Blackpurl lets you record Contact and Shipping Addresses on a Customer Record so your dealership always has accurate contact and delivery information on file. You can add these directly from the Customer Record itself, or on the fly while working in a Customer Order — this article covers both methods.
Adding Contact and Shipping Addresses from the Customer Record
Navigate to the relevant Customer Record and scroll down to the Contacts & Shipping Addresses section. Any Contacts or Shipping Addresses already attached to this Customer Record will be listed here.
To add a new Contact or Shipping Address, click the + button to open the Add Contact/Shipping Address popup.
1. Enter a Name for the new item — this acts as the identifier.
2. Use the radio buttons to indicate whether you are adding a Contact or a Shipping Address.
3. Complete the relevant fields for the Contact or Shipping Address.
4. Click Save.
Once saved, the new Contact or Shipping Address appears in the Contacts & Shipping Addresses section of the Customer Record.
Tip: Contact Names can be used for searching in both the Global Search and as a customer on a Customer Order.
Adding Contact and Shipping Addresses from a Customer Order
From the Customer section of a Customer Order, you can either select an existing Contact or Shipping Address from the Customer Record, or add a new one on the fly.
Adding a Contact from a Customer Order
Click Select contact to see a list of all Contacts already saved on the Customer Record, then choose the one you want to appear on this Customer Order.
If the Contact you need doesn't exist yet, click Add new contact to open the Add Contact/Shipping Address dialog. Complete the contact fields and click Save.
Once a Contact is selected, it appears in the Customer section of the Customer Order. The Contact details also print on the Customer Order documentation.
Adding a Shipping Address from a Customer Order
Click Shipping address to see a list of all Shipping Addresses already saved on the Customer Record, then choose the one you want to use.
If the Shipping Address you need doesn't exist yet, click Add new address to open the Add Contact/Shipping Address dialog. Complete the address fields and click Save.
Once a Shipping Address is selected, it appears in the Customer section of the Customer Order and prints on the Customer Order documentation in the Ship To section.
Tip: Any new Contact or Shipping Address added on the fly from a Customer Order is automatically saved back to the Customer Record in the Contacts & Shipping Addresses section.