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Opportunity Linking on Sales order/Quote

edited Nov 22, 2019 10:25AM in CRM 1 comment

Hi

Any help on this would be greatly appreciated.

Our Customer base on Netsuite is Reseller's and End-user's, however we only SELL to Resellers.

We quote our end-users SRP's and give them a list of Reseller's where they can make the purchase. So we would set the opportunity up on the End-user account.

But when we get the order from the reseller, we are unable to link the original opportunity to the SO as it is on the end-user's customer's account.

Also this applies to quoting our reseller's too for an end-user opportunity. We would like to be able to chose an opportunity from another account!

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