Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Review Tax Rates Setup in Cin7

Before you start sending out Quotes and taking orders via Prospect CRM, you'll want to configure your CRM tax rates to match your Cin7 tax rates. To review your current tax rates setup in Cin7, visit this page.

Step 2: Navigate to CRM Tax Rates Configure Option

Once you know which Tax Rates are needed for your Prospect CRM orders, navigate to the CRM Tax Rate configure option here.

Step 3: Create New Tax Rates

To create the required tax rates, click the plus button in the top right-hand corner.

A pop-up window will appear where you can enter the details about the tax rate.

You'll need to map these fields to the Cin7 tax rates as follows:

  • CRM Tax Code = Cin7 Tax Name

  • CRM Tax Rate = Cin7 Tax Rate

  • CRM Description = Arbitrary description that will help the users know what the tax rate is for.

Please note: Hopefully your tax rates won't change too often, but if they do, you'll need to manually update the CRM as well as Cin7.

Step 4: Setting Default Tax Rate

Finally, we recommend that you set a default tax rate by searching for 'Tax' within the Settings Centre. For example, you may wish to set this to your country's default tax rate e.g. 20% UK VAT.

Please note: If you have lots of different customers that need differing tax rates, email or chat with our Customer Services team for assistance.

Did this answer your question?