Modifying RepairLink Trading Partner Information

KB Article #2551

Once created, a trading partner can be updated at any time to update general information, change default pricing formulas or or include the shop's customer number from your DMS.

The following can be configured or modified in the Trading Partner Details window:

Option	Description
Trading Partner Status:	This Shop Access Controls feature gives you the ability to limit parts information presented to specific shops/buyers. You can allow full access (the default setting when a trading partner is added); hide part numbers from their view; or disable their ability to order from you.
General Information:	Up to four salespersons (one primary and three backups) can be assigned. Once a salesperson is assigned and RepairLink has updated, they can see parts orders from that shop/buyer. Note: RepairLink will need to sync overnight before the salesperson can see new orders on their Overview window. The salesperson will not be able to see orders received before the sync process. Choose or modify the selected Pricing Formula that establishes the discounted price the shop/buyer sees for the parts they purchase from your dealership. The taxes and fees functionality allows you to set a sales tax percentage rate for RepairLink orders or customize the tax percentage for individual buyers.
Default Pricing Formulas:	Set up or modify the unique discount levels for each trading partner by manufacturer. Note: If manufacturer pricing formulas are selected, they will be used instead of the overall Pricing Formula set up for the shop/buyer in the General Information section. Trade-based pricing formulas can be added as the Default Pricing Formula for Audi Canada, GM U.S. & Canada, Volkswagen Canada, Chrysler U.S. & Canada, Ford Canada, Infiniti Canada, Nissan Canada, and Toyota U.S. & Canada.
Seller Defined Fields:	Add customer-specific information for custom seller-defined fields you can create in RepairLink for trading partner accounts.
Inventory Visibility:	Configure how you want display inventory information (Show QOH or text labels--"In Stock" or "Available") to be display to the shop/buyer.

To modify a Trading Partner:

From the RepairLink tab, click Application Setup.
Click Trading Partner Configuration.
Click on a Trading Partner from the Trading Partner List to select it and then click View Details.
When a Trading Partner is first added, the shop/buyer has full access to your parts information. The Trading Partner Status drop-down is an access control feature that allows you to limit or disable access to your parts information.
1. Select Disable this shop as a trading partner to remove your dealership from a shop/buyer's supplier list. The shop/buyer will be unable to access your parts information or place an order with you, if selected.
2. Select Hide part number from shop if you do not want the shop/buyer to see part numbers in their cart. Call Dealer will display instead of the part number.
Configure the following options under the General Information section:
1. Use the Dealership Salesperson drop-down to assign a primary salesperson. Once a salesperson is assigned, they can see parts orders from new customers.
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.
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.
  - If the default DMS Customer Number has not yet been set up, a prompt will display to enter it.
5. To apply a tax rate to an individual buyer, type it into the Enter value field. This will override any default tax rate entered. (This can be used in locations where taxes are based on the buyer's location.)
  1. Three decimal accuracy will be supported for Taxes and Fees rates.
    1. 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.
If you process orders for more than one manufacturer, you can assign or modify the default pricing formula selected for each manufacturer--including Motorcraft (Ford franchises) and ACDelco (GM franchises). To select default pricing formulas for manufacturers you are franchised with:
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.
If you have previously created custom information fields (seller-defined fields) within RepairLink, click the I want to manage drop-down and select Seller Defined fields. Type the necessary information in the provided field(s).
RepairLink allows you to configure how you display inventory information (Show QOH or text labels--"In Stock" or "Available") to shops/buyers using RepairLink. To configure or modify how you want to display inventory information to the shop/buyer:
1. Click the I want to manage drop-down and select Inventory Visibility.
2. Click the desired checkbox to select one of the following options:
  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. 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.
3. 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.
After your changes have been made, click Save.
Click the back arrow to return to your RepairLink Overview.