In some sales processes, there are more companies involved than just you and the buyer. Maybe a parent, subsidiary, or third-party agency. You can add these relations so they show on each company card and on the opportunities, orders or subscriptions. With Fortnox or Visma.NET you can also invoice the related company, for example a parent company, instead of the company the order or subscription is on.
This article covers:
- How to activate relations
- How to add relations to an opportunity, order or subscription
- What this means for your opportunities, orders and subscriptions
How to activate relations
- Relations require the Sales process PRO or CPQ add-on. If your account has neither, activate one of them.
-
Go to Settings → CRM → Fields → Order & opportunities:
-
Tick the box to make the Relation field active (optional: Tick to make required):
- You can also click to rename Relation to fit your use case, for example; "Media agency" or "Invoice company":
- When viewing your opportunities, orders or subscriptions, click the cog icon to add Related company to your lists:
How to add relations to an opportunity, order or subscription
- Open an opportunity, order or subscription
- You'll find the Related company field:
- Click the dropdown to add an existing company relation, or click New relation to add a new relation between companies:
- If you're working with sales partners, you can send the invoice to the relation company through your ERP integration. This feature is available for the Fortnox app and Visma.NET app. With Fortnox, toggle on Invoice the relation company. With Visma.NET there is no toggle. The order is created on the relation company in your ERP integration. With Fortnox, if the company is a subaccount, you can't add a relation, and the toggle reads Invoice the main company. The order is then created on the main company:
What this means for your opportunities, orders and subscriptions
- The company added in the Company field gains Customer status
- The company added in the Relation field doesn't gain Customer status. However, the order appears in its company card with a relation symbol:
(example above shows a subscription)
(example above shows an order)
- In the Report Centre, you can view sales to relation companies
- Open the Sales widget
- Click Edit
- Click the Group by dropdown and select Relation (or the name you gave the field):