Customer Authority Level Personas & Functions: Manager

This article explains the functions available to users with the Customer Authority 'Manager' role in Parts.cat.com (PCC).

Functions of a Customer Authority Manager

Switching accounts (organizations) in Parts.cat.com

Customer Authority Managers who manage multiple customer accounts within PCC have the option to switch between those accounts. In PCC these are called Organizations.

To switch between organizations:

          1. Click the Account icon in the top right navigation bar, then click Control Centre

         2. Click Control Centre 

         3. Click Organizations and Users under My Organizations located in the left-hand side menu

         4.  The highlighted box is the selected account number that you are currently managing and will see all users associated with the account number. 

New user notifications

Managers are notified via email when a new user is registered to PCC and assigned to the account (organization) they manage.

Setting up roles and order limits for users in an organization

Managers have access to view all users within the organization and determine their role and ordering limit in PCC.

To do this, complete the following steps:

1. Click Control Centre in the top right navigation bar
2. On the left navigation bar, click ORGANISATIONS AND USERS under MY ORGANISATIONS
3. Under SEARCH OPTIONS, input the account number (dealer customer number) for the organisation you are wanting to edit, then click SEARCH.
   This will display all users for this organisation
   
   
4. Locate the user you wish to view or change roles for and click the three dots then click VIEW DETAILS.
   
   From here you can:
   1. 1. Select their role
      2. Set an ordering limit
      3. Disable the user account
         

Update or set user role

1. To update the user role, select the relevant user role from the list:
   

Ordering limits

Mangers have the option to set up users to stay with the default ordering limit ($0) or select between the two other ordering limit options:

• No Limit:  All orders go directly to WesTrac.
• Value Limit:  All orders greater than this value will require approval.
• Zero Limit:  All orders require approval

1. To update the ordering limit:
   1. select No Limit; or
   2. select Limit orders to and type in the order limit amount in dollars in the available box
2. Click SAVE USER DETAILS

Approving and rejecting orders in PCC

Managers:

• are required to approve or reject orders that are over the Approver's ordering limit.
• Managers have Approver rights by default.
• When approving orders, managers can update some of the information on the orders such as adding a Purchase Order # and editing the list of parts before proceeding to reject or approve an order.
• Managers can provide approval or rejection comments if needed.

To approve or reject an order:

1. Open the Control Centre by clicking the button in the top right navigation
2. Select ORDERS TO APPROVE from the left navigation tab
3. Locate the quote you need to review and click the three dots on the right hand side. From here you can:
   • Approve
   • Reject
   • Delete
   • View details
4. If you wish to edit the quote details or add a comment, click VIEW DETAILS.
5. From here you can:
   • Add a purchase order number
   • Add an equipment serial number
   • Edit the list of parts in the purchase order
   • Add a comment as to why you are approving or rejecting the order (where relevant).