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Customers with Multiple Deals/Contracts

edited Dec 6, 2019 2:34PM in General 4 comments

Hi All,

I'm a new administrator and looking for best practice tips.   We are a software/service firm and we have a few third-party resellers.  These aren't Partners as netsuite defines a 'partner' but effectively a customer to us where their pricing is based on individual deals.  For example, XYZ is our third-party reseller.  They contract with ABC co and DEF co for 200 and 500 license provisions each with separate terms.  ABC co is $5/user with a 6 month term and DEF co is $3/user with a 12 month term. 

If anyone else has a similar operations / sales team, how do you track contract information at a 'deal' level.  We also sell multiple products to one customer and more often than not under separate agreements.  I want to be able to provide reporting on renewal dates, usage data and other stats at a 'deal' or 'contract' level.  I've found our current design of using multi-select boxes to be a bit cumbersome.  Any ideas?

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