Hi team!
I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units.
We are using Zoho One, so we have the entire suite available
The Software Factory Unit has different "products" based on Roles (Dev, QA, etc) and type of service sold (Time & Material, Fixed Price, Dedicated teams [fixed monthly payment]).
The requirements I need to solve in Service Business Unit:
1) The prices for each type of service depends on the Deal's territory: US has different price than LATAM countries for example.
2) We use Quotes to estimate the price for each deal, and we also replace the deal amount with Total Sum of all Quotes related. But maybe we would have different currencies for each quote.
3) We've loaded all roles as "products" ,and duplicated for Time & Material Product Category (price based in hours) and Dedicated team (price based on monthly rate). But we need to also manage the costs for each role different according the territory of the deal realated. We can have an US account, but the deal is in LATAM country, therefore the price and costs should be the LATAM one.
Would be an interesting to explore Inventory to manage this price and costs lists? What do you recommend to use if we would like to create PROJECTS to manage the cost estimated for each project? and the sale amount for that project separately?
Thanks !!!