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aileen yuan to track sales without opportunity
hi since the user case cannot use "opporunity", can I do this way to track sales(sales, and sample orders)?
thru existing Product Object - add additional fields "as of date", " quanlity", "total cost", and a pick list shown "sample as Yes or No"
or if that's the usually how we do, can advise the proper way (in details)? Thanks to all...
thru existing Product Object - add additional fields "as of date", " quanlity", "total cost", and a pick list shown "sample as Yes or No"
or if that's the usually how we do, can advise the proper way (in details)? Thanks to all...
If you are using a product only once then you can add these fields on product itself.
But consider if you are using the same product in 2 or more different contexts then your quantity, dat, toatal cose will change.
You can add field like Sample (yes/no picklist) on product.
Thanks,
Pratik