In today’s fast-paced e-commerce environment, ensuring smooth operations between different software systems is crucial for maintaining efficiency and accuracy in sales and inventory management. If you’re using Cin7 Core and Mintsoft, you’re likely aware of the need to synchronise your processes to ensure seamless integration between the two platforms. In this blog post, we’ll explore how to manage sales between Cin7 Core and Mintsoft, based on the latest integration processes. This guide summarises key points from a detailed video by Sean from BlueHub, focusing on the sales process.
Overview of the Integration
The integration between Cin7 Core and Mintsoft facilitates the seamless transfer of sales orders between the two platforms. The integration ensures that orders placed in Cin7 Core are accurately reflected in Mintsoft for fulfilment and shipping.
This blog post will focus on the sales process integration, leaving the discussion of bundles and kitting for a follow-up post. Other areas of the integration, such as product synchronisation and Advance Shipment Notices (ASNs), have already been covered in separate content.
Setting Up Your Sales Process in Cin7 Core
To begin with, the sales process in Cin7 Core starts with creating a new sales order. Although advanced sales functionalities are not yet supported by the integration, there are plans to incorporate this feature in the future. For now, the process supports simple sales orders with a few key requirements.
- **Customer and Location Selection**:
After selecting your customer, it’s essential to choose the correct location. This location should match the corresponding Mintsoft location to ensure a smooth transfer of information. The name of the location in Cin7 Core must be identical to the location name in Mintsoft.
- **Required By Date and Carrier Service**:
The ‘Required By’ date must be specified, along with the carrier service that matches what you have configured in Mintsoft. Ensuring that these details are aligned is crucial to avoiding errors during the integration process.
- **Product Selection and Authorisation**:
Once you’ve added the relevant products to your order, the next step is to authorise the order. This is the point where the integration kicks in, and the order is transferred to Mintsoft. The system recognises three order statuses:
– **Ordered**: This status is used when stock is available.
– **Backordered**: This status applies if the stock is unavailable at the time of authorisation.
– **Picked**: This status is applicable when specific batches of products are allocated.
If you’re using batch management, you can manually specify the batches to be picked. If you prefer to let Mintsoft handle the batch selection, you can skip this step.
Integration Process and Data Synchronisation
Once the order is authorised in Cin7 Core, the integration with Mintsoft begins. The system regularly polls Cin7 Core to pick up new orders. This polling interval can be adjusted based on your specific requirements and the resources allocated to the integration.
Key data points that are synchronised between Cin7 Core and Mintsoft include:
– **Order Number**
– **Required By Date**
– **Location**
– **Order Line Details** (including pricing)
– **Customer Reference** (e.g., PO number)
– **Batch and Serial Numbers** (if specified)
The integration ensures that the shipping information, including the shipping address, is also transferred from Cin7 Core to Mintsoft.
Managing Orders in Mintsoft
Once the order is successfully transferred to Mintsoft, it will appear in your Mintsoft account, ready for further processing. The typical next steps include picking, packing, and shipping the order. If you have specified batches in Cin7 Core, Mintsoft will adhere to those specifications during the fulfilment process. If not, Mintsoft will automatically allocate the appropriate batches.
Finalising the Process
After the order has been picked, packed, and shipped in Mintsoft, the integration ensures that this information is relayed back to Cin7 Core. This includes updating the order status in Cin7 Core to reflect that the order has been fulfilled.
In cases where tracking information is available, it will also be synchronised back into Cin7 Core, allowing you to keep your customers informed about the status of their shipments.
Conclusion
Managing sales between Cin7 Core and Mintsoft is made significantly easier with the integration developed by Blub. By ensuring that orders are accurately transferred between the two platforms, you can streamline your fulfilment processes and reduce the risk of errors.
If you’re using bundles or kits, stay tuned for a follow-up post that will delve into the specifics of handling these types of sales within the integration. In the meantime, ensure that your sales processes in Cin7 Core and Mintsoft are correctly configured, and enjoy the benefits of a more streamlined e-commerce operation.
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