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
| 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 + ) |
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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. |
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I suggest you map the existing In Branch Date to the predicted ETA field which is not in DBS for most dealers and is a part of the on order record where you are currently mapping to the Approx. RTS Date. I think the In Branch date is mapped to a field in DBS which has to be manually updated by someone. Wouln't it make since to map it to the Predicted RTS Date now in DBS, or add it as a column, or make it an available column to be added?
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)
We have an "in-branch date" in Inventory. Can we use this for the request?