Summary Section
The Summary section on a Parts & Accessories section of a Customer Order gives you control over salesperson assignment, transaction types, tax settings, and inventory commitment. Most dealerships can accept the default settings, but these options are available if you need to make changes.
To open the Summary section, click the collapse/expand chevron on the Parts & Accessories header bar.
Once expanded, the Summary section displays controls for salesperson, transaction type, tax override, and inventory handling, along with a totals breakdown at the bottom.
Summary Section Items
A. Salesperson
The salesperson assignment lets you attribute the Parts & Accessories section to a specific staff member. To assign a salesperson, click Assign salesperson and select the appropriate person from the list.
For a Blackpurl user to appear in the selection list, see Assign a Salesperson on a Customer Order.
B. Transaction Type
The Transaction Type controls how the Parts & Accessories transaction is categorized in your accounting package and makes it easier to report on specific transaction types. The system loads the default Transaction Type automatically, but you can change it on any individual Parts & Accessories section if needed.
The default Transaction Type is configured under System Settings > Accounting Integration > Transaction Type - Part Sales. Additional Part Sale Transaction Types may also be available.
To change the Transaction Type from the default, click your preferred option in the Summary section. The selection takes effect immediately for that Parts & Accessories section.
Relevant articles:
Reporting by transaction type — Active Part Sales Report
Adding new Part Sales Transaction Types — Transaction Types in Accounting Integration
C. Override How Taxes Are Calculated
This option is not applicable to dealerships in New Zealand or Australia. For all other dealerships, the tax override allows you to assign a different tax rate to the Parts & Accessories section instead of the default.
To use the tax override:
1. Enable the toggle to turn on the override.
2. Select the Applicable tax from the dropdown.
Once you have selected the new Applicable tax, click Item type: none selected to choose which line item types the new tax should apply to.
The Customer Order recalculates tax for the selected line items on the Parts & Accessories section using the options you have chosen.
D. Inventory & Special Order Handling
The Inventory & Special Order Handling setting controls when stock is committed and when special order items are placed. Three options are available:
Commit and Order — the system automatically commits any in-stock parts to the Customer Order and places orders for any special order items. No further action is required.
Commit Only — commits in-stock parts to the Customer Order but holds off on generating special orders. When you are ready for special orders to be placed, change this setting to Commit and Order.
Uncommitted — neither commits in-stock parts nor generates special orders. When you are ready to proceed, change this setting to Commit and Order.
P&A Totals Section
The P&A Totals section at the bottom of the Summary displays a full financial breakdown of the Parts & Accessories section. Each field is described below.
Field | Description |
E. Number of items | The total number of line items on the Parts & Accessories section. |
F. Number of pieces | The total number of individual pieces being sold on this Parts & Accessories section. |
G. Parts Total | The dollar total of all parts being sold on this Parts & Accessories section. |
H. Fees Total | The dollar total of all fees being sold on this Parts & Accessories section. |
I. Subtotal | The combined dollar subtotal of both parts and fees before tax. |
J. Sales Taxes | The total sales tax on this Parts & Accessories section. Click the information icon to see a full tax breakdown by component. |
K. P&A Totals | The grand total of all parts (less any discounts), fees (less any discounts), and sales taxes. |
L. Discounts | The total discount amount applied where line item prices have been manually reduced, across both parts and fees. |
M. Bulk Discounts | Enter a discount percentage here to apply a bulk discount across all parts and fee line items at once. |
For more information on applying bulk discounts, see Discounting on Customer Orders.