How to Connect Your Warehouse and Accounting in Real Time with Cin7 Core.

Cin7 Core enables businesses to manage all their inventory operations in one central system. This eliminates gaps between warehouse activities and financial tracking. Companies in retail, wholesale, or manufacturing can automate repetitive tasks and streamline their business processes with this complete solution.

Businesses aiming to grow can use Cin7 WMS‘s powerful warehouse management features that combine smoothly with the main platform. The platform becomes a central hub to manage all inventory operations once Cin7 Core connects with accounting systems like Xero. Users can track sales, manage customer relationships, and sell through multiple channels with familiar hardware like iPads.

The dashboard shows a clear overview of business performance with sales, orders, and revenue metrics. Cin7 integrations and Cin7 Connect features help businesses build a unified system that grows with them. This piece explains the key steps to link warehouse operations with accounting systems live, which creates a smooth workflow from order placement to financial reports.

Getting Started with Cin7 Core and WMS

Cin7 Core and its Warehouse Management System (WMS) need a simple setup to connect your inventory operations with accounting functions. These steps will help you link your business data for immediate synchronization.

Creating your Cin7 Core account

You can try Cin7 Core’s features with a no-obligation 14-day free trial without credit card details. Here’s how to begin:

1. Visit the Cin7 Core website and click the Register button in the top-right corner
2. Select standard registration or sign up with your existing Intuit or Xero accounts
3. Users with Intuit or Xero integration should click their sign-in button and enter credentials
4. Fill out the registration form with your business details

The registration process needs phone verification through SMS or a call. You’ll need to:

• Enter a valid phone number (mobile or landline)
• Choose your preferred verification method
• Input the verification token you receive

Your subscription can start after the trial period. Go to My Account → My Subscription and click Subscribe. Choose your required users, APIs, POS registers, B2B portal connections, and external integrations that match your business requirements.

Cin7 login Australia and global access

The secure login portal makes accessing Cin7 Core simple. Your account is ready to use when you:

• Go to the Cin7 login page
• Input your credentials or use the “Log in with Cin7 Identity Provider” option
• Use your linked Intuit or Xero account if available

Companies with custom domains can enter their domain name at the login screen to reach their dedicated login page. Teams can work together from anywhere with this global access system.

Installing and accessing the WMS app

The Warehouse Management System app keeps your stock levels current between mobile devices and Cin7 Core across warehouses and office locations. Get started with these steps:

1. Open Google Play Store (Android) or App Store (iOS) on your device
2. Look for “Cin7 Core WMS” and tap Install
3. Launch the app and sign in with your Cin7 Core credentials

System requirements for the WMS app:

• Android 5.1+ or iOS 11+ devices
• OTG support for USB barcode scanner connections
• Compatible scanner hardware or device camera for barcode scanning

Setting up your working area

The WMS app’s first screen shows your Working Area. This setup controls your warehouse operations access:

1. Pick your organization from the dropdown list
2. Select your warehouse location
3. Choose specific pick zones or bin groups if needed
4. Tap Next to confirm

The Main menu lets you change your working area anytime as you move between warehouse sections. Your company’s optimal performance needs proper configuration in Settings → Reference books, starting with Company Addresses, Company Contacts, Locations and Carriers.

Standard plan users can access one warehouse location, while Advanced or Pro plans offer multiple warehouse options. This flexible approach helps your system adapt to your business growth.

Connecting Your Warehouse to Cin7 Core

The quickest way to set up warehouse connectivity requires proper configuration of Cin7 Core’s warehouse settings that ensures smooth operations. Your next vital step after account setup involves configuring specific settings to connect physical warehouse activities with your digital inventory system.

Enabling manual pick and pack settings

Pick and pack settings form the foundation of proper warehouse integration. Make sure your sales process customization has the right configuration:

1. Navigate to Settings → General settings → Sales Process Customisation
2. Set Pick and Pack to manual instead of automatic

The WMS app needs this manual setting to work properly. You can access the WMS settings through:

1. Go to Integrations → Cin7 Core WMS in Cin7 Core
2. Configure the following options based on your workflow needs:
   • Allow manual quantity entry – Users can manually adjust quantities when enabled; each item requires scanning when disabled
   • Sale order packing – Choose between manual authorization through Cin7 Core/WMS or automatic authorization when pick is completed
   • Time tracking – Enable for picking, packing, or both operations

You can select “All Open Sales Orders” to allow all orders to be downloaded or pick “Selected Orders” and check specific stages from the list.

Using barcode scanners and mobile devices

Cin7 Core offers flexible scanning options that fit different warehouse setups. Here’s what you need to know:

Barcode scanners connect to mobile devices through Bluetooth or USB connections. While Cin7 Core recommends ScanSKU scanners, almost any Bluetooth scanner works with the system. The system supports every barcode scanner that connects as hardware to your PC/MAC or tablet (Android or iOS).

Mobile device camera users should note:

1. Camera scanning needs iOS 11+ or Android 5.1+ minimum
2. Enable camera scanning mode through the app settings
3. A scan icon appears next to search fields when enabled

The mobile app handles various scanning tasks efficiently:

• Product-based barcodes for standard inventory
• Weight-based and price-based barcodes for specialty shops like butchers and delicatessens
• Additional unit of measure (AUOM) scanning that automatically converts picked quantities

Assigning users and roles for warehouse tasks

Proper user permissions help streamline warehouse management. Set up warehouse roles this way:

1. Access Settings → Users and roles from the navigation menu
2. Open the Roles tab to create or modify roles
3. Select the appropriate permission level for each Cin7 Core area:
   • Full access: View and edit the area
   • Read-only access: View but not edit
   • No access: Can’t view or edit (leave unselected)

WMS permissions control various warehouse functions. Users need these permissions for picking and packing:

• “Sale – Authorize pick” and “Sale – List and details” with full access for picking stock
• “Sale – Authorize pack” and “Sale – List and details” with full access for packing sales

Assign roles to users through these steps:

1. From Settings → Users and roles, open the User tab
2. Select the user and click + Role
3. Select the appropriate role and click Save

Users get the highest level of access from any assigned role. This permission system lets you control who performs specific warehouse operations while maintaining security and operational efficiency.

Integrating Accounting Systems with Cin7 Core

Your accounting system and Cin7 Core work together to create a central hub that handles both inventory and financial tracking. This setup removes the need for double-entry and gives you immediate financial visibility throughout your operations.

Connecting to Xero or QuickBooks

Cin7 Core works directly with Xero and QuickBooks Online Plus or Advanced. Here’s how to link with Xero:

1. Go to Integrations → Xero in Cin7 Core
2. Click “Connect to Xero” to start the Connect Wizard
3. Log into your Xero account to complete authentication
4. Decide if you want to keep existing Cin7 Core data

QuickBooks users need Online Plus or Advanced versions since QuickBooks Desktop, Simple Start, and Essentials don’t offer full support. The base currency must match in both systems to avoid any conversion problems.

Chart of accounts and account mapping

The right account mapping makes financial tracking smooth. Cin7 Core tries to match accounts between systems automatically by looking at similar settings. Your accounting system needs these specific accounts:

• Inventory Control (Current Asset)
• Inventory Discrepancy (Expense)
• Cost of Goods Sold (Expense)
• Default Revenue (Revenue)
• Tax Liability (Current Liability)
• Work In Progress (Current Asset)
• In-transit (Current Asset)
• Supplier Deposits (Current Asset that accepts payments)
• Customer Credits (Current Liability that accepts payments)

Each Cin7 Core account must link to its own unique account in your accounting system to avoid sync errors.

Syncing invoices, payments, and credits

The systems exchange transactions automatically once connected. Sales invoices move from Cin7 Core to your accounting system, and payments can sync both ways. You can process payments in either system, and they’ll show up in both.

Purchase invoices (bills) also move from Cin7 Core to your accounting software. Credit notes from Cin7 Core appear as credit memos but don’t automatically connect to specific invoices—you’ll need to do this manually.

Cin7 Core can unite transactions instead of processing them one by one, which helps avoid your accounting system’s processing limits.

Using Cin7 Connect for smooth integration

Cin7 Connect powers the sync between systems. Businesses can:

• Keep inventory values accurate across systems
• Update invoices automatically when changes happen
• See payments made in either system
• Sync financial data on schedule

The advanced settings page lets you adjust sync timing and direction to match your workflow.

This setup turns Cin7 Core into your operations command center while keeping your financial data in sync with your accounting system—giving you a complete business management platform.

Real-Time Workflow: From Order to Accounting

Cin7 Core’s complete workflow turns customer orders into synchronized financial data automatically. This immediate process will give accurate inventory levels and financial records every step of the way.

Sales order to pick and pack

A new experience starts when staff authorize a sales order in Cin7 Core. The WMS app makes authorized orders ready for warehouse staff to process. Companies can let all orders become available or use scheduled picking to control the process better. Scheduled picking lets managers pick specific orders and assign them to their warehouse team.

Warehouse staff choose their work area in the WMS app to start processing orders. Stock gets allocated during picking to prevent items from being used in other orders. The system maintains FIFO/FEFO costing methods and removes expired stock automatically.

Packing and shipping with label printing

Products move to packing after picking where staff prepare them for delivery. Cin7 Core lets you create multiple packages for one order. Staff can:

• Type package numbers manually or scan package barcodes
• Pack items into different boxes as needed
• Type package dimensions to calculate shipping

Staff can print shipping labels straight from the WMS app if they use shipping services like Starshipit, ShipStation, Shiptheory, or Shippit. The system works with individual and united shipping labels based on your service provider.

Automatic invoice creation and sync

Business needs determine if invoices generate before or after fulfillment. Cin7 Core gives you options for each order:

• Invoice the complete order or parts of it
• Create multiple invoices per fulfillment
• Apply payments automatically

Authorized invoices sync right away with accounting systems like Xero or QuickBooks. This creates proper financial records without entering data twice.

Tracking fulfillment and financials together

Status tracking shows you everything clearly with labels like NOT FULFILLED, PICKED, PACKED, SHIPPED, and FULFILLED. Each status marks a different stage in the process. The Fulfillment Details Report gives a detailed view of order status and shows quantities picked, packed, and shipped.

This combined system tracks physical goods and financial transactions immediately. Your inventory valuations stay accurate in all systems.

Optimizing with Cin7 Core Integrations and API

Cin7 Core provides powerful optimization tools that enhance warehouse-accounting connectivity beyond its simple setup.

Using Cin7 Core API for custom workflows

Companies can build custom processes with Cin7 Core’s API capabilities. The system connects with third-party applications so businesses can design visual automated workflows without coding. Data stays current because the integration layer runs continuously and queues a new sync 15 minutes after completing each previous one.

Integrating with eCommerce and shipping platforms

Cin7 Core connects naturally with over 700 app partners from a central platform. Businesses can publish and sync inventory across multiple sales channels through direct integration with popular platforms like Shopify, eBay, and WooCommerce. The platform’s ShipStation integration comes with three distinct options:

• As a Store in ShipStation
• As a ShipStation Store in Cin7 Core
• As a Shipping Service in Cin7 Core

Automating reports and alerts

The Automation module helps schedule reports and customize notifications. Stakeholders receive reports daily, weekly, or monthly. Cin7 Core’s notifications work through three channels:

1. Internal alerts in the notification center
2. Emails to designated recipients
3. External notifications to third-party applications

Best practices for ongoing sync

Each sales channel needs appropriate configuration of transaction sync types. Users can choose individual, daily consolidation, monthly consolidation, or no sync options. eCommerce orders work best with order routing that automatically sends orders to the closest inventory location based on shipping addresses.

Conclusion

Cin7 Core reshapes how businesses handle their inventory and financial data by linking warehouse operations with accounting. The platform removes the need for manual data entry. It also gives up-to-the-minute visibility of sales channels, warehouse operations, and financial records. This helps businesses get accurate inventory valuations and financial reports without the delays and mistakes that plague disconnected systems.

Orders flow smoothly from sales through picking, packing, shipping, and invoicing in one unified process that updates accounting systems automatically. The integration saves time and cuts down errors. Business owners can trust their inventory and financial data completely.

Cin7 Core’s flexibility comes from its many integration options with eCommerce platforms, shipping services, and custom API connections. Companies can build a system that fits their exact needs while keeping the essential warehouse-accounting connection intact.

The WMS mobile app puts powerful tools right in the warehouse staff’s hands to speed up operations. Barcode scanning helps businesses track every item’s movement accurately from the moment it arrives until it ships.

This integrated system works perfectly for growing businesses, whether they have one warehouse or multiple locations. The system grows with the business without major operational changes.

Cin7 Core fills the gap between physical inventory management and financial tracking. Companies using this connected system get the tools they need to run efficiently, report finances accurately, and grow sustainably.

Frequently Asked Questions About Connecting Your Warehouse and Accounting with Cin7 Core

1. How do I connect Cin7 Core with my accounting software?
   To connect Cin7 Core with accounting software like Xero or QuickBooks, navigate to the Integrations section in Cin7 Core and select your accounting platform. Follow the prompts to authenticate and establish the connection. Once connected, you can map accounts and configure sync settings for invoices, payments, and other financial data.
2. What warehouse management features does Cin7 Core offer?
   Cin7 Core includes a Warehouse Management System (WMS) with features like barcode scanning, pick and pack functionality, and real-time inventory tracking. The WMS app allows for mobile warehouse operations, supporting tasks such as order picking, packing, and shipping label printing directly from handheld devices.
3. Can Cin7 Core integrate with e-commerce platforms?
   Yes, Cin7 Core can integrate with numerous e-commerce platforms including Shopify, eBay, and WooCommerce. These integrations allow for automatic synchronization of inventory levels, orders, and product information across multiple sales channels, streamlining your online selling operations.
4. How does Cin7 Core handle real-time inventory tracking?
   Cin7 Core provides real-time inventory tracking by updating stock levels as transactions occur. When items are picked, packed, or sold, the system automatically adjusts inventory counts across all connected channels and warehouses. This ensures accurate stock visibility and helps prevent overselling.
5. What customization options are available in Cin7 Core?
   Cin7 Core offers various customization options, including the ability to create custom workflows using its API. You can set up automated reports and alerts, configure user roles and permissions, and tailor the system to your specific business processes. Additionally, with over 700 app integrations, you can extend the functionality to meet unique business requirements.