MyDealer Settings: Division Tab
To open the MyDealer Settings screen, navigate to Administration > MyDealer Settings > System and then select the Division tab.
Note: The MyDealer Settings option in the Administration menu will only appear if the Access MyDealer Settings switch is activated in security system 994.
MyDealer Division Settings are used to configure the Guest shopping facility.
These fields appear in the Division tab:
| Field | Description |
|---|---|
| Select Division |
The company/divisions that you want to list in the MyDealer drop down. |
| Guest User | Enter the name for the 'Guest' user that will be used when a customer uses the Guest checkout facility. |
| Invoice Payment Batch Location | The location all payment on account Cash Receipts is created in. See My Dealer: Payments. |
When configuring the Guest sign in it is recommended that you create a new Customer Profile and a contact with the MyDealer guest credentials but an existing (internal) customer profile can also be used. Setting up a Guest account allows users without MyDealer sign in credentials to shop for parts and equipment.
The MyDealer guest ID uses the parts pricing associated with corresponding guest customer profile but when checking out of the guest Shop For Parts facility, the user is prompted for MyDealer credentials. If credentials are used, the system automatically reprices the parts according to that user's pricing structure.
Click Save to save the configured settings.