Starting with a new inventory and order management system like Cin7 Core can feel daunting. There’s a lot to configure — from products and workflows to accounting, permissions, and integrations — and getting those details right early will determine how well the system supports you later.

That’s why Cin7 offers Cin7 Academy: a free, on-demand learning platform for all Cin7 users. It walks you through the fundamentals, one course at a time. But while the Academy teaches you how the software works, it doesn’t teach you how to make it work for your business.

That’s where Fiskal Finance comes in. Our custom Cin7 Core training builds directly on top of Academy — using your data, your workflows, and your accounting structure — to deliver a system that doesn’t just look “set up,” but performs reliably under pressure.

Step 1: start with the essentials in Cin7 Academy

If you’re brand new to Cin7 Core, your first step is the Cin7 Academy Learning Paths and course catalog. These courses are designed to help you and your team understand the basics: navigation, data structure, and key workflows.

Pair them with a few short videos from our Cin7 Core training playlist to make the learning curve smoother:

• Cin7 Core – Navigation: A quick UI walkthrough so you know where everything lives.

• Create New Product – Stock Item: How to structure product data, set units of measure, and avoid common import mistakes.

• Systems Usage Report: How to use Core’s built-in reporting to track adoption and spot where processes are breaking down. (Note: this is a Cin7 Core feature, not part of Academy, but it’s worth learning early.)

Alongside these, keep Cin7’s official documentation handy:

• Getting Started with Cin7 Core – setup steps like connecting your accounting system and configuring financial settings.

• Onboarding via CSV – everything you need before your first import.

Pro tip: If something isn’t working as expected, the Cin7 Help Center includes troubleshooting steps and live support — use them before assuming your setup is wrong.

Step 2: understand where Academy stops, and where custom training starts

Cin7 Academy is excellent for learning how features work. But it’s intentionally generic, it can’t account for your company’s structure, chart of accounts, or workflows. Even Cin7’s own onboarding services offer only limited customization.

That’s why many teams turn to partner-led training once they’ve completed Academy. At Fiskal, we build on top of that foundation and tailor the system to your operations. That means:

• Designing your role and permission matrix and building templates that reflect how your team works.

• Cleaning and standardizing your product schema before you import data.

• Teaching you proper landed cost allocation and Core → Xero reconciliation so your books stay accurate.

• Setting up exception reporting and showing you how to run weekly audits using the Systems Usage Report.

The difference? Instead of just knowing how a feature works, you’ll have a system that works for you. Most teams see their first clean month-end close within weeks, not quarters.

Step 3: follow a training roadmap that builds real capability

Every business is different, but successful implementations follow a similar sequence. Our training roadmap reflects that, layering real-world workflows on top of Academy’s fundamentals:

1. Admin & permissions

We configure roles, permissions, and document templates — creating structure and control from day one.

2. Product data

We design your product schema and standardize naming conventions before import. See how this works in our product setup video.

3. Purchasing, receiving & landed cost

We guide you through correct receiving workflows, landed cost allocation, and supplier deposits. Watch Applying Customer Deposits to Sales Orders to preview the process.

4. Warehouse & WMS

We configure the WMS app, document pick/pack workflows, and create SOPs for cycle counts and stock movements.

5. Accounting & month-end

We teach you how to reconcile Cin7 Core with Xero or QuickBooks and run a month-end close without manual patching.

6. Reporting & continuous improvement

We define KPIs, build saved views, and implement a weekly Systems Usage review — so adoption stays high and issues surface early.

Each phase delivers tangible outcomes: checklists, SOPs, dashboards, and reporting views that keep your team aligned and your data reliable.

Step 4: choose the Fast-Track that fits your priorities

Not every team needs every module on day one. That’s why Fiskal’s training approach offers three focused “Fast-Tracks” layered on top of the Cin7 Academy learning paths:

• Admin Fast-Track: Focused on permissions, templates, and reporting setup.

• Ops Fast-Track: Covers product schema, purchasing, landed cost, and WMS workflows.

• Finance Fast-Track: Emphasizes COA mapping, deposit handling, reconciliation, and month-end close.

These Fast-Tracks aren’t official Cin7 programs, they’re Fiskal-developed frameworks built to complement Academy’s structure and get you operational faster.

Step 5: use Academy for certification, and workshops for mastery

Cin7 Academy also offers official certifications in areas like admin, accounting, and inventory. These courses are a great way to deepen your understanding.

Our workshops take that one step further. We build mock scenarios with your real data, so your team can prepare for certification and day-to-day operations simultaneously. The result: your staff isn’t just certified, they’re confident.

What success looks like

Here’s how you’ll know your Cin7 Core system is set up properly:

• Your first clean month-end close happens within weeks.

• Variance trends downward once landed cost SOPs are implemented.

• A weekly Systems Usage Report review becomes part of your operating rhythm.

These are the outcomes we aim for in every engagement, and they’re achievable when Academy training and custom workshops work together.

Ready to get Cin7 Core working for you?

Cin7 Academy is the best way to learn the fundamentals. But if you want your setup to work, not just look like it does, Fiskal’s Cin7 Core training is how you get there.

Here’s how to start:

• Explore the Cin7 Academy catalog for foundational courses.

• Watch our free Cin7 Core training videos to get oriented.

• Book a Core Setup Audit to see exactly where your system needs attention.

With the right foundation and expert guidance, you’ll go from new user to confident operator, and your Cin7 Core setup will be built to scale.

📞 Or call us directly: (954) 415-7895

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