BP2FP: Feature activation and adding units to a floor plan

This article will walk you through the activation and first time use of the Floor Plan Management feature.

In order for you to be able to use the Floor Plan Management feature it must be enabled for your store if its not already. Simply contact the Blackpurl Support team to have this feature enabled.

In order for a user to access the Floor Plan Management Tool their user account must have the permission enabled for Account Administration > Floorplan Management

Floor Plan Management is found in the Tools menu of the Blackpurl application.

Before starting to use this feature you should review the floor plan management settings to ensure that:

The Floor Plan Management tool provides you with the ability to add units in your inventory to a floor plan.

Once you are fully up and running with this feature you would typically only use this in a scenario where you have say a traded in unit that you are now putting on a floor plan. But this can also be used to bulk assign inventory units as being floor plan units.

In order to add a unit to a floor plan, you must already have a unique vendor bill in your accounting application for the invoice payable to the flooring company for each unit you are adding. Without this you will not be able to add the unit to a floor plan.

You will be presented with an Add Units screen as seen here:

The first step is to select a Flooring Company and a Floor Plan that you want to assign to the units you are adding.

If you only have a single Flooring Company defined it will be automatically selected for you. Same thing applies to the Floor Plan selector, if you only have one defined it will be automatically selected.

Next, you will use the List Units action bar to provide you with a listing of all inventory units which are not currently flagged as being floor plan units.

You can use the Search box to filter the unit listing

And you can use the Filter action on the right hand side to filter the even further

When you find the units you want to add to a floor plan the checkbox selector on the left of each unit allows you to select which ones you want to add.

You can keep repeating this filter/select workflow to select all of the units you want to add to the selected Flooring Company and Floor Plan. Then you just need to use the "Add to Floor Plan" button to proceed to the next step.

Here you will be presented with a listing containing only those units that you selected and the system will attempt to automatically link the units to its corresponding vendor bill in the accounting application.

If the invoice number on the unit matches a vendor bill in the accounting application under the flooring company, the invoice number will be automatically populated and a green checkmark will appear on the left hand side indicating that the unit was successfully linked to a unique vendor bill in the accounting application.

But if this automatic linking fails you will be required to manually enter an invoice number which will be validated against an existing vendor bill in the accounting application and a red checkmark will appear on the left hand side indicating that the unit still needs to be linked to a unique vendor bill.

The floating action bar at the bottom of the screen will indicate your progress.

If you need to remove one of the units from this listing, a Back button is available at the top right of the screen which will return you to the unit selection screen.

Once all of the units are successfully matched to a vendor bill in the accounting application, the Finalize action will become available.

Selecting this action will update all of the listed units to now be floor plan units under the selected flooring company and having the selected floor plan.