Part 2
More ⇣
Closing the Register
Less ⇡
Accounting
Connecting to QBO/Xero
Using the QBO/Xero Dashboard Part 1
Using the QBO/Xero Dashboard Part 2
Integrations
Adding Shopify to your Cin7 Account
Connecting to WooCommerce
Shopify Settings Part1
Shopify Settings Part 2
Shopify Settings Part 3
The Ecommerce Dashboard
More ⇣
Mapping Products
Connecting to ShipStation
Adding ShipStation Shipping Fees to a Sales Order
Syncing Sales Orders with ShipStation
Less ⇡
Inventory Success Quadrant
ISQ Datasets
