Removing a stocked unit from inventory in Blackpurl is a two-part process: first you zero out all costs associated with the unit using a unit adjustment, then you mark the unit inactive so it no longer appears in your unit inventory listing. This is the recommended approach when a unit is being transferred to another dealership.
Before You Start
This process is used when a unit needs to be removed from your dealership's inventory — for example, when transferring the unit to another dealership. The end result is that all costs associated with the unit are reversed and the unit no longer appears in your unit inventory listing.
Part 1: Remove All Costs with a Unit Adjustment
1. Navigate to the relevant Unit Record and scroll down to the Price & Cost Tracking section.
2. Click Actions, then select Add Adjustment to open the Add Adjustment dialog.
3. Complete the fields on the Add Adjustment screen as follows:
A. Type | Leave as Base. Other options exist but are not needed for this purpose. |
B. Item/Description | Enter a meaningful name for the adjustment — for example, Unit Returned to Vendor. |
C. Total Price | The Unit Record shows the total price the dealership intended to sell the unit for. Enter that same amount as a negative number to reverse it. This entry does not create any transaction in your accounting package. |
D. Total Cost | The Unit Record shows how much the dealership paid for the unit. Enter that same amount as a negative number to reverse it. Australian dealers should enter the GST-exclusive amount. |
E. Adjustment Date | Select the date you want the adjustment to apply. |
F. Category | Select the category to use for this adjustment. This field only applies if you do not select a vendor in field G. |
G. Vendor | If you want Blackpurl to generate an accounting document in your accounting package — posted to Accounts Payable (AP) under the vendor — select the relevant vendor. You will then be required to enter a Vendor Reference Number and confirm the Applicable Tax (change if required). Selecting a vendor is recommended for unit transfers. |
H. Customer | If you want Blackpurl to generate an accounting document posted to Accounts Receivable (AR) under a customer, select the relevant customer. You will then be required to enter a Customer Reference Number and confirm the Applicable Tax (change if required). This field is not recommended for unit transfers — leave it blank. |
4. Click Save to finalise the adjustment.
Result After the Adjustment
Once the adjustment is saved, the Price & Cost Tracking section updates to show both the original stocking entry and the new adjustment entry. Check that:
The Total Price now shows zero
The Total Cost now shows zero
If you have accounting integration enabled, the adjustment will be sent to your accounting package. It will post to the category configured for unit adjustments — or, if you nominated a vendor or customer, it will appear under that vendor or customer in AP or AR respectively.
Part 2: Make the Unit Inactive
Once the unit's cost is zero, you can mark it inactive. Making a Unit Record inactive removes it from your unit inventory listing.
1. On the Unit Record, click Edit to open the Edit Stock Unit screen.
2. Scroll down to the Active section and move the toggle to the inactive position.
3. Click Save to finalise the change.
The unit is now inactive and will no longer appear in your dealership's unit inventory listing. You have successfully completed a unit adjustment and removed the unit from inventory.