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Cin7 Omni

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Integrate to CIN7 Custom Fields

A customer would like to integrate to CIN7's custom company fields and have these imported into Prospect CRM.
Guest almost 3 years ago in Cin7 Omni 1

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 about 1 year 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 about 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 almost 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 about 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

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 3 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 6 months ago in Cin7 Omni 0

Delivery notes on order confirmation to match Cin7 field size of 2000 characters

For Cin7 Omni the delivery notes 1 (75 characters) and delivery notes 2 (75 characters) are posted through on order confirmation to the Delivery Instructions field in Cin7 Omni (2000 characters). Customers are used to being able to input up to 200...
Guest 11 months ago in Cin7 Omni 0