Hi all!
I am a service company, and provide services to my clients. So, whenever I win a deal, I would like to force the user (seller) to create a sales order with the detailed estimation for this service.
On the other hand, some of the "items (products?)" in this sales order should be filtered by the deal's information.
For example of a service:
- Contract for 6 months, from start date to finish date.
- 4 items in the contract, that should be priced for that territory (tiers?)
- Should be invoiced monthly, or by milestones between those 6 months.
Therefore, my questions:
1) Is it possible to have different prices for the same product depending on the territory of the deal?
2) Can I take the territory, or type of service (category) from the deal?
3) Is it possible (and how?) to force the sales order creation before to close a deal as won?
4) Is it possible to take the currency from the deal?
5) Would be possible to have different templates of sales order according a field in Deals? (type of service)
Thank you so much !