Automatic Linked Fees are fees that Blackpurl adds to Customer Orders without manual entry. This article explains what Linked Fees are and walks through how to set them up for Deals, Service Jobs, and Merchandise transactions.
What Are Automatic Linked Fees?
Linked Fees are fees configured to charge automatically on specific types of Customer Orders. Common examples include:
Customer Order Deals — licence fees, registration fees, or document fees added automatically to Unit Deals
Customer Order Merchandise — environment fees or shopping bag fees added to Parts & Accessories transactions
Customer Order Service Jobs — a fixed Shop Supplies fee added to every Service Job
Automatic Linked Fees do not generate on Cash Sale transactions.
Before You Start
A fee must already exist in Blackpurl before it can be linked. If you haven't created the fee yet, see Create and Edit Fees before continuing.
How to Set Up Linked Fees
Part 1: Open Linked Fee Management
1. In the Blackpurl header, click your Profile icon, then select Settings. Your Profile icon will be unique to your account.
2. From the System Settings Dashboard, click Linked Fee Management.
The Linked Fee Management screen opens. It contains four tabs — Overview, Deal, Service Job, and Merchandise — each listing any existing linked fees for that order type and providing the option to create new ones. You can navigate between order types by clicking the relevant tab.
Part 2: Create a Linked Fee
The steps below use a Merchandise Linked Fee as an example. The same process applies to the Deal and Service Job tabs.
1. Click the Merchandise tab. If no Linked Fees have been created yet, the list will be empty.
2. Click LINK A FEE to open the fee configuration window.
3. Complete the fields in the LINK A FEE TO MERCHANDISE window:
Fee Code — Search for and select the fee you have already set up in Blackpurl.
Description Override — The fee's default description loads automatically. You can replace it with a custom description that will be used specifically for this Linked Fee.
Price Override — The fee's original price defaults here. You can override it with the price you want to charge for this Linked Fee.
4. When you are happy with your entries, click LINK FEE to save.
Result
The new Linked Fee appears in the list under the relevant tab. In the example below, an Environmental Fee of $10.00 has been created under Merchandise.
From this point on, each time a Customer Order for Parts & Accessories is processed, the Environmental Fee of $10.00 will generate automatically on the order.
Tip: To edit an existing Linked Fee, click the pencil icon next to it. To remove it, click the rubbish bin icon.