PartsTech Setup and Use Instructions To Source Parts and/or Tires (v9 New)
PartsTech Setup and Use Instructions (v9 New)
The PartsTech integration provides the ability to search for parts through multiple vendors at virtually the same time.
The selected parts can be brought into MaxxTraxx and then ordered directly from the chosen Supplier as usual.
Step 1: Create A PartsTech Account And Add Your Existing Wholesale Suppliers
Before starting this process make sure that you already have Wholesale Accounts set up for your desired parts suppliers! PartsTech does not set those up for you as they merely provide another way to access supplier portals and search for parts. Most suppliers create a different set of credentials used to access their catalogs through a shop management system like MaxxTraxx. These are usually called SMS credentials. Or, some suppliers have a PIN code available. PartsTech will tell you during the sign-up process what they need to connect to each. If your shop is already connecting electronically to suppliers in MaxxTraxx, then you probably already have the correct credentials. Just copy and paste them from your MaxxTraxx vendor account into the corresponding PartsTech account during their onboarding process.
There is a link on that page that takes you to a sign-up page found HERE.
Using PartsTech for Parts only is currently free. However, if the Tires option is added, there is a charge for that.
Input your first and last name. Create a username for PartsTech, which can be an email address or characters. Then create a password. Click the "Sign Up" button.
They will immediately send you an email where they require you to verify your email account first.
Clicking on the "Confirm Your Email" address will take you automatically to a fresh webpage where you will finish filling out your company's names, address and other standard info. They will need that to find your local suppliers.
Proceed to the next screen to select the desired option.
During this initial sign-up process parts suppliers can be added to get things started, based on your location. You can always add more later. They will ask for your SMS credentials or a PIN for each supplier during this step. They will tell you what they are looking for and where to find it.
When that process is complete and your PartsTech account is created, they will supply you with a long API Key. It will be in the Profile section of your account in their online portal.
Click on the Profile icon in your new account.
This will open another window that shows the PartsTech Username and API key needed to place into MaxxTraxx during the next step.
If problems or questions arise during the above process, please call the PartsTech Support line at: 866-308-5193
Step 2: Add Your PartsTech Account To MaxxTraxx Setups
To add your PartsTech account to MaxxTraxx for integration, click on the Setups gear icon in the very top right corner.
Next, on the far left hand side, in the blue General section click option E. Electronic Ordering.
To the left of the PartsTech line, in the blank area, click once to activate PartsTech. It will input a Green Checkmark.
With that line still highlighted, click the Change Setup button below.
The PartsTech radio button should already be tagged.
Enter your PartsTech Username in the top field. Then, copy and paste the PartsTech API Key from your PartsTech profile into the lower field.
(The other two radio buttons, Bosch and
Bridgestone, are branded affiliate sites on PartsTech. For shops that are a
Bosch dealer, they get credentials that will take them to the branded site. They
have the Bosch working, but Bridgestone is not ready yet, and so that button is
disabled for now.)
Click OK to save. Then click Close, and Close again.
That’s all that needs to be done to activate your PartsTech account inside MaxxTraxx. You are now ready to begin sourcing parts from your various suppliers using the PartsTech search function.
See below for a quick video run-through.
Click the "Full Screen" icon at the lower right of video embed screen to view the video in larger format.
Step 3: Use The PartsTech Lookup In MaxxTraxx To Source Parts
To search for parts using your PartsTech integration, it is done from an open Repair Order or Parts Counter Invoice.
When parts are needed. highlight the desired Labor and click the "Parts" button as one normally would.
However, to search multiple vendors at once, go past your other supplier options and click on "Parts from PartsTech".
This will launch the PartsTech portal from within MaxxTraxx.
At their search site you will find, running horizontally across the top of screen, all the wholesale parts suppliers loaded into your PartsTech account. This makes it easy to switch between them.
To begin a search, type in an item in the search bar at the top or choose a category offered below.
This will perform a search for that item at all your suppliers at once and the results will be presented.
This is where a selection is made based on criteria like pricing and availability.
To select it for export, simply click the "Add to Cart" button at the bottom right side of screen.
Once you have found and added all the parts needed for the Repair Order, click the "Proceed to Checkout" button. This will take you to a Shopping Cart screen displaying all the parts selected during that session.
On each part in the cart, a trashcan icon is provided to remove unwanted items.
When ready to bring the part information down into MaxxTraxx, click the "Submit Quote" button.
Note: Even though it talks about "Shopping Cart", one does NOT submit any orders through the PartsTech portal! This is for sourcing part information, availability and pricing only. You will order parts through your individual Vendor accounts as usual through the Purchase Order process in MaxxTraxx.
The first time you source parts from a particular parts supplier it will present you with your list of vendors so you can choose the desired one. This way it matches and links the PartsTech supplier ID with your supplier's Vendor account in MaxxTraxx.
At that time, if you have not already added a supplier to your list of Vendors, you have the chance to do so.
All the parts chosen and brought over from their portal will be added the the Labor line that was selected at the start.
As usual, parts can be dragged and dropped from one Labor line to another if needed.
Step 4: Order Parts Sourced Using PartsTech From The Individual Vendor Accounts As Usual
Once
the parts are on a Repair Order or Part Invoice, and are displaying as short (not stocked), then one simply follows the standard procedure for ordering and receiving parts in MaxxTraxx.
From an open Repair Order, one can click the "Order Parts" button at the lower right to start the Purchase Order process.
Or, the other option is to wait for the standard Low Stock Alert screen to pop up when saving and exiting a Repair Order. It's that handy reminder for the user that parts need to be ordered.
There's a difference here at the list of needed parts. The Vendor Code or abbreviation will now have a (PT) at the end to signify it's link to your PartsTech account.
As always, click to the left of your Vendor Code to select the parts to order from a particular Vendor.
From
that point, creating the purchase orders is the same as before…except for one
important difference.
In the Parts or Purchase Order screen, the ”Add Line Item” button is
disabled. You cannot add items to a PartsTech related order as they do not want items sourced through them mingled with non-PartsTech items. That's how they get credited. Stocking orders or returns should be done on a separate Purchase Order.Order and process your parts orders just like you normally do.
Submit your order to each desired Vendor and wait to acquire the parts.
Once received, tell MaxxTraxx about it by converting the Purchase Order to a final Vendor Invoice.
See below for a quick video run-through.
Click the "Full Screen" icon at the lower right of video embed screen to view the video in larger format.
As always, the Support Team is here if you have questions or need help.
Hours: Monday through Friday, 5am to 5pm PST. (Excluding Holidays)
Email: support@scottsystems.com
Phone: 800-996-9777, Option #1
Or start a Chat from our website HERE
Thank You for Your Time and Have a Great Week!
-The MaxxTraxx Team
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