Merlin HelpOpen Merlin

Merlin help

InstaParts staff guide

Take a customer request from arrival to a finished quote: route it to suppliers, compare their prices and send the customer a quote.

First time signing in? Start with the sign-in help.

  1. Step 1: The dashboard shows open requests, quotes and team performance.

    Screenshot: The dashboard shows open requests, quotes and team performance.Open full size (opens in a new tab)

  2. Step 2: From Home, start a request from a licence disc photo or a VIN.

    Screenshot: From Home, start a request from a licence disc photo or a VIN.Open full size (opens in a new tab)

  3. Step 3: The requests list. Action needed shows what comes next (for example Route to suppliers).

    Screenshot: The requests list. Action needed shows what comes next (for example Route to suppliers).Open full size (opens in a new tab)

  4. Step 4: The request detail shows the customer, vehicle and parts.

    Screenshot: The request detail shows the customer, vehicle and parts.Open full size (opens in a new tab)

  5. Step 5: In Send to Suppliers, pick the parts and suppliers, copy the WhatsApp message, then click Mark as Sent.

    Screenshot: In Send to Suppliers, pick the parts and suppliers, copy the WhatsApp message, then click Mark as Sent.Open full size (opens in a new tab)

  6. Step 6: Supplier prices appear under Supplier Responses. Click Create Quote.

    Screenshot: Supplier prices appear under Supplier Responses. Click Create Quote.Open full size (opens in a new tab)

  7. Step 7: Quote step 1: choose a supplier option for each part.

    Screenshot: Quote step 1: choose a supplier option for each part.Open full size (opens in a new tab)

  8. Step 8: Quote step 2: check the markup and final prices.

    Screenshot: Quote step 2: check the markup and final prices.Open full size (opens in a new tab)

  9. Step 9: Quote step 3: preview the quote, then click Finalize Quote. The customer sees it in their portal.

    Screenshot: Quote step 3: preview the quote, then click Finalize Quote. The customer sees it in their portal.Open full size (opens in a new tab)

Stuck?

I can't find my invite email

Check your junk or spam folder first. If it isn’t there, ask your administrator to resend the invite. There is no public sign-up, so you need an invite to get in.

I forgot my password

Click Forgot your password? on the sign-in page, enter your email and click Send Reset Link, then follow the link in the email.

You will always see “If an account exists with this email, a reset link has been sent”. That is by design, so the message doesn’t reveal which emails have accounts.

It says my account is locked

Five failed sign-in attempts within 20 minutes lock sign-in for 20 minutes. Wait it out, or reset your password: a reset also clears the lock.

It says "Your account doesn't have portal access yet"

Your account isn’t linked to a customer or supplier yet. Ask your administrator to link it. It is a one-time fix.

Still stuck? Contact your InstaParts administrator.