Sending Orders with Upfront Pricing in CollisionLink Shop

KB Article #6324

With CollisionLink Shop's Upfront Pricing, you can see a dealer's pricing for OE part alternatives to your non-OE specific parts before sending your estimate! Upfront pricing allows you to get pricing from your dealers and complete your orders faster.

Note: You will not be able to send an order that has upfront pricing to a dealer without first reviewing the part pricing.

To send orders with upfront pricing:

From the Unsent Orders tab, verify the dealer you want to order from is displayed in the Dealer field. If not, click the drop-down menu to select the one you want from the list.
If your dealer offers it, you will see the View Upfront Pricing button to the left of the dealer. Click the button to view pricing. Note: You cannot send the estimate until pricing is reviewed.
Click the VIN to view options and attributes for the vehicle and print if needed. (Learn more about viewing VIN details.)
Review the Unsent Order Details section:
1. If needed, type a repair order number in the RO # field.
2. Verify the Estimator, Payer, and Mileage information and update if needed.
Next, review the Parts List.
1. Non-OE parts will automatically display the OE List price for their OE alternative.
2. If an automaker's icon displays next to a non-OE part line, it may qualify for a discount program if converted to an OE part. Hover your mouse over the icon to view program information. (Learn more about CollisionLink Shop OEM programs.)
3. Where applicable, review the Upfront Price displayed as an alternative to the non-OE part on your estimate and the Profit Margin column to see how much potential profit your shop will make on the OE part if purchased.
  
  Notes:
  - Profit Margin, by part line, is calculated based on the following formula: (Est. Price for that part - Upfront Price) / Est. Price for that part. For example, for the first part line in the screenshot above, Profit Margin = (340.00 - 411.57) / 340.00 = 21%.
  - Some part lines may display N/A for one of the following reasons:
    - The dealer has not enabled Upfront Pricing.
    - The part line from your estimate is for an OE part.
For each part on the estimate, make a selection from the Request column:
1. Quote: The dealer will respond with a price quote. You can then review each quote and either accept or decline it before the parts are invoiced.
2. Accept OEM (Upfront Pricing only): You accept the upfront price for the OE part and would like to order it instead of the non-OE part that was initially on your estimate.
3. Order: The dealer will process and invoice these parts upon receipt of the order.
4. Do Not Process: This will notify the dealer you have the part in stock and they should not send the part.
Use Add Part if items are missing from the order. (Learn more about adding parts to your order.)
If needed, add notes or photos to the order.
1. Use the Add Note box to include any special instructions to the dealer--for example, indicating a desired ship date. (Learn more about using notes with CollisionLink.)
2. Pictures can be sent to your dealer with the Add Image function. Use this feature for hard-to-identify parts or unique decals. (Learn more about sending photos to your dealer.)
Once you've verified all details of the order are correct, click Send to submit your order to the dealer.
If payer information wasn't added, you may be asked for it before submitting the order.
1. Choose the appropriate payer option (Insurance, Fleet Company, or Customer Pay).
2. If the Payer field is empty, add the payer's name.
3. When finished, click Send.
If a dealer's upfront pricing has changed, you will see the following warning message. Click Refresh to refresh upfront pricing in the estimate and review your choices before clicking Send.
If successful, a confirmation message will display in the upper right-hand corner.
Your order will move to the Jobs tab, where you can track its progress and view response and deliver information from your dealer. (Learn more about reviewing dealer responses.)