This article explains how to change the customer assigned to a Customer Order in Blackpurl, what confirmation warnings to expect, and which conditions prevent the change from being made.
How to Change the Customer on a Customer Order
To reassign a Customer Order to a different customer, open the Customer Order and locate the customer information section. Click Change customer to select a new customer.
When the customer is changed, you may receive one or more confirmation warnings depending on what the order contains:
Units will be removed from service jobs — you will need to reassign them to the new customer's units.
Trade-ins will be removed from deals — you will need to select new trade-ins for the new customer.
Any related service appointments will be removed from the scheduler — you will need to recreate them.
Further Information
Keep the following in mind when changing the customer on a Customer Order.
Prices May Be Recalculated
If the new customer has a different price level or tax exemptions, prices on the order may be recalculated automatically. Always review the prices on the Customer Order after changing the customer to confirm they are correct.
Internal Comments Are Added Automatically
Blackpurl adds an internal comment to the Customer Order every time the customer is changed. This creates an audit trail of the reassignment.
When the Customer Cannot Be Changed
The Change customer option is not available in the following situations. The Customer Order cannot be reassigned if:
The Customer Order is closed
An invoice has been generated from the Customer Order
There are active payments in checkout
It contains completed service jobs
It contains a unit deal with an Approved status
It has a unit deal with a trade-in that has been stocked in
It contains accounts receivable (AR) credit payments in checkout or deposits
It contains store credit payments in checkout or deposits that have not been refunded or reversed to store credit