Blackpurl 2 provides you with a new and improved selling experience with the BP2 Customer Order. Gone are the days or wearing out your mouse scroll button and excessive drilling into a customer order to get where you need to be.
Blackpurl 2 Customer Order Layout
The new Blackpurl 2 customer order screen has a standardize layout, regardless of what the order contains.
Every customer order always has the same five components as described here:
Header | Always visible across the top of the customer order. Contains the primary CO information, statuses, actions and tools. |
Tabs | Always visible below the header. A summary tab which summarizes the entire customer order along with an individual tab for each individual transaction within it. |
Sidebar | Summaries and controls for the tab you are currently viewing. Sidebars can be collapsed or expanded as desired |
Drawers | Up to 11 contextual panels that slide in from the right. Which icons appear in the drawer depends on the contents of the order. |
Main Content | The primary area for whichever tab is being viewed. Contains all of the details related to the tab. |
Header
The header is always visible and contains the primary controls for the entire order which includes:
The Customer Order
The Customer Name with icon for: accessing the customer record, viewing notes or attachments they have on file
The Order Status (Open/Quote/Closed) — When available this can switch the order between Quote and Open modes
Deposit and Checkout action buttons
A Print button to generate any documents that may be available
And an Other actions menu (three-dot icon) for less-frequent actions
Tabs
These are always visible immediately below the header.
All customer orders have a Summary tab which summarizes the entire customer order. Additionally there will be an individual tab for each individual transaction within it. To add more transactions(tabs) to the customer order, an Add icon is provide.
Sidebar
The sidebar on the left shows controls and settings for whichever tab you are currently viewing. It can be collapsed to a narrow strip or expanded to show full labels and inputs.
Select the Pin icon inside the sidebar to keep it expanded by default for your account.
On the Summary tab, the sidebar is always expanded and cannot be collapsed.
On all other tabs, the sidebar opens in your last-used state (collapsed or expanded).
Main Content
The section body is the main scrollable area of the customer order screen. Its contents change depending on which tab is active. Available tabs depend on what has been added to the order:
Summary — an at-a-glance view of all sections on the order
Unit Deal — the units being sold, pricing, options, fees, and trade-ins
Deal Finance — financing company, F&I products, and finance terms
Service / Deal Service — service jobs with labor, parts, and other job items
Parts & Accessories / Deal Merch — parts and merchandise line items
The main content scrolls independently from all other elements on the screen.
Drawers
The right-side drawer icon bar runs along the right edge of the screen. Up to 11 drawer icons may appear, depending on the contents and status of the customer order.
The available drawers are:
Notes for Customer — customer-facing notes attached to sections of the order
Time Log — technician time tracking for service jobs
Attachments — forms and file attachments for the order
Service History — past service jobs for the customer's units
Customer Approvals — approval records for service work
Parts Picklist — picking status for parts on the order
Deposits — deposit history and totals
Invoice History — past invoices and reopen options
Text Message — send and receive SMS messages with the customer
Internal Notes — staff-only notes not visible to the customer
Profitability — margin breakdown across all sections of the order
Select any drawer icon will expand (pull out) that drawer. The drawer stays open until you close it, select a different drawer icon, or click back into the section body.
Tab Access and Permissions
Individual user permissions can dictate which tabs or drawers are exposed to a user.
Check with your system administrator.
Switch between the Classic and Blackpurl 2 experiences
To try out the new selling experience just click on the icon with your initials in the top right of the screen and select the "Switch to new CO" option.
At any time you can switch back to the Classic CO experience by just reversing the process.
Take a tour of the New CO (length 8:22)