MyDealer Profile Configuration
The MyDealer Information tab allows you to configure the behavior of MyDealer for the contact.
To open the MyDealer Profile Configuration screen, on the Customer Profile click the Contacts tab, then select a contact and chose the MyDealer tab.
The available fields are:
| Field | Description |
|---|---|
| User ID | The MyDealer user name. |
| Password |
The user's password. Criteria includes:
If the user changes their password within the application MyDealer, it is automatically updated here. |
| Business Location |
The primary location the selected customer does business with. That is, when the MyDealer user makes an inquiry from within MyDealer, or places an order, this is the default branch that they are sent to. If you are encountering a login issue, in System Settings for your Location verify that the Show Location in MyDealer option is selected. |
| Salesperson | The salesperson that assigned to parts orders created in MyDealer. |
| Responsible Salesperson | The responsible salesperson assigned to parts orders created in MyDealer. |
| Picpak Printer |
The default picpak printer for orders placed in MyDealer for the selected Business Location. If the selected user creates an order for a branch other than the one specified in the Business Location field, the system prints any applicable picpaks using the Default Picpak Printer specified on the MyDealer Settings screen. A picpak is only be generated if the Generate Picpak switch is activated below. |
| Discount |
The default discount code to be used on sales orders created from the MyDealer Parts Order system, or in MyDealer. Only discount codes that are active across all locations of the dealership appear as valid options in this field. |
| Language | The default screen language used throughout MyDealer. |
| Display Availability |
Determines whether part availability is displayed when shopping for parts in MyDealer. Select one of:
|
| Access |
Allows you to select the modules that the user can access in Account, Equipment, Parts, Quotes, MyDealer,and Rental |
| Modify Profile |
If selected, allows the user to change their contact information in MyDealer. MyDealer users are not able to change the Business Profile information listed in the application, even if this option is selected. |
| Display A/R Statements | If selected, the My Account> Statements option is available from the main menu of the application which, in turn, allows users to view A/R statements from the Statements screen. |
| Display Prices |
If selected, displays part prices when shopping for parts in MyDealer. This switch works in conjunction with the Show Retail Price switch. For example, if this switch is activated, the Show Retail Price switch must also be turned on, and vice versa. |
| Show Retail Price |
If selected, displays the difference between the retail price (MSRP) and the user discounted price of a part in the Shopping Cart in and MyDealer. This switch works in conjunction with the Display Prices switch. For example, if this switch is activated, the Display Prices switch must also be turned on, and vice versa. |
| Suppress Price | If selected, parts that exist in the master price file at your dealership but do not have a Parts Profile at any locations have their prices hidden in the application. That is, parts that exist in the PARTPRC file but do not have a PARTMAST record at any branch have their prices hidden in MyDealer. |
| Suppress Vendor Number | If selected, the parts Vendor is not displayed when shopping for parts in MyDealer. |
| Display Cross Reference Parts | If selected, cross-reference parts are displayed when shopping for parts in MyDealer. |
| Generate Picpak |
If selected, a picpak is automatically be generated whenever a user places an order using MyDealer. The printer used to generate this picpak is determined by the location that the order is placed with. If the order is placed with the branch specified in the Business Location field above, the Picpak Printer configured on this screen is used. If the order is placed with another branch, the printer configured in the Default Picpak Printer field of the MyDealer Settings screen is used. |
| Issue Parts | If selected, parts orders placed in MyDealer is automatically issued on the parts invoice when there is available inventory. |
| Display MyKomatsu Link | If selected, the system displays the MyKomatsu button on the Shop for Parts screen of the application. |
| Display John Deere Link | If selected, the system displays the John Deere button on the Shop for Parts screen of the application. |
| Allow User to Set Off Rent |
Determines whether the user can set their rentals to "off rent" from within MyDealer. If this switch is activated, and the user takes a unit off rent, the system automatically initiates any Traffic associated to the unit (if applicable) and the Rental Contact configured on the MyDealer Settings screen is notified. |
| Hide Alerts | If selected, the system automatically hides any alerts related to MyDealer. |
| Allow Payments on Account |
The method by which the user can make payments within MyDealer. Select one of these options:
|
| Access to Tethr It Now | If selected, the system allows access to the Tethr It Now application. |
| Show Related Parts |
Whether to show related parts to the MyDealer customer. Available options are:
|
| Ship Via | The default courier to use for parts orders shipped to the selected contact. |
| Default Pickup/ Ship | The default method for acquiring parts orders made from MyDealer; either Pickup or Ship. |
| Delivery Authorization |
The options presented to the customer for acquiring parts orders. Available options are:
|
Data Source: CMASCON
Security Switch: 996 - Customer Profile, 994 WebAdmin - Access MyDealer Settings
Revision: 2024.05.005