...

• Allocate Inventory on the Quoting stage

“Special Order” Sales Quote Record Type

• For example: Special Order Door

  • Might get ordered 35 times a year

  • each order is a different dimension, description, etc.

  • No need to track the specifics, but they do want to track the fact that they got 35 Special Order Door orders this year.

“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

“Special Order” Sales Quote Record Type

For example: Special Order Door

...

Might get ordered 35 times a year

...

each order is a different dimension, description, etc.

...

“Parts” Sales Record Record Type (Possible requirement)

...