Introduction to Cin7 Webinar Presentation
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Cin7 is online software for companies that require enterprise level inventory and point-of-sale.
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Introduction to Cin7 Webinar Presentation
- 1. Connecting People with Cloud Systems Cin7 enables business managers to be better inventory managers, leading to better profit margins. Presenter: Marc Zabern Connect with me on LinkedIn marcz@cin7.com 0408 663 619
- 2. Today’s Agenda Introduction to Cin7 •Company Background •Product Overview •Modules Overview •Industries That Use Cin7 •Solution Capabilities •Market Position •Our Clients Live Demonstration •Contact Management (CRM) •Product Management •Purchase Orders / Receipting Stock In •Sales Orders / Order Fulfillment •Smart Buyer – example: Back Orders •Reporting Part 1: Part 2:
- 3. Company Background Parent Company Datum Connect (founded in 2000) Year Founded Cin7 - 2012 Office Locations Auckland, New Zealand (HQ) Gold Coast, Australia San Francisco, The United States
- 4. What is Cin7? Real-time Inventory, Warehouse Management and POS in the multi-tiered market
- 5. Product Overview Manage multiple products and complex pathways from production to sales Retail Businesses •Business to Consumer (B2C) Wholesale Businesses •Business to Business (B2B) e-Commerce •Usually B2C Combination •Cin7 is used by businesses from production, to the supply chain, to the sale – and often in businesses that control all three segments.
- 6. Key Business Issues Today External Forces E-Commerce Vs Brick and Mortar Stores Easier access to products from international suppliers More competitors Cheaper substitutes Your previous channels to market no longer provide you the return Internal Forces Slow to change and adapt Cumbersome processes Not analysing your financial status Investment into technology
- 7. Where does Cin7 fit in the mReal-timae Irnvenktory,e Watreh?ouse Management and POS in the multi-tiered market
- 8. Industries Fashion and Apparel Furniture and HomewareCarpet, Tile and Flooring • A perfect balance of accurate costs, stock and data entry requirements • Time saving tools like a color size grid and centralized sizes • Take now, delivery later or pickup • Create floor sales whilst with the customer. • Manage numerous options and transfer custom options to purchase orders Consumer Electronics Food and Beverage • Multiple units of measurement (UOM) makes buying and selling in different units of measurement easy and accurate • Serialized products and components • Returns and exchanges of serialized products. • High volume of transactions, low profit margin • Batch tracking and traceability (required by law) • Standards for food safety and certified organics • MRP/Re-ordering • Easy to use BOM’s
- 9. Solution Capabilities Bricks and Mortar Retail Online Multi-Channel Import, Export and Distribution • Using Cin7’s POS platform • Works Offline and Online • Easy to use interface • Full visibility across multiple branches • Store transfers and PO’s • Connect with multiple e-commerce stores and online marketplaces • Accurate stock information • Fast and efficient order fulfillment • Multiple Currency • Deposits and final payments for landed cost • Accurate COGS with a delayed variance function Forecast and Budget/MRPMultiple Legal Entities Light Manufacturing • Flexible BOM, product costing and production job modules • Ideal for assembly, light manufacturing and contract manufacturing • Two business systems and two accounting packages connected by Cin7’s data exchange • Ideal for businesses to separate divisions of their business with multiple legal entities • Forecast for expected demand or planned orders by configurable algorithm • Set your budget based on the calculated forecast and a managers common sense • Automatically produce PO’s to meet demand directly from the report!
- 10. Module Overview Inventory Retail Point of Sale (POS) Integration • Inventory Control • Detailed Product Information • Complex Costing Structures • Personalized Price Lists • Promotions • Works Online and Offline • You Choose Your Hardware • Print and Sign Contracts • Loyalty Programs and Vouchers • Product Based Customizable Receipts • Accounting Packages • E-Commerce Platforms • CRM Wholesale Orders/COGS Warehouse Management Production • Online Ordering Portal • Aggregation Tool to Automate Large Orders (1000+ of line items) • Landed Cost and COGS • Multi-currency • Pricelists • Order Fulfillment • Inwards Goods • Multi-location • Bin and Batch Locations • Pick, Pack and Dispatch • Production Job Management • Contract and In-house Manufacturing
- 11. Connecting People with cloud technology. Businesses need systems that manage people, not inventory.
- 12. Sales and Administration End-to-end business operations system.
- 13. Warehouse and Manufacturing Cin7 operates where you need it in real time.
- 14. Onboarding with Cin7 Pricing page at www.cin7.com Sign Up on Cin7 Website •Choose the amount of users and add your company details •Make payment of the first month The Cin7 Setup •A questionnaire will be sent to you to complete to provide the Cin7 a summary of your business. •Using this information the Cin7 team will setup your account Email Log in Details •It takes up to 2 days to create a Cin7 system, with an email being sent to you with log in details.
- 15. Setting up Cin7 for your business Support Page •Start with the Cin7 Support Page and Getting Started •Start training with the Cin7 Gym •Read the support files and training videos Organizing Your Data •Have your Customers and Suppliers ready •Have your product data ready •Have a list of users ready Time to Go Live •Having added all your data and are ready for go live this can take between 1-4 weeks
- 16. Service & Implementation CRM Support Custom CRM Fields $200.00 NZD Upload CRM Data and Create Custom Fields $500.00 NZD Products Custom Product Fields $200.00 NZD Upload Bill of Materials $750.00 NZD Upload Products for 500 to 3000 SKUs $1,500.00 NZD Upload Products for 3000 to 50000 SKUs $500.00 NZD Purchase Orders Importing of Open Purchase Orders $500.00 NZD Purchase Order Configuration $500.00 NZD Sales Orders Importing of Open Sale Orders $500.00 NZD Sale Order Configuration $1,000.00 NZD Quotes Quote Module Configuration $1,000.00 NZD Training Training Per Hour $150.00 NZD Training Recorded and loaded to Youtube $100.00 NZD Reports Configuration of Reports (per report) $80.00 NZD
- 17. Cin7 Clients
- 18. What Cin7 Clients say about us
- 19. Part 2: Live Demonstration. www.cin7.com
Editor's Notes
- Good afternoon everyone, and welcome to todays webinar demonstration. My name is <*Name*> and I will be you presenter for todays webinar. Before we begin I would like to address some general housekeeping. You have probably noticed that you have been put on mute; this has been done in the interest of keeping the line quality as good as possible, you will remain on mute for the duration of this webinar presentation. If you have any questions during the webinar, please use your comment box to send me any questions you may have. I will attempt to answer your questions as they come in, but to keep this presentation running on schedule I will answer any questions that I didn’t get to via email after the webinar. Just to make sure everything is working okay, and the screen has come up in front of you, can you please send me a quick message using your comment box to confirm you can hear me okay. Once I have received confirmation we can start the webinar …<*Pause*>… Okay, let’s get started…
- Today we will go through a brief introduction into Cin7 and then move onto a live Demonstration that will highlight some of the key functionality that we offer. This demonstration will specifically cover: The Cin7 CRM Product Management Raising a purchase order and receipting stock into the system Creating a sales order and order fulfillment Using smart buyer to process a backorder A brief reporting overview As this will be a very broad overview and it may not cover specific requirements that many of you may have. If you do have questions about functionality at the end of this webinar please let me know so that I can either direct you to information that will answer your questions, or arrange a time for a Cin7 expert to go through your requirements with you.
- So who are we? Cin7’s parent company is Datum Connect. Datum Connect has been around for over 14 years. In that time our team has worked on more than 1000 web based projects and has a customer retention rate of over 90%. In 2011 the Datum Connect team decided to venture into a new space inspired by our clients feedback. The evolution of Cin7 emerged as a result of trending product requests arising from Datum Connects clients who were seeking more from the backend of their web based e-commerce platforms. This feedback led to the development of features like online quote management, integration into accounting packages, 3rd party logistics integration as well as features like product options matrix and multiple units of measurement. Cin7 now has customers in 8 countries and offices in New Zealand, Australia and the Untied States of America.
- Cin7’s system gives a business owner or manager the ability to know, at any time, exactly where every product is and its status, whether it’s in a store, warehouse or still at the factory. This enables a company to analyze, predict and make decisions so as to maximize return. The accuracy of the information provided by Cin7 enables business managers to be better inventory managers, leading to better profit margins. The Cin7 solution set offers inventory, point of sale (POS), warehouse management, and light manufacturing. The level of functionality within the system is aimed at growing businesses in the upper end of the small business market and the mid-tier market. Cin7 is a browser based cloud software application, which means you can access the software from any web capable device with a web browser. As a result you never have to download software, patches or upgrades. Cin7 is always up to date and ready to be used whenever and wherever you are.
- Cin7 is used by retail, wholesale and e-commerce businesses - and often within business models that span across 2 or all of these segments. Cin7’s large set of system capabilities means that it can service a wide range of business models within each industry. Currently Cin7 is used by businesses from production, to the supply chain, to the sale - and often in businesses that control all three aspects.
- Cin7 is not an entry-level system. It has been designed for growing mid-tier businesses that have increasing complexities and have out grown spreadsheets or entry-level systems therefore requiring a more robust system to support ongoing growth. There are numerous companies offering inventory management systems but none of them have the combined advantages of Cin7 including; being highly configurable, integrated into multiple sales channels, cloud based, fully mobile and, at a price that isn’t going to break the bank.
- While Cin7 services a number of companies across a wide range of industries, some industries naturally gravitate towards Cin7 because of the unique features they require to operate at an optimum. The industries Cin7 commonly deals with are; Fashion and Apparel, Particularly those who need to; Manage products with multiple variations and options like Color and Size within a single product style. Have a complex supply chain to keep track of, on a tight margin. Seamlessly integrate their Bricks and Mortar stores with our Point of Sale software and their online e-commerce channels. Food and Beverage, More often than not, Cin7 is used within the Food and Beverage industry for either import and distribution or light manufacturing. Both business models require accurate traceability and batch tracking to comply with health and safety laws. Cin7 is however not equipped to handle hospitality business models like bars and restaurants. Furniture and Homeware, Particularly those who often make made-to-order sales and need a system that can take a new unique order and process the supply chain requirements and the orders its fulfillment. Consumer Electronics, Especially those that operate in a highly competitive, high transaction, low margin industry. And need to keep track of a large inventory list of components and products that are serialized and have warranties. Flooring, Carpet and Tile. Especially those buy and sell products in different units of measurement. Often run a warehouse and showroom that requires their staff to be mobile using Cin7’s warehouse management and point of sale web applications designed for tablet devices.
- Within each industry, business models vary. For example, some businesses are retail only, some are wholesale only, some only sell online and most operate more than one business model in multiple sales channels. Cin7 has the capability to operate seamlessly across different levels or business operations and industries.
- To meet these situations we have developed 6 core modules that work in harmony with our integrated system and your integrated sales channels. These modules can be used in combination or by themselves; the only module that is universal to every Cin7 system is the Inventory module. The Retail Point of Sale module and the Warehouse Management module both run on a separate platform to the other core modules. This is because these modules have been designed to be used on tablet devices in environments that may not have reliable internet connection. This means that you will still be able to make sales even if the internet in your business district goes down and you will still be able to pick and pack your warehouse orders even if you wander down to the far end of the warehouse. Within Cin7 you can control stock, load and save product information, manage your complex pricing and quoting formulas with everything done in real time in the cloud. This enables you to access real time stock takes and real time reporting information. Cin7 handles order fulfillment – whether you are in a warehouse situation – pick, pack dispatch, or integrating into a 3rd party logistics company. Cin7 has a solution that can fit most fulfillment models.
- Our customers are mostly mid-tier companies, or those in the upper end of the small business market with ten or more employees. These companies are managing multiple products and complex pathways from production to sales. They all require a flexible system, that’s easy to use, is well supported, solves specific needs and is cost-effective. They also understand that good inventory management leads to better profit margins. Cin7 manages your business from concrete to carpet… <Pause and change slide>
- From the front-end sales and administration. On a shop floor and online … <Pause>…
- To the back-end warehousing, order fulfillment and manufacturing of your products. Cin7 manages multiple channels within one seamless system.
- Cin7 is used by retail, wholesale and e-commerce businesses - and often within business models that span across 2 or all of these segments. Cin7’s large set of system capabilities means that it can service a wide range of business models within each industry. Currently Cin7 is used by businesses from production, to the supply chain, to the sale - and often in businesses that control all three aspects.
- Cin7 is used by retail, wholesale and e-commerce businesses - and often within business models that span across 2 or all of these segments. Cin7’s large set of system capabilities means that it can service a wide range of business models within each industry. Currently Cin7 is used by businesses from production, to the supply chain, to the sale - and often in businesses that control all three aspects.
- Cin7 is used by retail, wholesale and e-commerce businesses - and often within business models that span across 2 or all of these segments. Cin7’s large set of system capabilities means that it can service a wide range of business models within each industry. Currently Cin7 is used by businesses from production, to the supply chain, to the sale - and often in businesses that control all three aspects.
- Now we will move on to part two of this webinar where I will take you through a live demo of the Cin7 system. As I mentioned earlier, this is a very broad overview of the Cin7 system and many of you will have specific requirements that this webinar will not cover. If you do have questions about functionality at the end of this webinar please let me know so that I can either direct you to information that will answer your questions or arrange a time for a Cin7 expert to go through your requirements with you. At the end of this webinar you will also be emailed your own log in details for this exact demonstration account so you will be able to go back in your own time and play around with the Cin7 system using the existing data in the account. You can also add your own data into this account; just remember that this is a community demonstration account so you shouldn’t upload data that may be commercially sensitive to your company. <time check: 20 – 30 minutes>