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Track sales history based on address/location

Former Member
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Hi experts

I want to be able to track the sales history on a physical address/location. The owner of the physical location changes often, and we are therefore creating new customers in the system. E.g. if a company is sold to a new owner, and we therefore create the new owner as a new customer, the old owner will be marked for deletion. We do however want to be able to track what is sold for the physical location across all owners based on the physical location, so we want to be able to keep some sort of link between these customers.

Does anyone have ideers on how this can be handled?

Regards

Michael

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Answers (1)

Answers (1)

Jelena
Active Contributor
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This could probably be achieved by using the customer hierarchy or another partner function. How exactly do you "track" the sales currently?

Former Member
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Hi Jelena

I agree. The downside is of course that we will need to maintain an additional partner for each customer, which I was hoping to aviod.

Thanks for you input.

Regards

Michael