I am currently preparing to begin a project working for a client that has the following qualities:
- Multiple physical locations
- 2 Sales Processes for each location
- Inventory that needs to be tracked based on each location
I feel comfortable with the best practices for seperating the sales processes out, but I am really struggling with how to best go about getting at the way to model the different locations so that they aren't so rigid as to break when a location is added or removed from the mix. I can imagine using roles to create the hierarchy required for the record sharing model, but as far as how to track deals by process and location and how to track inventory for each location has really thrown me for a loop.
Any and all help in how to best go about thinking through the approach to this solution is greatly apprecaited!
4 réponses
For #1, I would recommend looking at Enterprise Territory Management. It allows you to create a sharing model for accounts & opptys based on geographical location (or whatever criteria you want) and also allows room for growth.
#2 Think about tracking the locations as accounts (using a different record type) and the inventory as assets on the account. The asset object has a relationship with accounts and products that allow you to select a product and the quantity of that product attached to the account.
