Creating DMS Quotes with CollisionLink

KB Article #50

With DMS Connect, dealers can create a quote in their Dealer Management System (DMS) directly from the CollisionLink sales order. Simply click Create a DMS Quote to transfer part numbers and pricing from the Response to Buyer or Order Status (PartsTrader orders) section into your DMS.

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To create a quote using DMS Connect:

1. From the CollisionLink Order Details, process your CollisionLink order as normal to add parts from the Upsell Parts and OE Parts sections to the Respond to Buyer section.
2. Review the part availability (QOH) and pricing (Sell Price) information provided by your DMS in the Response to Buyer section. Parts listed may display a QOH of N/A. This is an indication that the part has not been added to your DMS inventory and cannot be validated.
   
   
   • Before proceeding with the DMS quote creation process, access your DMS to add parts that cannot be validated to your inventory.
   • If you choose to proceed, parts that cannot be validated against you DMS inventory will not be included in the quote.
3. When ready, click Create a DMS Quote at the bottom of the CollisionLink order details window.
   
4. The Create a DMS Quote window will open. If needed, type in the required DMS Cust #  and Counter Person ID to exactly match your DMS, including any spaces and dashes.
   
5. Review the list of OE parts displayed for any part marked with an asterisk (*). 
   
   
   • As indicated in the related note, these are parts that are not valid in your DMS because they have not been added to your DMS inventory. Parts marked with an asterisk will not be included in the DMS quote
   • To include it in the DMS quote, click Cancel to exit the DMS quote creation process and then access your DMS to add it to your inventory.
6. If you do not want to include a part in the DMS quote, click to uncheck the box beside the part.
   
7. If you do not want to include the CollisionLink Sell Price, click to uncheck the Create quote with Sell Price included box.
8. Click Send to DMS to complete the process.
   
9. If successful, a confirmation window will display the DMS Quote Number for reference. Click Back to transaction to return to the CollisionLink order details.
   
10. The CollisionLink order details window will also display the DMS Quote Number and creation date.
    

Note: CollisionLink allows you to create multiple DMS quotes as long as the transaction has not completed/submitted. The order details window will always display the DMS quote number and creation date of the last quote created in your DMS.