Questions about sharing pricing and labor information between systems.
What is a Parent-child Relationship?
- Parent-child relationships allow information to be copied from a primary site (Parent) to secondary sites (Child).
How do I set up a Parent-child relationship?
- Insignia Group Customer Success will work with our pricing department to program your request to your linked sites.
How do I request a relationship?
- The administrator of the parent site submits the request via email.
- If a different administrator is on the child site, they submit their approval via email.
What should I include with the request?
- The name and location of the parent.
- The name and location of each child.
- The areas the parent controls.
- Will this be ongoing, or is it a one-time update?
What areas are available for the relationship?
- Hidden Accessories (Coming Soon)
- Featured Accessories (Coming Soon)
- Adjusted Accessories
Note: per accessory or bulk updates.- Pricing
- Labor Times
- Labor Rates
Note: These rates are separate from the Catalog Settings.
- Custom Accessories
Note: Accessories built in the Accessory Builder.
Do you test the functionality before it is live?
- Yes, we test the functionality before we release it live in your systems.
Am I notified as it moves through the process?
- Yes. We will let you know the progress.
How often is this updated?
- Ongoing changes are updated every Tuesday and Thursday night.
What else do you think I should know before activating this option?
- Accessory Builder
- The child location will have zero control over any copied Accessory Builder parts.
- Even though they will be visible on the system as accessories, the child location will not be able to see them in the Accessory Builder.
- Pricing/Labor
- The parent location will control the pricing/labor per accessory.
- Any adjustments to pricing/labor per accessory the child location tries to make will reset when the transfer occurs.
- We cannot copy the Catalog Settings, which must be updated separately for each location.
- Brands
- Brands are activated individually in Catalog Settings on each site to receive transferred information.