Sales Order with a Channel Partner
In addition to selling a combination of hardware, software services and support that we'd like to invoice on a single document, we also sell through a channel.
OPPORTUNITY is set up using the End User as the Account Name. That done, I can track what I've sold and when to the locations our solution is deployed in. OPPORTUNITY is related to the Channel so I can identify the more active companies in the channel and understand their abilities.
When OPPORTUNITY moves to Closed Won and a SALES ORDER is created, we've added a check box to fire a process builder to move OPPORTUNITY Channel Org to SALES ORDER Customer and OPPORTUNITY Account Name to SALES ORDER End User. The more sophisticated might use APEX.
This method enables us to bill properly and track sales to the user, regardless of the Channel Org that sold it.
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