Working with Deals, Products and Quotes in different units

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1

Hi everyone,

We have a client that sells different raw materials. In Europe they use metric tons as units for indicating the quantity of the product they sell and in US net tons are used (in deals, products, quotes, etc.).

The issue we have is that currently in HubSpot it is not possible to set up different units for different regions and setting up two different product libraries would not work for us either because the products are the same for both markets and we would need to see the totals in the reports (converted to the same unit).

As a solution we thought that they could agree upon a “default unit” but the problem is that for US team the default unit will always be net ton and they would not know how much that is in metric tons (or they would have to convert it manually, which is not an option.

And if one region imputes quantities in metric tons and the other in net tons, then in the reports the total quantities are not going to make sense…

It’s something very critical for them and we are looking for a solution to help them work with products, deals and quotes in different units.

They have Sales Hub Enterprise and Operations Hub Professional.

If you have any ideas I would be very grateful

Thanks!

2

Hello, @AnnaMbudo thank you for providing all these details!

I want to invite our top experts to this conversation @matheusjiran @danmoyle @Crystal_Hopper any recommendations for the @AnnaMbudo matter?

Thank you!

3

Thanks for tagging @PamCotton.

@AnnaMbudo in this case I would avoid reporting using only “Quantity” globally. What you can do is add a property in the Deal level or in the Line Item level to specify what measure systems are working for that Deal or for that Item.
If there are cases one Deal may contain both metric ton and net ton items, then I would create this property at the Line Item level.

  • In the Line Item level, you can set the default values in the Product Library.
  • You can create two different Products in the Library (the metric ton folder, and the net ton folder)
  • Or you can have only one library and have Reps inputting the Measure System in each Line Item.

At the Deal level:

  • The Rep can input the measure system for the entire Deal (less effort on the user’s hand)
  • No possibilities of selling both measure systems in the same deal

You can pull the information from both Line Items and Deal into the Quote.

When reporting, there is no way of reporting the different measures without making a mess. I see two options:
- You can break down the reporting using the “Measure System” property.

- Or you can build a custom code (Ops Hub) to convert both properties to a company measure.

These are my first thoughts. Please, let me know your ideas.

4

Thanks for the tag @PamCotton. I’d echo what @matheusjiran lays out here, @AnnaMbudo. It becomes a little bit of duplicating input, but overall would help keep information handy.

I do wonder if calculated properties would help. Could you create a calculated property that looks at one of the properties for the tonnage, and have a formula that outputs the other unit? Example: A calculated property that always converts from metric to US Net tons, allowing you to report on that property.

That would be my only addition.

5

Hi @danmoyle ,

Thanks a lot for your comment, that was also our idea. Unfortunately you cannot currently create calculated properties for products if I am not mistaken (we ran some tests and it was not possible), and we would have to do these calculations on a product/line item level.

Thanks a lot!

Best,

Anna

6

They have Operations Hub, @AnnaMbudo. You can create a custom property at the Product level and use a Custom Code (within the workflow) to convert it to a company unit, then report on this company unit.

7

That’s a bummer @AnnaMbudo for sure.