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How to Review Quotes & Order Parts

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Learning to efficiently Review & Order parts in PartsTrader will save you time and money by allowing you to select between the best priced parts in your market. The quotes you will receive from suppliers are accurate and reflect their current inventory, pricing, and delivery times.   

You’ll need to be familiar with the following 3 steps in order to efficiently navigate the Review & Order process in PartsTrader.  

Overview: Review Quotes & Order Parts

Closing a Quote Request

To begin the process of closing a quote request in PartsTrader you’ll need to first locate the job and then review its Activity Summary. From the activity summary, you can determine if you need to extend a quoting period or close it.

Locating a Job
Navigate to the Review & Order tab on the PartsTrader Dashboard and locate the job you want to close the quoting period for. Under the Action column, click on Review & Order. This will bring up the Activity Summary for the quote request you selected.
Extending a Quote Request
The Activity Summary will display the total number of OEM suppliers and Alternative suppliers who provided quotes on your request, as well as the total number of suppliers who indicated they were unable to supply parts. If the number of suppliers that quoted is not sufficient, consider clicking on the Extend 30 Mins option to extend the quote request for an additional 30 minutes.  
Closing a Quote Request
If you are satisfied with the numbers of suppliers who have quoted on your request based on the Activity Summary, you can close the quote request and proceed to review quotes by clicking Close Request & Review. This will officially close the quoting period and place you on the Quote Selection Tool where you can review all the quotes you received from suppliers. 
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Reviewing and Selecting Parts

Once the quote request has been closed, you will be taken to the Quote Selection Tool. The purpose of this page is to assist you in making your part selections.  From here you can review all quotes from all the suppliers that quoted you. You can review all quotes received part by part from top to bottom of the page until you have gone through them all and made your desired selections.

  

Filters
The left-hand column of the Quote Selection Tool contains filters and options you can use to narrow your quotes down to meet your specific needs. You can optimize the part selections on screen to the best insurer cost parts or the best repairer cost parts if preferred, you can also filter quotes based on part type, delivery time, or suppliers.
Part Selections
The middle of the Quote Selection Tool is where you will make your part selections. The parts you requested quotes on will be listed from top to bottom along with the quotes they received. The header of each part you’re reviewing is highlighted in light blue and followed immediately by the quotes received for it.
In the example above, the first part to be reviewed is the Front Bumper Cover as indicated by the light blue header, immediately below it is the first quote submitted by King Parts..

Review all the quotes received from top to bottom of the page and determine which suppliers you want to buy parts from based on their quote. Once you’ve made selections for all the available parts, scroll to the bottom of the page and click on Review Order to continue with your part selections and ordering process.

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Reviewing and Submitting Orders

The Review Order page provides a summary of your selected parts to be ordered. The top of the page displays Delivery details and an Order Summary. The rest of the page display a summary of each individual order you are placing with each vendor you selected parts from. Once you have reviewed all the orders, you can complete your order by clicking on the Order and Export to Estimate button at the bottom of the page.

Note: Depending on your Company Settings, you may either have the option to Order and Export to Estimate or Order Now at the bottom of the Review Order page.

Delivery and Order Summary
The Delivery section of the page shows the details of where parts will be delivered. If the delivery address is incorrect, click on the Change Address button to update the delivery address. The Order Summary displays the total buy price of all the parts you have selected to order and delivery thresholds for all orders.
Order Summary
As you scroll down the page you will presented with a summary of each individual order you are preparing to place. The Information included in the summary consist of the supplier’s Contact Details, Selectable Payment Methods, and Delivery Options. You will be required to enter an Order Number for each individual order and have the option to add a comment to any Order you wish. Lastly, you will review the parts being ordered from that specific vendor to confirm your selections are accurate.
Order and Export to Estimate
Once you’re reviewed all the orders, selected your payment methods, and entered your order numbers, scroll to the bottom of the page and click Order and Export to Estimate. This single button will submit the orders you have reviewed to the suppliers for their confirmation and at the same time it will export your selections back down to your estimating system for updating. This concludes the Review & Order Parts process.
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Updated on October 1, 2022

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