Cin7 Core Audit Sets Heritage Supply Up for Growth

Austin Enterprise Group, LLC, operating under Heritage Supply, needed a structured review of their Cin7 Core system after a self-implementation. VNC Global corrected their data, integrations, and processes so the business could scale across every sales channel.

A Cin7 Core audit became the turning point for Austin Enterprise Group, LLC, operating under Heritage Supply, after the business faced operational inefficiencies with their Cin7 Core system following a self-implementation. Missing order synchronisation, inaccurate BOM setups, and incomplete historical data threatened smooth scaling. VNC Global conducted a structured system audit, data cleanup, and process optimisation, enabling the client to fully leverage Cin7 Core for multi-channel operations.

Client Background

Heritage Supply is a medium-sized U.S. enterprise managing inventory, orders, and multi-channel sales through Cin7 Core. The client had attempted a self-setup with Cin7 onboarding materials but struggled with errors and misalignments as their business grew. To scale with confidence, they needed a Cin7 Core audit to bring the system back in line with how the business actually operates.

Austin Historical logo for the Cin7 Core audit case study
Cin7 Core audit objectives for improving business operations

Objective and Goals

Correct product, BOM, and supplier master data.
Align purchase and sales processes.
Sync orders across multiple channels.
Upload historical purchase, sales, and inventory data.
Achieve accurate COGS and landed cost tracking.

The Challenge

Unsynced Order Flow
Open and unsynced orders across sales channels made it difficult to track orders, monitor order status, and ensure accurate, timely fulfilment.
Purchase and Cost Gaps
Incomplete purchase status and missing landed cost allocations affected the accuracy of COGS and inventory costs.
BOM Configuration Errors
Incorrect BOM and component configurations created errors and misalignments that kept growing as the business expanded.
Integration and Data Gaps
Integration duplications, misalignments, and missing historical purchase and inventory data left the Cin7 Core system incomplete.

Business Impact

Operational Inefficiencies: These gaps created inefficiencies across order, purchase, and inventory workflows, with the team relying on manual interventions to keep operations moving.
Inaccurate Cost Tracking: Missing landed cost allocations and incorrect BOM setups made accurate COGS and landed cost tracking difficult to achieve.
Limited Scalability: Until a Cin7 Core audit addressed these gaps, they limited Heritage Supply’s ability to scale confidently across its sales channels.

Our Approach

1

Initial Assessment and Discovery

We performed a full Cin7 Core audit, carefully reviewing product, BOM, and supplier masters, as well as integration and historical data accuracy. Process gaps were identified for P2P, O2C, and inventory management workflows.

2

Strategy and Planning

The Cin7 Core audit shaped a phased plan to correct master data and BOMs, reconfigure integration mappings, clean historical open orders, reconcile data, and standardize P2P, O2C, and inventory workflows across the business.

3

Implementation and Execution

Product, BOM, and supplier masters were corrected and re-uploaded, integration flows were restructured, and historical orders, purchases, production runs, and opening inventory were reconciled to create a fully operational system for ongoing operations.

Implementation Details

Using findings from the Cin7 Core audit, product, BOM, and supplier masters were corrected and re-uploaded.
Integration flows for WooCommerce, Amazon FBA/FBM, ShipStation, 3PL, and QuickBooks Online were restructured and their mappings reconfigured.
Historical open orders were cleaned, and historical orders, purchases, production runs, and opening inventory were reconciled.
P2P, O2C, and inventory workflows were standardized, creating a fully operational system for ongoing operations.

Solution Deployed

Fixed processes and configurations identified during the Cin7 Core audit
Central Platform
Cin7 Core served as the centralized SCM platform for the Cin7 Core audit, cleanup, and ongoing operations.
Financial Management
QuickBooks Online was integrated to support accurate COGS and landed cost tracking alongside Cin7 Core inventory data.
Sales Channel Integrations
WooCommerce, Amazon FBA, and Amazon FBM were remapped in Cin7 Core to keep orders synchronized across channels.
Fulfillment and Logistics
ShipStation and 3PL integration flows were restructured within Cin7 Core to support accurate fulfillment and inventory movements.

Services Offered

Cin7 Core Audit

Historical Data Cleanup

Inventory, P2P and O2C Optimization

Integration Reconfiguration

Ongoing operational support

Results Achieved

Accurate Inventory Restored

After the Cin7 Core audit and cleanup, Heritage Supply now operates with fully accurate inventory and properly reconciled historical data.

Fully Synchronized Orders

Orders are now synchronized across WooCommerce, Amazon FBA and FBM, ShipStation, and 3PL systems, with historical open orders cleaned up.

Streamlined Business Processes

Standardized P2P, O2C, and inventory processes mean Cin7 Core functions as a centralized SCM platform, ready to support business scaling.

Operational Confidence Gained

The client improved operational visibility, reduced manual interventions, and gained confidence in system reliability, building a solid foundation for growth.

Software Used

Cin7 Core inventory and business management software logo.
WooCommerce ecommerce platform logo.
Amazon marketplace logo.
3PL Systems warehouse management software logo.
QuickBooks accounting software logo.
ShipStation shipping management software logo.

Conclusion

Through a structured Cin7 Core audit, VNC Global transformed a partially implemented Cin7 Core system into a structured, fully functional platform. Standardized processes and optimized integrations now allow Heritage Supply to focus on growth without operational bottlenecks.

 

If your business is running Cin7 Core after a self-implementation and needs a Cin7 Core audit of its own, VNC Global’s Rescue, Cleanup and Migration services can help you correct your setup and get your system ready to scale.