Please note: The Cin7 (becoming Cin7 Omni) API does not provide the list of tax rates configured for a customer's system, so Prospect CRM is unable to automatically import these. As such, to use tax rates in CRM, you'll need to manually recreate these in the CRM using the instructions below. This also means that we cannot import the tax rates you may have set on your ledgers and products in Cin7 (becoming Cin7 Omni) , so these will appear as blank in the CRM. If any product/ledger uses a non-default tax code, you'll also need to manually set this in CRM to keep it in sync with Cin7 (becoming Cin7 Omni).
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Review Tax Rates Setup in Cin7 Omni
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 (becoming Cin7 Omni) tax rates. To review your current tax rates setup in Cin7 (becoming Cin7 Omni), 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 (becoming Cin7 Omni) 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 (becoming Cin7 Omni).
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.