Cin7 Omni (formerly known as Cin7) Integration

Table of Contents

• Overview
• What does the integration allow?
• What you need to get started
• Next steps to get connected

Overview 

Cin7 Omni (formerly known as Cin7) is a cloud based inventory management software and has the ability to integrate with CartonCloud.

What does the integration allow?

A new order in Cin7 Omni creates a new order in CartonCloud

• The delivery address, customer reference and all ordered items is transferred to the new Sale Order in CartonCloud from the Cin7 Omni order
• Rules can be configured to control what orders from Cin7 Omni are sent across to CartonCloud 
• Ability to include some additional information from Cin7 Omni and map them to Custom Fields in CartonCloud 

Marking Sale Orders or Purchase Orders as Completed in Cin7 Omni

• Orders that have originated from Cin7 Omni will be marked as dispatched (for Sale Orders) or received (for Purchase Orders) once the CartonCloud Sale Order has reached a chosen status (e.g Packed or Dispatched Sale Orders or Verified or Allocated Purchase Orders) 

What you need to get started

• The customer must be created in CartonCloud with products set up (product codes should match the product codes set up in Ciny Omni)

• The customer requires a Cin7 Omni account

Next steps to get connected

• Read the integration requirements here

• Send an integration request via CartonCloud Help (with the requirements included - more information regarding the listed requirements the better!). The team will confirm requirements, and provide a quote and timeframe.