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Sell Vendor Products and Services on a Customer Order

Learn how to add Vendor Products and Services to a Customer Order as part of a Unit Deal or Service Job in Blackpurl.

This article explains how to sell Vendor Products and Services to a customer on a Customer Order. You can add a Vendor Product or Service to either a Unit Deal or a Service Job, depending on how the sale is structured.
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Before You Start

A Vendor Product or Service must be set up in Blackpurl before it can be sold on a Customer Order. See Vendor Products and Services for instructions.
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The examples in this article use a Warranty Plan Vendor Product set up under the vendor Smith & Co.
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Selling Options

There are two ways to sell Vendor Products and Services in Blackpurl, depending on the type of Customer Order you are working with.
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Option 1: Sell as Part of a Customer Order > Unit Deal

Once the Vendor Product or Service has been set up, it can be added to a Customer Order Unit Deal. Process the Unit Deal as required, then add the relevant Vendor Product to the Options & fees section.
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1. Open the Customer Order and navigate to the Unit Deal.
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2. In the Options & fees section, search for the Vendor Product you want to sell.
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3. Select the Vendor Product to add it to the deal.
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Shows a Unit Deal screen with SKU-00169 for a BRP Can Am B90J 2022 unit. The screen displays an expanded 'Options & fees


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Option 2: Sell as Part of a Customer Order > Service Job

Once the Vendor Product or Service has been set up, it can be added to a Customer Order Service Job. Process the Service Job as required — either select the relevant Customer Owned Unit or add a Service Job without a unit in the Customer Unit section.
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Shows a Service Job screen with 'SERVICE JOB 1' in the header. The 'Job details' section is expanded showing a 'Customer


Once the Service Job is set up, add the Vendor Product through the Labor, parts & job items section.
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1. Open the Customer Order and navigate to the Service Job.
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2. Set up the Customer Unit if applicable.
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3. In the Labor, parts & job items section, search for the Vendor Product you want to add.
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4. Select the Vendor Product to add it to the Service Job.
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Shows the same Service Job screen but now with the 'Labor, parts & job items' section expanded. There's a search field w


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Vendor Products and Accounting Integration

If your dealership uses Accounting Integration, Vendor Products will follow the accounting mapping assigned to their category. For example, a Warranty Plan Vendor Product will post according to the mapping configured for the Warranty Plan category.
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Shows the same vendor setup screen as the first image, displaying Smith & Co vendor information with the Products tab se


Review and manage category mappings in System Settings > Accounting Integration - Categories.

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