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Setting up your Accounts

The account setup in GlassShop is designed to flexible, easy to use, and powerful. It is flexible, because you can set up a million accounts, and each can have their own pricing profile. The graphic interface is easy to understand, and there are features, such as locking an account and pop-up notes which are incredibly useful for glass shops that have many accounts. In utilities, there is a utility that allow you to change accounts by account type, a useful feature during price updates.

Lynx Services is the account that you can use to sent EDI to Lynx. You will likely want to have multiple Lynx Accounts for each insurance company and location you may have and maintain a seperate account for each. For Lynx, you must remember to check the requirements for Authorization Code, Date of Loss, and VIN. You will also need to check the box for EDI Account, and enter the Lynx Account Number, as provided to you by Data Tranx on your code sheet. Your Lynx account number will start with an "L".

Safelite Glass Network is the account you will use to sent EDI to Safelite. There are additional requirements for Safelite, these include: authorization code, date of loss, VIN, insured name and address. You will also need to enter your Safelite Parent ID, which is the ID given to you from Safelite that identifies your particular shop and physical location.

 

 

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