This article explains how to create a Customer Order Unit Deal for a unit that has not yet arrived at the dealership. This is useful when a unit is in transit — for example, travelling from overseas — or when your dealership is swapping units with another dealership. Processing the deal in advance lets you order parts and schedule service jobs so everything is ready when the unit arrives.
Step 1: Create a Unit Order
Before you can attach an on-order unit to a Customer Order Unit Deal, you need to create a Unit Order in Blackpurl.
1. In the Blackpurl header, navigate to Ordering > Units Needed or Unit Orders, then click Order Unit.
2. Roll your mouse over the relevant vendor and click to open it.
3. Click Order New Unit.
4. Complete the relevant fields on the unit ordering form.
5. Click Create Single Order or Bulk Order, depending on how many units you need to order.
Tip: If you want to track profitability on the Customer Order, enter the Base Unit Price, Cost, and any other relevant figures at this stage. This is also a good time to set the correct Category and Additional Information.
Step 2: Add the On-Order Unit to a Customer Order Unit Deal
Once the Unit Order has been created, you can search for the on-order unit and add it to a Customer Order Unit Deal.
1. Open or create a Customer Order Unit Deal.
2. Use Search for a stock unit to find the unit. The unit's status will show as Order Unit, indicating it has not yet been received.
3. Select the on-order unit. The Unit Deal will clearly indicate that the unit is on order.
4. Process the Unit Deal as normal. You can now order parts and schedule service jobs against this deal.
Important: Blackpurl will not allow you to finalize a Unit Deal while the unit's status is On Order. The deal can only be finalized once the unit has been received.
When the On-Order Unit Arrives at the Dealership
When the on-order unit physically arrives, follow these steps to receive it and update the Unit Deal.
1. Before processing the received unit paperwork, check the Unit Orders section to see whether an active order already exists for this unit. If one exists, receive the unit against that existing order.
2. Once the unit has been received, its status on the Unit Deal will automatically change from On Order to Reserved. You can then proceed to finalize the Unit Deal.