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Setup & Administration

  • Managing Market Local Generic Parts in Stellantis Quotelink (NSC Level Users Only)

    KB Article #8546 From the Market Admin tab, select the Generic Parts tab to manage the available Market Local Part...
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  • Adding Users

    New users can be created through the Administration tab. Note: Users cannot be deleted. They can only be deactivat...
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  • Resetting a User's Password

    Administrators can reset the password of any of their users.  Watch this video to learn more! To reset a user's...
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  • Updating User Details

    KB Article #5152 A user's details can be easily updated in the Administration tab. To update a user's details:  ...
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  • Updating Dealership Information

    Dealership information can be updated through the Administration tab. To update your dealership's information:  ...
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  • Deactivating and Reactivating Users

    Users can be deactivated, which makes them unable to log in. They can also be reactivated if needed.  Note: There ...
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  • Changing Road Test Charges

    KB Article #5137 QuoteLink allows multi-brand dealers to change their road test charges of different brands.  To ...
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  • Viewing Reports

    Dealerships taking part in the Fleet Service Commitment program can view applicable billing and finance reports.  ...
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  • Setting Labour Rates

    KB Article #5138Administrators should set up labour rates for each brand that is available at their location(s) to...
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  • Navigating the Administration System Settings Tab

    The System Settings tab allows administrators to configure QuoteLink to meet your needs. Note: If you don't see th...
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  • Updating a Local/Market Local Part

    Use the Generic Parts tab to update any Local Parts you recommend or Market Local Parts recommended by the Nationa...
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  • Adding Customer Types

    Set up special pricing rates (e.g. 10% discount) for specific customers or groups within the Cust. Types tab.Watch...
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  • Deleting a Local Part

    Use the Generic Parts tab to remove any Local Parts you do not need. Notes:  There is no confirmation before the ...
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  • Creating a Custom Job

    Generic jobs are set at the National Sales Company (NSC) level and can only be amended. However, administrators ca...
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  • Adding a Local Part

    Use the Generic Parts tab to add local parts that you recommend. You can add, delete, and update these local parts...
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  • Automatically Adding a Job to a New Quote

    Both generic and custom jobs can be automatically added to every new quote. If at any point these jobs should no l...
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  • Updating a Generic or Custom Job

    Both generic and custom jobs can be updated through the Administration tab.  To update a generic or custom job:  ...
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  • Deleting a Custom Job

    Custom jobs can be deleted by administrators as needed.  To delete a custom job:  Click the Administration tab. ...
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  • Updating a Fleet

    Both Fleet Types and National Customers can have their Customer Type updated through the Fleets tab. To update a ...
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  • Deleting a Fleet

    National Customer fleets can be deleted as needed through the Fleets tab. To delete a fleet:  Click the Administ...
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  • Adding a Fleet

    National Customers are set up as fleets. You can offer individual local discounts using customer types. (Click her...
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  • Updating Customer Types

    Customer Types can quickly be updated through the Administration tab.  To update a customer type:  Click the Adm...
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  • Removing Customer Types

    When a Customer Type is no longer needed, it can be deleted through the Administration tab.  To remove a customer...
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