Adding a Shop as a CollisionLink Trading Partner

KB Article #1174

Having your body-shop accounts completely set up allows CollisionLink to fill in data automatically--freeing your salespeople to completely and accurately fill the order.

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Want to learn more? Watch our video!

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CollisionLink Administrators can add shops in two ways:

1. When opening the first order from a shop:
   1. An alert will display if the shop has not been set up with a Trading Partner account in CollisionLink. Click Proceed to continue. Note: You can also click the Add Trading Partner button at any time.
      
2. Prior to receiving an order from a shop. Note: Even after completing this process, the shop must still add your dealership as a trading partner before you will be visible as a supplier.
   1. From the CollisionLink tab, click Application Setup.
      
   2. Click Trading Partner Configuration.
      
   3. Click Add New Trading Partner.
      
   4. In the Search Companies window, fill in the available fields to narrow your results. (For the best results, type information in as few fields as possible.) Note: Postal Codes are case-sensitive and any letters in a postal code must be capitalized.
      
   5. Click Search. The Search Results window will display. 
   6. Click Add beside the shop that you wish to add as a Trading Partner.
      
   7. The shop will appear in your Trading Partner list. 

From here, you can configure the following options: (Click the links to learn more)

• Assign a dealership salesperson to handle orders received from the shop.
• Add up to three backup salespeople to ensure orders are processed quickly, even if the primary salesperson is not available. 
• Assign list- or cost-based pricing formulas to automatically apply discounts to OE and non-OE parts sent by the shop.
• Set upfront pricing formulas that allow you to display competitive part prices for non-OE specified parts to your CollisionLink buyers before they ask for a quote.
• Add the shop's customer number from your DMS to easily create a quote directly from any CollisionLink sales order. 

You can add all of this information to a trading partner or set only the items that should be different from your default CollisionLink Trading Partner. When finished, click Save to apply the changes all future quotes and orders that the shop sends.

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Assigning Salespeople

To assign a salesperson or backups:

1. Verify General Information is selected from the I want to manage drop-down.
   
2. Click the Dealership Salesperson drop-down to assign a salesperson to the shop. Once a salesperson is assigned, they can see parts orders from that shop.
   
3. If desired, use the Backup to Salesperson drop-downs (shown above) to select up to three backup salespeople for a shop. Note: The salesperson will only be able to see new orders received after they are added as a backup.

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Adding Pricing Formulas

List- or cost-based pricing formulas can be set up to automatically apply discounts to OE and non-OE parts sent by the shop and ensure shops see accurate prices for the parts they purchase from your dealership.

CollisionLink allows you to add three types of pricing:

1. On the General Information window, use the Pricing Formula drop-down to assign a discount formula that you want to automatically apply to OE parts that the shop/trading partner orders.
   
2. On the General Information window, use the Non-OE Estimate List Pricing formula drop-down to assign a formula that you want to automatically apply to the list price of non-OE parts submitted by the shop/trading partner. Note: Discounts are based on the non-OE price from the shop estimate.
   
3. On the Default Pricing Formulas window, use the Default Pricing Formula section to set up unique discount levels for each trading partner by OEM. The default pricing formula overrides the trading partner pricing formula if one is selected.
   

If the pricing you want to select is not displayed on the drop-down, you will need to add it to CollisionLink first. (Click here for more information on adding pricing formulas.)

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Displaying Upfront Pricing

Upfront pricing formulas allow you to display competitive part prices for non-OE specified parts to your CollisonLink buyers before they ask for a quote. (Click here for more information on adding upfront pricing formulas.)

To display upfront pricing to a shop:

1. On the General Information window, use the Upfront PMA Part Pricing Formula drop-down to apply pricing to non-OE specified parts that qualify for a manufacturer sponsored reimbursement program.
   
2. On the General Information window, use the Upfront Non-PMA Part Pricing Formula drop-down to apply pricing to non-OE specified parts that do not qualify for a program. 
3. To apply upfront pricing to a parts for a specific OEM:
   1. Select Default PMA Upfront Pricing to choose the formulas that will be applied to the OE equivalent parts that qualify for a manufacturer sponsored program for the non-OE specified parts on your trading partner's estimates for each OEM you choose.
      
   2. Select Default Non-PMA Upfront Pricing to choose the formulas that will be applied to the OE equivalent parts that do not qualify for a manufacturer-sponsored program for the non-OE specified parts on your trading partner's estimates for each OEM you choose.
      

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Adding a DMS Customer Number

If you are subscribed to DMS Connect, CollisionLink will connect to your DMS to retrieve OE part pricing data—based on the DMS Customer Number configured in OEC for the buyer--upon opening an order.

To add a DMS Customer Number:

1. Go to the I want to manage drop-down and select General Information.
2. Type the DMS Customer Number in the field provided.
   
3. Click Save.