Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines
Mark Knight
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save minutes 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?
The ability to select a standard package after selecting machine from either in stock or on order in a quote. |
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Hi, I've also attached a video that gives an example of the dealer discount changing. Regards Mark
Thanks David. I believe this is a fundamental flaw in the original design, both the iQuote sales model and DBS price model come from the Caterpillar price list files and are the same for all dealers. Whereas the display model field is a free text field and is used differently by each dealer.
This sounds like an important idea but it doesn't have many votes. We will bring this up at the dealer advisory group.
Other issues caused by not mapping price model to price model are;
- wrong dealer discount being pulled into the quote
- wrong model description displaying on the quote document
- wrong model pic showing on the quote
Hi Jayme, I've put some further explanations and screens shots in the attached file, please let me know if it makes sense to you. regards Mark
Hi Mark: Can you help us understand this further with an example model and maybe some screen shots? Thank you.