Blackpurl lets you assign one or more salespersons to any customer order — whether it's a Unit Deal, a Parts & Accessories sale, or a Service Job. On Unit Deals, you can also record the commission earned to support full profitability reporting.
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Before you can assign a salesperson to a customer order, that person must be added to the staff member list in System Settings.
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1. Click your account icon in the Blackpurl header, then select Settings.
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​2. From the System Settings dashboard, click Users.
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​3. Open the Time Clocking tab and locate the Staff member list.
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4. If the salesperson is not already listed, enter their First Name and Last Name in the Add a new staff member section, then click ADD.
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The salesperson will now appear as an option when assigning salespersons on customer orders.
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To view or modify the Commission field on a Unit Deal customer order, users must have the Deal commissions user permission enabled. A dealership administrator can enable this in the user's permission settings.
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The steps for assigning a salesperson are the same across Unit Deals, Parts & Accessories orders, and Service Jobs. The key difference is that commission amounts can only be recorded on Unit Deals.
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​1. Open the Unit Deal customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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4. In the Commission earned field, type the commission amount for the salesperson.
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Adding a commission amount helps calculate the full profitability of the Unit Deal. For more information, see Customer Order Profitability.
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Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.
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​1. Open the Parts & Accessories customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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The assigned salesperson appears in the Summary section of the order. Unlike a Unit Deal, no commission amount is recorded on Parts & Accessories orders.
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​Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.
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​1. Open the Service Job customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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The assigned salesperson appears in the Summary section of the Service Job. Unlike a Unit Deal, no commission amount is recorded on Service Jobs.
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​Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.