A client can order from us multiple products from multiple partners.
Like: Client Alpha 1000 product A (1$) from supplier 1
2000 product B (1$) from supplier 2
Client Beta
1000 product C (1$) from supplier 2
1 product D (1$) from supplier 3
Ideally, I'd want to have on the supplier company record ID, a view on how much revenue they represented for us.
for example: supplier 2 would represent 2000+ 1000 = 3000$ (assuming the price is 1$ for each product for the sake of the example)
I thought of creating inside the sales deal a quote and have a custom line item property with the supplier company record ID to be pasted in manually by each rep; but even with this, the best we can do a 1 custom report per supplier. Again the goal is to view on the supplier record how much revenue they generated for us.
Additional constraint: can we do this without custom code, zappier and custom objects (for budget reasons)
Have you tried to add a custom “Supplier Company ID” property on line items and using a single custom report that groups revenue by that property. Then add that report to each supplier’s company record and filter it by the current record. This gives every supplier company a live view of all revenue attributed to them, across all clients.
Have you tried to add a custom “Supplier Company ID” property on line items and using a single custom report that groups revenue by that property. Then add that report to each supplier’s company record and filter it by the current record. This gives every supplier company a live view of all revenue attributed to them, across all clients.
