New Discount Request
Submit a discount approval request. Routing is determined automatically by product type and discount level.
Sales Details
Pricing & Discount
Always entered in AUD — automatically converted when EUR is selected
📋 SALES OPERATIONS — Enter GP data below. These fields are not visible to the sales team.
💡 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.
Additional Information
Approval Queue
All requests — full access.
| # | Quote No | Stock No | Date | Salesperson | Customer | Type | Product | CCY | List + Options | Offered Price | Discount | GP% | Flags | Approver | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Approval Dashboard
Live summary of discount approval activity. All
Total Requests
8
All time
Pending
5
Awaiting decision
Approved
2
Discounts granted
Rejected
1
Not approved
Requests by Product Type
Approval Status Distribution
Pending: 5
Approved: 2
Rejected: 1
Requests by Approver
Average Discount by Type
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 |
User Management
Create, edit, and manage all portal users. Admin only.
| Avatar | Username | Full Name | Role | Permissions | Last Login | Actions | |
|---|---|---|---|---|---|---|---|
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 | Actions |
|---|---|---|---|---|
| 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.
How many AUD per 1 EUR
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.
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)
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)
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 |