The Cin7 Health Check allows you to easily spot inconsistencies, data anomalies and prioritise the key areas for your inventory management.
No more manual exports, time-consuming research, or confusion about critical areas affecting the consistency of your Cin7 inventory management.
The BI report helps Cin7 users who are looking to enhance their efficiency, consistency, and transparency when managing their inventory in Cin7.
Ensure you’re making the most out of Cin7 and take your analysis to a deeper level with more insights about the critical areas of your inventory and warehouse processes.
Features.
Easy access to essential insights:
Quick summary of the most important items and inconsistencies that can affect your inventory management, accounting records, and financial information
Integrated view:
Check the consistency score of your sales orders, purchase orders, credit notes, and inventory at a glance
Automated reporting:
The Health Check is automatically updated in Power BI with new and modified Cin7 data, ensuring your dashboard is always up to date. No more manual exports.
Summarised and Detailed reports:
Drill down and go deeper into each item. Further details are available for each report, where you can filter by date, channel, customer, source, and a multitude of perspectives that are essential to your Cin7 management.
Getting started.
Complete these four steps.
Contact us:
Contact the Halkin Technology team so we can set up your Cin7 API connection.
Connect and activate your dashboard:
We’ll prepare the reports and dashboard and make them available in Power BI for the users requested by you. The process is completely transparent, and you can contact our technical team at any time.
Onboarding and walk-through:
We’ll show you how to access the reports in your exclusive workspace and all the amazing insights you can take from them. The report is updated daily with your live Cin7 data. Your data is secure, and you can quickly enjoy a holistic and strategic view of your inventory management system.
Further training and support available:
If you require additional support or training, the Halkin Technology team will be more than happy to have a chat about the best way to support you. We have worked with several businesses to take their inventory management to the next level and would love to support you as well!
Benefits.
Obtain next-level insights:
Get analysis to a deeper level and more insights across your CIn7 information. Make data-driven decisions with up-to-date information, without having to visit multiple screens and extracting different reports.
Easy access to important consistency metrics and indicators:
No need to export spreadsheets or multiple reports to cross-check and monitor the health of your inventory. Quickly spot the areas where your inventory and warehouse need attention and filter your data from different perspectives.
Ensure you’re making the most out of Cin7:
Understand the key areas to manage and maintain the consistency of your Cin7 inventory management.
Share with your teams:
Share clear and actionable information with your teams, in a clear, concise, and insightful way. Drive performance with having to collect and prepare information.
Enjoy the Halkin advantage:
You have the option of enjoying the invaluable support from the Halkin Business Partners technology team. We’re specialists in business growth and Cin7 expert partners.
Pricing.
Setup fee - $450 • Monthly fee - $99
Alternatively, the Cin7 Health Check is included in any of our support packages. Our packages start at $289/month, contact us so we tell you more about it.
FAQ’s.
FAQs.
Where can I access my reports available?
The Cin7 Health Check reports are available in a shared workspace in Microsoft Power BI. Once you have access, you can export parts of it to an excel spreadsheet or print the summary to a pdf file as well.
What reports are available?
The Cin7 Health Check offers reports about red flags and attention points related to:
• Sales orders
• Purchase orders
• Credit notes
• Stock adjustment
What’s required from me to access the reports?
Cin7 connection: You must provide us access to your Cin7 account so we can bring your information across to the dashboards. • Power BI user: You will also need a Power BI Pro or Power BI Premium licence in order to access and interact with your dashboard in your shared workspace. Let us know if you’re not sure what’s the right licence for you, we’re more than happy to have a chat and support you.
Can I have tailored reports and features added to my dashboard?
We’d love to hear about what you’re looking for. Contact the Halkin Technology team so we discuss your needs the best reports to provide the insights you’re looking for.
Is my data secure?
Your Cin7 data is stored in its own dedicated data warehouse, hosted in Microsoft Azure. Every customer gets their very own isolated data warehouse, credentials and multi-factor authentication can be activated for your account...we take security very seriously.
What is an API connection?
An API (application programming interface) represents a single account with your cloud service provider. It is the unique "key" or authorization that is required for us to bring your Cin7 information across.
How can I ask for support?
We’d love to hear from you. Please contact systems@halkinbp.com.au to speak to our Technology team about your request.
Contact us.
HQ – SYDNEY
Level 13, 140 Arthur Street, North Sydney, NSW 2060
+612 9922 0300
Auckland / Hong Kong / London / Los Angeles / New York / Philippines / Singapore / Sydney
