Watch a video version of this tutorial here, or continue reading below

Introduction: why Cin7's WMS App matters (and how Fiskal makes setup easier)

Lost stock. Delayed orders. That awkward moment when a picker swears the product was “just here yesterday.”

If that’s a familiar scene in your warehouse, you’re not alone.

As businesses scale, spreadsheets and manual systems quietly become liabilities, racking up labor costs, missed orders, and customer complaints before leadership even sees the damage.

That’s where Cin7 Core’s Warehouse Management System (WMS) comes in: a mobile-first app that puts real-time fulfillment, inventory accuracy, and barcode scanning directly into your team’s hands.

But here's the catch: even powerful tools underdeliver when they're misconfigured.

At Fiskal, we help businesses avoid the most common Cin7 setup pitfalls, like sync errors, access mismatches, or poorly mapped workflows that quietly drain your ROI.

In this guide, Systems Specialist Ryan walks you through a practical, no-fluff setup that works, with expert tips and gotchas to look out for.

Step 1 - Access the WMS App

From the Cin7 Core dashboard:

• Go to the left-hand menu → Integrations → WMS App

• If your UI has a horizontal nav bar, scroll or search “WMS”

The app is included with every Cin7 Core account — it just needs the right setup.

2.1 Enable bin numbers

Problem: stock goes missing or gets picked from the wrong shelf.
Why it happens: without bin-level tracking, teams guess locations (and mistakes pile up).
Solution: enable bin scanning so staff must scan the correct bin to complete a pick or receive.

• Feature: Bin-level enforcement during pick and receive

• Advantage: Staff can’t complete a task without scanning the right location

• Benefit: Reduces mispicks, speeds up training, enables location-specific reporting

Best for: multi-zone or fast-moving warehouses
Skip only if: you run a small, single-zone setup with minimal SKUs

2.2 Manual quantity entry

Problem: scanning 500 pens one-by-one? Not happening.
Why it matters: high-volume SKUs need speed, but accuracy still counts.
Solution: turn on manual quantity entry to allow staff to bulk-enter counts for trusted SKUs.

• Feature: quantity override option

• Advantage: speeds up bulk order fulfillment

• Benefit: balances efficiency and accuracy

Use manual entry for trusted teams or low-risk SKUs. Leave it off for high-value or error-prone items.

2.3 Expense and in-transit accounts

Problem: one wrong setting can break your accounting.
Real talk: we've seen teams spend weeks fixing COGS mismatches that started with a single unmapped account.
Solution: map these accounts before going live, and double-check with your finance team.

Common mappings checklist:

• Expense account → Stock Write-offs or Inventory Adjustments

• In-transit account → Inter-warehouse Transfers

Fiskal pro tip: even one incorrect account can skew your margins in QuickBooks or Xero. Confirm before rollout.

Set your system up to catch errors before they cost you.

Before a single item is picked, it’s crucial to configure your WMS settings. This is where stock rules, access control, and sync behavior are defined.

Step 2 - Configure your warehouse settings

Step 3 - Set picking, packing and shipping options

Picking schedule

• All: any sales order can be picked immediately

• Scheduled: limit how many orders each picker sees

Use "Scheduled" to control workload and avoid picker pile-up during peak hours.

Tote numbers

Enable this if your team uses totes or bins to organize orders. This is great for speed, traceability, and reducing pick errors.

Packing and shipping mode

• Automatic: Picked orders go straight to shipping

• Manual: Packing and shipping must be confirmed separately

🔍 Fiskal Insight: One client automated packing but kept shipping manual to verify weights and carriers on oversized goods, saving thousands in shipping chargebacks.

Step 4 - Set picker rules and kitting behavior

Single picker per sale

• On: one picker handles entire order (best for small, simple orders)

• Off: multiple pickers can collaborate (ideal for large or urgent picks)

During peak season, allow team-based picking to accelerate high-volume orders.

Picking for kitting

Problem: bundled kits get picked as one SKU, missing critical parts.
Why it matters: this causes fulfillment errors and under-reported inventory.
Solution: enable kit-component visibility during picking.

• Feature: see individual kit items during pick

• Advantage: prevents missed or partial kits

• Benefit: accurate fulfillment and inventory integrity

Time tracking

Turn this on to measure picker/packer performance.

⚠️ Note: You must have manual packing enabled to track both pick and pack stages accurately.

Step 5 - Save settings and switch to mobile app

Click Save Settings, then open the Cin7 Core WMS app on your team’s mobile devices.

• Log in with your Cin7 Core credentials (biometric login also available)

• Confirm organization and warehouse location

Step 6 - Navigating the WMS App interface

Once logged in, users see their assigned warehouse and available modules.

Main menu:

• Pick Orders

• Pack

• Receive

• Restock

• Stock Take

• Stock Lookup

• Write Off

Each module is optimized for barcode scanning and real-time syncing.

Step 7 - Use the App like a pro.
Key functions explained

Step 8 - Tips for a smooth WMS rollout

✅ Train by Role: Simulate live orders using sandbox mode to train pickers, receivers, and managers.

✅ Zone Audit Before Launch: Ensure your bin layout reflects actual shelving.

✅ Test Syncs with Accounting: Post test transactions and confirm financial systems match.

✅ Quarterly Config Checks: Software updates can quietly reset critical settings.

Case study snapshot: emergency vehicle fitters

The challenge: two warehouses plagued by mispicks and delayed shipments

The fix: bin tracking + picker scheduling + QuickBooks account mapping

The result: 40% faster pick/pack times and audit-ready inventory logs

Stop guessing. Start scanning.

Still relying on sticky notes or memory to track stock?

If your WMS setup isn’t giving you clean, real-time data, or your accounting still feels out of sync, it’s time to take control.

We’ll audit your current setup, test accounting syncs, and help you roll out faster, more accurate fulfillment, minus the guesswork.

📞 Or call us directly: (954) 415-7895

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