Cin7 Expert Training

When Cin7 training helps and when you actually need an expert

Cin7 Academy is designed to train teams in a correctly aligned Cin7 environment.

When the underlying setup is sound, training helps teams work faster, follow consistent processes, and use the system with confidence.

Training is not the right next step if:

• Inventory levels don’t match physical stock

• Forecasts are ignored or manually overridden

• Integrations produce inconsistent or unreliable data

• Manual fixes and workarounds are part of daily operations

• Reports can’t be trusted without spreadsheets

In these situations, the issue isn’t a training gap. It’s a configuration, process or integration problem that requires expert diagnosis before training will stick.

Cin7 training works best once the system itself is behaving correctly.

How Cin7 partners use training after expert alignment

Cin7 training is not a replacement for expert setup, cleanup, or diagnosis.

Cin7 partners use training after alignment to ensure the system is operated correctly, consistently and at scale.

Once workflows, integrations, and financial mappings are sound, training becomes the mechanism that:

• Standardizes how teams use Cin7 day to day

• Aligns finance, operations, and warehouse teams on the same rules

• Removes tribal knowledge and ad-hoc workarounds

• Enables new hires to onboard without breaking existing processes

• Maintains system integrity as volume, channels, and complexity increase

Training works because it reinforces correct configuration. When training is applied to a misaligned environment, it does the opposite, it teaches teams how to work around problems instead of fixing them.

This is why Cin7 partners don’t treat training as a fix. They use it as a reinforcement layer that locks in expert work, supports governance, and reduces long-term drift as the business evolves.

Training accelerates aligned systems; it doesn't correct broken ones.

If your environment isn’t aligned yet, start with an expert review before relying on training.

Cin7 Core Training Videos

Hands-on Cin7 Core training videos from Fiskal Finance, designed to help teams understand configuration choices and use the system consistently after alignment.

Cin7 Core Tutorials

Cin7 Core tutorials written by Fiskal Finance’s Cin7 system experts, covering real-world configuration, integrations and operational workflows.

It's not just about implementing Cin7.

It's about transforming it into a reliable operating system that drives inventory accuracy, financial visibility and scalable workflows.

Frequently asked questions

Is Cin7 the right system for our business?

If you’re doing $1M–$50M in revenue and have inventory complexity, yes. It’s one of the best IMSs in the SMB space. But it only works if implemented and managed correctly – which most teams underestimate.

Can Cin7 integrate with QuickBooks Online?

Yes – but the integration needs to be properly scoped and actively monitored. That includes sync rules, mapping, error management, and clear ownership across finance and ops.

What's the difference between Cin7 Core and Cin7 Omni?

Cin7 Core is the newer product – originally called DEAR Systems before Cin7 acquired it. Omni is the legacy product, built with a focus on EDI and retail environments. While Omni was designed with those native integrations in mind, Core is where the innovations at. It’s more modern, better supported, and the platform we recommend.

How long does implementation take?

3 to 6 months depending on complexity. If you have advanced manufacturing, forecasting, or multiple channels, expect 6. We do full process mapping and training, no shortcuts.

Can you just do the setup and hand it over?

Yes – but we prefer to partner through the first few months post go-live. That’s where the biggest value is: optimizing, coaching your team, and making sure data is actually usable.

Do we really need to fix our chart of accounts before integrating?

Yes. Otherwise the sync to QuickBooks will break or give you garbage data. Accounting needs to be clean and structured before you start connecting systems.

Can Cin7 handle our custom manufacturing or kitting?

Yes, but you may need Advanced Manufacturing. Simple assembly won’t allow manual serial tracking or work order management.

What does your monthly service include post-implementation?

Ongoing variance checks, usage audits, error triage, forecasting, system optimization, and team training. We become your system watchdog.

Can you manage the system for us?

Yes. If you want to get your team out of the day-to-day ERP and just work via workflows, we do that. We’ll own data integrity, syncs, and reporting.

Why is our inventory not matching between systems?

Typically a process issue. Either receiving isn’t done properly, or the 3PL is not synced correctly, or COGS settings are wrong. We diagnose this as part of our audit.

Do we need a 3PL integration or can we work manually?

You can work manually – but it won’t scale. If you’re doing over 500 orders/month, you need a tight 3PL integration.

What if our team doesn't know how to use Cin7?

That’s common. We tailor training and SOPs to your workflows, delivered remotely or onsite as needed, so teams know what to do, when to do it, and where to look when something breaks.

What's your pricing model?

We price based on complexity, not hours. Fixed fee implementation tiers (Light, Standard, Advanced), then monthly retainers based on scope. Our goal is to guarantee success, not track time.

Can we run demand planning or MRP from Cin7?

Yes – but only once your data’s clean, your team’s trained, and your processes are being followed. We treat MRP as a phase 2 deliverable.

We've already implemented Cin7 but it's a mess - can you help?

Absolutely. That’s most of our business. We specialize in cleanups, re-implementations, and turning half-working systems into a real operating platform.

What makes you different from other implementation firms?

We bridge accounting and systems. Most firms do one or the other. We ensure the tech stack actually works financially, not just operationally.

Can we connect Shopify, Amazon, Walmart and B2B orders into Cin7?

Yes, but you’ll likely need EDI or connectors like Crystal/SPS for some channels. We’ve done this many times and know the quirks.

Why is Cin7 so hard to implement?

Because you essentially implement an ERP that you can scale with for years. It requires clear processes, trained people, and correct configuration. It’s not plug-and-play.

What reports can we get out of this setup?

Custom profitability by channel, customer, SKU. Demand forecasts. Cash flow linked to operations. Inventory health. All built off real-time data.

We're not sure if we should keep Cin7 or switch - thoughts?

Let us audit it first. If the setup is salvageable, we’ll fix it. If it’s not, we’ll tell you straight. But in most cases, Cin7 is not the issue – it’s the setup.

These questions relate to Cin7 implementation, cleanup and ongoing support. Training through Cin7 Academy is most effective once these foundations are in place.

If your Cin7 environment isn't behaving as expected

We'll review your systems, uncover gaps, and build a roadmap - with no sales pressure.

Prefer to talk? Call us at (954) 415-7895