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How to Navigate the Supplier Dashboard

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Learning how to navigate the supplier dashboard will help you quickly and efficiently go through the PartsTrader workflow and maximize your productivity. Whether you’re submitting quotes, reviewing an order, or documenting a return, all these actions begin on the supplier dashboard.

To navigate the dashboard, you’ll need to be familiar with the following 4 tabs. The large number shown within each tab represent the total number of items within it. Any quote request you receive from a repairer in PartsTrader will land in the Quotes Requested tab and will progress across the dashboard from left to right as you begin working on it.

The four tabs that make up the Supplier Dashboard are:  

Quotes Requested

The Quotes Requested tab list real-time, incoming quote request you have received from repairers in your market. The primary purpose of this tab is to list all active incoming quote request you have available to act on. Once you have identified and reviewed the quote request you want to work on, you can begin the process to submit your quote.  

Identifying the Quote Request
The Quotes Requested tab list all the incoming and active quote request you have received from repairers. You can differentiate between different quote request based on the information on the page such as: Quote Request ID, Priority, Ins (Insurer), Vehicle, Buyer, Location, or Closing.

· Quote Request ID – Unique PartsTrader ID number assigned to all quote requests.
· Priority – A color coding system which assigns warm or cold colors to quote request based on their remaining quoting time.
· INS – Name of the insurer associated with the quote request, hover over the abbreviation for full insurer name.
· Vehicle – Vehicle Year, Make, and Model.
·   Actionable Parts – Total number of parts on the quote request.
·   Buyer – Full name of the repairer requesting quotes.
·   Location – Address of the repairer requesting quotes.
· Closing – Closing time of the quoting period assigned to the quote request.
Quoting Parts
Once you have identified the specific quote request you want to respond to first, click on the Quote button under the Action column. This will take you to the Create Quote page where you can review the quote request details and begin quoting on the individual parts included in the request.  

TIP: You will only receive quote request from repairers who are in your delivery radius, and for vehicle makes you cover. This is all determined based on your account configuration within your Supplier Profile. For more information on these settings, see the article: Supplier Profile Settings. 

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Quotes Submitted

The Quotes Submitted tab provides a list of all quotes you have submitted in the last 3 days. From here, you can check the status of your quote, view your quote, or edit your quote if the quoting period is still open.  

Checking Quote Status
The Status column in the Quotes Submitted tab shows you the status of your submitted quotes. The status can change depending on what action the repairer has taken on the quote request. The quote status can very between: Quoted, Repairer Review, Parts Ordered, Unsuccessful.

· Quoted – Means the quote has been submitted but the quoting period is still open.
· Repairer Review – Means the quote has been submitted and the quoting period is closed but the repairer is still in the process of reviewing quotes.
· Parts Ordered – Means the repairer has sent you a parts order.  
· Unsuccessful – Means the repairer has ordered the part from another supplier.
View / Edit Quotes
Once you have identified which submitted quote you want to act on, click on the View or Edit button that corresponds to it under the Action column. Whether you have the option to view or edit a quote depends on if the quoting period for it has closed. You man only edit quotes you’ve submitted while its quoting period remains open. When its quoting period has closed, you’ll only be able to view your quote.
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Incoming Orders

The Incoming Orders tab lists any part orders that have been submitted to you by a repairer. Incoming orders must be reviewed and confirmed before the repairer is given an order confirmation in PartsTrader. Use the Incoming Orders tab to check the status of an order or to review and confirm an incoming order.   

Order Status
Within the Incoming Orders tab, each order sent to you is presented with a variety of information such as the order status, vehicle year make & model, and repairer name. Locate the incoming order you want to review and check its status. There are two possible statuses an incoming order can have, Requested and Repairer Review.

· Requested – The repairer has requested an order from the supplier and is waiting for the supplier to review and confirm the order.
·   Repairer Review – The repairer is currently reviewing Supplier Changes made to the order by the supplier and the system is awaiting the repairer’s response to these changes. Repairers must accept supplier changes for the order to proceed and be confirmed.
Review and Confirm
When you receive an order in the Incoming Orders tab, simply click on the Review & Confirm button under the Action column. If an order is currently under Repairer Review, the only option available under the Action column will be to View Order.
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Confirmed Orders

The Confirmed Orders tab lists all orders that have been confirmed over the past 21 days. This tab can be used to review scheduled delivery time, or to mark parts as dispatched once they’re out for delivery. If required, a return or cancellation can be started from the Confirmed Orders tab.

Delivery
All orders are displayed with their quoted Delivery time within the Confirmed Orders tab, this information is located under the Delivery column. Once parts are out for delivery, suppliers can mark them as dispatched by clicking the Dispatch button under the Action column.
Returns and Cancellations
If parts need to be returned or cancelled, this can be documented within PartsTrader from the Confirmed Orders tab. Locate the specific order you want to do a return or cancellation on and click on the More button under the Action Column. From the drop-down menu, click on the Return/Cancel button to begin either the return or cancellation process in PartsTrader.
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Updated on October 2, 2022

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