Getting Started: Marketplace Overview
Customer Training
Log in through the web or interate with your existing ERP/CMMS
Accessing PartsSource PRO
Key Navigation Features
- Real-time Alerts: Stay informed with the Alerts and Notifications bar, providing immediate updates on quotes, repair check-ins, and crucial return/exchange deadlines.
- Effortless Product Search: Easily browse the catalog using the Departments dropdown or quickly find specific products by name or part number with the search bar.
- My Account Hub: The My Account menu is your central control panel for essential features like order tracking, quote management, and exclusive PartSource Pro tools such as visual analytics.
- Multi-Facility Ordering: For organizations with multiple locations, it's vital to use the My Facility selector to ensure orders are delivered to the correct destination. Double-checking this selection is a critical step to prevent delivery errors.
- Cart Management: Keep track of your selected items and manage your orders effectively with the real-time cart viewing accessible via the cart icon.
PartsSource Homepage Overview
- PartSource Pro solution access is explained through a web browser (partSource.com login) or automatic ERP/CMMS integration login.
- Alerts and Notifications bar displays critical information, including quotes to review, repairs to check in, and return/exchange due dates with clickable navigation.
Navigation and Tools
- Top navigation tools include a Departments dropdown for catalog browsing, a search bar for product/service lookup by name or part number.
- My Account menu in the upper right corner provides access to core features: order tracking, quote review, returns/exchanges management, and Pro exclusive tools like visual analytics and PartSource community.
- My Facility selector is critical for multi-facility organizations to ensure the correct order delivery location.
- The cart icon allows real-time cart viewing, and the PartSource logo provides homepage return navigation.
Important User Considerations
- Facility selection verification is emphasized as a crucial step before placing orders to prevent delivery errors.
- Comprehensive tool access is available through the My Account menu for advanced PartSource Pro features.
