Blackpurl does not have a built-in Floorplan Management system, but it does support floorplan accounting workflows. This article explains how to set up a floorplan company as a vendor and process floorplanned unit orders correctly.
Setting Up the Floorplan Company as a Vendor
When ordering or purchasing units that will be floorplanned, set up the floorplan company as a Vendor in Blackpurl. The vendor record must be configured to be available for Unit Purchases and marked as a Flooring Company.
To create the vendor record, see How to Create / Add a New Vendor (no longer available).
To configure the vendor for Unit Purchases and mark it as a Flooring Company, see Vendor Products and Services.
Processing a Unit Order with a Floorplan Company
Once your floorplan company vendor is set up, select that vendor when processing a Unit Order — rather than the vendor who is physically supplying the unit. This ensures the floorplan company is recorded as the funding source for the unit.
For step-by-step instructions, see How to Process a Unit Order (no longer available).
Accounting Integration and Floorplan Reports
If you have Accounting Integration enabled and need to balance your Inventory General Ledgers alongside your floorplan records, the following reports are available to assist:
Reporting - Stock Unit Valuation (no longer available)
Reporting - Stock Unit Report (no longer available)