eCommerce allows you to shop for parts from within a RO. You will first need to set up the integration for the e-commerce providers you will be using.
There are three ways to initiate an e-commerce shopping session.
- eCommerce from inside a service package
- eCommerce when creating an estimate
- eCommerce from the main Parts page
eCommerce from inside a service package
Navigate to the "Parts" search input field and type in the part(s) you will need. In this example, we are looking for an oil filter. Click the magnifying glass to search for your part.
If the part is not already in your database, you will need to create a new part. A new window will pop up with options on how you want to order the part. For our search, we are going to go through eCommerce, so click on the green eComm button.
1. This will launch an eCommerce session in a new tab. (See how to allow pop ups article.) You will have a pop up tab for each eComm integrator you have set up. As an example, we will be using PartsTech to order the radiator.
2. Once you have found the part you would like to order, click on the Add button, which will add your part to a cart, much like you would do on Amazon.
3. Proceed to Checkout once you have added all the parts you want to your cart. You have the option to buy the part at this time or you can submit the information to simply create an Estimate. You can click on “Submit Quote” and the session window will now close.
4. You will now return to the previous window, where you can see the part you submitted for a quote has already populated in the Parts section.
eCommerce when creating an estimate
The process to create an estimate is nearly identical to the workflow for creating a recommendation.
1. To create the recommendation, you will navigate to the section on the right and click on the blue $ button. A sub menu will pop up. Click on “Recommended Service.”
2. The “Recommend a Service” window will now appear with an option to suggest a recommended service to the client.
3. Select a service, or create a new one as needed. Click the '+ Service' button, and the job will populate in a new dialog box. It will say Edit Service at the top. Click on the '+' button next to the parts search box, and continue as in the previous example.
eCommerce from the main Parts page
You can also use the eCommerce feature when ordering from the Parts page.
1. First select the parts you wish to shop for by clicking the checkboxes in their rows.
2. Then click the 'Actions' button at the top. From the drop-down menu, select eComm, and watch the magic happen.
The eComm tabs will open, and you can go shopping.
3. Once you have found what you want, add the parts to your order and checkout.
4. When you submit the order, regardless of the vendor, you will receive a confirmation notification similar to the image below:
... and a new PO is generated.
The parts are on the way!