The Special Order Summary report helps dealerships track the status of parts that have been ordered specifically for a customer on a particular Customer Order (CO). Use this report to see whether special ordered parts have been placed with a vendor, received into stock, or are ready for the customer — so you can take action quickly.
What Is a Special Ordered Item?
A Special Ordered item is a part ordered specifically for a customer on a specific Customer Order. The Special Order Summary report gives you a real-time view of where each of those parts is in the process, so your team can proactively chase vendors, place missing orders, or contact customers to let them know their items are ready.
How to Run the Special Order Summary Report
1. In the Blackpurl header, click Reporting, then select Reports.
2. On the Reports page, navigate to the Ordering category and select Special Order Summary.
3. The default search results display all Customer Orders that have Special Orders, across all statuses.
Filtering by Special Order Status
Filtering by Special Order (SO) Status lets you focus on exactly what needs action — whether that's chasing a vendor, placing an outstanding order, or contacting a customer whose items have arrived.
To filter the report by SO Status:
1. Run the report to load the default results.
2. Click Search to expand the search parameters.
3. Open the SO Status dropdown and select the status you want to report on.
4. Click Apply to refresh the results.
For example, if you want to contact customers whose special ordered items have been received into stock, set the SO Status filter to All in-stock and click Apply.
Acting on the Report Results
Once the filtered report has loaded, review each Customer Order and take the appropriate action:
Click any blue CO# to open the Customer Order and review its details.
Contact the customer to let them know their items have been received and the CO can be finalised.
Follow up with the vendor if an order hasn't been placed or received yet.
Finalise the Customer Order if all items are in stock and the customer is ready.
More Information on Reporting
The following articles cover additional reporting features in Blackpurl:
Reporting Tips and Tricks — covers how to get totals, change columns and filters, print or export results, and save custom reports.
Scheduled Reporting — explains how to schedule a report to generate automatically and be emailed to a Blackpurl user.
Blackpurl Reporting Overview — shows where to find all reports in Blackpurl.
Share a Custom Report in Blackpurl — explains how to share custom reports with other users.