Getting Started

Logging In

• Go to aline.configura.com
• Use or create your MyConfigura credentials to log in

Basic Navigation

To quickly navigate through Aline, use the Navigation Path at the top left of the page. 

Click the Aline logo or Team Name to navigate to the Lobby from any screen.

Setting Up Teams

Aline’s system administrator must first set up teams for dealership users to connect and collaborate on projects. However, anyone can create a Team in Aline. By default, the person creating the Team is also the administrator of that Team.

Shared Workspaces: Teams

Aline is a collaborative environment. Customers, projects, and data are visible to all members of the same Team.

All customers and projects in Aline belong to a Team, rather than a User.

• Anything you create in Aline is shared with the Team.
• You must belong to a Team to start working with customer projects in Aline, ask your administrator to join an existing Team or create a new Team in which you are the administrator.
• If you think you're in the wrong Team or would like to be assigned to a different Team, contact your Team administrator.
  
  
  The assigned Team is visible on the Navigation Path in the top bar.
   

Manage Aline’s Teams:

1. As an administrator, start by creating a new Team, click on the New team button.

2. Click on the Team Settings button and select the Manage team from the menu.

3. Enter the e-mail addresses of the users that shall be connected under that Team (they need an Aline license).

4. The role field will be empty, meaning it is a normal user. You can give users administration rights by clicking on the Actions button next to their e-mail addresses and choosing Promote to admin.

5. Maintain your Teams up to date by adding, removing, promoting or demoting users on the list.

6. Remove non-active Teams by selecting the 'Remove team' from the Team Settings dialog window after clicking the Team Settings  button.

Setting up General Discounts Page - including Manufacturer and Customer Discounts

On a team level, you can define a discount table where the manufacturers’ general discounts granted to your dealership are entered for use on any of your team’s projects.

Create First Revision of the Discount table

1. Go to the lobby page by clicking on the Aline icon.
2. On the left section, next to the Team selector, click on the Action button  .
3. Select Manage general discounts. The first time you work with discounts, the “Manage general discounts ” dialog will open.

4. Click the Create the first revision button and a working copy (i.e. not active yet) of the discount table will open.

   

   On the left section all manufacturers that are available in Aline are displayed.

5. Select a manufacturer from the list, the list of available catalogs from that manufacturer will show in the middle section.
6. When working with discounts that apply to all catalogs from the manufacturer: enter the general discount in the Dealer discount column in the top row. This will apply to all manufacturer’s catalogs in the list.
7. For discounts that apply specific catalogs: you can override the above value by entering a specific discount on the row for that catalog.

8. When working with multiple discounts: Use the Dealer discount formula column to add further discounts as needed. 

   The syntax being e.g. 50/10/20/5/…/… : 

   50: general discount 

   10: dealer specific discount 

   20: catalog specific discount 

   5: monthly campaign 

   …: further additional discounts

9.  To reset the discount value, click on the table and then click the Clear current discount button.

   When clicking the table cell with a discount the Clear current discount button appears.

10. The calculator icon indicates that the value is calculated, i.e. not manually entered.
11. Repeat steps 5 to 9 until all manufacturer discounts have been entered.
12. You can edit, adjust, delete discounts if the discount table’s revision is a working copy, i.e. it has not been published (activated to be in use).
13. Enter the Customer Discount value and Customer Margin in the Discount table. 

Once all necessary adjustments have been made to the Discount table, click the Publish this revision button in the top-right corner to activate it. A dialog will pop up where you can give this revision a name. The revision becomes active, and projects will use the discounts defined here.Click the Publish this revision button in the top-right corner to activate the discount table revision.

Create further Discount Table Revisions

As market conditions change, manufacturers and dealers will need to adjust discounts.

1. Open the discount table revision you need to adjust.
2. Click on the Action button on the top right corner, choose the option Create new revision. A new revision will be created in status working copy, i.e. it can be edited.
3. Once all necessary changes have been made to the Discount table, click the Publish new revision button in the top-right corner to activate it. A dialog will pop up where you can give this revision a name.

When opening a revision, you can see when it was published and by whom. On the left side all manufacturers with a set general discount in the revision are listed.

To view all the existing Discount table revisions, click the Action button in the upper right corner and select Show revision overview. A dialog pop-up appears showing all the revisions, with the latest revision on top.

Import a Discount Table from Spec

If there is a discount structure that has already been created in Spec, rather than creating the discount structure again in Aline, a user can import the discount table from Spec.

To import a Discount Table, start at the Lobby page and select the Team permitted to use the Discount Table. Importing a Discount Table is in the same location as creating a Discount Table.

1. Click the Team settings button - click General discounts from the list on the left.
2. If this is the first discount structure for the team, click Create the first version button. If there is already a discount structure, select Edit on the existing table.
3. Click the Import button.
4. Browse for the file or drag and drop the .disx (discount table) file into the dialog.
5. Click Import.
6. If there are discounts to import, the dialog will:
   1. Show the name of the imported discount table.
   2. Shows the number of discounts excluded from the import. Click the dropdown to see details for each of the excluded discounts.
   3. Detail and automatically select the discounts that will apply to the project. The Administrator can choose which discounts by checking or unchecking the box next to the discount.

Users can see other messages determined by the content of the discount table upon import.

Team-wide Manufacturer Filtering

Team Administrators can filter the manufacturer list with which each Team works prior to Users creating projects or browsing for product. This is to facilitate easier searching for products, as the Users will only have the ability to search the product contained within the selected manufacturers' catalogs.

Creating a Manufacturer Filter for a Team

A Manufacturer Filter can be created either prior to adding Team Members or afterwards. It can be edited at any time to update for the project's needs.

To filter the Manufacturer catalog availability to the Team:

1. Select the Team from the Team selector drop-down menu.
2. Click the Action button   to open the Team menu.

3. Select Manage manufacturers from the list.

   

4. Begin adding approved project manufacturers by clicking the checkbox in the "Available to Team" column.

5. Use the scrollbar to continue through the ascending, alpha-numeric manufacturer list.

   

6. To verify the manufacturer list for the Team:

• In the Navigation path- click the Team name to navigate back to the Lobby.
• Open a Team project from the Lobby.
• The approved project manufacturer list is located under the Catalogs section on the left. It is also available from the Manufacturers drop-down menu list.