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Salesforce Convert Lead to Sales Order/Invoice

We have just started using SF Enterprise Edition, and we operate a customer facing retail business with multiple store locations. We need to be able to convert a Lead into a Sales Order/ Invoice which will list all products or services sold, and print an invoice for the customer. The stores are accessing Salesforce through Partner Portal licenses, so the designed solution must be usable via Partner Portals.

The following requirement could be handled in a different project- but we show it here to keep the previous sales order project in mind because it is related to inventory:

Since we handle inventory, we would like to to have a customer Inventory object (or application) that allows us to enter inventory into our master warehouse, and then be able to allocate the inventory into our separate stores inventories. Each store should be able to see each other store's inventory stock levels, and be able to do inter store transfer of inventory. The Sales Order/ Invoice component needs to be able to decrease the store's inventory by the amount of a product sold automatically.

Færdigheder: CRM, Salg, Salesforce.com

Se mere: lead invoice, invoice retail salesforce, salesforce convert lead, lead order salesforce, salesforce customer portal, related list salesforce, order salesforce, lead to business, enterprise products, customer portal salesforce, component salesforce, salesforce convert order, salesforce lead sales order, salesforce.c, warehouse inventory, SF, salesforce, salesforce project, sales order, lead sales, lead c, Enterprise solution, crm salesforce, convert a list, Business Object

Om arbejdsgiveren:
( 0 bedømmelser ) Miramar, United States

Projekt-ID: #997005