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Cin7 Omni

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Add handling for Bin locations for Cin7 Core

Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
Guest 11 months ago in Cin7 Omni 6 Planned

Utilizing Alternative GLs in Cin7

Cin7 has an General Ledger Account hierarchy for posting Sales orders into the Accounting Software (in our system Xero) which can be set at different levels. I believe the hierarchy is Customer > Product > Order Specific > Default We can ...
Guest 4 months ago in Cin7 Omni 0

Support smart quote apostrophe from Cin7

At the moment, the CRM does not support smart apostrophe from Cin7 and instead replaces with "Â ", we should handle this on import. This makes it hard to search.
Guest about 1 month ago in Cin7 Omni 0

Import delivery method from Cin7 Core to Prospect Sales order

This is necessary for businesses that have multiple delivery methods. Unleashed has this integration https://docs.prospect365.com/en/articles/5592392-add-unleashed-delivery-method-to-quotes-sales-orders
Guest 8 months ago in Cin7 Omni 0

Import Cin7 Product Status and apply user restriction based on Product Status

Currently, we only check if the Product status in Cin7 is inactive and use this to update the obsolete flag. In Cin7 you can have a number of status that can be used to restrict what users can see the product. This would allow our users to be able...
Guest 9 months ago in Cin7 Omni 0

add brand field from Cin7 into items on Prospect

We sell branded products. The products in Cin7 are categorised by those brands. My sales people need to be able to search items by brand.
Guest 9 months ago in Cin7 Omni 0

Include lot numbers for items in the stock levels tab for items

When looking at the stock levels of an item Prospect should also populate the lot codes of the items. This should be something that can be turned on or off depending on if it is needed by the user. We are a food manufacturer, and knowing the lot n...
Guest 11 months ago in Cin7 Omni 0

Stop Cin7 Omni Quote Line description going into notes if there is no change

Currently, we pass through the Quote Line description into the Cin7 Omni notes field to preserve any changes you might have made to this field in the CRM. Although, if you don't make any changes this is just duplicate data and can cause styling is...
Guest 7 months ago in Cin7 Omni 0

Cin7 'Sales rep' to populate from Prospect 'Sales person'

A customer has requested that the Sales rep field within Cin7 is populated by a field within Prospect. The logical answer here is the Sales person however I would also see the account manager being requested also. A System option may be nice for this
Guest about 3 years ago in Cin7 Omni 0

Display Courier Tracking Number - from Cin7

Cin7 obtains the "Carrier" (i.e. courier company) and "Tracking Code" (i.e. courier tracking number) - it would be helpful if that could be displayed in a field in Prospect. This would allow the Sales Team to pass that information onto the custome...
Guest 6 months ago in Cin7 Omni 0