KB Article #6763
Welcome to DMS Connect
You've made a great choice in choosing to integrate with your DMS provider to optimize your business. Here are a few steps that we need you to take to get started in utilizing the benefits of DMS Connect!
Step 1: Setting Up DMS Connect
In order to import pricing and part availability information into an order and to 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 shop/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 shops/buyers that do not have a DMS Customer Number.
This information will need added to the following solutions based on your OEC subscription:
After you have set up your trading partners and added DMS Customer #s for all applicable OEC solutions, please wait for the next steps to be sent via email to finish your DMS Connect set up!
Step 2: Creating Quotes with DMS Connect
Once your DMS Connect setup is complete, you're ready to create quotes: