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Cin7 Omni

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Don't send the Product Description to Cin7 Twice

Currently the Product Description field is sent to Cin7 twice if there is nothing in the extended description.
Guest over 1 year 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 10 months ago in Cin7 Omni 0

CIN7 - WET tax

Integrate with CIN7's surcharges section as this appears to be the place where the WET tax is applied.
Guest over 2 years ago in Cin7 Omni 0

System Option for Status of Order in Cin7

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.
Guest over 1 year ago in Cin7 Omni 0

Sync CIN7 Customer Stages

A customer would find it useful to have the CIN7 customer stages within the CRM.
Guest about 2 years ago in Cin7 Omni 0

Cin7 Customers

Cin7 is our source of truth. We have B2C customers, marketplace customers. All these are syncing in Prospect and are very problematic. We are trying to use Prospect striclty for our B2B departement, at the moment its impacting all the reporting an...
Guest over 2 years ago in Cin7 Omni 0

Post Project Name on Sales Order Creation

The project name field in Cin7 allows users to segment their sales in CIN7 allowing customer to be able select this field on a quote and send it through to Cin7 with this field enhance the integration between their workspace and Cin7
Guest over 1 year ago in Cin7 Omni 0

Default List Price for Cin7 Omni

We allow work spaces connected to Cin7 Omni to select the Cost Price Tier on this system setting (Default Cost Price for Cin7 Omni). However, we do not have this functionality available for the List Price of the product. If a business generally se...
Guest 2 months ago in Cin7 Omni 0

Cin7 Omni Customer hyperlink

We have 'Open in X' links for other accounting systems so would be good if we can this for Cin7 Omni so you can easily navigate to the Customer records etc.
Guest 7 months ago in Cin7 Omni 0

Import Orders Under Secondary Contact

Currently when importing Sales Ledger from Cin7 we store the Primary contact ID for the the sales ledger and do not sync the secondary contact's ID for the sales ledgers. Sales can be raised under a secondary contact in Cin7. When we import the sa...
Guest 9 months ago in Cin7 Omni 0