Quota planning for the vendor products

[Former Member]

Dear Folks,

I have a scenario where my client is a authorized company to sell the products of some vendors and to maintain this, my client (company) has to achieve some annually targets given by the vendors.

My requirement is to: Define the quota planning for sales representative based on vendors also.

Do i also need to first create a custom field in product for the vendor while replicating from ECC?

Thanks in advance.

Best Regards,

Dinesh.

[Former Member]

Hi Dinesh,

In that case , you can do quota Planning based on the org unit structure only.

Maintain Org unit considering the hierarchy such as :

Upper level - Product

Middle  level - Vendor

Lower level - sales Representatives

It means you have to create org structure for each possible combinations.

If you have existing Org unit mapped with ECC , you have to change the org structure in CRM and maintain the above structure between the  existing org unit if you want ECC org units getting determined in Opportunity level.

Best Regards

Ganesh Somasundaram

[Former Member]

Hi folks,

Please help me to map this process.

Best regards,

dinesh

[Former Member]

Hi Dinesh,

You can do Quota planning based on the Product Hierarchy. Is your vendor products ca n be identified based on the product hierarchy ?

You can create a seperate Org unit in CRM , representing the Vendor and sales Representatives and do the Quota Planning for that particular org unit.

Best Regards

Ganesh Somasundaram

[Former Member]

Hi Somasundaram,

Thanks for you reply,

Actually the vendor can be different from product to product. It is not based on the product hierarchy.

There is many products and some time there is 3-4 vendor for the same product.

Best Regards,

Dinesh