SalesLink Flex - Search Equipment Inventory
This feature is available to all Equipment CRM customers. No configuration is required.
Your voice matters!
This feature was put into production as a result of its popularity in the CloudLink Ideas Portal!
The Ideas Portal allows Texada customers to submit and vote on possible product improvements. Join the community today and help shape the future of Texada's products!
A new Search Equipment Inventory tool has made it possible to quickly locate equipment in SalesLink Flex!
To access this feature, simply tap Sales at the bottom of the app, then scroll down and tap the new
Search Equipment option under Inventory.
The Search Equipment Inventory screen includes all kinds of options for searching and filtering equipment:
- Keyword: Enter a keyword such as your machine’s model, serial or stock number, or product line.
- Availability: Filter by equipment that is on loan, on hold, or currently available.
- Inventory Status: Filter by the equipment’s inventory status – fleet, inventory, lease, rental, or unknown.
- Location / Division: Filter by the equipment’s current location or division.
- Reservations: Filter by the equipment’s reservation status – rental, sale, etc.
- Min / Max SMU: Filter by the equipment’s current meter reading.
Combine keywords and filters to narrow the list of results, then tap “Submit” to view matching equipment. From the results page, tap on a piece of equipment to view it, or tap “Back” to return to the Search Equipment Inventory screen.
This powerful and effective searching tool makes it easier than ever to pinpoint the exact piece of equipment you’re looking for, without navigating a model hierarchy!