CloudLink Ideas Portal

Control whether price increase adjustment applies to all machines and work tools quoted

Within Cloudlink Console the ability to have a master switch on and off price increase amount(s) for ALL machines and work tools quoted. This includes new, used, pricelist, on order, inventory, DBS configuration, Cat configurator, etc.

  • Fallon Foale
  • Mar 14 2022
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save a month of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

This would make the task of adding price increases to quotes more streamlined and also would save time from manual work, as we had to come up with a way to increase inventory and on order machines/work tools using DBS and to have it populate in the consist of the quote. If we had a MASTER switch, that overrides all pricing, this would be a huge time saver. The photos attached show a price list quote. The iQuote 5% price increase shows up in the header but is not actually adding any increase to the list price. I have the price page attached showing the list price is similar.

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  • Kelly Lumley commented
    March 14, 2022 22:47

    We should have the ability to enable the increase individually or for all types of quotes (e.g. new, pricelist, on order, inventory, DBS configurator, Cat configurator, etc). As an example, once the on order machine is received and invoiced with the price increase, we could remove it in iQuote to prevent "double dipping". At Cashman, we have been increasing our inventory machines as well to ensure existing new machines are priced accordingly to match the new ones arriving with the price increases. This helps streamline our inventory with one market price versus having machines priced at all different price points.




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