Order Tracking: How do I log shipments for a multi-unit order that will be shipped over the course of several months?

Question

I have an order for 50 units, with two units shipping out each week over the course of 25 weeks. Is there a way for me to create a field in the orders tab (or elsewhere) so that I can track how many units have shipped and how many remain on the order?

Ed Ruzol · Answer

Hi Jack,

Have you tried quantity Product scheduling? Here are articles that may be able to guide you:

https://help.salesforce.com/articleView?id=enabling_schedules.htm&type=0

https://help.salesforce.com/articleView?id=products_schedules_def.htm&language=en_US&type=0

https://help.salesforce.com/articleView?id=000199683&type=1

Thanks!

Order Tracking: How do I log shipments for a multi-unit order that will be shipped over the course of several months?

Sales And Marketing

Aprendizagem relacionada

Mais ajuda