A Customer Order Unit Deal can be modified at any point before the order is invoiced. This article covers the four main scenarios where changes are needed: replacing the unit, adding options after commitment, adding additional units, and correcting the customer on the order.
Before You Start
The Unit Deal and any associated Deal Service must not be invoiced before making changes. If any relevant invoices have already been created, uninvoice them first by following the instructions in Reopen an Invoiced Customer Order.
Replace the Unit
If a customer changes their mind about which unit they want to buy, you can swap the unit on the deal even after the unit and options have been committed.
1. Open the Customer Order Unit Deal.
2. In the unit section, click Replace Unit.
3. Search for and select the replacement unit.
When replacing a unit, keep the following in mind:
Any committed options from the original unit will be transferred to the new unit. Confirm that these options still apply.
If the options need to change, Blackpurl allows you to modify them after the Deal Service has been swapped over to the new unit.
Add Additional Options After Commitment
If a customer decides to add more options after the existing options have already been committed, you can still add them to the Unit Deal.
1. Open the Customer Order Unit Deal.
2. In the Options & Fees section, use Scan and search to add items to add the new options.
3. Check the Status column on each line item to see the current status — for example, In Stock or Committed.
After adding new options to a deal where other options are already committed:
The option status on the deal will update to Options: REQUIRED.
You will need to commit the new options and confirm the existence of an existing Deal Service.
Once committed, a new Deal Service will be generated for the newly added options.
Add Additional Units to the Deal
If a customer decides to purchase an additional unit — for example, adding a trailer to a boat purchase — you can add it to the existing Customer Order Unit Deal even after the original unit and options have been committed.
1. Open the Customer Order Unit Deal.
2. In the deal action section, click + Add another unit.
3. Search for and select the additional unit.
4. Add any options for the new unit, then commit those options.
Change the Customer on the Order
If the wrong customer was added to the Customer Order, you can change the customer before the order is invoiced.
1. Open the Customer Order.
2. In the Customer section, click Change customer.
3. Search for and select the correct customer.
