Preliminary question :
If you have several envelopes sharing the same DLU, for the creation
of a new dealer you have to create it first on the envelope owner. Once the new dealer is
created on the owner you can create it on the envelope owned (and matching it with the one
in the envelope owner).
If you have several envelopes, you can add a new dealer on one or all the envelopes.
In the DLU you can create a dealer in two different ways :
1. Manual way :
Go on "Your Network" -> "Point of sale", click on "Add new point of sale"
Enter your dealer data in the dedicated fields. The minimum mandatory data fields are
name, address, postcode and city.
Then, you should match your dealer with the existing database.
If you just want to create a dealer in your database without looking for data inheritance from a specific database:
You should select the correct dealer in the list displayed if your dealer is present. If it is not,
you can create a new dealer by clicking on the last option at the bottom of the list.
The same dealer might be twice in the list (previous duplication of it in the database) : please
choose the one with the most relevant datas.
If you want to create a dealer in your database while looking for data inheritance from a specific database:
In this case, you should see your dealer in the list of proposed matches.
If you only see your dealer once, this should be the one you aim to match.
If your dealer is displayed twice in the proposition list, select the dealer with the most relevant data depending on the dealer you are aiming to match.
In all cases, if you aim to match a specific dealer from another database, please check that the matching is effective. You can either check that your new dealer contains correct additionnal data that you didn't enter by yourself, or ask the owner to modify some field and check if the modification is reflected on your side.
Once it is done, just validate and the dealer will be added on your dealer list.
If this dealer is meant to be owned by another envelop, you can check the correct matching
by updating data from the owner and checking that the referent is well receiving the update.
If this is not the case, contact the support.
2. By massive import :
In order to create dealer by massive import, you can follow the documentation “massive
export_import process” and add the below steps :
When you are updating your database in the excel file you can add news rows below the
existing ones and complete the datas in the dedicated columns. Minimum mandatory data
fields are name, address, postcode and city. You should not enter DLU id as your dealer
doesn't exist at the moment.
During step 6 of the workaround, you will have dealers either as "Create" or "Need
configuration".
Dealers as "Create" are dealers with no potential match in the database and will be new
dealers by default. No action is required.
For each dealer as "Need configuration" you can either click on "Select all one match" and
all dealers with only one possible match will be matched, or for the other dealers, you can
click on "Manage" and select the correct match :
(our recommendation is to match the dealer with the one which have the most data and the
data the most reliable)
As a reminder, you should select the correct dealer in the list displayed if yours is present. If
there is not, you can create a new dealer by clicking on the last option at the bottom of the
list.
Then you can continue the 6th step.
If you have any problem, create a ticket on zendesk.
3. Link with YEXT/GMB
Note that when a dealer is created in your envelope, this dealer is not linked with a
Yext/GMB page by default.
This link should be done by adding a "Yext ID".
For that, at the end of the creation of the dealer on the BO on the owner side :
- create a zendesk ticket to ask it to the Tyredating SDO team
- implement the Yext ID on the dealer page in the back office, erp code list.