REPAIRER Quick Start Guide Setting Up Your Profile
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1 REPAIRER Quick Start Guide Setting Up Your Profile Your Company Profile Key to Success with PartsTrader This guide will explain how the choices you make in your Company Profile affect how PartsTrader works for you. We will focus on specific areas of the Company Settings portion of the profile. It s also a good idea to review the profile settings for your company on a periodic basis. This guide is for those with the Repairer Settings role (privileges) Repairer Settings Company Settings I want to review any changes made by a Preferred Supplier to: Price (includes pricing and quantity) Delivery Date Part Details (includes comments, part information) Direct Orders To set up your Company Profile, you will make choices in the following areas: tification Preferences Configure Default Comments Default Markup for Recycled parts User Training Placeholder Quotes Configure Data Import Preferences I want to review any changes made by n Preferred Supplier to: Price (includes pricing and quantity) Delivery Date Configure Default Comments Quote Request Part Details (includes comments, part information) Configure Default Comments Direct Order Order Configure Preferences for Placeholder Quotes Configure Default Mark-up for Recycled Parts Recycled markup 33 User Training Configure Data Import Preferences Contact Customer Care at 855-WEB-PART ( ) or support@partstrader.us.com -, always show these estimates so I can choose which ones to import - I will click the Ready to Import button if I want to see them
2 Company Settings When you customize your Company Settings, you determine if you would like to be notified when your suppliers make a change to a pending order. You can also add comments and determine your preferences for placeholder quotes. Company Settings I want to review any changes made by a Preferred Supplier to: Price (includes pricing and quantity) Delivery Date Part Details (includes comments, part information) Direct Orders I want to review any changes made by n Preferred Supplier to: Price (includes pricing and quantity) Delivery Date Part Details (includes comments, part information) Configure Default Comments Select your notification preferences by clicking these radio buttons to indicate or. te that you can have different notifications for your Preferred Suppliers and non-preferred Suppliers. 2
3 Company Settings continued... In Configure Default Comments, you can enter text that you would like to appear on every Quote Request, Direct Order, or Order that your employees send through PartsTrader. Using this feature can save time, but also ensure consistency for your company s transactions. Your employees will still be able to edit this text on an individual quote or order basis, if necessary. Configure Default Comments Quote Request When you enter a value as a Default Markup for Recycled Parts, this information is used to help you calculate margins and evaluate your options when reviewing quotes from potential vendors. This is only visible to you and your users, and can be edited when reviewing individual quotes, if necessary. Direct Order Order Configure Default Mark-up for Recycled Parts Recycled markup 33 User Training Select in the User Training section to require users within your company to view a brief training video on basic actions in PartsTrader before they can perform these functions. Most training videos are quite brief, but if you decide to no longer require this for your employees, you can change this to. 3
4 Company Settings continued... Configure Preferences for Placeholder Quotes Placeholder Quotes are useful when reviewing and evaluating quotes from potential vendors. If you have negotiated discount levels with specific suppliers, you can view the expected price from these suppliers even if they have not been able to provide a live quote within the Quote Period. Configure Data Import Preferences The PartsTrader Integration Client (PI Client) will automatically import job part data for all State Farm jobs to your Parts Required tab on the main dashboard. -, always show these estimates so I can choose which ones to import - I will click the Ready to Import button if I want to see them Here, you can Configure Data Import Preferences as follows: If you want to have all jobs readily available for parts sourcing through PartsTrader, select, and your jobs related to other insurers will display on the Parts Required dashboard. You will then authorize the import of the job part data by clicking Import w for the desired jobs. If you select, the job part data can still be imported for parts sourcing through PartsTrader. You will find these jobs hidden on the Ready to Import section of the Parts Required tab. 4
5 Manage Placeholder Margins If you have negotiated discounts that you expect from a supplier, you can enter these discounts in the Placeholder Margins area of your company profile. These margins will be used to display an expected price from these suppliers when they have not provided an actual quote during the allotted quote period. Manage Placeholder Margins Margin % Click the Add Margins for Dealer button to set default margins for your Preferred Suppliers 1. Select a Supplier from the dropdown menu 2. Enter a default Margin (the discount you expect from this supplier) 3. You can designate a different percentage for Each Make, or set the same value for All Makes 4. Click Add Margin for Dealer to return to the list and verify that the supplier has been added Configure Dealer Margin Supplier Active Parts Margin % For All Makes ADD MARGIN FOR DEALER NOTE: You can only set Placeholder Margins for companies on your Preferred Supplier list. If you don t see the supplier you are looking for on the drop-down list, add them to your Preferred Suppliers list. 5
6 Preferred Suppliers PartsTrader only invites suppliers to participate in the quoting process if they ve been nominated by a repair shop that utilizes PartsTrader for parts procurement. When you want to add a supplier, you can click Add as Preferred or Add as Default Dealer Search for a Supplier to Add Add as Preferred Add as Default Dealer You can see a list of all of your Preferred Suppliers Search Results Makes Covered by Preferred Suppliers Makes NOT Covered by Preferred Suppliers Review the Makes NOT Covered by Preferred Suppliers to make sure you have all of the makes you expect to repair covered by at least one supplier. What s the difference between Preferred Supplier and Default Dealer? A Preferred Supplier is a supplier that you buy parts from on a regular basis A Default Dealer is the OE dealer that you would normally turn to first, if you need OE parts for a specific make 6
7 To add a supplier... Search for and select the suppliers that you rely on by typing their name, city, state, or even make of vehicle in the search box Search for a Supplier to Add Select the supplier you want, and click Add as Preferred jeep Add as Preferred Freedom Hyundai Jeep 2840 Gill St Chicago Illinois Supplies: Chevrolet (OEM), Chrysler (OEM), Ford (OEM), Hyundai (OEM), Jeep (OEM) Hometown Chrysler Emerson St Chicago Illinois Supplies: Chevrolet, Chrysler, Ford, Hyundai, Jeep Adams Jeep Chrysler 3001 Auto Mall Drive Chicago Illinois Supplies: TIP: Any suppliers that have the blue P icon next to their name are already on your Preferred Supplier list 7
8 Default Dealers You may have several dealers for a given make as a Preferred Supplier, but this setting allows you to select which dealer is your first primary supplier for certain makes. How will this be used? The Default Dealer will be identified to your staff when they send requests out for quote. At that time, they will decide whether to send the quote request to: Only the Default Dealer All of your Preferred Dealers for that make Any Dealer participating in PartsTrader who supplies that make and delivers to your area Click the radio button next to the dealer that is your first choice for the selected make How do suppliers gain access to PartsTrader? PartsTrader only invites suppliers to set up an account after they are nominated by a repair shop. If you selected a supplier during registration (when you first set up your account) or if you add a supplier to your Preferred Supplier list, we check to see if that supplier is already active in PartsTrader. If they re not, we extend an invitation to them to create an account. When they do so, they are ready to support you with quotes and to accept your orders, and they also can expand their sales by responding to quote requests from other repair shops in their delivery region. 8
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