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How do I make the configurator available to my dealers?

You can make your configurators available to dealers. They can then use it in sales talks or on their websites. Orders are first sent to the dealer and then to you in a second step.

The prices can be changed as a percentage. There is a discount that you grant the retailers and a surcharge that the retailer adds to your prices. The price for the end customer is therefore calculated as follows from the configurator price:

end customer price = configurator price * (1 - (discount + surcharge)/100)

info

We do not currently support retailers with configurators that are linked to stores.

Requirements​

  • You have einen Konfigurator angelegt
  • You have designed the configurator to such an extent that you want to make it available to your dealers.

What you need to do as an operator​

Create dealer​

You can manage your retailers under the menu item

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.

First create the dealers independently of your configurators.

  • Log in to your K3 account.
  • Select
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    in the homepage menu.
  • Click on
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    .
  • You can now enter the following data:
    • Retailer name: The name of the company
    • Address: The address as later printed on the order confirmation or PDF.
    • Email: The mail address to which orders are sent. "Internal mails" at retailers are sent to this mail, and in CC to the operator.
    • Merchant code: Select a unique code consisting of letters and numbers here. This is entered in order to be able to start a configurator for a dealer (see below).
    • User: Name and e-mail of a user for the dealer. The dealer receives an e-mail asking him to set his password. He then has access to K3, but can of course only change the data relating to him.
    • Discount: What percentage discount do you grant your retailer? In this field, you can enter a default value that applies to all your configurators. You can change the value later for each configurator (see below).
  • Click on
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    .

Once a dealer has been created, you can change it at any time by selecting it in the list. You can maintain the user data under which the dealer has access to K3 under

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.

Give the dealer access to configurators​

Once the dealer has been created, you still need to give them access to your configurators. You can choose which dealers get access to which configurator.

  • Open the
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    of the configurator.
  • Switch to the
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    tab.
  • You will see all your dealers here. Click on one of them.
  • You can now set the following on the next page:
    • Preferences: Characteristics can be preset for the retailer here. To do this, enter the characteristics and values keys and then enter them here, for example: "color=blue?family=pro"
    • Retailer determines surcharge: If this is switched off, you as the operator can and must enter the retailer's mark-up
    • Discount: What percentage discount do you grant your retailer?
  • Click on
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    to purchase a license for the retailer. You will be invoiced for the costs on a monthly basis.
  • The dealer will then have access to this configurator.
  • With
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    you also terminate the dealer license.

Enable dealers to order directly from you​

If you wish, dealers can order directly from you. To do this, create an order button that is shown in the dealer's order list. The procedure is similar to that for Bestellknöpfen für Endkunden:

  • Open the editor of your configurator.
  • Click on
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    in the sidebar.
  • Click on the pencil icon on the block containing the price and order buttons
  • Here you can create and maintain order buttons. Create a new one with
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    .
  • Check the box next to "Dealer order from manufacturer"

E-mails and PDF for dealers​

By default, the emails for retailers are not changed and the retailer and address appear under the customer address in the PDF.

If you want a different display, you must adjust the E-Mails and PDFs.

In addition to the options mentioned on these pages, you can test in the templates whether there is an order from the retailer:

{% if cfg.dealerId %}
  Händlerbestellung
{% else %}
  Herstellerbestellung
{% endif %}

If there is a retailer order, you have access to the retailer data name, code, email, street, zip under cfg.dealer, city and country: {{ cfg.dealer.name }} outputs the name of the retailer, for example.

The retailer can upload their logo per configurator. Therefore, access to it is slightly different: {{ dealerApp.settings.logo }}

What the retailer must do​

Change retailer data​

  • The retailer logs into the K3 account with their login details.
  • In the homepage menu, select
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    .
  • and click on his entry.
  • He can now change the following:
  • Address: The address as printed later on the order confirmation or PDF.
  • Surcharge: What percentage surcharge does he add to the prices they give him? In this field, he can enter a standard value that applies to all your configurators. The value can be changed later for each configurator (see below).

Call up configurator​

A dealer can call up the address of the configurator by clicking on

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in the menu bar.

It is created by appending the following to the "normal" configurator URL is appended to the "normal" configurator URL: dealer=code, where code is the dealer code mentioned above.

View orders​

The retailer can view the orders he has received:

  • The dealer logs in to their K3 account with their login details.
  • He selects the list icon under the configurator.
  • He can now see his orders.
  • If a manufacturer order has been set up, he can now call up the order, by clicking on the pencil icon and pressing the order button on the detail page. As the operator, you will then receive an e-mail and the order will be in the "ordered" status.