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đŠBack-to-back Purchase Order Creation for Cin7 Core
Stock shortages no longer need to interrupt your sales process. When confirming a Quote, you can now quickly identify missing stock and create a Purchase Order through a guided workflow.
Whatâs new?
Purchase Order creation from Quotes: When confirming a Quote with insufficient stock, you can now raise a Purchase Order for the affected items directly within the CRM.
Guided Purchase Order wizard: A new step-by-step wizard makes it easy to create Purchase Orders, including selecting the supplier you want to order from.
Flexible quantity management: Adjust purchase quantities during the process to account for incoming stock that may already fulfil part of the shortfall.
Automatic sync with Cin7 Core: Once created, the Purchase Order is automatically sent to Cin7 Core and created with a Draft status.
Key benefits
Keep sales moving: Quickly respond to stock shortages without leaving the CRM workflow.
Simplified purchasing process: Purchase Orders are automatically transferred to Cin7 Core, ready for your team to review and complete.
Where to find it
Enable this feature in System Settings > Purchase Order Creation. As part of the setup, you can configure a default delivery product for delivery charges, choose an email template to send when a Purchase Order is created, and specify whether the warehouse address or quote address should be used as the default delivery address. Once configured, the Purchase Order Creation Wizard will automatically appear when confirming a Quote that contains items with insufficient stock, guiding you through the purchasing process.
đUnleashed Integration Enhancements
We've made several improvements to the Unleashed integration to ensure important order information flows more seamlessly between systems.
Whatâs new?
Unleashed delivery contact support: Sales Orders pushed to Unleashed will now use the linked CRM contact as the delivery contact whenever that contact has a valid Unleashed Contact ID. This ensures delivery information captured in the CRM is automatically carried across to Unleashed.
Support for custom Unleashed order statuses: Keep Order statuses aligned between the CRM and Unleashed by assigning a custom Unleashed status to a Quote header. This information is automatically passed through when the Order is confirmed.
Key benefits
Less manual administration: Important order data is transferred automatically as part of the integration process.
đȘ Other Enhancements
Customisable Dashboards: Unsaved changes to a customisable dashboard are now preserved when users navigate away and restored when they return to the dashboardâs page. Previously, everything added during an edit session was lost on return. The saved draft is cleared up once editing is saved or cancelled.
Automation Workflows Step Selection: The step selection dropdown has been replaced with a new Add New Step modal, making it easier to browse available actions, search for specific steps, and view additional information before adding a step to the workflow.
Email Content: The line break that appeared between an email body and the userâs signature has been removed.
đ Bug Fixes
Dimensions: Searching for an unpadded order number shortly after confirmation now finds the order.
Problems Import: Fixed an error that stopped Problems imports when an obsolete status shared its name with an active status.
Opportunities Import: Fixed Opportunity imports that failed because of a blank space in the data.
Opportunities: Bulk updating the Opportunity Status now respects the pipeline's "Cancel Quotes on Negative Close" setting, so Quotes are no longer left open after an Opportunity is closed.
Automation Workflows Publishing: Publishing from edit mode now also saves the workflow and exits edit mode.
Interface: Fixed a UI issue that would cause an additional scrollbar to appear on the report creation screen.
Integrations Page: Buttons showing null text no longer appear for admins without organisation admin permissions.