Question

Sales on parts manufactured by distributors

  • 9 October 2020
  • 1 reply
  • 44 views
C
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Userlevel 3
Badge +8

We are working with distributors which are certified to assemble and to sell our products under our own brand.

Sometimes, customers are asking us for sales quotations/customer orders on products for small quantities. Based on the product family and the quantities, we would like to reoriente the customer to one of our distributors.

Is there something in the sales module which enables to return automatically a sales quotation or customer order with an negative answer to the customer with a proposal of our distributors based on family product and quantities?

 

 

1 reply

paul harland
Rank
Userlevel 7
Badge +24

At what point are you “catching” it?

If the order has already been created, then you will need to cancel it with a reason code, and perhaps you could have an event that would automatically email an appropriate response to the customer mentioning the distributor.

However, I would suggest that a better system might be to use a CRM module to log activities and opportunities and avoid entering a load of customer orders that you are going to have to cancel.

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