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Specify your Easy Insight requirements to make sure you're getting the most out of the system, dig further into your costs, and more!

Requirements

We've added a new page to help you specify your requirements around Easy Insight. This page walks you through common use cases to help you identity your highest priorities, as well as to think about ways to use Easy Insight that you may not have considered. The walkthrough includes sections like:

  • Historical Data
  • Multiple ERP Instances
  • Forecasting
  • Cases and Pallets
  • COGS
  • Shipping/3PL Data
  • Amazon
  • Marketing
  • B2B
  • CRM

Sales by Supplier and Sales Based on Part

We've added two new templates for COGS Analytics to the various connections that support that functionality--Cin7 Core/Omni, Katana, and Order Time--Sales by Supplier and Sales Based on Part.

Sales by Supplier lets you look at how much of your COGS is coming from different suppliers and products. You can use this analysis to help figure out exactly how much of your costs are coming from which vendors in your supply chain:

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Sales Based on Part lets you see which components are critical to your business. Is there a single $5 widget that gets used at the base of all of your manufacturing? Use this report to identity those key components and make sure you don't get caught without those key components. From the top report, you can click to dive in and see what products and orders are relying on that component.

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Quarterly Goals

In addition to configuring goals per month and per year, you can now configure goals per quarter.

Lightspeed Additions

We've added shifts, promotions, customer groups, and service orders to our Lightspeed reporting.

Sales History from Accounting Systems

We've added new options for seamlessly pulling in sales history from your QuickBooks or Xero data if you're in the process of getting a new ERP up and running and have history in your financial data. If you need help with this, please reach out to us!

Cin7 Core Transfer Manual Journals

We've added stock transfer manual journals for Cin7 Core reporting.

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