This article explains how to finalize a Customer Order for a special order part. Once the ordered part has been received into stock, the Customer Order is ready for the customer to pay and for you to close out.
Before You Start
Your dealership must have already processed a Customer Order for a special order part, and that part must have been received into stock before you can finalize the order.
Steps to Finalize the Customer Order
1. Navigate to the relevant Customer Order. In the Parts & Accessories section, the special order part will show as In Stock. In the Parts Picklist section, the status will show as Received. The Customer Order is now ready to be finalized.
2. Click CHECKOUT to open the checkout options.
3. In the checkout dialog, complete the following:
Select what you want to checkout — Blackpurl automatically selects all items, but you can unselect any item by unticking its checkbox.
Choose a Payment Method — select how the customer is paying for the items.
Type in the amount being paid by that payment method.
Click ADD PAYMENT to finalize the payment for that payment method.
4. The Balance Due area turns green once all selected items have been paid in full.
5. Click FINALIZE CHECKOUT. You will have the option to Print Invoice or Email Invoice to the customer.
6. A new Invoice History section is added to the Customer Order once the transaction is complete.
If all items on the Customer Order have been paid in full, the status of the Customer Order changes to Closed and no further changes can be made.
Related Articles
You can backdate a payment or invoice if needed — see Backdate Customer Order Deposits, Payments, and Invoices.
To report on the status of Customer Orders with special orders, see Reporting - Special Order Summary (no longer available).