Categorizing deals and recording per-deal "product" prices - what are your best practices?
What are your best practices for categorizing a deal?
A deal for me may contain any combination of :
- A speaking fee which can vary by client AND by event. (i..keynote or workshop)
- A sale of one or more physical products which price can vary by client.
- A license to electronic assets which price can vary by client.
Data-wise, I have a one-to-many structure relationship.
Through time I want to report/filter the deal list based on, for instance:.
Show me all Won deals which contain a licensed a video and speaking fee.
I also need to see a report of
- Deal
- "Product 1"
- "Product 2"
- Speaking Fee 1"
- License Fee 1
I think using a zoho "product module" or price book won't work because I need per-deal pricing, not just per-client.
I could use tags and/or multi-select for the grouping but that doesn't allow me to specify the fee for THIS deal and/or the license fee for THIS deal and/or the product cost for THIS deal.
I want "line items" to exist at for a "Deal." I do not need to have intermediate "Quotes" or "Sales Orders" or "Invoices."
Your ideas, please and thank you.