Sandy Sansing Chevrolet
ROLES AND RESPONSIBILITY | The team will process the quote request, preparing and generating accurate quotes while applying the necessary discounts in alignment with the manufacturer’s discount program. |
APPLICATIONS / TOOLS
Name | Description | Location/Path |
|---|---|---|
Tekion | A tool used to look up customer or body shop information and to submit processed quotes and invoices | |
Collision Link | This tool is mainly used to get quote and order request | |
GM Global Connect | GM Portal for Support and Training. Repository of apps used for day-to-day operations (EPC and PWB) | |
MyPriceLink | This tool is mainly used to check if parts are eligible for special discounts under the GM wholesale program. | |
GM EPC | Parts catalog for all GM brands and models, used to find and confirm part numbers for quotes and orders to be invoiced | |
PARTS WORKBENCH PLUS (PWB) | Used to check parts inventory and GM depot locations, also used to confirm supersessions |
QUOTE PROCESS: STEP-BY-STEP GUIDE
STEP 1: Open new quote request in CollisionLink
1.1 Log in to OEC and click CollisionLink
1.2 On the Latest Memo field of the New Quote Request, type your name
1.3 Double-click on the New Quote Request to open
STEP 2: Copy body shop and vehicle information
2.1 Click on Info Center link located at the top of the VIN
2.2 Copy Transaction ID to be pasted in the Customer PO field in Tekion
2.3 Copy Vehicle Information and Buyer Information to Notepad
2.4 Confirm if shop name and/or address is listed under Unserviceable Shops/ Cities:
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STEP 3: Create a sales order in Tekion
3.1 Log in to Tekion, make sure profile is set to Sandy Sansing Chevrolet
3.2 Click the Apps Grid icon on the top left corner of Tekion and choose Sales Order
3.3 Click Create and type your Part Usercode provided by the dealership
3.4 Search for the body shop’s Tekion account by typing the body shop’s phone number in the Customer field and choose the right account by matching the body shop name and address
3.5 If the initial search using the shop’s phone number did not show any result, try searching the body shop name and/or complete address until the correct body shop account is found
STEP 4: Check MYPRICELINK for discounted parts
4.1 Click MyPriceLink in OEC and copy VIN to the Quote Search field
4.2 If there is any search result found, click on the Quote Number
4.3 If there is a part number that has a Reimbursement (Reimb) value >$0.00, copy OE part number and sell price. This sell price would then be copied to OEC to replace initial sell price from quote request
STEP 5: Confirm part numbers in EPC and PWB
5.1 Check all unverified (without green check) part numbers in the quote through EPC.
These unverified part numbers could be identified either with a yellow caution icon, blue query icon, and red X icon
5.2 Open EPC and paste VIN, then paste part number to be verified and hit Enter
5.3 If the part number appears in the search results, then it is considered as verified. If there is no search result found, type the Catalog Keywords that you can find in OEC until a positive search result is found. Alternatively, you can also use the part’s group number which is the five-digit number listed under Usage in the part description in CollisionLink
5.4 To ensure that you have the right part number in terms of supersession, click the View Part History icon in EPC to check the last part number in the supersession list. You can also search the part number provided by the body shop in Parts Workbench Plus (PWB) to confirm if there is an active supersession to be used as replacement.
5.5 Replace the old and unverified part number in OEC with the correct part number from EPC or PWB. As long as the part number is verified in EPC or PWB, disregard the icon in the Valid column in CollisionLink.
STEP 6: Confirm delivery date in PWB
6.1 Open PWB and paste part number in the search box and hit Enter, double check part description shown in PWB to match description in OEC
6.2 Choose the GM Facility which is first on the list with either Y or quantity that suffices the required quantity on quote. Below are the list of GM Facility codes and respective ETA:
034 | Next day delivery with cutoff time of 3:30 PM CST |
041 | 3 days |
033 | 3-5 days |
Charlotte | 3 days |
Other facilities | 7-10 working days |
6.3 If there is no facility on the list that has Y or stock available, part will then be tagged as Back Order in Tekion and indicate three weeks for the ETA. Priority code in Tekion for parts in Back Order should be VSO – Outside Purchase
6.4 Go to CollisionLink and change the Avail Date according to ETA provided in PWB
STEP 7: Change pricing information in OEC
7.1 Confirm Price Code in Tekion for the requesting shop (eg. List – 35, Cost + 10)
7.2 In OEC, left-click on the Sell Price, tick Apply to All, then select the appropriate pricing formula (eg. List – 30) and click Apply
7.3 Double check if correct pricing was applied to all parts on the quote
STEP 8: Building the quote in TEKION
8.1 In OEC, make sure all correct and quotable parts are on the Quoted Parts list. Any discontinued or unquotable parts should be left in either the Upsell Parts list or OE Parts list
8.2 Click Export to DMS at the lower portion of OEC, tick Include All Sell Prices, then click Create Export
8.3 Copy DMS Export Number from OEC and go to the open Sales Order in Tekion, click Parts Import on the right side and choose OEC Import. Paste DMS Export Number and click Search. Tick the radio button beside the OEC Export ID and click Import
8.4 Change Priority Code to CSO – Customer Order for all parts except those on Back Order which should be tagged as VSO – Outside Purchase
8.5 If there are parts eligible for discount under MyPriceLink, change the Sell Price in Tekion to the one indicated in MyPriceLink and type BTC as a comment.
8.6 Double check if the Total Amount in Tekion (including Tax and Core amount) matches the Total Amount in OEC
8.7 Click Save Quote, copy SO# and paste in the Invoice number field in CollisionLink, then click Respond to quote
