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Set Default Cost Price Tier for Cin7 Omni
Set Default Cost Price Tier for Cin7 Omni

This article outlines how to set the default Cost Price Tier for Products imported in the CRM for Cin7 Omni.

Jason Ronald Howard avatar
Written by Jason Ronald Howard
Updated this week

In Cin7 Omni you have the option to set up a cost price tier. You can then set your CRM Workspace to use one of these price tiers as the default cost price tier for your products. This is then used to give you more accurate margin analysis when quoting.

Prerequisites

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

Step 1: Go to System Settings

First, head to 'Settings' then select 'System Settings' from the navigation menu.

Step 2: Search for Cost Price

Search for 'cost price' or 'Default Cost Price for Cin7 Omni Products'.

Step 3: Set the name of the Price Tier in Cin7

You can now populate the setting with the name of the Cin7 Price Tier that you'd like to be used as the default cost price for your products.

Note: The Price Tier name entered in the System Setting must be an exact match of the Price Tier name in Cin7 Omni.

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