We're going to have one company make an order, let's say of 100 units of our product. However, they want to send specific amounts of units to multiple different locations. For example, if they want to send 50 units to Distribution Center A, 30 to Distribution Center B, and 10 each to Distribution Centers C and D. It would be under one invoice, where we bill the parent distributor.
Since it would be one invoice, I would like to be able to create a single opportunity; however, I would like to be able to track how many units were sent to which distribution center, and in the end I'll need to be able to see how many of our products the subdistributors sold where.
The important thing is currently I have an integration set up with our shop portal, and it automatically creates a lead on SF (which I then have to convert to an opportunity) with all the information they provided. However, it's currently set up to only take 1 billing address and 1 shipping address; what would be the best way to continue to automate this process when customers have the ability to enter multiple shipping addresses with a single order?
The way I'm thinking of right now would be essentially to brute force it and create 10 different shipping address fields in the lead and then do the same for opportunities, but if there's a better way I'd be interested in learning about it.
답변 4개
Hi Bryan,
You could consider creating a custom junction object called shipping details that links between the Opportunity and the Products/Line items. From a lead perspective you would just create arelated object called billing address and thne have the products linked and upon conversion these are cloned to the Opportunity custom junction object I mentioned above
