Best practice to capture supplier information for each Deal

[Bobej]

Hello,

I was hoping someone could help with my issue on capturing supplier information for Deals.

When I secure a deal with a customer, there are multiple suppliers involved to get the final product to the customer. Depending on the deal, sometimes it could be 1 supplier involved, or sometimes it can be upto 4 suppliers involved.

For each supplier, I would want to be able to capture the Supplier Name and the Supplier Cost.

I was hoping to be able to create some sort of multi-checkbox where I could simply select the suppliers from a drop-down menu and then enter in the cost beside each selected supplier however I do not think this is possible.

The only way I see it just now is I create individual deal properties for each Supplier and enter in the cost for each one if needed. Only problem with this is we have many suppliers so the list will be large and would take up a lot of the screen sections which will look messy.

Any tips and help would be greatly appreciated.

Thanks!

[Markestac]

Hi @Bobej 

You can achieve this using Custom Object. Here's how you can set it up:

1. Create a Custom Object for Suppliers:

   • Go to Settings > Objects > Custom Objects.
   • Create a new custom object called "Supplier."
   • Add properties to the Supplier object such as "Supplier Name" and "Supplier Cost."
     
     

2. Associate Suppliers with Deals:

   • Use HubSpot's associations to link multiple suppliers to a single deal.
   • When creating or editing a deal, you can associate existing suppliers or create new suppliers and associate them.

Please let me know if this solution helped in resolving your query.
Thanks!

[Jnix284 · Accepted solution]

Hi @Bobej this is a perfect use case for Custom Objects, you could have a Supplier custom object that you associate to the deal, containing that supplier's information - with as many associated as you need.

Custom Objects require an Enterprise subscription - it can be any hub, and with the most recent price changes the lowest barrier to entry is a single seat of Service Hub. I'm not sure if that's an option, but it would be worth exploring what would be best with your HubSpot CSM.

Otherwise, the workaround you're proposing with unique properties could work, it just wouldn't scale very easily and could lead to errors.