This article explains how to generate a Unit Specifications Document in Blackpurl. A cleanly formatted, print-ready summary of a unit's data that you can hand to a customer or display with the unit.
It also covers how to control which fields appear on the document, how to include a QR code that links to a web page for the unit, and how to include a sample financing option.
What is the Unit Specifications Document?
The Unit Specifications Document is a printable document containing cleanly formatted data values for a single unit — pricing, identification, specifications and, optionally, a QR code and a sample financing payment.
It is available for:
Stock Units.
Order Units.
Customer Owned Units that are flagged as a Consignment Unit.
How to Generate a Unit Specifications Document
Follow these steps to generate the document from the unit page.
Navigate to the unit that you want to generate the document for.
Select the printer icon at the top of the page.
A print-ready document will be generated that you can print or save as a PDF.
Please Note: The printer icon only appears on Stock Units, Order Units, and Customer Owned Units that have been flagged as a Consignment Unit.
How to control the data values included in the Document
While some unit data values will always appear on the document such as:
Make
Model
Submodel
Year
VIN/SN
Stock #
Pricing
The inclusion of any other unit data values is dictated by the Unit Product Type that is assigned to the unit, specifically those values which are a) ACTIVE? for the product type and b) are flagged as being included in ORDER DOCUMENTS
For further information on Unit Product Types, please refer to this article -
How to include a QR code on the document
You can include a QR code on the document that navigates to a web page of your choice for that unit. For example, the unit's listing page on your website.
Open the unit record and click Edit
Populate the Website URL field with the URL you want the QR code to navigate to
Save the unit, then generate the Unit Specifications Document.
If the field is not populated, no QR code is included on the document.
How to include sample financing information on the document
You can include a sample financing block on the document showing an example of a financing payment amount. The values used to calculate the sample payment are set once in Settings & Controls and then apply to all of these documents you generate.
Navigate to Settings > Settings & Controls > Other Settings
Populate the financing fields, including Loan Term and Payment Frequency
Generate the Unit Specifications Document for a unit to see the results
NOTE: If you do not populate the values in Settings & Controls the sample financing information will not appear on the unit specifications document
How to include empty data fields on the document
You can choose if empty data fields are included on the document or not. By default they will be included but if you would prefer not to include them a setting in Settings & Controls can exclude them.
Navigate to Settings > Settings & Controls > Other Settings
Enable or disable the Include empty fields? toggle
Generate the Unit Specifications Document for a unit to see the results
Contents of the Unit Specifications Document
The unit specifications document can contain up to 7 elements
A header (always included)
The long description (controlled by the unit product type)
The VIN/SN and Stock# (always included)
The unit data values (controlled by the unit product type)
The pricing block (always included)
The sample financing information (controlled by settings & controls)
The QR code (when the Website URL field is populate)
The header
The header of the document is always included and contains:
The company logo
The primary image from the unit
The Make/Model/SubModel and Year of the unit
The long description
The Long Description field from the unit is included next only when:
the field is populated
the unit product type for the unit indicates to include it
The VIN/SN and Stock#
The Vin/SN and Stock # data values are always included on the document
The unit data values
The inclusion of any other data values for the unit is dictated by the unit product type assigned to the unit. Blank values are only included when you have indicated to included them in Settings & Controls.
NOTE: Approximately 35 Unit Product Type controlled fields fit on page 1. In most cases, the only reason a document runs to a second page is that a large number of fields have been selected for inclusion. If a second page is required, the header will be repeated on that page.
The pricing block
The pricing block is always included on the document. What it contains depends on the contents of the Unit Price & Cost Details on the unit record.
If the unit only contains base unit pricing then a simple pricing block is included containing only the Total Price of the unit.
But if the unit also has any non-zero priced factory options or dealer installed options, the pricing block will contain more detail as seen here.
The sample financing information
If you have populated the required values in Settings & Controls, a sample financing block will be included based on the values you entered there. If you have not populated those settings, this block will be excluded.
The QR code
If the Website URL field on the unit has been populated with a URL, a QR Code will be included as well. If the field is not populated, no QR code is included on the document.
