topic Re: Multiple orders under one deal in Tips, Tricks & Best Practices

Multiple orders under one deal

ccarli — Tue, 13 Dec 2022 20:50:43 GMT

Is it possible to have multiple orders under one deal? Our clients have multiple shipments and we need to be able to keep track of things such as shipment status, amount, invoice paid, etc for each shipment. Is this possible? Any ideas would be greatly appreciated.

Betreff: Multiple orders under one deal

MiaSrebrnjak — Wed, 14 Dec 2022 11:55:25 GMT

Hi @ccarli,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @HubDoPete, @jolle, @Jonno_Price, do you have any tips for @ccarli? Thank you!

Cheers
Mia, Community Team

Re: Multiple orders under one deal

HubDoPete — Wed, 14 Dec 2022 13:34:41 GMT

Hi @ccarli

This situation probably justifies adding Custom Objects to reflect the way that the business operates, beyond the boundaries of HubSpot's standard objects of Deals, Line Items etc.

For example, here's an article that talks about using a custom object to track shipments

https://blog.eniture.com/how-to-use-custom-shipping-object-more-custom-objects-hubspot

Does that sound like the way forward for your use case?

cheers

Pete

Re: Multiple orders under one deal

ccarli — Wed, 14 Dec 2022 15:07:38 GMT

Super helpful! Thank you