Parts Checkout

Click on the links below to jump to a particular section in this article:

Overview

Checkout Views

Reviewing Part Details

Reviewing Alternatives

Selecting Parts to Order

Purchase Order Summary

Add PO Comments

Send Vehicle Photos

Send Estimate Lines with Purchase Order

Order Parts

Re-order Parts

Overview

Shops can order all their parts for a given workfile from a single screen using Checkout.  With Checkout, the shop can:

• Receive real-time quotes from multiple vendors for parts on the estimate including price, stock, and delivery days
• Review and select part alternatives available from other vendors
• Place orders electronically for multiple vendors at once

Checkout may be accessed from the workfile in either the desktop application or on cccone.com. To order parts through Checkout follow these steps:

1. Open a workfile with replacements parts
2. Select Checkout
3. Check or uncheck the parts you wish to order
4. When all purchasing decisions are complete, click Order Parts at the bottom of the screen

Figure 1

Checkout Views

When the Checkout screen is displayed, you’ll find a series of tabs at the top of the screen.

Not Ordered	This view displays all parts on the workfile that have not yet been ordered. This view is shown by default when the Checkout screen is displayed.
Ordered	This view displays the parts that have already been ordered.
Received	This view displays parts that have been received by the shop. In other words, an invoice exists for the part. Note: This view is only available to shops licensed with Parts Management features.
All Parts	This view displays all orderable parts on the estimate, regardless of order/receive status.
Order History	This view displays a list of purchase orders created on the workfile. Note: This view is only available to shops without Parts Management features.

Figure 2

Reviewing Part Details

With the latest updates to Checkout, the shop has greater visibility to both estimate line detail and vendor detail for a given part. By default, the following information is shown:

Part group	This is the part group from the estimate.
Description	Includes part type to be ordered, part designation (e.g. CAPA, Diamond Standard) of part to be ordered, and  the part description from the estimate line.
Part number	The part number from the estimate is displayed immediately below the part description. This is the part number from the MOTOR database.
Ext. List $	This is the extended price from the estimate line. This is the value customers see printed on the estimate.
Vendor	This is the vendor the part will be ordered from.
Unit Cost $	This is the overall quote price from the vendor. It includes any vendor discount applied. This is the price the shop will pay to the vendor.
Stock	This is the on-hand stock available from the vendor. This value may be displayed for OEM vendors only.
Delivery	This is the expected delivery from the vendor.
Qty	This is the order quantity and is generally editable.
Order $	This is the total expected cost of the part being ordered. It accounts for quantity ordered.
Margin	This is the shop’s expected margin on the part. It can be represented as a dollar amount or percent using the switch control displayed at the top of the column.

Figure 3

The shop may view additional part detail from the estimate by clicking the + button over the Ext. List $ column:

Est. Qty	This is the part quantity from the estimate.
Adj %	This is the adjustment percent applied to the part on the estimate line. If no adjustment has been applied on the estimate, then this value will be blank.
Est. Price $	This is the unit price from the estimate.

Figure 4

The shop may view additional part detail from the vendor by clicking the + button over the Unit Cost $ column:

Vendor description	This is the part description supplied by the vendor.
Vendor List $	This is the vendor's list price.
Disc. %	This is the discount applied from the vendor.

Figure 5

Additionally, indicators are displayed on screen to highlight special details:

	Indicates promotional pricing from the vendor. Displayed to the left of part description when applicable.
	Indicates the recycled part grade. Displayed to the left of part description on recycled parts only.
	Indicates vendor is preferred. Displayed to the left of vendor name.
	Indicates part will be ordered electronically. Displayed to the left of vendor name and to the right of Unit Cost $ and Order $ values.

For quoted parts, you can view more detail from the vendor. Simply click the green bar displayed to the right of the Unit Cost $ value. This will display a fly-out with details specific to the part currently selected for order.

Figure 6

Reviewing Alternatives

Use the search tags on the right-hand side of the screen to view available alternatives. When evaluating alternatives, the first row displayed in results represents the part on the estimate. This is included for easy comparison to alternatives. All subsequent rows represent quotes from configured vendors for part alternatives. Information displayed includes:

Description	Includes the vendor part type. Part type may be different than what was written on the estimate.
Vendor	This is the vendor supplying the part.
Part number	This is the vendor’s part number.
Stock	This is the on-hand stock available from the vendor. This value may be displayed for OEM vendors only.
Delivery	This is the expected delivery from the vendor.
Est. Price $	This is the unit price from the estimate.
Ext. Price $	This is the extended price from the estimate line. This is the value customers see printed on the estimate.
Vendor List $	This is the vendor's list price.
Unit Cost $	This is the overall quote price from the vendor. It includes any vendor discount applied. This is the price the shop will pay to the vendor.
Margin $	This is the shop’s expected margin on the part.

Figure 7

Click on a row to view additional details for the specific part. Once clicked, you may see the following information displayed at the bottom of the screen: extended vendor description, quote detail, and photos of the part.

Figure 9

Click on the photo thumbnail in the lower-right hand corner of the screen to view a larger image. Using the left and right arrow buttons in the large image viewer to cycle through additional photos when more than one exists.

Figure 10

To update your Checkout order with an alternative part, simply click the OK button in the lower right-hand corner of the screen after selecting a part in the list.

Selecting Parts to Order

To select a part for order, check the box on the very left-hand side of the screen.  Parts that are checked will be ordered when you click the Order Parts button at the bottom of the screen.

You can change the order quantity by clicking on the quantity value in the QTY column. Order quantity defaults to the quantity entered on the estimate. When you click on the quantity value the Order Detail screen is displayed. Simply type in a new quantity and click OK to change your order quantity.

Figure 11

Purchase Order Summary

As parts are selected to order, the Purchase Order Summary at the bottom of the screen is updated. Each row in the summary section represents a different purchase order.  A purchase order is displayed for each different vendor included in your part selections in the upper part of the screen.  The following information is displayed for each purchase order:

Vendor	This is the vendor on the purchase order. In other words, the vendor the order will be sent to.
Total PO Qty	This is the total number of parts on the order.
Total PO $	This is the total dollar amount of all parts on the purchase order.
Total Margin $	This is the total expected margin for the order represented as a dollar amount.

Figure 12

Add PO Comments

When creating purchase orders through Checkout, shops can include custom notes on the purchase order for the vendor.  To include a comment on the order click the Select PO comments… link, enter your notes, then save.  To edit comments simply click the link again.

Figure 13

Note: Shops licensed with Parts Management features may add pre-stored comments if configured in the repair facility profile under Repair Management > Parts – Purchase Order settings.

Send Vehicle Photos

When placing orders electronically through Checkout, the shop has the option to send vehicle damage photos to the vendor with the order. Photos sent to the vendor will include the following position photos and damage close-ups if captured on the workfile:

• Front
• Right Front
• Right Pillar
• Right Side
• Right Quarter Panel
• Right Rear
• Rear
• Left Rear
• Left Quarter Panel
• Left Side
• Left Pillar
• Left Front
• Damage Center
• Damage Left
• Damage Right

The option to send photos is automatically checked by default. You can check or uncheck this option on each purchase order displayed in the Purchase Order Summary.

Figure 14

Note: Position photos and damage close-ups outlined above may only be captured via CCC ONE Touch, cccone.com, and the mobile application at this time.

Send Estimate Lines with Purchase Order

When placing orders electronically through Checkout shops may also choose to send all estimate lines to the vendor with the order.  This option is displayed based on settings configuration for the specific vendor.  When displayed, you can check or uncheck the option as desired.

Figure 15

Note: This feature is only available for electronic vendors. Configure default settings on the vendor profile under Data Sharing.

Order Parts

Once all purchasing decisions have been made, click the blue Order Parts button above the Purchase Order Summary.  The button becomes enabled when at least one part has been selected to order.  The button also displays the total dollar amount of all purchase orders about to be placed through Checkout.

Figure 16

When Order Parts is clicked, electronic orders are automatically sent to configured electronic vendors. Once completed, a screen is displayed confirming the number of purchase orders that were sent.

Figure 17

Notes: Shops licensed with Parts Management features may also create non-electronic orders via Checkout. The confirmation screen will also include a count of purchase orders that were saved without sending to a vendor electronically.

Re-order Parts

Checkout now supports re-ordering parts that were previously ordered. Follow these steps to re-order parts:

1. Open the workfile and select Checkout
2. Select the All Parts view
3. Click the menu button (triple-dot) on the left side of the screen, then select Re-order part
4. Select a vendor to purchase the part from
5. Verify the Purchase Order Summary, then click Order Parts

Figure 18