CloudLink Ideas Portal

Ability to add Equipment Estimated Receipt Date Data in Inventory Field

This request is to add Equipment Estimated Receipt Date Field (date the equipment will arrive at our branch) to the SalesLink > Equipment > Note field or new Inventory field.

  • Aaron Raebel
  • Feb 28 2025
  • Needs clarification
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save a week of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

With this information our Sales Team will be able to figure out the best equipment option to match our customers timeline and potentially work with our vendors or a trade in customer to see if we can adjust the timeline to fit all parties. This will also help our organization with inventory turns and improve visibility to SalesLink users.

  • Attach files
  • Aaron Raebel commented
    18 Mar 19:48

    Mark - Currently the "in-branch date" field is only noted is certain spots in the SalesLink > Inventory for mainly on order new inventory. This field is currently not available in all SalesLink > inventory tabs (Example: incoming trades). (Idea Request related to Texada Ticket: 3891407739)

  • Admin
    Mark Dearborn commented
    03 Mar 15:55

    We have an "in-branch date" in Inventory. Can we use this for the request?



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