We sell installation services for a range of products as well as the products, and customers often want a handful of variations of the available options.
We have found that there are a number of issues with this approach, as each SO generates a different chatter chain which customers respond to sporadically and then the communication is splintered across multiple SO's many of which won't be won.
How best should we manage this?
I missed some context, we've developed a function that hides line items as we are in the construction industry and don't provide line items to the customer but a package deal.
As part of that, we will sell, for example, X amount of solar panels, batteries and other sundries along with the required labour to install it, but the customer will desire multiple variations i.e. 10, 12, 16 panels, and different quantities and types of battery.
Each one is a package deal, and would need the labour adjusting in line with the amount of products we install, so I don't believe having variations would work in that instance.
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1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Just add variations to the same sales order as the product. As Additional lines. Should be quite straight forward to do.