Cin7 Core is a powerful system designed to simplify inventory, order management, and business operations. Yet many companies only scratch the surface of what the platform can do. By overlooking some of its lesser-known features, businesses may find themselves doing more manual work than necessary, missing opportunities for efficiency, and limiting user satisfaction.
To get the most out of Cin7 Core, it is worth exploring features that can dramatically improve user experience but are often underutilised.
Advanced Dashboards and Reporting
Many businesses stick with basic reporting in Cin7 Core, without taking advantage of its advanced dashboard capabilities. Customisable dashboards provide real-time insights into sales, inventory, and purchasing.
Why it matters:
- Tailored views allow each department to focus on metrics that matter most.
- Real-time updates reduce reliance on manual reports.
- Visual data helps teams make faster, more informed decisions.
By investing a little time in setting up dashboards, businesses can empower users with the information they need at their fingertips.
Workflow Automation
Cin7 Core includes automation tools that can replace repetitive manual tasks. Yet many companies still rely on staff to perform functions that could be automated.
Examples include:
- Auto-generating purchase orders when stock reaches minimum levels.
- Sending alerts for low-stock items.
- Automatically updating order statuses across integrated platforms.
Benefit: Automation reduces errors, saves time, and improves consistency—making daily work smoother for users.
Role-Based Permissions
A common source of user frustration is having too much—or too little—access to the system. Cin7 Core allows businesses to set role-based permissions, ensuring each user has access only to the features they need.
Why is it valuable?
- Prevents mistakes by limiting access to sensitive settings.
- Streamlines the interface for users by showing only relevant tools.
- Enhances security without adding complexity.
Configuring permissions properly can significantly improve user experience, as staff feel more confident and less overwhelmed.
Batch and Serial Number Tracking
For businesses that manage products with expiry dates or compliance requirements, Cin7 Core’s batch and serial tracking tools are essential. Yet many companies fail to activate or use them effectively.
Key benefits:
- Improved traceability for recalls or compliance audits.
- More accurate stock control.
- Enhanced customer trust through better product tracking.
When used properly, these features not only improve operations but also reduce risk for the entire business.
Mobile Access and Barcode Scanning
In today’s fast-moving warehouses and retail environments, mobility is key. Cin7 Core supports barcode scanning and mobile device access, allowing staff to manage inventory on the go.
Advantages include:
- Faster stock takes with handheld scanners.
- Immediate updates to the system when receiving goods.
- Less paperwork and fewer data-entry delays.
This improves both accuracy and speed, making the system more user-friendly for staff working outside the office.
Conclusion
Maximising user experience in Cin7 Core is not about adding complexity—it is about making the most of the features already available. Advanced dashboards, workflow automation, role-based permissions, batch and serial number tracking, and mobile tools are just a few examples of capabilities that often go unused.
By exploring and implementing these features, businesses can enhance efficiency, reduce errors, and give users a smoother, more intuitive system experience. Cin7 Core becomes not just a management tool, but a platform that actively supports growth and employee satisfaction.
