Discount Approval Portal

Sales Details

Salesperson Name

Customer / Account

Quote Number

Stock Number

Currency

Product Type

Product / Model

Pricing & Discount

List Price (AUD)

Local Options (always AUD)

Always entered in AUD — automatically converted when EUR is selected

Total Base Price (AUD)

Offered Sales Price (AUD) — editable

Discount on Total Base Price (%) 0%

Approval Route

📋 SALES OPERATIONS — Enter GP data below. These fields are not visible to the sales team.

Cost Price (AUD)

Gross Profit (AUD)

GP Margin (%)

💡 Discount is calculated on List Price + Local Options. You can drag the slider or type an Offered Sales Price directly — both sync.

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Special Commercial Terms

Flag any non-standard payment or commercial conditions being offered alongside this discount request. Checked items will be highlighted for approvers.

Low Deposit Customer is requesting a reduced deposit below standard payment prior to release

No Deposit HIGH RISK Customer requests zero upfront payment — full amount on delivery or invoice

Extended Payment Terms Standard terms are payment prior to release — flag here if customer requires invoiced terms

Higher Discount Request ESCALATION LIKELY Explicitly flagging that the discount requested is aggressive and may exceed standard approval thresholds

Additional Information

Business Justification

Estimated Order Date

Competitor (if applicable)

GP Working Document — visible to James & Sales Ops only

#	Quote No	Stock No	Date	Salesperson	Customer	Type	Product	CCY	List + Options	Offered Price	Discount	GP%	Approver	Status
1008	TO2026008	TM0031	20/03/2026	Sarah Nolan	Crane Partners Pty	Knuckle Boom	KA-2600EX	AUD	A$298,000	A$292,040	2.0%	—	James	pending
1007	TO2026007	TM0023	19/03/2026	Tom Bradley	HarbourLink Pty Ltd	Knuckle Boom	KA-3200XL	AUD	A$367,000	A$326,630	11.0%	—	James	pending
1006	TO2026006	TOP1004	17/03/2026	Marcus Lee	Redpoint Developments	Crawler	CC 2800-1	AUD	A$2,400,000	A$2,244,000	6.5%	—	Howard	rejected by Howard Clarke
1005	TO2026005	TOP1003	16/03/2026	Sarah Nolan	Industrial Works Co	Rough Terrain	GR-1000N-4	EUR	€698,500	€670,560	4.0%	22.5%	Howard	approved by Howard Clarke
1004	TO2026004	TM0012	14/03/2026	Tom Bradley	GreenHarbour Pty Ltd	AWP	AW-200TJ	AUD	A$219,500	A$199,745	9.0%	—	James	pending
1003	TO2026003	TM0001	13/03/2026	Marcus Lee	BuildRight PLC	Loader	GTH-1056	AUD	A$197,000	A$192,075	2.5%	28.2%	Michael	approved by Michael Torres
1002	TO2026002	TOP1002	12/03/2026	Sarah Nolan	Port Logistics BV	Rough Terrain	GT-300EL	EUR	€520,000	€499,200	4.0%	21.9%	Howard	pending
1001	TO2026001	TOP1001	10/03/2026	Tom Bradley	ABC Construction Ltd	All Terrain	ATF 130G-5	AUD	A$948,000	A$900,600	5.0%	21.2%	Howard	pending

Total Requests

All time

Pending

Awaiting decision

Approved

Discounts granted

Rejected

Not approved

Requests by Product Type

All Terrain

Rough Terrain

Loader

AWP

Crawler

Knuckle Boom

Approval Status Distribution

Pending: 5

Approved: 2

Rejected: 1

Requests by Approver

Howard

Michael

James

Average Discount by Type

All Terrain

5.0%

Rough Terrain

4.0%

Loader

2.5%

AWP

9.0%

Crawler

6.5%

Knuckle Boom

6.5%

Recent Activity

Date	Quote No	Salesperson	Customer	Type	Discount	Approver	Status
20/03/2026	TO2026008	Sarah Nolan	Crane Partners Pty	Knuckle Boom	2.0%	James	pending
19/03/2026	TO2026007	Tom Bradley	HarbourLink Pty Ltd	Knuckle Boom	11.0%	James	pending
17/03/2026	TO2026006	Marcus Lee	Redpoint Developments	Crawler	6.5%	Howard	rejected
16/03/2026	TO2026005	Sarah Nolan	Industrial Works Co	Rough Terrain	4.0%	Howard	approved
14/03/2026	TO2026004	Tom Bradley	GreenHarbour Pty Ltd	AWP	9.0%	James	pending
13/03/2026	TO2026003	Marcus Lee	BuildRight PLC	Loader	2.5%	Michael	approved
12/03/2026	TO2026002	Sarah Nolan	Port Logistics BV	Rough Terrain	4.0%	Howard	pending
10/03/2026	TO2026001	Tom Bradley	ABC Construction Ltd	All Terrain	5.0%	Howard	pending

Avatar	Username	Full Name	Role	Email	Permissions	Last Login
HD	howard	Howard Dean	Approver — Howard	howard.dean@tadano.com	Submit, Approve, DashboardCUSTOM	-
MA	michael	Michael Atherden	Approver — Michael	michael.atherden@tadano.com	Submit, Approve, Dashboard	-
JG	james	James Greenwood	Approver — James	james.greenwood@tadano.com	Approve, Dashboard, AdminCUSTOM	-
SO	salesops	Sales Operations	Sales Operations	sales.operations.au@tadano.com	Dashboard	-
SA	admin	System Admin	Administrator	—	Submit, Approve, Dashboard, Admin	19/03/2026, 14:22:19
TK	tinu	Tinu K	Administrator	tinu.k@tadano.com	Submit, Approve, Dashboard, Admin	20/03/2026, 10:47:14
DR	darryl.reeves	Darryl Reeves	Sales	darryl.reeves@tadano.com	Submit	Never
JP	jason.perry	Jason Perry	Sales	jason.perry@tadano.com	Submit	Never
MM	matthew.mills	Matthew Mills	Sales	matthew.mills@tadano.com	Submit	Never
MO	mitchell.orupold	Mitchell Orupold	Sales	mitchell.orupold@tadano.com	Submit	Never
RI	ryota.isogai	Ryota Isogai	Sales Operations	ryota.isogai@tadano.com	Dashboard	Never

📦 Product Catalogue

Manage the list of models available in each product category. Changes apply immediately to the new request form.

All Terrain 10 models

AC 2.040-1

AC 3.060-1

AC 4.080-1

AC 5.130-1

AC 5.160-1

AC 5.250-1

AC 5.250-2

AC 5.250L-2

AC 6.300-1

AC 7.450-1

Rough Terrain 11 models

GT-300EL

GR-200EX

GR-300EX

GR-500EXL(L)

GR-600EX

GR-700EX-4

GR-900EX-4

GR-1000EX-4

GR-1100EX

GR-1300EX

GR-1450EX

Crawler 5 models

CC 2800-1

CC 3800-1

CC 6800-1

CC 8800-1

CC 68.1250-1

Loader 13 models

TM-ZE295HRB

TM-ZE296HRB

TM-ZE364HRB

TM-ZE365HRB

TM-ZE366HRB

TM-ZE555HRB

TM-ZE564S(HEF)

TM-ZR565S(HEF)

TM-ZR566EF

TM-ZR566S(HEF)

TM-ZR865RS

TM-ZX1005HRB

TM-ZX1205HRB

Knuckle Boom 5 models

PM-8523P

PM-8524P

PM-11025SP

PM-18025SP

PM-38525SP

AWP 3 models

AT-200S

AT-300CG

BT-300

⚙ Discount Approval Thresholds

Edit the discount thresholds for each product category. Routing logic updates in real time.

Category	Primary Approver	Threshold / Rule	Escalates To
All Terrain	Howard	≤ 7% → escalates to James above 7% ★ AC 6.300-1: ≤ 9% (Howard) → James above	James
Rough Terrain	Howard	≤ 6.5% → escalates to James above 6.5% ★ GT-300EL: list ≤ $560,000 → Howard	James
Crawler	Howard	≤ 7% → escalates to James above 7%	James
Loader	Michael	Dealer ≤ 3% · End Customer ≤ 15%	James
Knuckle Boom	Michael	Dealer ≤ 0% · End Customer ≤ 5%	James
AWP	Michael	≤ 5% → escalates to James above 5%	James

💱 Corporate FX Rate Settings

Set the EUR/AUD corporate exchange rate used when crane list prices are entered in EUR. Local options are always entered in AUD and converted automatically using this rate. Update this rate periodically to reflect your company's current corporate FX rate.

EUR → AUD Rate

How many AUD per 1 EUR

Effective Date

How it works: When a sales rep selects EUR as the currency, the list price is entered in EUR. Local options are always entered in AUD and converted to EUR using this rate before calculating the total base price. The AUD equivalent of the offered price is also shown for discount approval threshold classification (all thresholds are AUD-based).

📧 Email Notification Settings

Notifications use your company Outlook account — no third-party service needed. When a request is submitted or decided, a pre-filled compose window opens in Outlook so you can review and send from your own address.

How it works

📬 Each notification opens a pre-filled Outlook compose window with the recipient, subject, and full request details already filled in.

🔒 Emails are sent from your company email — nothing goes through a third party. You stay in full control of every message.

📋 User email addresses are resolved from their user profile or auto-built as username@yourdomain.com using the domain below.

⚡ Multiple notifications open in quick succession — allow pop-ups from this page if your browser blocks them.

🔐 SharePoint Single Sign-On — No Setup Required

When this portal is opened from SharePoint, it automatically signs users in using their existing Microsoft 365 session — no Azure app registration, no extra passwords, no IT configuration needed.

✓User opens the SharePoint URL → already signed into M365 → portal reads their identity silently

✓Their Microsoft 365 email is matched to their portal user profile to determine their role

✓If the file is opened locally or from a non-SharePoint location, the username/password form appears as a fallback

✓Admin accounts can always use username/password via the fallback link regardless

Action required: Make sure each user's Email Address in User Management matches their Microsoft 365 account email exactly. Or set the company domain below — the portal will automatically match username@yourdomain to each user.

Company Email Domain

Used to auto-build email addresses as username@domain for users without a stored email, and to match M365 sign-ins. Users with an explicit email always use that instead.

Notification Triggers

✓

New request submitted
Opens compose windows for: Salesperson (confirmation) → Assigned Approver (action required) → Sales Ops (FYI)

✓

Request approved / rejected
Opens compose windows for: Salesperson (outcome + next steps) → Sales Ops (FYI)

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Allow pop-ups — your browser may block multiple compose windows. If notifications don't open, click the pop-up blocked icon in your browser's address bar and allow pop-ups for this site.

Access Control Matrix

🔐 When opened from SharePoint, users are signed in automatically using their existing Microsoft 365 session — no separate login needed. The portal reads their email from SharePoint, matches it to their user profile, and determines their role. Username/password is always available as a fallback.

Role	Submit	View Queue	Approve / Reject	Dashboard	Scope
Sales	✅	Own only	❌	❌	Submit & track own requests
Howard	❌	✅	✅	✅ (AT/RT/TBC)	All Terrain, Rough Terrain, Crawler ≤ 7%
Michael	✅	✅	✅	✅ (TM/PM/AWP)	Loader, Knuckle Boom, AWP — can also submit requests
James	❌	✅	✅	✅ (all)	All escalated requests above thresholds
Sales Ops	❌	✅ (all)	❌	✅	View all, attach GP workings
Admin	✅	✅ (all)	✅	✅	Full access + user management

New Discount Request

Approval Queue

Approval Dashboard

User Management