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

💡 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)

#	Quote No	Stock No	Date	Salesperson	Customer	Type	Product	CCY	List + Options	Offered Price	Discount	GP%	Flags	Approver	Status	Action

Total Requests

All time

Pending

Awaiting decision

Approved

Discounts granted

Rejected

Not approved

Requests by Product Type

Approval Status Distribution

Requests by Approver

Average Discount by Type

Recent Activity

Date	Quote No	Salesperson	Customer	Type	Discount	Approver	Status

Avatar	Username	Full Name	Role	Email	Permissions	Last Login	Actions

📦 Product Catalogue

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

⚙ Discount Approval Thresholds

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

Category	Primary Approver	Threshold / Rule	Escalates To	Actions

💱 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 [email protected] 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