This article summarises the new features and improvements included in this Blackpurl release, covering salesperson assignment, checkout visibility changes, bug fixes, and more.
What's New
Salesperson on Parts & Accessories / Service or Repair Jobs
Salesperson fields are now available on Parts & Accessories and Service or Repair Jobs. Key details:
You can assign multiple salespersons to these transactions, just as you can on Unit Deals.
Unlike Unit Deals, you cannot indicate a commission amount on these transaction types.
The salesperson field defaults to the salesperson linked to the login user who created the transaction.
Invoice reporting now correctly reflects all assigned salespersons.
For further information, see Setup Customer Order - Salesperson (no longer available).
Internal Customer Order Documents — Auto-Printing Removed
Internal invoices such as those generated when finalising Deal Service or Deal Merch will no longer automatically open a PDF in a new browser tab. These internal invoices are not customer-facing documents, so the auto-generate PDF function has been removed. You can still print these invoices from the Invoice History section of the relevant Customer Order.
Notes for Customer Section Now Available on Parts & Accessories
The Notes for Customer section was previously available on Customer Order Unit Deals and Service Jobs. It is now also available on the Parts & Accessories section. Any text entered in the Notes for Customer section will appear on the relevant customer-facing documents, such as the Parts Invoice.
Unit VINs Will Now Be Uppercase
Unit VINs are now automatically converted to uppercase when saved, regardless of how they were entered by the user.
Customer Order Checkout — Change Due Visibility
When finalising a checkout where a Change Due amount applies, that amount is now visible in the print modal window. This allows staff to see the change due at the point of printing, which may also trigger a cash drawer to open.
Customer Order Attachments — Increased Size Limit
The maximum file size for PDF attachments on Customer Orders has been increased to 25MB.
For further information, see Forms in Customer Orders: Upload, Link, and Attach.
Stock Unit Records — Service Job History Status Column
When viewing the service job history for a unit, a new status column now shows whether each job is open, invoiced, or in another state. You no longer need to open each job individually to determine its status.
Payroll Clocking / Job Clocking — Automatic Midnight Clock-Out
A scheduled process now runs at midnight each day to automatically clock out any active payroll clocking and job clocking entries. For example:
If a technician job-clocked into a job at 4:00 PM but left at 5:30 PM without clocking out, they will be automatically clocked out at midnight.
If a technician payroll-clocked in but forgot to clock out before leaving, they will be automatically clocked out at midnight.
What's Improved
Changed — DP360 now works with Dealer Groups. The Dealer Group ID is required to use this functionality.
Resolved — an issue where working on a deal in multiple browser tabs caused the deal to be invoiced twice.
Resolved — an issue causing internal service errors when processing price file update notifications.
Resolved — an intermittent issue causing deal profitability on the Customer Order screen to be inaccurate.
Resolved — an issue where notes on a customer record would not delete.
Resolved — an issue where changing a unit's category multiple times did not always execute the inventory GL adjustment journal entry.
Resolved — an issue where moving part line items between different section types did not always handle committed quantity correctly.
Resolved — an issue where using a deposit at checkout when the checkout total was negative caused an error.
Resolved — deleted or deactivated tax codes are now removed from the tax code mapping screen in accounting integration setup.
Released — mapped forms for a specific dealership that required new fields to be developed.
Resolved — an issue preventing correct sorting by order number in a customer order report.
Resolved — an issue that incorrectly allowed cost adjustments to be added to an inactive unit.
Resolved — an issue where creating a temporary unit on a unit deal did not use the cost price from Unit pricing and options.
Resolved — an issue where the deal invoice number was not shown against a used deposit.
Resolved — an issue where tax was not calculated correctly when moving line items with Enhanced Tax Calculation enabled.
Resolved — an issue where a unit disappeared from the service job when the status was changed.
Resolved — an issue where financing numbers (estimated payment) differed between the Customer Order screen and the printed document.
Resolved — an issue where importing a processed price file failed when the external link contained special characters.
Resolved — an issue where a part or sublet was not shown as needed in the Parts Needed report when a customer order status was changed from quote to open.
Resolved — duplicate lines being sent to QuickBooks Online (QBO) on a vendor credit bill during a vendor return when cost variances existed between Approved and Credit statuses.
Resolved — an issue where the list of models was cut off when bulk-assigning Factory Options to models.
Resolved — an issue that printed a blank page at the end when printing quote-only service jobs.
Improved — searching customer orders by customer name now shows open customer orders first.
Resolved — an issue encountered when deleting factory options on the Add/Edit unit order screen.
Resolved — an issue where the watermark on a quote was oversized and difficult to read.
Resolved — an issue where the unit price was not displayed completely in the Bill of Sale email.
Resolved — an issue where a Shopify order was sent through to Blackpurl twice.
Resolved — an issue where the total due showed as zero in Xero when commission was payable by the finance company.
Resolved — an issue where the Ordered date was shown incorrectly on the view unit screen after a unit was stocked in from the vendor.
Resolved — a date issue where adding a Landed Cost Adjustment (LCA) in unit receiving without selecting a vendor resulted in the journal entry date being one day earlier than expected.
Corrected — a service job report issue where unit data field values were not shown correctly in preview and PDF exports.
Corrected — a vendor order print issue where the logo was distorted. The logo now displays consistently with customer order invoice printing.
Resolved — a QuickBooks (QB) sync issue for vendor returns.
Changed — the Active Sublet Report now includes a new standard column labelled Sublet Accrual, populated with the total cost of the sublet when it is stocked in.
Resolved — an issue in the Active Sublet Report where the total cost was incorrect. The cost as entered on the Vendor Receipt (VR) and Vendor Invoice (VI) is now reflected correctly.
Resolved — a sorting issue on customer order number in the customer order report.
Resolved — an issue preventing the creation of a new customer from the sales screen using the new STA web component on customer order.
Resolved — an issue where the wrong part was added when using the new STA web component on customer order.
Resolved — a print issue where Bill of Sale documents printed onto an extra page rather than using available space from the previous page.
Resolved — an issue where the notes area on the customer order page disappeared when adding a labour item.
Changed — deleting a Time Clocking staff member now deactivates the record instead of permanently deleting it.
Resolved — an issue where taxes were calculated incorrectly when moving labour from one customer order to another.