If you're setting up Cin7 Core (DEAR Inventory) and are going to be integrating it to the CRM, here are some handy hints and tips for ensuring you have everything set up in Cin7 Core (DEAR Inventory) to make the very most of the CRM + Cin7 Core (DEAR Inventory) integration!
Setting up Customers
Below are a few recommendations when it comes to setting up your customer's accounts within Cin7 Core (DEAR Inventory).
#1: Setting up Contacts
Cin7 Core's (DEAR Inventory) API allows us to import the contacts from each of your customers accounts. Once we've completed the initial import from Cin7 Core (DEAR Inventory), going forward you would create all additional contacts straight into the CRM.
#2: Setting up Tax Rates
The CRM uses the Tax Rates drop-down from Cin7 Core (DEAR Inventory) to determine what rate should be applied for the Customer and for Products when creating Quotes and Orders via the CRM. Make sure that you assign the correct Tax Rates to both Customers and Products in Cin7 Core (DEAR Inventory).
Learn more about setting up Tax Rates in Cin7 Core (DEAR Inventory) here.
Setting up Products
The CRM imports both Products and Prices from Cin7 Core (DEAR Inventory), so you can quote customers and prospects straight from the CRM. Below are a few recommendations when it comes to setting up your products within Cin7 Core (DEAR Inventory).
#1: Add Products to Product Category
Product Categories can be used to categorise products by different types, enabling you to analyse sales by Product Categories. For example, if you sell a range of beverages, you may have groups for 'Wine', 'Beer' and 'Spirits'. Using these groups, you can track sales to see what product groups are doing well and not so well. The Cin7 Core (DEAR Inventory) Product Category imports to the CRM 'Product Category' field, meaning you can use these product categories for CRM reporting too.
#2: Create Delivery Charge Product
In order to set up the CRM Delivery Charges, you'll need to create a non-stocked item for delivery. You may want to create multiple delivery products if you have different delivery options. Click here to learn more about CRM Delivery Charges.
Learn more about how to create Products within Cin7 Core (DEAR Inventory) here.
#3: Setting up Price Tiers
Price Tiers allows you to set up different sell prices for different kinds of customers. For example, you may have a retail price list and a wholesale price list. Each customer account within Cin7 Core (DEAR Inventory) can be set up with a Price Tier. The CRM imports the Price Tiers against each of your customers, meaning that the correct pricing is applied when creating Quotes and Orders. We also allow you to select a Price Tier when quoting prospects for the first time.
Learn more about how to set up Cin7 Core (DEAR Inventory) Price Tiers here.