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Company
First Name
Last Name
Job Title
Contact TypePrimary CompanyPricing Option
Payment Terms
Alternative GLTax Status
Tax Number
GroupSub Group
Mobile
Phone
Fax
Website
EmailPasswordAssigned Product Codes
Delivery Address 1
Delivery Address 2
Delivery Postal Code
Delivery City
Delivery State
Delivery Country
Billing Address 1
Billing Address 2
Billing Postal Code
Billing City
Billing State
Billing Country
Billing CompanyStage
Quick Notes
Notes
Billing First Name
Billing Last Name
Billing Phone
Billing Email
Legal Name
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Customer 1
Joe
Customer
CustomerRetail
customer@cin7.com
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Supplier 1JoeSupplierSupplierNZD Cost
supplier@cin7.com
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Customer/Supplier or BranchThis will list the contact as a secondary contact for the company listed against the record.If customer - Retail, Wholesale etc. If supplier - NZD cost, USD cost etc.Terms of trade to set due dates on invoices.If you have a unique GL account you group customers by.If you have a unique tax rate or are exempt of tax.GST/ABN/VAT number.If applicable for reporting purposes.If applicable for reporting purposes.Standard contact details.Password of the customer to login to Cin7's B2B.Applicable when using Cin7's B2B to specify custom products per customer. Enter the product codes separated by a comma.Standard delivery address fields.Standard billing address fields.By having a billing company, this will mean that when an order is made, it will be billed to the company listed against the record.As per the tick boxes in the CRM - Prospect, Current Customer etc.Note fields if applicable.Billing details if different from trading details.
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