What Is This Report For
The Stocked Trade Clearing Account report shows the total value of stocked trades in Blackpurl — these are trade-in units that have been stocked but whose associated customer order has not yet been finalised. Use this report to keep your Stocked Trade Clearing balance in Blackpurl reconciled with your accounting package.
How to Run This Report
1. From the Blackpurl header, navigate to Reporting > Report > Reconciliation > Stocked Trade Clearing Account.
2. The report opens with the relevant filters, columns, and totals already configured.
3. Click Totals and review the total for the Stocked Trade Clearing Account.
When to Use This Report
Run this report regularly — at minimum at the end of each month. This allows you to balance the Stocked Trade Clearing General Ledger in your accounting package against the total shown in Blackpurl.
What to Do With This Report
If your dealership has accounting integration enabled, use the Stocked Trade Clearing total from this report to compare against the corresponding Stocked Trade Clearing General Ledger account in your accounting package. For step-by-step guidance on performing that comparison, see Reconcile the Stocked Trade Clearing General Ledger.
More Information on Reporting
The following articles cover common reporting tasks in Blackpurl:
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports (no longer available) — how to get totals, change columns and filters, print or export, save custom reports, and more.
Scheduled Reporting — how to schedule a report to generate automatically and be emailed to a Blackpurl user.
Reporting - Where are the Reports? (no longer available) — an overview of where to find all reports in Blackpurl.
Share a Custom Report in Blackpurl — how to share custom reports with other users.