A read-only review of how Cin7 has been configured on day one. Nothing was changed. Ranked by what bites first.
14 days EOM, 45 days invoice, 60 days EOM, 60 days invoice, 90 days EOM and 90 days invoice are all 0 days. The two "end of month" terms also use the wrong method. 14 customers are on them.
Invoices fall due the day they're raised: instantly overdue, wrong statements, wrong due dates in Xero.
Settings → Reference books → Payment terms. Set the days; use "Days since the end of the month" for EOM.
All 7 WooCommerce orders today are sitting at "Ordering" and show £0.00. The lines are there. There's also 1 Amazon order and 4 manual orders in the same state.
Nothing is picked, allocated or invoiced until someone authorises each one. Orders can sit unseen.
Check the WooCommerce store's import status setting, or make "authorise web orders" an explicit job today.
Tax calculation is set to "Document total". Cin7's own settings screen warns this isn't compatible with Xero.
Penny VAT differences between Cin7 and Xero on invoices, which makes the VAT return and debtors harder to reconcile.
Finance and accountant call: likely switch to row totals before invoice volume builds.
Error alert type is "Internal". Autosync runs every 2 hours.
A failed invoice or payment sync won't email anyone.
Switch alerts to email finance.
99% of customers sit at 0, 0.01 or 1.00. Only 134 have a real limit. The credit hold grace period is blank.
Either credit control is effectively off, or customers get warned or blocked on every order.
Authorise one test order for a 0.01 customer to see the behaviour, then set real limits for trade accounts.
575 trade customers are on RRP and 728 D2C customers are on trade or PPL prices. 167 are on a tier in the wrong currency: 128 GBP Quinessence customers are on the EUR trade tier, and 18 PLN customers have no PLN tier.
56 UK customers are zero-rated or exempt, 34 of them with no VAT number. 65 overseas customers are charged 20%. 335 zero-rated customers have no VAT number on file.
574 finished goods have no trade price and about 950 non-Quinessence finished goods have no RRP. 274 have a trade price below average cost, and 1,102 stock items carry zero cost.
Products carry no revenue account, so they fall back to the default, Sales - Website RRP. Check the first synced invoices from each channel in Xero.
39 customers named CLOSED, ON HOLD or BAD DEBT are still Active. There are 8 test customers, 9 test products (4 of them sellable) and a test supplier, and the setup guide still offers "Delete all trial data".
5 account codes are shared. 121 emails are shared across customers, 33 of them across AA and Quinessence. There are 24 groups of same-named customers.
"Include in email" is off on almost every contact. 411 of 2,178 trade customers have no email address.
86 stock lines show negative available, and 44 of today's 82 orders are backordered. Worth checking whether that's a real shortage or a gap in the stock load.
No period lock date is set. Lock at the cutover date, and confirm the 31 December year end is right.
None of the 6,231 stock lines has a batch number, including 1,372 bulk and essential oil lines. That leaves no traceability for recalls, certificates of analysis or expiry, and it's painful to retrofit.
77% of finished goods have no weight or dimensions. Country of origin is blank on every product, and HS codes are set on only 3.
It holds 1,358 products, about 390 of which look like misfiled finished goods. Category-based discount deals won't reach them.
Every web and Amazon order syncs as its own invoice, COGS journal and payment. Consider consolidating those channels.
A personal email account has Goods In access. Shared logins leave no individual audit trail, and passwords never expire.
Legacy 15% and 17.5% VAT rules are still active. Price tier H "Price Increase" is populated on 1,840 products.