Setting Up DMS Connect for D2DLink

KB Article #3863

With DMS Connect, dealers can create a quote in their Dealer Management System (DMS) directly from a D2DLink sales order. In order to import part availability information into a D2DLink order and create a quote in your DMS, DMS Connect must be configured with the following information:

• DMS Counter Person ID: A sales person's ID in their DMS that identifies who created the quote.
• DMS Customer Number: The account id of the buyer in your DMS.  (The six-digit customer number is required for Reynolds and Reynolds POWER users.)   
  -or-  
  Default DMS Customer Number: A "catch-all" account id for buyers that do not have a DMS Customer Number.

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The following tasks must be performed by a user that has administrator-level OEC login credentials.  

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Step 1 - Setting Up the Default DMS Customer Number

1. From the D2DLink tab, click Application Setup.
   
2. Click DMS Connect.
   
3. From the DMS Connect window:
   
   
   • Type the Default DMS Customer Number in the field provided.
   • If you wish to allow other dealers to check a live feed of your quantity on hand, check the box next to the specific OEM.
   • Click Save when complete.

 Step 2 - Setting Up the DMS Counter Person ID

1. Click Manage Users from the Application Setup menu options.
   
2. Click the I want to drop-down, select Edit an Existing User, and then click the User drop-down to select a sales person.
   
3. Type their DMS employee identifier into the DMS Counter Person ID field.
   
4. Click Save to store your changes.
5. When complete, click the Back button at the top of the left-hand navigation menu to close.