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Siebel eDealer Administration Guide > Administering Siebel eDealer > Adding New Dealers >

Do Not Use Partner Self-Registration

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In Siebel PRM, companies typically apply to become partners by registering at Siebel Partner Portal. When they register, they enter information that is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record

This model of partner registration does not apply to the automotive industry. Recruiting a dealer is a long process, which would not be done through applying at a Web site.

For this reason, the section about Registering Individual Partners in the setup chapter of Siebel Partner Relationship Management Administration Guide does not apply to Siebel eDealer.

For this reason, also, the process of adding new dealers in Siebel eDealer is different from the process of adding new partners in Siebel PRM. In the setup chapter of Siebel Partner Relationship Management Administration Guide, the enrollment process begins with the following two steps:

Display and assess prospective partners. Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.
Add a Partner record for the partner company. You typically add a Partner record by approving a prospective partner.

These two steps do not apply to Siebel eDealer, and they should be replaced by the following:

Recruit new dealers. Recruit dealers in the same ways that you have in the past, without using Siebel eDealer.
Add a Dealer record. Add a record for the new dealer directly in the Dealer Administration screen, in the Approved Dealer view, or import the dealer record using EIM.

After the first two steps, the rest of the process of adding a new partner or dealer is similar to Siebel PRM, except that roles are not used, and the Dealer Administration screen is used instead of the Partner Administration screen.

For information about adding a new Dealer record directly, see the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide. To add a dealer, use the Dealer Administration screen rather than the Partner Administration screen described in Siebel Partner Relationship Management Administration Guide. The word Dealer is also substituted for the word Partner in most field names described in Siebel Partner Relationship Management Administration Guide.

In summary, you add a new dealer as follows:

Begin by adding a Dealer record directly in the Approved Dealer view, using the method described in the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide. In the Partner Type field, be sure Dealer is selected.
Click Register to create the dealer organization. This is similar to the process described in the setup chapter of Siebel Partner Relationship Management Administration Guide, except that you can choose a parent organization for the new dealer, rather than just being able to choose a parent division.
After registering, you continue the process of assigning responsibilities, positions, and master data to the dealer company and of adding user assignments at the dealer company, as described in the setup chapter of Siebel Partner Relationship Management Administration Guide, except that you should skip the section about roles, and you should use the Dealer Administration screen.

NOTE:  After you have finished adding the dealer company, tell the delegated administrator at the dealer company to add one suborganization under the dealer organization representing each store and to associate employees with the suborganizations representing their stores.

NOTE:  Vehicles should also be associated with the suborganizations representing stores. This is necessary for the Inventory Search to work properly.

NOTE:  When you add a record in the Approved Dealer view, you have not yet created the dealer company. You have just added an Account record with Dealer in the Partner Type field. You create the dealer company when you click Register, creating an Organization record representing the dealer in addition to the Account record.

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