Customer Orders in Blackpurl surface notes from two sources — the Customer Record and the Unit Record — so your team sees important information without leaving the order. You can also add your own notes directly on a Unit Deal, Service Job, or Parts & Accessories order that will print on customer-facing documents like Bills of Sale and invoices.
Notes from a Customer Record
When a customer has notes recorded on their Customer Record, an indicator icon appears in the Customer section of the Customer Order. This indicator is there to alert you that the dealership has added notes on the Customer Record that you should review before proceeding.
Click the indicator icon to read the note. The note text comes directly from the Notes section of that customer's Customer Record.
Notes from a Unit Record
When a unit has notes recorded on its Unit Record, an indicator icon appears in the Unit Detail section of the Unit Deal on the Customer Order. This indicator alerts you that the dealership has added notes on the Unit Record that you should review.
Click the indicator icon to read the note. The note text comes directly from the Notes section of that unit's Unit Record.
Notes to Customer on a Customer Order
The Notes to Customer section is a free-text field available on Unit Deals, Service Jobs, and Parts & Accessories orders. Any text you enter here will print directly on customer-facing documents, including Bills of Sale and invoices. The field accepts up to 1,000 characters.
To add a note, find the Notes for Customer section on the relevant order and click into the Notes field to start typing.
Notes for Customer on a Unit Deal
Notes for Customer on a Service Job
Notes for Customer on a Parts & Accessories Order
Where Notes to Customer Print on Documents
Notes entered in the Notes for Customer field appear on the printed customer document. The example below shows how the note text appears on a Unit Deal Bill of Sale.
Using Internal-Only Notes
The Notes to Customer field is not the right place for notes you want to keep internal. Any text entered there will print on customer documents. If you need to record notes for your team that customers should never see, use Internal Comments instead — these never appear on any customer-facing documentation. See Add Internal Comments to a Customer Order for details.