Cin7 Omni orders and shipments

Lesson 12 of 30 7 min read

Create orders in Cin7 Omni with BOM, project and member settings, and import its despatched shipments by stage and member.

With Cin7 Omni, Supply Lens works the other way round from Cin7 Core: it creates orders in Omni, and then imports shipments once Omni has despatched them. That's the classic shape for a merchant who uses Omni to run fulfilment behind one or more sales channels.

By the end of this lesson you'll be able to configure the Cin7 Omni Order and Shipment Configurations and choose stage and member filters that match how the merchant works.

Rendering diagram...

Creating orders in Omni

loadBoms	Sets the Load BOMs flag on the Omni order. On: bill-of-materials products are expanded into their component parts. Off: BOMs are not expanded.
projectName	Optional. A project name to associate with every order Supply Lens creates in Omni.
useShipToLocationForMemberId	On: the order's ship-to location decides the Omni member ID. Off: the member ID is decided by other means, such as the customer record.

A few plain-English notes:

A BOM (bill of materials) is a product made of other products, such as a gift hamper. Turn loadBoms on if the warehouse needs to pick the components.
projectName is a cheap way to make Supply Lens orders easy to find and report on in Omni, for example "Supply Lens - Faire".
A member in Omni is the customer or contact the order belongs to. useShipToLocationForMemberId suits businesses where each delivery address is its own member, such as stores in a retail chain.

Importing shipments from Omni

includeStages	The Omni order stages that are eligible for import as shipments. Default: Dispatched.
excludeStages	Stages to skip, even if they would otherwise be imported.
includedMemberIds	When set, only shipments for these member IDs are imported. Empty means all members.
excludedMemberIds	Member IDs to skip.
importDelay	Wait before importing a shipment, so other systems can finish updating it.
setupDate / lastImportDate	Go-live cut-off and watermark, managed by the system.

Tip

The default Dispatched stage is usually right: you want a shipment back only when goods have actually left. Change it only if the merchant uses a custom stage that means despatched.

Fern & Finch's hamper range on Cin7 Omni

Fern & Finch's sister brand uses Cin7 Omni to fulfil orders from its Faire wholesale channel. Hampers are BOMs.

Omni Order: loadBoms on so pickers see each component; projectName set to "Faire wholesale"; useShipToLocationForMemberId off, because members are matched on the retailer's customer record.
Omni Shipment: includeStages left at Dispatched; no member filters, because every Omni order should send a shipment back.

Recap

Supply Lens creates orders in Cin7 Omni and imports shipments from it.
loadBoms expands BOM products; projectName tags every created order.
useShipToLocationForMemberId picks the member from the ship-to location.
Shipments import from the Dispatched stage by default, filterable by stage and member.

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