Installed. Here is the whole of it.
Power Tools sits on top of Cin7 Core and does not change it. It adds a search box you open with a key, a few shortcuts on list screens, and some figures to screens that were already there. Five minutes here and you will have seen everything it does.
Prefer to read? Everything in the video is written out below.
Two keys open everything
Open Cin7 Core in a tab, then press one of these. They work on any Cin7 screen.
- Ctrl + KGo to any Cin7 page, report or setting by name.Type three or four letters of what you want. Cmd + K on a Mac.
- Ctrl + Shift + KFind any record. Sales, purchases, products, customers, suppliers.Results preview in place, so you can check a record without opening it.
Five more on any list screen
These fire when you are looking at a list and not typing in a box. Nothing to click first.
- /Jump to the list's own search box.
- EnterOpen every ticked row, each in its own tab.
- CExport the list to CSV or JSON.
- VShow the distinct values in a column, with counts.
- PPreview the highlighted record without leaving the list.
And some figures that were not there before
These need no keys. They appear on the screens they belong to, as small pills reading figures Cin7 already holds.
- Sales order lines. Stock status, fulfillment status, and a bill of materials pill on any line that has one.
- Purchase order lines. Receipt status, line by line.
- Products. Units of measure on a product's bill of materials.
- Any record header. The summary figures for that record, in the header where you are already looking.
Where your data goes
Nowhere. This is the part worth reading twice, because it is unusual and because it is the answer to the question your IT people will ask.
- Power Tools reads what your Cin7 screen has already loaded, inside your own browser session, and draws on top of it.
- It has no server. There is nothing for it to send data to.
- It runs on one website and one only: your Cin7 Core account. It cannot see any other tab.
- Your settings are stored in your own browser. They stay on that machine.
The full privacy note covers the detail, including the one diagnostic tool that is off unless a Waypoint engineer switches it on in front of you.
Turning things off
Click the Power Tools icon in your Chrome toolbar. The Features tab lists everything above with a switch beside each one, and a master switch at the top that turns the lot off for as long as you want. Useful before a screen share.
Changes apply when you reload your Cin7 tab, not the instant you flick the switch.
Something missing, or something wrong?
Open the Power Tools icon and go to the Help tab, or press Ctrl + K on a Cin7 screen and type help. It asks you nothing. You pick whichever of four descriptions sounds most like what you are looking at, and it opens the right place in a new tab.
Not sure which is which? Turn the master switch off under Features, reload the Cin7 page and look again. If the problem is still there it is Cin7's, so start at the top. If it went away with the toolkit, it is ours.
Waypoint Power Tools for Cin7 is built and maintained by Waypoint. It is not a Cin7 product and Cin7 do not support it.