Multiple orders under one deal

[ccarli]

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. 

[HubDoPete · Accepted solution]

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

[ccarli]

Super helpful! Thank you 

[MiaSrebrnjak]

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