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Knowledge base
Getting Started
Sell: Parts, Service and Units
Order: Unit and Parts - Ordering / Receiving / Invoicing
Schedule
Reporting
Payroll Clocking / Job Clocking
Cash Reconciliation
Other Tools
Add New
System Settings
Manage Your Dealership
Unit / Customer / Part / Vendor Records
Other Tips and Tricks
Peripherals
Getting Started
Getting Started
26
Getting Ready for Accounting Integration - Xero
Getting Ready for Accounting Integration - QuickBooks Online
Blackpurl Homepage
What is the Blackpurl Header? / How the Blackpurl Header looks on Mobile Devices
Types of Customer Orders / Basic Navigation of Customer Order Screen
See all 26 articles
Sell: Parts, Service and Units
Unit Deals
27
How to Add Deal Financing and Pay with Financing on a Unit
Using a Fee for Unit Sale Rebates
How to Print / Email - Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
Deal Unit - Specific Tax Rates / Deal Unit Tax Control Option / Tax Based on Customer's Address
Order Fulfilment Document
See all 27 articles
Service Jobs / Internal Service Jobs / Third Party Service Jobs
14
Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
Appointment Scheduler / Job Scheduler / Assigning Technician & Job Clocking from Customer Order / Log Technician Leave Time
Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims - Deductible / Excess are taxable etc)
How to Process an Internal Service against a Stocked Unit - Service or Repair Jobs for units the dealership owns or has floorplanned
How to Process a Service Job
See all 14 articles
Part Sales
5
Summary section on Part & Accessories - Change Transaction Types (including Layby/Layaway) / Change Tax / Commit Parts / Totals
Customer Order - Parts Picklist Section / Parts Pick Ticket - How to Print
How to do a Quick Cash Sale (Customer Unknown) for Parts & Accessories in Stock
How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
How to Oversell Parts (not recommended)
General Information about Customer Orders
23
How to Finalize a Customer Order for a Special Order Part
How to Create a Customer Order for a Special Order Part
Change an active Customer Order back to Quote
How to Finalize a Customer Order and Create an Invoice
Discount on Customer Orders - How to give Discount / How to Show the Discount
See all 23 articles
Order: Unit and Parts - Ordering / Receiving / Invoicing
Unit Ordering and Receiving
6
How to Process a Unit Order (Single Unit Order or Bulk Unit Orders)
How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving)
How to Remove / Delete / Edit an existing Unit Order
How to View Unit Orders
Floorplan Units in Blackpurl
See all 6 articles
Part Orders / Parts Receiving / Part Invoices
27
Parts from Multiple Vendors
Vendor Order - Ordering Packaged Parts as Individual Items
How to Create A Vendor Order for a Customer Special Order (Parts and Sublets)
Print / Email / Export / Import - Vendor Orders
Finance Products on a Unit Deal (Finance Insurance or Extended Warranties etc)
See all 27 articles
Parts Return
1
How to Create a Vendor Return and Process a Credit Note for Parts / Reporting on Vendor Returns
Schedule
Scheduler
2
Scheduler
Scheduler - Deleting Assigned Appointments
Reporting
General Information about Reporting
4
Reporting - Where are the Reports?
Reporting - Scheduled Reporting
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
Reporting - Share Custom Reports
Workshop Dashboard
1
Reporting - Workshop Dashboard
Reporting - Common
44
Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
Reporting - Invoice Summary (Invoice Profitability Reporting)
Reporting - Invoice Detail
Reporting - Tax Detail
Reporting - Payroll Hours / Technician Hours / Technician Performance (Technician Productivity Reports)
See all 44 articles
Reporting - Reconciliations
11
Reporting - Reconciliation section
Reporting - Reconciliations - Part Inventory Accounts
Reporting - Reconciliations - Unit Inventory Accounts
Reporting - Reconciliations - Customer Deposit Account
Reporting - Reconciliations - A/P Inventory Accrual Account (VR)
See all 11 articles
Payroll Clocking / Job Clocking
Payroll Clocking / Job Clocking
10
What is Payroll Clocking / Job Clocking / Productivity Reporting
Payroll Clocking and Job Clocking Setup
Payroll Clocking ON / OFF
How to Manage Payroll Clocking
Service Job - Job Clocking On / Off
See all 10 articles
Cash Reconciliation
Cash Reconciliation
1
What is a Cash Reconciliation / How to process a Cash Reconciliation
Other Tools
Part Counting Tool
5
Other Tools > Part Counting Tool - Overview
Part Counting Tool - Random Count
Part Counting Tool - Cycle Count
Part Counting Tool - Full Inventory Count
Using a Barcode Scanning App to Help with Counting Your Part Inventory
Manual Price file import
1
Other Tools > Price File Import (Manually Import a Vendor Price File)
Processed Price Files
1
Other Tools > Processed Price Files
Tax Activity & Settings
1
Other Tools > Tax Activity & Settings - Setting up Account Types (includes the control of tax exemptions)
Fusion Benchmarking / Reporting
1
Fusion Benchmarking (Australian Harley-Davidson Dealerships only)
Merging of Customer Records
1
Merge - Customer Records
Add New
Add New
9
How to Create / Add a New Part
How to Add a New Fee / How to Edit an Existing Fee
What is a Kit?
How to Create / Add a New Kit and How to Hide Kit line items on Customer facing documents
How to Create / Add a New Customer or Edit Customer Record
See all 9 articles
System Settings
System Settings
32
Blackpurl System Settings
System Settings > Branding Management - What is Branding / How to Setup Branding in Blackpurl (Branding Management)
System Settings > Business Profile - How to Access your Business Profile
System Settings > Business Profile - How to Change your Shipping Address
System Settings > Cash Drawers - Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers
See all 32 articles
Accounting Integration - Videos
9
QuickBooks Accounting Integration Video 1 of 9 - Granting Blackpurl Access to your QuickBooks Online
QuickBooks Accounting Integration Video 2 of 9 - How to Connect Blackpurl to QuickBooks Online
QuickBooks Accounting Integration Video 3 of 9 - Chart of Accounts
QuickBooks Accounting Integration Video 4 of 9 - Blackpurl Control Accounts
QuickBooks Accounting Integration Video 5 of 9 - Blackpurl Default Accounts
See all 9 articles
Accounting Integration - Understanding with examples
35
Overview - Understanding Accounting Integration
Step 1 - Understanding Accounting Integration - Getting Connected
Step 2 - Understanding Accounting Integration - Chart of Accounts
Step 3 (Australian / NZ Dealers only) - Understanding Accounting Integration - Tax Code Mapping
Step 4 Overview - Understanding Accounting Integration - Control Accounts
See all 35 articles
Accounting Integration - Tips & Other Information
10
Basic Overview of Accounting Integration
Understanding Accounting Integration - Unit Deals
Accounting Integration - Testing Connection
QuickBooks Online - Transferring Customer Invoice over to be a Suppliers Credit Note
You are now disconnected from QuickBooks Online
See all 10 articles
Manage Your Dealership
Manage Your Dealership
13
Recommended End of Month Tasks (QuickBooks Online)
Recommended End of Month Tasks (Xero)
How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)
How to Receive a Customer Payment through Bank Account for Future Purchases (Prepayments)
Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)
See all 13 articles
Unit / Customer / Part / Vendor Records
Unit Records
6
How to Add Images on Unit Records / How to Delete Images from Unit Records
Custom Data Fields on Customer Owned Units and Unit Records
How to Deal with Core Charges in Blackpurl
Customer Owned Units - Transfer of Ownership
How to Process - Unit Cost Adjustment
See all 6 articles
Part Records
11
How to Complete a Part Stock Adjustment
How to Complete a Parts Cost Adjustment
How to Delete / Make Inactive - Part Records / Vendor Records / Customer Records
Publish in Data Feeds - Part Records and Unit Records
How to Manually Amend a Part Record (For example - change price / change to packaged part / add auto reordering / lock down prices or part descriptions / environmental fees or levies)
See all 11 articles
Customer Records
3
How to process a Store Credit on a Customer Record / How to Report on Store Credits
Customer Order Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)
Change Price Level on Customer Record
Consignment
2
Consignment Units
Consignment Parts
Other Tips and Tricks
Other Tips and Tricks
13
How to Manage Oversold Stock (Short Sales / Oversell)
Removing Headers and Footers from Printing on Customer Order Invoices
Searching in Blackpurl
How to Show an Overpayment of a Charge on Account Invoice to be a Store Credit
Importing a Picklist File into Blackpurl (PartSmart / SnapOn / Generic / Other)
See all 13 articles
Peripherals
Peripherals
8
Recommended Peripherals - Printers / Barcode Scanners
Barcode Printing (Label Printing)
Dymo Software Required
Troubleshoot - Dymo Label Writer Barcode Label Printer Issues
Troubleshoot - Barcode Scanner Issues
See all 8 articles
Feature Releases
Feature Releases
59
Feature Releases - 2.99.0 and 2.99.X
Feature Releases - 2.98.0 and 2.98.X
Feature Releases - 2.97.0 and 2.97.X
Feature Releases - 2.96.0
Feature Releases - 2.95.0 and 2.95.X
See all 59 articles
Best Practice Information / Recommendations
Best Practice Information / Recommendation
3
Operating during Power or IT Infrastructure Failure
Live with Blackpurl
Rental Units
Third Party Integrations
Ecommerce Store (Shopify) / Website Products Management
7
Overview - Blackpurl Website Product Management Tool / Shopify / Training Videos
How to Install the Super Connector for Blackpurl and Shopify
Setup Configuration - Blackpurl / Shopify Store
Website Product Management Tool
Shopify Videos
See all 7 articles
Preferred Payments
1
Preferred Payments Integration - Setup / How to use Preferred Payments on a Customer Order / Time Out Error
FTP / Data Feeds
1
FTP Data Feed
DP360
1
Dealership Performance 360CRM (DP360) Integration
BRP Integration
1
BRP Integration (USA and Canadian Dealers Only) - Other Tools > BRP Lookup / BRP PO Status
Other
3
Setting up Honda Web API Integration and How Does It Work (Australia only)
Vendor: Cassons - Parts Availability (Australia Only)
Vendor: Yamaha - Parts Availability
Reconcile Inventory and Control Accounts
How to Reconcile your Inventory and Control Accounts
10
Account Reconciliations - Xero and QuickBooks Online
Reconcile - Part Inventory General Ledger Accounts
Reconcile - Unit Inventory General Ledger Accounts
Reconcile - Customer Deposit Clearing General Ledger
Reconcile - Received Inventory Accrual General Ledger
See all 10 articles
Notional Input Tax Credit (NITC - Australia only)
Notional Input Tax Credit (NITC)
2
Overview - How Blackpurl handles the Notional Input Tax Credit (NITC) on Units in Australia
Notional Input Tax Credits (NITC) in Blackpurl (Australia Only)
