cccone.com release 2024.03.01

Here's what's new in cccone.com release 2024.03.01 for Repair Facilities.

Notes: The availability of the features below may vary based on the products licensed by your company.

Vendors: Configure Primary Dealer

Shops now have the ability to specify a vendor as a "primary dealer." Primary dealers may be automatically selected when ordering parts via Checkout. To identify primary dealers on screen, look for a filled orange star next to the vendor name.

To specify a vendor as a primary dealer:

1. Go to Settings on cccone.com, then select Vendors
2. Select a vendor to edit, or add a new one
3. Scroll down to the Preferred Vendor section, then click Configure
4. If not already a preferred vendor, set the Preferred Vendor switch to Enabled
5. Set the Primary Dealer switch to Enabled
6. Select part account and vehicle make settings as desired, then click Save

Figure 1

When primary dealer is enabled, the vendor:

• Shows up in part sourcing and Checkout screens with a filled orange star
• Is automatically selected in Checkout if it returns quotes for OEM parts
• Is automatically selected in Checkout to create a non-electronic order for OEM parts

Are you a multi-shop operator? If so, you have a new setting under company default settings for preferred vendors.  You'll now find a switch to enable the vendor as a primary dealer for any new location that activates the vendor.

Figure 2

Notes:

• User must have the following security permission to configure primary dealer settings: Edit preferred vendors
• There can be only one primary dealer per vehicle make for a given shop location
• Checkout selects the primary dealer only when primary dealer make matches vehicle make on the workfile
• Primary dealer configuration is available for both Repair Workflow and Estimating Only shops

Checkout: Support for Primary Dealer

Checkout gets real-time quotes for parts from electronic vendors. Automated vendor selection in Checkout has been updated to support primary dealers. If the primary dealer returns quotes, all OEM parts are selected to order from the vendor. This is true regardless of part sourcing decisions made while writing the estimate.

Shops with Parts Management features may also create non-electronic orders for primary dealers. If the primary dealer returns no quotes, a non-electronic order is created for OEM parts.  Again, this is true regardless of part sourcing decisions made writing the estimate.

Figure 3

Notes:

• Automated selection logic for primary dealer in Checkout applies to OEM parts only
• Checkout selects the primary dealer only when primary dealer make matches vehicle make on the workfile
• Automated selection logic for primary dealer applies regardless of part sourcing decisions made when writing the estimate
• Only Repair Workflow shops can create non-electronic orders created through Checkout

Parts Dashboard: Parts Reports

Access point to Parts Management reports from the Parts Dashboard is now available. Users with permission to view Parts Management reports will see a reports button in the white bar on the left side of the screen.  Click this button to view Parts Management reports, including saved personal and shared versions of the reports.

Figure 4

Notes:

• The Parts Dashboard is only available to shops licensed with Repair Workflow Parts Management features
• The following security permission is required to access the Parts Dashboard:  Parts - Manage all aspects of parts procurement from a single dashboard
• The following security permission is required to access Parts Management reports:  View parts management reports