If you have a vendor added to your vendors list but are unable to locate them using the Compare Feature in CCC Estimating, verify the vendor has been added as a Preferred Vendor.
Note: only electronic OEM vendors must be configured as a Preferred Vendor in order to display in the Compare screen. Electronic alternate part vendors do not need to be selected as a Preferred Vendor.
The Preferred Vendor feature allows you to select vendors that are already setup in CCC Estimating and associate a Part Type and Vehicle Make.
You may also access this feature through Express Setup by clicking on the New Preferred Vendor Link from the Vendors section.
How to add a New Preferred Vendor
- Select View > Vendors from the menu bar. Your vendor list displays
- Select + Add > Part Vendor from the toolbar. The Add Part Vendor screen displays.
- Enter the vendor's name, then select Search. NOTE: You may need to set the Delivery range to All Vendors Nationally to find your desired vendor.
- Select the vendor from the search results, then click OK.
- Select Configure in the Preferred Vendor section.
- Select the desired Part Accounts and Vehicle Makes for which you want this vendor to be preferred. NOTE: For electronic vendors, only supported makes and part types can be selected.
- Enable the vendor as preferred.
- When finished, Save the preferred settings.
- Select Edit Vendor to return to the vendor page.
- Save the vendor record.
How to turn an existing vendor into a Preferred Vendor
- Select View > Vendors from the menu bar. Your vendor list displays
- Select the desired vendor, then Edit from the mini tool-bar. The Vendor record opens.
- Follow steps 5-10 above.
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