What's New
Changing the Customer on a Customer Order
Blackpurl now gives dealerships greater flexibility when changing a customer on a pre-existing Customer Order. A number of restrictions that previously blocked this action have been removed.
A new Change customer button is available in the customer section of a Customer Order.
When you change the customer on a Customer Order, you may see confirmation warnings about the following impacts:
Units will be removed from service jobs — you will need to reassign them
Trade-ins will be removed from deals — you will need to select new trade-ins
Related service appointments will be removed from the scheduler — you will need to recreate them
Keep the following in mind when changing a customer:
Prices may be recalculated if the new customer has a different price level or tax exemptions. Review all prices after making the change.
An internal comment is automatically added to the Customer Order each time the customer is changed.
The following conditions will still prevent you from changing the customer on a Customer Order:
The Customer Order is closed
An invoice has already been generated from the Customer Order
There are active payments in checkout
The Customer Order contains completed service jobs
The Customer Order contains a unit deal with an Approved status
The Customer Order has a unit deal with a trade-in that has been stocked in
The Customer Order contains AR credit payments in checkout or deposits
The Customer Order contains store credit payments in checkout or deposits that have not been refunded or reversed to store credit
Website Product Management — Shopify Tag Sync Configuration
Website Product Management (WPM) now includes a backend configuration option that controls whether tags on Blackpurl Part Records are synced to their linked Shopify Products.
This configuration is disabled by default. When disabled, tags from Blackpurl Part Records will not sync to Shopify Products, and all tag management must be done directly in Shopify.
If the configuration is enabled, tags from Blackpurl Part Records will sync to the linked Shopify Products and all tag management must be done in Blackpurl. If tags are edited in Shopify while this setting is enabled, the next Blackpurl sync will delete or override those Shopify-created tags.
Adding Internal Comments on Closed Customer Orders
Users can now add internal comments to Customer Orders that are closed. For full details, see Add Internal Comments to a Customer Order.
What's Improved
The following issues have been resolved or improved in this release:
Resolved multiple Website Product Management (WPM) issues:
Opening a Customer Order created from a Shopify transaction that had no customer assigned to it
Products that failed to sync were not being flagged as errors
Sync failures being generated when the deposit amount was zero
A time zone issue with Shopify payments that caused them to be back-dated and changed reconciled Cash Reconciliations
Duplicate Shopify products being created due to a read timeout error in the API
The Shopify ID not always appearing on Blackpurl Part Records
An error when searching for products containing special characters in their name
Existing variants being deleted when managing product variants
Resolved an issue where users received an unsync customer message, caused by the AR credit payment method button failing to access the Customer Record in the accounting package to populate the dollar amount
Resolved issues encountered when reopening invoices, caused by an incorrect accounting application transaction type being referenced
Resolved an issue that caused some order units to produce a tax-related error and not apply tax to the order unit
Corrected an occasional User Interface (UI) issue where warnings were not properly displayed in the date picker
Resolved an issue that caused the deal service and merchandise section to not be generated when moving line items using the install flag
Resolved an issue that caused the unit to not appear on a deal service job
Resolved an issue with fixed price kits where the total of recalculated line items would not equal the fixed price set on the kit
Resolved an issue with sales receipts that always showed a 12:00 AM time, and where the tax ID label appeared even when the field was not populated in system settings
Resolved issues where the Offer to Purchase and Bill of Sale documents were not providing consistent and correct values for Due from Customer and Due from Financing
Released mapped forms for specific dealerships — affected dealerships have been notified
Corrected additional logic to ensure that sales tax rates are always referenced by their unique ID in Blackpurl rather than by name, so that correct tax amounts are always applied
Resolved an issue where users could generate an invoice preview for a deal that had not been committed or approved
Resolved an issue when assigning technicians to an appointment where the date selector used shop hours for the current date regardless of which day of the week was selected
Resolved an issue that prevented users from changing the unit on a unit inventory service job
Reinstated the ability to select an internal expense job type on a unit inventory service job
Resolved an issue importing Partsmart 8 picklists
Released changes to mapped forms for a specific dealership — the dealership has been notified
Performance improvements to the Customer Order application in the following areas:
Creating a job from the service tile
Breaking up kits
Send a text action
Adding and editing pulled quantities
Minor UI updates to meet the requirements of the QuickBooks compliance review
Resolved an issue importing a .csv file into a Vendor Order (VO) where users could not see all parts that failed to import
Resolved an issue when creating categories where users could not select their desired General Ledger (GL) accounts until after saving with the default GLs
Resolved an issue that produced an error when users entered a very large amount of text in the Cause, Concern, and Correction fields
Resolved an occasional issue where a Customer Order was fully closed but the deal on the Customer Order indicated that options were pending
Implemented a new restriction on the Charge on Account payment method. Dealerships can no longer close a Customer Order invoice when the charge on account amount does not match the actual amount owing on the invoice. This situation typically occurred when users reduced the invoice amount after already adding the full payment, which resulted in accounting sync failures.
Resolved an issue with barcode labels generated from a vendor return (VR) where the correct customer name was not always included on the label
Resolved an issue where the Tax Detail report was not including individual tax amounts on vendor invoices
Resolved an issue in the SOM inventory file where the wrong indicator was used for obsolete parts
Resolved an issue in the invoice detail report where the correct total profit was not being reported
Resolved a rounding issue when adding kits to a Customer Order
Resolved an issue with the text template variable [parts_ready_qty_this_CO]
Resolved a tax issue on newly created Customer Orders where exemptions from both the default account type and the account type of the customer were being applied simultaneously, requiring users to recalculate pricing to reset the exemptions
Resolved an issue where Customer Orders created from Shopify were all being assigned to the Cash Sale customer — a side effect of security review changes
Resolved an issue that generated an error when setting a service job status to Quote — a side effect of security review changes