Hi everyone.

In my company we are a manufacturer and we do business through reps around the world. It mean that we rarely sell direct to the final customer.

Our sales method is:

I send a quote for the rep > Rep send to customer > customer accept or not > if customer accept, my company need to invoice the customer (not the rep) adding the rep commission.

So what happen is that after I mark a quote as accepted to create a Sales Order, I can't change the company that i am "selling" it to. Is there a better way to use Zoho in this company environment?

What we do at the moment is:

we send the quote> quote is accepted, we convert it to an invoice editing the "customer" field and  send to the final customer. It is functional, but I am skipping the Sales Order flow  or if I need to analyze the data, it wont be reliable i.e. if I want to see which Rep sold more items. (as I invoiced the customer and not the rep).

Is anyone here that use zoho in this format?

Thank you!

Best,