What's New
Customer Contacts & Shipping Addresses
The Customer Record now includes a dedicated Contacts & Shipping Addresses section, introduced in response to requests from many dealerships. All existing contact and shipping address data has been migrated into this new section automatically.
An unlimited number of contacts and/or shipping addresses can be added to each customer record.
Contacts and shipping addresses can be assigned on Customer Orders (COs) or created on the fly when creating a CO.
When creating a CO, you can search for a customer by using a contact name.
When a contact or shipping address is assigned to a CO, it is included in the customer information on the CO document.
The header on all CO documents (including invoices) has been standardized to accommodate the additional contact or shipping address details.
For further information, see Add Contact and Shipping Addresses to a Customer Record.
Standardization of Customer Order Documentation
Following the standardization of the CO document header in version 2.91.0, dealerships provided feedback on the formatting of the remaining CO document content. The product team has made format changes to the Offer to Purchase and Bill of Sale as part of version 2.91.3.
Vendor Contacts and Shipping Addresses
The Vendor Record now includes a new Contacts & Shipping Addresses section, allowing you to add contacts and shipping addresses directly to a vendor record.
Customer Order > Service Jobs — No-Unit Service Jobs
It is now possible to create and complete a service job on a Customer Order without selecting a customer-owned unit. A typical use case is a technician needing to clock onto a job to fix a tyre where no unit is involved. In the unit selector, choose the entry labelled Service job without a unit to proceed.
This feature is controlled by a system setting called Allow customer service job without unit, which must be enabled before the option appears. For further information, see Shop Settings > Item 15 in System Settings > Settings and Controls (no longer available).
Non-Inventory Part — Ability to Override the Description
For non-inventory parts only, users can now override the part description when the non-inventory part is added as a line item on a Customer Order. For further information, see Inventory Part Records vs Non-Inventory Part Records Explained.
Customer Order > Unit Deal — Auto Fulfil Deal Unit Options
A simplified workflow is now available for Customer Order unit deals where parts are typically in stock and labour does not require technician time to be recorded.
A new shop setting called Allow quick fulfilling of deal unit options enables this functionality. It is disabled by default.
A new permission control restricts which users can use this feature. It is enabled for admin only by default.
When enabled and committing options to a deal, a new Quick fulfill action button is available. This button generates the required Deal Merchandise or Deal Service and auto-finalizes them against the deal, provided nothing prevents finalization (such as parts not being available or job clocking being required).
For further information, see Quick Fulfil Deal Unit Options.
Charge on Account Customer Order Invoice Reprint — AR Balance
When a Customer Order invoice is closed out to Charge on Account, reprinting that invoice from Blackpurl will always show it as Charge on Account — even if the balance has since been paid in the accounting package. To address this, reprinted Charge on Account invoices now display the current Accounts Receivable (AR) balance of the invoice as recorded in the accounting package, giving dealerships visibility of any payments made against the invoice.
For further information, see Payment Methods / Details of the Option of Charge on Account (no longer available).
Reporting — New and Changed
Part Movement Report
The Part Movement report can now be filtered by part number. Add the Part Number filter, enter the part number, and click Apply to view movement for that specific part.
For further information, see Reporting - Part Movement (no longer available).
Vendor Order Report
All reports in the Vendor Order (VO) reporting section can now be scheduled. For further information on scheduling reports, see Scheduled Reporting.
New Active Returns Report
A new report specific to Vendor Returns has been introduced. The Active Returns report includes the balance of credits pending — that is, credit notes still awaiting receipt from the vendor. For further information, see Reporting - Active Returns (no longer available).
Active Unit Deals Report
The Active Unit Deals report has been updated with new optional columns for Deal Option and Stock Trade Clearing values, to assist with control account reconciliation. For further information, see Reporting - Active Unit Deals / Deal Units (Unit Deals with Temporary or Stocked or Consignment Units) (no longer available).
System Settings — New Support, Upgrades & Add-ons Option
The System Settings dashboard now includes a new option called Support, Upgrades & Add-ons. This gives users access to the Blackpurl Knowledge Base and the ability to create a support ticket or submit requests for additional licenses, price files, forms, training, and more. Click on the relevant request type and follow the prompts.
For further information, see System Settings > Support, Upgrades and Add-Ons (no longer available).
SMS Update
The text message character limit has been increased from 255 up to 5,000 characters. For further information, see How to Send and Receive Text Messages (SMS) through Blackpurl (no longer available).
Accounting Integration — Sublet Category Type Renamed
The Sublet category type has been renamed to Vendor Product to more accurately reflect its purpose. This category type is used for sublets, warranty plans, and other vendor products — not just sublets.
What's Improved
The following issues have been resolved or improvements made in this release:
Resolved — an issue where the mileage on a customer unit was updated by a service job that had a lower mileage on it
Resolved — an issue encountered when moving a labour line from a customer pay job to a third-party job where tax totals were not handled correctly
Resolved — an issue where profit for fees and trade-ins was not being handled properly on the invoice detail report
Removed — restriction on negative values when defining factory options
Resolved — a sorting issue in the Payroll hours report
Resolved — an issue on service job reports where the sidebar totals were incorrect for WIP Part Cost and WIP Labour Cost
Changed — a new field has been created in the Shopify configuration custom setting to define a Go Live date. Customer orders for Shopify orders placed prior to this date will not be created in Blackpurl
Created — a script to populate the Shopify Go Live date under Shopify configurations
Resolved — an issue where the Bill of Sale printed over 3 pages
Resolved — a part pricing issue on price file import when prices are controlled by vendor and tax is included
Resolved — an issue where the Xero connection became disconnected on execution of midnight scripts
Created — a post-install script to populate logo height and width in the business profile to fix a distorted logo issue in invoice prints
Resolved — an issue where a unit disappears from the internal service upon adding a line item
Resolved — an issue which caused the On Order quantity shown on the part page to be inaccurate
Resolved — an issue which caused a Vendor Order (VO) to show a partially received status when all items had in fact been received
Changed — users are now prevented from removing semicolon separators on part locations when there are multiple locations
Resolved — an issue which prevented an invoice from being finalized with a March 1st date
Resolved — an issue which prevented the user from adding a tax rate to a tax code
Resolved — an issue encountered when printing a deposit receipt where the CO contained a trade-in only deal
Resolved — an issue which showed a user name as "null" in the part count history
Resolved — an issue with return credits where the amount shown in QuickBooks (QB) was different from the amount shown in Blackpurl
Resolved — an issue encountered when changing the taxable flag on an order unit
Resolved — an issue in the stock unit report where optional columns added for a custom report were not being retained
Resolved — a UI issue in the unit pricing & costs screen
Resolved — an issue which caused a committed part to not show as committed on the part page
Resolved — an issue which did not include business customer phone numbers on the CO invoice
Resolved — an issue which gave an uncommitted required part the wrong status in the part pick list section
Resolved — an issue which caused Xero to become disconnected from an org when translation syncing was turned off
Resolved — a formatting issue on the unit order printed document
Resolved — an issue which gave duplicate results when searching for parts to add to a VO or Vendor Return (VR)
Resolved — an issue which caused fractional quantities to not be included on the Bill of Sale (BOS) and Offer to Purchase (OTP)
Resolved — an issue encountered with kits containing non-inventory parts incorrectly triggering the Force Oversold warning
Resolved — an issue which caused a "divide by zero" sync failure
Resolved — an issue which prevented user-selected totals from being saved on a custom report
Resolved — an intermittent sync failure encountered for Shopify COs when a customer record had to be created
Resolved — an issue which prevented the parts status from appearing on Deal Merchandise sections of a CO
Resolved — an issue creating the Vendor Product type (previously Sublet)
Resolved — an issue on return credits which prevented the user from scrolling through the list of parts
Corrected — the parts status on service jobs to accurately reflect the status related to non-inventory parts
Resolved — an issue which caused the Active Order tile on the homepage to display an incorrect quantity
Updated — the job worksheet document to once again include the CO number barcode in the header
Resolved — an issue which caused deal units to be listed on deal documents in a different order than they appear on the deal itself
Resolved — a searching issue which prevented an exact part number match from appearing in search results
Resolved — an issue encountered when moving a part from one CO to another CO
Resolved — a sorting issue on the technician hours report
Resolved — an issue in the Active Sublet report which prevented the user from selecting a specific status in the job status filter
Resolved — an issue which caused a line item on a kit to not reflect the current pricing of the item
Resolved — an issue with the sort order of jobs listed in job clocking
Updated — the vital statistics tiles on the customer page
Resolved — an issue which prevented the close icon from being actionable in some system modal windows
Resolved — an invoice preview and print issue for third-party service jobs where the provider name and address were overlapping
Resolved — the date in the file name generated through the new SOM process has been corrected
Updated — VO Export for Harley-Davidson Australia: provided an updated VO export format suitable for importing into the Harley-Davidson Australia order upload interface
Updated — formatting issue for BOS/OTP prints
Updated — further tweaks to the CO documentation standardized header
Updated — Global Search now applies available quantity sorting logic to search results. Only exact match results are sorted by available quantity in descending order
Changed — QuickBooks (QB) and Xero logic now automatically triggers a resync before sending a failure email notification. The failure email will only be sent if the auto-resync is unsuccessful
Resolved — an issue where the generic unit was available to select in the trade-in dropdown
Resolved — fixed the cancel action for the Include in inventory cost option under the vendor invoice screen
Resolved — an issue where Shopify orders were not coming through to Blackpurl when the customer name (individual or company) contained special characters. Special characters are now removed on import
Resolved — an issue where a count session containing two parts with the same location but different letter casing incorrectly attempted to insert two separate locations
Resolved — an issue where records from part reports were disappearing when changing the sort order
Resolved — an accounting issue where the CO invoice journal entry was not synced when adding a down payment and financing amount while finalizing a deal
Resolved — an issue where an invoice and a payment entry were sent to accounting in place of a sales receipt entry
Resolved — a tax detail report issue where totals were not shown when adding a content column to search results
Resolved — an issue filtering VO reports by order type
Resolved — an issue which incorrectly included the financing payment amount line when the payment amount was zero
Resolved — an issue where email addresses were not included on CO documents for business-type customers
Resolved — an issue encountered when trying to sort the customer report by email address
Implemented — a number of improvements to unit searching to provide more accurate results
Resolved — an issue which incorrectly allowed a user to create a CO for an inactive customer
Implemented — a new back-end setting to control whether DP360 syncing of units observes the Publish in Feeds flag
Resolved — an issue where switching between sections on service orders caused the extended section to display blank
Implemented — a flag under back-end settings to control ARI web version part pick list import with or without a header
Resolved — a UI issue encountered when quickly navigating between service jobs on a CO
Resolved — an issue on the Stock Units report where it was not always providing an accurate value for Deal Option Costs when backdating the report
Resolved — an issue on the Stock Units report where it was not always providing an accurate value for Deal Options WIP when backdating the report
Resolved — an org reconciliation issue for parts inventory encountered when a sale depleted multiple FIFO buckets that had different costs