At PartsTrader, we’re committed to your success. Our modern UI isn’t just about aesthetics – it’s about unlocking efficiency and empowering your shop to operate more effectively.
We’ve listened to your feedback and incorporated them in the redesign. We encourage your continued feedback, as it directly influences what we build. Ultimately, we aim to improve your day-to-day, by making parts ordering simple, transparent, and manageable.
Jobs Page
INTRODUCING THE FUTURE OF PARTS ORDERING
Welcome to the new Jobs Page from PartsTrader. It’s the start of a new modernized look and feel, designed with one goal in mind; to elevate your productivity.
The new designs provide the user clear visibility over all orders, their status, and any actions required, so orders are delivered on time to ensure a seamless repair process.
Click to enlarge image
SEAMLESS JOB MANAGEMENT
Simplified Workflow: We’ve replaced cumbersome work queues with a single, user-friendly, modern ‘inbox’ for all tasks, reducing time spent navigating through multiple tabs
Click to enlarge image
Improved Efficiency: The new search and filters help manage the job queue. By applying these filters only relevant jobs will show, making it easy to focus and action key tasks.
Click to enlarge image
Effective Job Tracking: Easily track the status and activity of orders. Tasks requiring attention are displayed at the top, ensuring timely resolution so nothing gets missed.
Click to enlarge image
Better Queue Management Tools: Easily see your most recent jobs or just the ones assigned to you. This way, you’ll always have the most relevant tasks right at your fingertips!
Click to enlarge image
Key Statuses
Action Required: This status indicates one of three scenarios:
1. The vendor can no longer supply.
2. The vendor has changes to the order that require your attention (based on your company settings).
3. The quoting period has ended, and there are no quotes from vendors.*
In Progress: This means the parts on the job are out for quote. On the page you will see, how much time is remaining on the quoting window
Ready to Order: Your quote period has ended, and there are quotes from vendors *
The job status indicates the most important action needed on the job. It provides an overview of the overall progress and key actions required for the job as a whole.
Part Summary
A job can have parts in multiple states, the part summary table shows how many parts are in each state. Clicking on the icon in the part summary table will take you to the most relevant screen to progress those parts.
For a more detailed breakdown of the part summary, visit the Help Center.
Archiving
We understand that some jobs may appear on your dashboard that are not relevant to you and will not be worked on. If you know a job will not progress to an order, you can use the ‘archive’ button to hide it from view. If you or any of your team need to work on that job later, you can still easily find it via the search function.
Assign to me
Easily assign jobs that you are working on to yourself, this allows you to toggle to see only jobs that are assigned to you. Helping ensure that you only see those jobs that you need to work on
Show only last 7 or 14 days Refine the jobs list even more to only see jobs that have been active in the last 7 or 14 days
Parts Page
INTRODUCING THE NEW PARTS PAGE
Our user-centric design means we’ve removed pain points & minimized user effort to tackle your biggest procurement problems. Our systemized assistance brings rules into the platform, meaning you only have to worry about which of the displayed parts to select. Beyond just efficiency, our platform enhances decision-making by providing real-time data and insights, empowering you with the tools you need to make informed, confident choices.
Easily view all of the parts for the job in one place: Perform multiple action from a single space. Now you’ll be able to quote, order and view orders for a job all from a single screen.
Click to enlarge image
Enhanced guardrails: Our advanced parts ordering guardrails make it easy to comply with carrier rules. Most DRP jobs now have carrier policies baked into the ordering flow, leaving you to just pick from the parts options on-screen.
Click to enlarge image
Instant Orders
ORDER INSTANTLY FROM YOUR PREFERRED VENDOR NETWORK
While our world-class competitive marketplace delivers better results on parts pricing, margin, and availability through our unique quoting process, we understand that not all repairs are created equal. Express or smaller repairs are different; focused on speed, optimizing cycle times, and using trusted vendors that deliver on time, every time. That’s why PartsTrader has developed a new Instant Order workflow; designed specifically to accelerate parts ordering for express and smaller repairs.
QUICK, SIMPLE PARTS ORDERING
-Speed and Convenience: The best discounts and buy prices are automatically calculated when ordering; negotiated and agreed by your procurement team.
-Trust and Reliability: Order directly from the vendors you trust the most. Your preferred vendor network makes deliveries reliable and your repairs predictable.
-Real-time Pricing and Availability: Compare dynamic and competitive options in real-time from your preferred network of Alternate suppliers.
-Simplified Workflow: Designed to rapidly compare and select the best part options from preferred OEM and Alternate vendors all on one screen.
Click to enlarge image
ONE SYSTEM TO MEET YOUR PARTS ORDERING NEEDS
We recognize smaller jobs can be incentivized differently, often with the goal of reducing cycle times, which helps drive better customer satisfaction. With Instant Ordering you now have the flexibility to prioritize speed. Parts are in the hands of technicians quicker and repaired cars to the customer faster. Our quoting system still delivers much better outcomes for larger repairs with the added benefit of making sure you stay aligned and compliant with any Carrier DRP requirements. PartsTrader provides you the best of both worlds, all in one system.
There is no quote process with an Instant Order- the order request is sent directly to the vendor for them to confirm. Depending on vendor type that may be automatic or manual.
PartsTrader calculates the buy price based on this discount.
Where your DRP relationship requires you to use PartsTrader you will need to use the quote process.
– If you would also like to be notified via text, please call Customer Care.
Returns
IMPROVE YOUR RETURNS WORKFLOW
Say goodbye to the hassle of managing returns. With PartsTrader’s enhanced Returns feature, your shop gains a more efficient and organized workflow that keeps everything in one place and moving forward. No more back-and-forth phone calls or uncertainty—experience seamless returns management with full visibility at every step right on your dashboard.
HOW IT WORKS
Start a return: Navigate to the Jobs Page and locate the job with the part you need to return. Click on the job, find the part, and choose Return from the options on the right.
Click to enlarge image
Returns Summary Page: After you select Returns under the part, you will be taken to a Returns Summary page, where you will input the return details such as the invoices number, reason for turn, if you need to still source this part and even your vendors email address.
Click to enlarge image
Submit the Return Request: Once all information is verified and input, click Confirm Return to submit the request. This will then take you to a Returns Summary.
Click to enlarge image
Print the Return Request: After the Return Request is submitted, a confirmation message will appear and you’ll have the option to print a return receipt for when the supplier picks up the part.
Click to enlarge image
Real Time Updates: Your Supplier will be notified, and they will be able to accept the return, see the details and schedule a pick-up. These steps will update directly to your dashboard under a Job Status.
Acknowledge: Supplier has received an acknowledged your request
Collection Date Set: Supplier has provided a pickup date for the part
Pending Credit: The part has been collected and the supplier is processing your credit memo
Click to enlarge image
Mark Part as Collected: After the supplier picks up the part, log in to the dashboard and mark Collected. This will trigger the next steps for the supplier to provide you with a credit memo.
Click to enlarge image
Download the credit memo: After the supplier uploads the credit memo, the status updates to Credited. This will allow you to download the credit memo for your records and ensure your account is credited.
Click to enlarge image
Pro Tip: Don’t forget to print the return receipt after submitting the request! It ensures a smooth handoff when the supplier picks up the part.
The new Returns Feature simplifies every step of the returns process, from initiation the return to getting a credit memo, all within the PartsTrader platform. With up to date tracking and end-to-end visibility, managing your returns is more organized and efficient
WANT TO KNOW MORE? GET IN TOUCH
Talk to one of our specialists for a demonstration (855) 932-7278
Organize training or have this enabled: [email protected]