CloudLink Ideas Portal

Segment-Specific Part Number Visibility in Quotes

The current quoting functionality in the Parts & Service Quoter (PSQ) system does not allow users to control the visibility of part numbers on a per-segment basis. This limitation restricts the ability to tailor quotes to customer needs, especially in scenarios where transparency is required for some segments but not others. We propose an enhancement to enable selective display of part numbers by segment—specifically, to allow part numbers to be shown on segments 02 and 03, while remaining hidden on others.

  • Travis Satur
  • Jun 13 2025
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

Implementation Considerations

  • Introduce a toggle or checkbox within each segment’s configuration to control part number visibility.

  • Ensure that the quote output logic respects this setting during PDF generation or customer-facing exports.

  • Maintain auditability and internal visibility of all parts regardless of customer-facing settings.

Conclusion
This enhancement will empower users to deliver more precise, customer-aligned quotes while improving internal efficiency and reducing manual intervention. It is a logical and valuable addition to the PSQ system’s capabilities and has clear support from operational stakeholders.

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