If you're setting up Cin7 Omni 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 Omni to make the very most of the CRM + Cin7 Omni integration!
Setting up Customers
Below are a few recommendations when it comes to setting up your customer's accounts within Cin7 Omni.
Cin7 Omni Customer Groups
Cin7's Customer Groups can be used to group sales reporting by the types of customers you sell to. Every customer that's created can be given a group (e.g. 'Retail', 'Wholesale', 'Distributor' etc.). We import the Cin7 Omni Customer Group for each of your customers so this can also be used to segment customers within the CRM. For example, you could break down your sales by Customer Group using CRM Reports.
Assign Sales Persons to Customer Accounts
Within Cin7, you can assign a Sales Person to each of your customer accounts. This is the employee who will manage the customer account. When we import the customers from Cin7, we import the Sales Person to our CRM Account Manager field, meaning you can start reporting sales based on Account Manager straight away!
Setting up Contacts
Cin7's API allows us to import the contacts for each of your customer's accounts.
Setting up Tax Rates
The CRM uses the Tax Rates drop-down from Cin7 Omni 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. Once you've configured the tax rates, you will then need to set these up within the CRM, see Configuring tax rates for Cin7.
Setting up Products
The CRM imports both Products and Prices from Cin7, 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.
Upload Product Images
Product images can help bring your products to life. You may already have an integrated eCommerce site to Cin7, so it'll be important to upload product images for the website. However, you can also use these product images on any Quotes you create in the CRM. We automatically import product images straight into the CRM, so there's no need to upload the images again!
Add Products to Product Groups
Product Groups can be used to categorise products by different types, enabling you to analyse sales by Product Groups. 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 Omni Product Group imports to the CRM 'Product Category' field, meaning you can use these product groups for CRM reporting too.
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.
Setting up Sell Price Tiers
Sell 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 Omni can be set up with a Sell 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.
Sales Order Management
Sales orders created in Access CRM are synchronized with Cin7 only after they are confirmed in the CRM. This ensures that only finalized and accurate sales orders are transferred to Cin7 for further processing.
Key Points:
Sales orders must be confirmed in Access CRM before syncing.
This process prevents incomplete or erroneous orders from being sent to Cin7.
Troubleshooting common Sales Order issues
If you encounter issues with sales order synchronization or salesperson assignment:
Verify that sales orders are confirmed in Access CRM.
Check that the salesperson assignment setting is enabled and correctly configured.
Ensure that both Access CRM and Cin7 systems are updated to their latest versions.