CIN7 (Core)

CIN7 (Core) is an Inventory Management Service (IMS) used by various merchants. Orders are sent to CIN7 (Core) when they are displayed as released/fulfilled in Shopify. CIN7 (Core) can read live edits, making it a flexible integration option.

Integration method required: Fulfilment Hold Flow


How CIN7 (Core) Downloads Orders

CIN7 (Core) downloads orders based on their release/fulfillment status in Shopify. The specific trigger depends on your CIN7 (Core) configuration, but typically orders must show as released or fulfilled before being sent.


How the Integration Works

Order Flow with Order Editing:

Option 1: Using Hold Master Flow

  1. Order created → Customer completes checkout

  2. Order placed on hold → Fulfillment status set to "ON HOLD"

  3. Grace period active → Customer can edit their order (e.g., 30 minutes)

  4. CIN7 (Core) does not download → Order not released yet

  5. Grace period ends → Editing window expires

  6. Hold released → Order status changes to released/fulfilled

  7. CIN7 (Core) downloads order → Order sent to CIN7 (Core) with all edits included

Option 2: Using Delayed Payment Master Flow

  1. Order created → Customer completes checkout

  2. Payment authorized → Payment status remains "Authorized" (not "Paid")

  3. Grace period active → Customer can edit their order (e.g., 30 minutes)

  4. CIN7 (Core) does not download → Order not yet paid/released

  5. Grace period ends → Editing window expires

  6. Payment captured → Order status updates to "Paid" and released

  7. CIN7 (Core) downloads order → Order sent to CIN7 (Core) with all edits included


Setting Up CIN7 (Core) Integration

Step 1: Choose Your Flow Type

Determine which Master Flow is best for your setup:

Hold Master Flow:

  • Best if CIN7 (Core) downloads based on fulfillment status

  • No payment capture changes required

  • Simpler setup

Delayed Payment Master Flow:

  • Best if CIN7 (Core) downloads based on payment status ("Paid")

  • Requires changing payment capture to "Automatically after fulfillment"

  • More control over payment timing

Not sure which to use? Check your CIN7 (Core) integration settings or contact CIN7 support to confirm how they download orders.


Step 2: Import the Master Flow

For Hold Master Flow:

  1. Download the HOLD_Order Editing_Master Flow.flow file

  2. Navigate to Shopify Admin > Apps > Shopify Flow

  3. Click Create Workflow or Import

  4. Select Import workflow from file

  5. Upload the HOLD_Order Editing_Master Flow.flow file

  6. Configure the Flow timing:

  7. Set the delay to match your editing deadline (e.g., 30 minutes)

  8. Activate the Flow

  9. Click Save


For Delayed Payment Master Flow:

First, import the Flow:

  1. Download the DELAYED_Order Editing_Master Flow.flow file

  2. Navigate to Shopify Admin > Apps > Shopify Flow

  3. Click Create Workflow or Import

  4. Select Import workflow from file

  5. Upload the DELAYED_Order Editing_Master Flow.flow file

  6. Configure the Flow timing:

  7. Set the delay to match your editing deadline (e.g., 30 minutes)

  8. Activate the Flow

  9. Click Save

Then change payment capture setting:

  1. Go to Shopify Admin > Settings > Payments

  2. Change Payment capture method from Automatically at checkout to Automatically after fulfillment

  3. Click Save


Step 3: Enable fulfillable_quantity Flag in CIN7 (Core)

Critical step: This flag must be enabled in CIN7 (Core) for Order Editing to work correctly with live edits. To do this, contact your CIN7 support team or Order Editing who will reach out on your behalf

Important: Wait for confirmation from that the flag has been enabled before testing your integration.


Step 4: Verify CIN7 (Core) Integration Settings

Check that CIN7 (Core) is configured correctly to download orders from Shopify.

How to Check:

  1. Log in to CIN7 (Core)

  2. Go to Settings

  3. Navigate to Shopify Integration Settings

  4. Verify the following:

  5. Orders are set to be pulled when status is "PAID"

  6. Integration is active and connected to your Shopify store

  7. Save if any changes were made

Why this matters: If CIN7 (Core) pulls orders on a different status (like "Authorized"), the integration won't work correctly with Order Editing.


Important Settings Summary

In Shopify:

  • If using Hold Master Flow:

  • Payment capture: Can remain Automatic

  • Shopify Flow: Hold Master Flow active

  • If using Delayed Payment Master Flow:

  • Payment capture: Automatically after fulfillment

  • Shopify Flow: Delayed Payment Master Flow active

  • Editing Deadline: Configured in Order Editing Settings

In CIN7 (Core):

  • fulfillable_quantity flag: ENABLED (by Jayson)

  • Shopify integration: Set to pull "PAID" orders

  • Integration: Active and connected

In Order Editing:

  • Editing Deadline: Set to desired time (e.g., 30 minutes)

  • Master Flow: Matching Flow imported and active


Testing Your Integration

Required Tests:

Before going live, test the following scenarios to ensure CIN7 (Core) integration works correctly:

Test 1: Upsell Strategies

  1. Place a test order

  2. During editing window, add products through upsell features:

  3. Use Primary Upsell to add items

  4. Test One-Click Upsell

  5. Try Product Catalog browsing

  6. Wait for editing period to expire

  7. Verify CIN7 (Core) receives order with all upsell items included

  8. Confirm inventory is adjusted correctly in CIN7 (Core)


Test 2: Product Variant Changes

  1. Place a test order with a product that has variants (e.g., size, color)

  2. During editing window, change the variant:

  3. Change size from Medium to Large

  4. Change color from Blue to Red

  5. Wait for editing period to expire

  6. Verify CIN7 (Core) receives order with correct variant

  7. Confirm original variant was removed and new variant added


General Test Flow:

  1. Place test order

  2. Check CIN7 (Core) immediately → Order should NOT appear yet

  3. Make edits during editing window

  4. Wait for editing period to expire

  5. Check CIN7 (Core) → Order should now appear with all edits

  6. Verify all changes are reflected accurately

  7. Confirm inventory adjustments are correct


FAQ?

How do we integrate?

What is Shopify Flow?

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