Getting Cin7 Core Set Up
Setup centers on getting your product catalog, opening stock quantities, and costing method (FIFO or average cost) accurate before connecting sales channels, since inventory valuation and stock-on-hand figures depend directly on that initial data being correct. From there, you connect your accounting system (Xero or QuickBooks Online are the standard integrations) and your sales channels (Shopify, Amazon, and similar), and configure warehouses or locations to match your actual physical fulfillment setup.
Practical Details
If your business does any assembly or light manufacturing, setting up bills of materials (BOMs) for finished products is a distinct configuration step from basic product setup, and getting BOM costing right early avoids reworking product costs later. A phased rollout -- getting inventory and accounting sync accurate first, then turning on multi-channel order routing and automation -- reduces the risk of stock discrepancies propagating across connected sales channels during initial setup.
Actionable Considerations
- Verify opening stock quantities and your chosen costing method (FIFO or average cost) before connecting any sales channels
- Set up bills of materials separately and carefully if your business assembles or manufactures products, since this affects product costing directly
- Connect and stabilize accounting sync (Xero or QuickBooks) before enabling multi-channel automation to limit the blast radius of any setup errors