FordParts.com Dealer Setup Setup Guide

Transcription

1 FordParts.com Dealer Setup Setup Guide Released on: 3-Sep-09 Page 1

2 Table of Contents Introduction... 2 Step 1 - Logging in to D2DLink & Opening the FordParts.com Setup... 3 Step 2 Dealer Profile Tab - Setting up your Dealer Profile... 4 Step 3 Pricing Tab - Creating a Basic Pricing Profile... 5 Step 4 Customer Management Tab - Assigning the Basic Pricing Profile to Open Site Customers... 8 Step 5 [Recommended] - Invitation Management Tab - Inviting Customers to your Sponsored Site... 9 Step 6 [Recommended] Set-up Additional Pricing Formula Create a Range Pricing Formula Create a Part Category Pricing Formula Create a Source Pricing Formula Create a Part Pricing Formula Step 7 [Recommended] - Advanced Pricing Introduction The purpose of the Fordparts.com Set-up Guide is to provide you easy, step-by-step instructions on establishing your ecommerce website. Fordparts.com is one website with both an Open Site Portal and a Sponsored Site Portal of entry for your customers to have access to your dealership and buy parts. The Open Site Portal is available to the general public and is where your non-sponsored customers including Do-It-Yourself customers can purchase parts from your dealership. The Sponsored Site Portal is available to only those installers and fleets you choose to sponsor and promote benefits more specifically target. This reference guide will walk you through the set up instructions to finish your enrollment that makes you more competitive in the aftermarket. Additionally, it will provide you detailed instructions on using the extra features available in setting up your new ecommerce business. The four steps listed below are required in order to finish your FordParts.com enrollment and open your new ecommerce business! You will need to successfully complete: 1. Logging in to DPES on FMCDealer.com your portal to Fordparts.com 2. Setting up your dealer profile page 3. Creating one basic pricing profile (Automatically updates with each semi monthly Ford price tape) 4. Assigning a basic pricing profile to open site customers After, these four steps are completed you may refine the remainder of your ecommerce site. This guide will also provide instructions on establishing the pricing that you want displayed on your site, including how to set up flexible, customizable for your sponsored customers; and, you ll see how to invite your installers, fleets and body shops to be sponsored by your dealership on your site. If you run into any issues or have questions, our OEConnection Customer Support Center is available at or customer service at support@oeconnection.com. Congratulations, you are on your way to opening your new Fordparts.com business! Page 2 Customer Support: support@oeconnection.com

3 The following shows the FordParts.com set-up (Dealer Profile, Pricing, and Customer Management) that will be covered in this set-up guide. The red circles enrollment. denote required steps that need to be established in order to complete your Let s get started: Step 1 Logging in to D2DLink & Opening the FordParts.com Setup 1. Login to D2DLink. 2. Click Setup. The FordParts.com Setup window appears. 3. Click FordParts.com. The FordParts.com Setup window appears. Page 3 Customer Support: support@oeconnection.com

4 Step 2 Dealer Profile Tab Setting up your Dealer Profile The information that you provide in your dealer profile page will be used to display on your website for both your Open and Sponsored site customers. Please ensure that all content is spelled correctly and accurately represents your dealership s primary contact and business information. Complete the following information under the Dealer Profile tab. These changes are displayed real-time on the Open and Sponsored sites and, you should make sure to keep them up to date. o Welcome Text: Enter the greeting or slogan that you want to display on both your Open and Sponsored sites. For example: Welcome to ABC Auto Sales. We thank you for taking the time to shop our parts. Don t hesitate to contact us; we are here to service you. Add your dealers slogan if you have one. Please limit the welcome characters to a maximum of 1,000 characters (including spaces). o Marketing Text (Open) & Marketing Text (Sponsored): Enter site-specific text. For example, for your sponsored site you may consider adding promotional information on discounts available when a customer makes certain dollar value worth of purchases. (Maximum 500 characters, including spaces). o Additional Images: Click the image placeholders to upload pictures that you want to display on your Open and Sponsored sites. You can upload photographs of your dealership, parts personnel, parts department, holiday images, advertisements, etc. (Maximum size of 500k, 300 x 300 pixels. JPG, GIF, PNG.) If you need help with resizing any of your images, please reference the OEC Online Help within FordParts.com for instructions on how to easily resize an image. o Parts Manager: Enter the name of the parts manager, his or her address, and phone number. Click the image placeholder to upload a picture of your Parts Manager. (Display size 300 x 300 pixels. JPG, GIF, PNG.) Remember to smile! Page 4 Customer Support: support@oeconnection.com

5 o o o FordParts.com Setup Set up Guide Dealer Logo: Click the image placeholder to upload your dealership s logo. This logo will be displayed on your Open and Sponsored site. (Maximum size of 500k, 172 x 90 pixels. JPG, GIF, PNG.) Hours of Operation: Enter your dealership s business hours. You could also include text related to your business hours, for example, extended internet business hours or closed on the 4 th of July. Important Links: Upload a credit application form (PDF, Size =< 1MB) for use on your Open and Sponsored sites. You can also specify up to three hyperlinks to be displayed on your Open and Sponsored sites including links to your existing Dealership websites etc. Please refer to your FordParts.com Internet Certified Dealer Standards to learn more about the types of links that are permitted to be added to the related links section of your site. For example, you may not add a hyperlink that directs a customer to a website that promotes parts, services or warranties that compete with Ford Genuine, Motorcraft parts or non-dealer owned entities. o Parts Team: Click Add Parts Team Member to add your parts team s members. You should add all parts team members, including your parts delivery drivers. You can include a control on their individual or phone contact info, if applicable. o Note A new feature is being added to support a vanity URL for each dealer. This will be a text field on the Profile tab that will allow you to specify a unique URL that you can market for your dealer. An example would be: - this will take customers directly to the Classic Ford Dealer details page on the site. Click Save. Step 3 Pricing Tab Creating a Basic Pricing Profile Your goal is to be both profitable and price competitive. In order to create a pricing profile that can be applied to your Open or Sponsored site customers; you must first create a pricing formula. You must have at least one Range Pricing formula to create a profile. Based on Dealer input, there are four powerful choices of pricing formulas available through Fordparts.com: a lot of effort was placed here in the development of FordParts.com. Study the option(s) best to your market conquest efforts. Range Pricing Range pricing will allow you to price parts differently based on the list or cost price. The range pricing can evaluate the parts list or cost (evaluation), and then determine which pricing formula should be applied to the pricing calculation. Range pricing formula will allow you to create a pricing strategy that is different for each price range of parts. Part Category Pricing Parts category pricing will allow you to price parts based on Ford s classification of the part using category/sub-category (MPL/MLI). Source Pricing Source pricing will allow you to price parts based on the source that is assigned within your DMS system. You will be choosing a value from a list of their sources (this list is populated from the values obtained during your last inventory publishing) and will also have the ability to apply a pricing formula to each source. Part Pricing Part pricing formula will allow you to configure a specific formula for a specific part number. Part pricing formula is the most detailed level of pricing. Open portal customers are not eligible to claim Wins on FordParts.com transactions. Only sponsored qualified accounts are eligible to claim Wins, signifying an established business relationship between your dealership and a professional repair shop customer. Sponsored as many professional repair shop customers as you would like at no cost to your dealership! FordParts.com always uses the latest Ford price tape to manage your customer pricing profiles. Be sure you have the latest price tape loaded in your DMS to reflect equal pricing between your DMS and FordParts.com Page 5 Customer Support: support@oeconnection.com

6 Pricing is calculated from the most specific to the most general price. Therefore, the pricing order is: Part Pricing Source Pricing Category Pricing Range Pricing (required) If you set-up all the above four pricing formulas and assign all of them to a pricing profile, the price will be calculated in the order listed above. If a part is included in all four pricing formulas, the Part pricing formula will be applied to it since it comes first in the pricing hierarchy. Please note that the system will not allow you to enter a pricing formula that would calculate the part below cost. You must sell any below cost parts outside of FordParts.com, or use the Garage Sale utility described later. You can make the formulas as detailed as your business requires. Pricing formulas can be as simple as, i.e. Cost + 20% for all parts, or as granular as being priced at the individual part number level. Pricing Profiles are assigned individually to sponsored customers whereas only one pricing profile can be assigned, as the default profile, to all Open Site customers. In order to complete your enrollment in FordParts.com program, you will need to, at minimum, set up the default pricing formula that will be applied to all of your open site customers. Follow these steps to create a basic pricing profile: Open Site Pricing Setup 1. Click the Pricing tab and then click Profiles. The Range Pricing tab opens by default. Page 6 Customer Support: support@oeconnection.com

7 2. Click New Pricing Profile. 3. Under Name: type a name for the pricing profile, for example: Gold, Best Customers, and Customers at 50 K plus, etc. 4. Under Description: type a brief description of the new profile. You can set-up a basic pricing or an advanced pricing formula. Use the basic pricing method to apply a basic formula like List+100$ to the profile. 5. From the Price Type: list; select the price that you want to use for calculation. You can select one of the following price types: List The list price from the price tape Cost The dealer standard cost from the price tape Jobber The jobber price from the price tape 6. Select the operator for pricing calculation. Use the + (plus) operator for calculation of cost, for example: Cost + 12% and the (minus) operator with the list or jobber price type, for example: List 10%. 7. Enter an amount. 8. Select an adjustment type (% or $). Basic pricing formula: To set a pricing formula of Cost + 2%, select: Price Type: [Cost] Operator: [+] Amount: [2] Adjustment Type: [%] Note: You can also set pricing for your open site customers at list price only. To set a price at list only you need to select the following formula: Price Type: [List] Operator: [+] Amount: [0] Adjustment Type: [%] 9. Click Save. Page 7 Customer Support: support@oeconnection.com

8 Step 4 Customer Management Tab Assigning the Basic Pricing Profile to Open Site Customers In order to assign a pricing profile to all open site customers, follow these steps: 1. Click the Customer Management tab. 2. Click Edit next to Open Site Customers. The Customer Details window appears. 3. Select a sales person for the Open Site customers from the Sales Person list. 4. From the Assigned Pricing list, select the pricing profile that you want to apply to all open site customers. 5. Enter the customer s DMS number in the DMS Customer Number box (optional). 6. Click Save. Congratulations! You have now completed the first steps in finalizing your ecommerce storefront for FordParts.com and the initial set up of your Open Site. The remaining steps outlined in this guide provide you step by step instructions that are necessary to complete the set up of your Sponsored Site. This will include instructions on how to configure the remaining four tabs in your OEConnection portal including: Invitation Management Tab This is where you will select specific fleets and installers that you want to invite to become a sponsored customer of your dealership. Virtual Inventory Tab This tab will give you the ability to display quantity on-hand levels plus a secondary virtual inventory levels that will be displayed to your Open and Sponsored Site. Notifications Tab This is where you can set up alerts or escalations within your dealership to receive notifications of new orders. Page 8 Customer Support: support@oeconnection.com

9 68B140B FordParts.com Setup Set up Guide Garage Sale Tab This tab will allow you to select specific parts that you may want to sell at a bargain price in order to move your parts inventory. Promotions Tab This is where you will have an opportunity to configure promotions specific to your dealership that will display on both the Open and Sponsored Sites. Just as your business will continue to evolve and grow over time, so will the functionality and tools within FordParts.com. Step 5 [Recommended] Invitation Management Tab Inviting Customers to your Sponsored Site Once you start accepting orders from the FordParts.com Open and Sponsored site, the Invitation Management tab will show a list of Open Site customers who have made purchases from your dealership. Monitor this list carefully. Based on their volume, and customer type, (installers, fleets and body shops only), you may want to consider sponsoring these Open Site customers in the future. The Customer Management tab on the other hand, shows a list of your already sponsored customers. Or an alternate to the invitation method, you may want to sponsor a customer manually. To do so, follow these steps: 1. Click the Customer Management tab. 2. Click Invite Customer. The Invitation Management tab opens. 3. Click Add New Customer. The Customer Details window appears. Page 9 Customer Support: support@oeconnection.com

10 hip FordParts.com Setup Set up Guide 4. Enter your new customer s name and address in the Name and Customer box. 5. From the Assigned Pricing list, select the pricing profile that you created in HHStep 3 Set-up a Pricing ProfileH. 6. Select the payment types that your dealership accepts for this sponsored site customer. 7. Under Volume Discount, define a net spending threshold (such as $1000) within a timeframe (30 days) for each customer to qualify for a discount. Time Frame: Select the time frame choice for which the volume discount is calculated. Your choices are monthly, quarterly, and annually. Over Threshold $: The minimum dollar amount that the customer needs to attain in purchases, during the time frame, to qualify for the volume discount. Discount Once Threshold is Met %: The percentage amount that you can provide as an additional discount when the volume discount threshold is achieved. 8. Associate a salesperson for this customer from the Sales Person list. 9. Add optional information like the DMS customer number, dealer delivery fee (if applicable), and a photograph of the customer. We strongly recommend that you upload each customer s business logo to personalize their shopping experience! 10. Click Save to send an invitation inviting the customer to the sponsored site. You can see the status of your invitation under Outgoing. You can edit or delete the invitation before the customer accepts the invitation. Page 10 Customer Support: support@oeconnection.com

11 11B FordParts.com Setup Set up Guide Once the customer accepts your invitation, he/she will be listed under the Customer Management tab. Step 6 [Recommended] Set up Additional Pricing Formula Create a Range Pricing Formula To set-up a pricing profile and apply the profile to a customer, you will need at least a Range Pricing Formula. Follow these quick steps to set-up a Range Pricing Formula: 1. Click the Pricing tab and then click Formulas. The Range Pricing tab opens by default. 2. Click New Range Pricing to create a formula for parts that fall within a particular price range. Under Name: enter a name for the new range formula. Assign a formula name that is easy to identify. 3. From the Price Type: list; select the price that you want to be used for calculation. You can select one of the following price types: List The list price from the price tape Cost The dealer standard cost from the latest Ford price tape Jobber The jobber price from the price tape Page 11 Customer Support: support@oeconnection.com

12 4. Click Add Row. 5. Set-up pricing range by selecting a price type, operator, and amount. The minimum and maximum of the price range will be used for the calculation. 6. Set-up bulk quantity and bulk amount and apply it to the range formula. (optional) Bulk Quantity is the minimum number of parts purchased within a single transaction to qualify for an additional line-level bulk discount and Bulk Amount is the amount of the bulk discount that will be given at the line-level of a single transaction if the minimum bulk quantity is purchased. 7. Click Update. 8. Click Save. 9. Now that you have set-up the first range, you will observe that the range shows up as 0.01 and up. To make the range formula granular, click Add Row. A new range starting from 0.02 appears. 10. Select the price type, operator, and amount and click Update this new range is saved as 0.02 and up Click Save. The new range pricing formula is now saved. Create a Part Category Pricing Formula 1. Click Pricing Formulas: Part Category Pricing. Page 12 Customer Support: support@oeconnection.com

13 2. Click New Part Category Pricing. 3. Under Name: enter a name for the new range formula. Assign a formula name that is easy to identify. 4. Under Description, enter a short description of the new formula. 5. Click Add Row. 6. Select a parts category from the Category list. You can type the first letter of a category to bring up all part categories beginning with the letter. 7. Next, select a sub category. You can type the first letter of the sub-category to bring up all part sub-categories beginning with the letter. 12. From the Price Type: list; select the price that you want to be used for calculation. You can select one of the following price types: List The list price from the price tape Cost The dealer standard cost from the price tape Jobber The jobber price from the price tape 13. 3Select the operator for pricing calculation. Use the + (plus) operator for calculation of cost, for example: and the (minus) operator with the list or jobber price type. 14. Enter an amount to increase or decrease (to the selected Price Type - list, cost, or jobber price type). 15. Select an adjustment type (% or $). 16. Set-up bulk quantity and bulk amount and apply it to the range formula (optional). Page 13 Customer Support: support@oeconnection.com

14 Bulk Quantity is the minimum number of parts purchased within a single transaction to qualify for an additional line-level bulk discount and Bulk Amount is the amount of the bulk discount that will be given at the line-level of a single transaction if the minimum bulk quantity is purchased. 17. Click Update Click Save. Create a Source Pricing Formula 1. Click Pricing Formulas: Source Pricing. 2. Click New Source Pricing. 3. Under Name: enter a name for the new range formula. Assign a formula name that is easy to identify. 4. Under Description, enter a short description of the new formula. 5. Click Add Row. 6. Select a source ID from the source ID list. You can type the first character of the Source ID to bring up all source IDs that begin with the character specified. 7. From the Price Type: list; select the price that you want to be used for calculation. You can select one of the following price types: Page 14 Customer Support: support@oeconnection.com

15 List The list price from the price tape Cost The dealer standard cost from the price tape Jobber The jobber price from the price tape 8. Select the operator for pricing calculation. Use the + (plus) operator for calculation of cost, for example: and the (minus) operator with the list or jobber price type. 9. Enter an amount to increase or decrease (to the selected Price Type - list, cost, or jobber price type). 10. Select an adjustment type (% or $). 11. Set-up bulk quantity and bulk amount and apply it to the range formula (optional). Bulk Quantity is the minimum number of parts purchased within a single transaction to qualify for an additional line-level bulk discount and Bulk Amount is the amount of the bulk discount that will be given at the line-level of a single transaction if the minimum bulk quantity is purchased. 12. Click Update. 13. Click Save. Create a Part Pricing Formula 1. Click Pricing Formulas: Part Pricing. 2. Click New Source Pricing. 3. Under Name: enter a name for the new range formula. Assign a formula name that is easy to identify. 4. Under Description, enter a short description of the new formula. 5. If you have saved pricing formulas, you can select Search for Parts already in your Pricing Formulas to look up parts that are included in the formulas that you have already added. Selecting Search for Parts already in Page 15 Customer Support: support@oeconnection.com

16 your Pricing Formulas brings up the Part No. box. Type the part number to automatically bring up parts that fulfill the search criteria. 6. Click Add Row. 7. Enter the part number in the Part No. field. 8. From the Price Type: list; select the price that you want to be used for calculation. You can select one of the following price types: List The list price from the price tape Cost The dealer standard cost from the price tape Jobber The jobber price from the price tape 9. Select the operator for pricing calculation. Use the + (plus) operator for calculation of cost, for example: and the (minus) operator with the list or jobber price type. 10. Enter an amount to increase or decrease (to the selected Price Type - list, cost, or jobber price type). 11. Select an adjustment type (% or $). 12. Set-up bulk quantity and bulk amount and apply it to the range formula (optional). Bulk Quantity is the minimum number of parts purchased within a single transaction to qualify for an additional line-level bulk discount and Bulk Amount is the amount of the bulk discount that will be given at the line-level of a single transaction if the minimum bulk quantity is purchased. 13. Click Update. 14. Click Save. (To create a new pricing profile, please go through the Set-up a Pricing Profile section.) Step 7 [Recommended] Advanced Pricing Use the advanced pricing method to apply one or more pricing formulas (range, category, source, or the part pricing formulas) to a profile. Again, your pricing formulas will automatically reflect the latest Ford price tape. The following steps describe the steps to create a new source pricing, part pricing, and part category pricing formula. 1. Click the Pricing tab and then click Profiles. The Range Pricing tab opens by default. Page 16 Customer Support: support@oeconnection.com

17 2. Click New Pricing Profile. 3. Click Switch to Advanced Pricing. 4. Under Name: type a name for the pricing profile, for example: Gold, Best Customers, and Customers at 50 K plus etc. 5. Under Description: type a brief description of the new profile. 6. Select a range pricing formula (the one we created earlier in HStep 3 Set-up a Pricing Formula) from the Range Pricing list. 7. Next, if you have created other pricing formulas like source pricing, part category pricing, or part pricing apply them to the profile by selecting them from the Source Pricing, Part Category Pricing, or Part Pricing list. Page 17 Customer Support: support@oeconnection.com

18 When using the advanced pricing formula method, having at least one range pricing is mandatory. If you would like to create a new pricing formula now, click. 8. Click Save. If you need further assistance with FordParts.com set-up, please call OEConnection s Customer Support number at or customer service at HHsupport@OEConnection.comH. Page 18 Customer Support: support@oeconnection.com