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Configuring Default Trading Partner Settings in RepairLink

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KB Article #6

Establishing Default Trading Partner Settings ensures that all shops see pricing and inventory information right away—even before they are added as a Trading Partner.

Default Trading Partner Settings

To add Default Trading Partner Settings: 

  1. From the RepairLink tab, click Application Setup.
    RL_AppSetup.jpg
  2. From Application Setup, click Trading Partner Configuration.
    RL_TradingPartnerConfig.jpg
  3. Under Default Trading Partner Settings, double-click RepairLink default.
    6_RepairLinkDefault.jpg
  4. The Trading Partner Details window displays. Use the Trading Partner Status drop-down to control what information displays to shops that have not been approved as a trading partner.
    6_defaultpricing2.jpg
    The following options are available:
    1. Enable this shop as a trading partner (default option): When a shop adds a part to a cart, the part number is displayed in the shopping cart.
    2. Hide part number from the shop: Your dealership's part numbers will not appear in part searches or the cart view until the order is placed. 
    3. Disable Parts Search for all New Shops as a Trading Partner (International dealers only): If selected, International buyers will be instructed to complete the set up of the RepairLink account by contacting the parts department of the selected dealership.
      6TradingPartnerStatus3__1_.jpg
  5. Configure the following options under the General Information section:
    6_ConfigureDefaultTradingPartnerSettings1.jpg
    1. Use the Dealership Salesperson drop-down to assign a primary salesperson. Once a salesperson is assigned, they can see parts orders from new repair shops.
    2. If desired, use the Backup to Salesperson drop-downs to select up to three backup salespeople. Use this to ensure orders are processed quickly, even if the primary salesperson is not available.
    3. Select the overall Pricing Formula from the drop-down. Note: If your dealership processes orders for more than one manufacturer through RepairLink, you can set your pricing discounts by manufacturer below (Step 5).
    4. DMS Connect Subscribers (Required): If the buyer has an account in your DMS, add this to the DMS Customer Number field.
      Notes:
      • If they do not have an account, click Use Default DMS Customer Number to fill in your default DMS Customer Number.
        6_ConfigureDefaultTradingPartnerSettings2.jpg
      • If the default DMS Customer Number has not yet been set up, a prompt will display to enter it. 
        6_ConfigureDefaultTradingPartnerSettings3.jpg
    5. Select Percent or Dollars then type it into the Enter value field to set taxes for all buyers or any buyer that does not have an individual tax rate added. (Click here to learn more about adding taxes to RepairLink.)
      6993_taxes1.jpg
      1. Rates up to three decimal places can be added. Example: A value of 6.975% can be used without the system rounding to 6.98%
      2. If the Taxes and Fees rate is set to 0%, the Taxes/Fees line item will no longer be displayed to the RepairLink Shop user in the cart.
  6. If you process orders for more than one manufacturer, you can assign a default pricing formula for each manufacturer--including Motorcraft (Ford franchises) and ACDelco (GM franchises). To assign default pricing formulas for manufacturers you are franchised with:
    6_defaultpricing.jpg
    1. Click the I want to manage drop-down and select Default Pricing Formulas.
    2. Use the available manufacturer drop-downs to select and assign a pricing formula. Note: You can only select pricing formulas that have already been added to your RepairLink setup. (Click here to learn how to add pricing formulas.)
  7. RepairLink allows you to configure how you display inventory information (Show QOH or text labels--"In Stock" or "Available") to shops using RepairLink. To configure how you want to display inventory information:
    1. Select Inventory Visibility from the I want to manage drop-down.
    2. Click the desired checkbox to select one of the following options:
      6_inventoryvisibility.jpg
      1. Always Show Actual QOH: This option will display the actual quantity of the part available in your inventory. If the part is unavailable, “0” will display. (If the Inventory Visibility feature is not configured for a trading partner, they will always see the actual part quantity available.)
      2. Always Show a Text Label: When this option is selected, the part quantity will display as “In Stock” when you have one or more of the part available and as “Available” if you are out of the part.
      3. Show a hybrid of QOH and Labels: Allows your customers to see the actual quantity of the part when available and displays “Available” if you do not currently have the part in stock.
      4. If needed, you can apply the changes to all your trading partners:
        1. Click Apply to All.
        2. Confirm that you want to proceed in the pop-up window. Note: You can also update the settings for individual trading partners later in the Trading Partner Configuration settings after applying these settings to all.
  8. Click Save when you are done making changes.
  9. Click the back arrow to return to your RepairLink Overview.

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