Hi everyone
I'm trying to find out if it would be possible to use quota planning in CRM, as a restriction for each sales agent, so it would prevent them to create a sales order or allocate it if the quantity is above demand plan.
Our current issue is that we have seasonality of our products and clients. North part of the country needed by the first week and south in the last one. But sales representative of the south, are entering more sales order as it was stated in the demand plant,and they are being allocated, leaving the north with out product.
My final goal would be:
Demand plan for customer in north part: 100 units
Sales agent would only be able to create any amount of sales orders but until 100 units.
Thank you for your help