Customer Orders
Unit deals, part sales, and service jobs — everything that becomes a customer order.
72 articles
- Set Up Automatic Archiving and Deletion of Customer Order QuotesControl how long Customer Order quotes remain active before Blackpurl automatically archives or deletes them.
- Receive a Deposit on a Customer OrderLearn how to collect a deposit on a Customer Order in Blackpurl, whether a customer isn't ready to order yet or already has an open order.
- Special Order Parts: Create a Customer OrderLearn how to create a customer order for a special order part in Blackpurl, from adding the customer to tracking the part through to receipt.
- Sell Vendor Products and Services on a Customer OrderLearn how to add Vendor Products and Services to a Customer Order as part of a Unit Deal or Service Job in Blackpurl.
- Add Contact and Shipping Addresses to a Customer RecordLearn how to add Contact and Shipping Addresses to a Customer Record directly or on the fly from a Customer Order.
- Change the Customer on a Customer OrderLearn how to reassign a Customer Order to a different customer, including what changes automatically and what you need to review.
- Reopen an Invoiced Customer OrderReopen a finalized Invoice on a Customer Order in Blackpurl to make additional changes across Unit Deals, Parts and Accessories, and Service Jobs.
- Print or Email an Invoice PreviewSend an Invoice Preview from a Customer Order to a customer or third party payer for approval or records.
- Print a Customer Order Invoice to a Receipt PrinterSend a customer order invoice directly to a receipt printer after checkout.
- Apply Store Credit to a Charge on Account InvoiceUse a customer's Store Credit in Blackpurl to pay off an outstanding Charge on Account invoice in your accounting package (Xero or QuickBooks Online).
- Customer Order Notes: Customer Record, Unit Record, and Notes to CustomerLearn how to view notes from Customer and Unit Records on a Customer Order, and how to add customer-facing notes that print on documents.
- Use Store Credit as a Customer Order DepositLearn how to apply an existing Store Credit balance as a deposit on a Customer Order in Blackpurl.
- Include Fees in Customer Order ProfitabilityConfigure fees to be included in customer order profit calculations, for both new and existing fee records.
- Parts Supersessions and Alternate PartsUnderstand how to set up and use part supersessions and alternate parts across Part Records, Customer Orders, and Vendor Orders in Blackpurl.
- Add Internal Comments to a Customer OrderAdd internal notes visible only to staff on a Customer Order, including on closed orders.
- Delete or Remove Items from a Customer OrderLearn how to delete line items, sections, or an entire Customer Order in Blackpurl, including restrictions and bulk deletion options.
- Process a Customer ReturnLearn how to process a refund or part exchange on a paid Customer Order, including straight refunds, swaps, and restocking fees.
- Customer Order ProfitabilitySee how Blackpurl calculates and displays profitability on Customer Orders, including how costs are sourced for units, parts, labour, and deal options.
- Forms in Customer Orders: Upload, Link, and AttachLearn how to upload forms to the Form repository, add them to Customer Orders manually or automatically, and attach files to Unit Deals and Service Jobs.
- Backdate Customer Order Deposits, Payments, and InvoicesLearn how to backdate deposits, payments, and invoices on Customer Orders in Blackpurl, and understand what restrictions apply.
- Discounting on Customer OrdersHow to apply discounts on Customer Orders in Blackpurl, covering Parts & Accessories, Service Jobs, and Unit Deals.
- Finalize and Checkout a Customer OrderProcess payment and issue an invoice to complete a Customer Order in Blackpurl.
- Convert Customer Order Back to QuoteRevert an active Customer Order to Quote status when a customer changes their mind or a quote was activated in error.
- Finalize a Customer Order for a Special Order PartHow to complete checkout and finalize payment on a Customer Order once a special order part has been received into stock.
Unit Deals
Creating, structuring, and closing out unit sales.
- Add Deal Financing to a Unit DealLearn how to set up deal financing on a Customer Order, manage the approval workflow, receive payments, and check out a financed deal in Blackpurl.
- Trade In Only Customer OrderProcess a customer order where the dealership purchases a unit directly from a customer as a trade-in, with no sale unit on the deal.
- Remove a Unit from a Unit DealHow to remove a unit from an open Unit Deal in Blackpurl and replace it with a different stocked or temporary unit.
- Dealer Installed Options ExplainedLearn what Dealer Installed Options are, how they appear on a Customer Order Unit Deal, and how to control which ones show up.
- Apply Manufacturer Sales Rebates to a Unit DealLearn how to set up and apply a Type 2 manufacturer sales rebate as a Fee on a Customer Order Unit Deal in Blackpurl.
- Convert a Unit Deal Quotation from a Temporary Unit into a SaleHow to swap a temporary unit for a stocked or on order unit, or convert it to a special order, then complete the unit deal checkout process.
- How to Finalize a Unit Deal Sale from a QuotationConvert an accepted Unit Deal quotation into a finalized sale in Blackpurl, from updating the deal status through to checkout.
- Trade-In Lien Payout on a Unit DealHow to record and account for a lien payout when a customer trades in a unit that still has money owing to a finance company.
- Print or Email an Offer to Purchase or Bill of SalePrint or email an Offer to Purchase (unit contract) or Bill of Sale directly from a Customer Order in Blackpurl.
- Unit Deal Tax Options on a Customer OrderLearn how to set unit-specific tax rates, control tax on deal unit options, and apply customer address-based taxation on unit deals.
- Add a Co-Buyer to a Unit DealAdd a co-buyer to a unit deal in Blackpurl, either for the deal itself or as part of deal financing.
- Modify a Customer Order Unit DealMake changes to a Customer Order Unit Deal — including swapping units, adding options, adding units, or changing the customer — before the order is invoiced.
- Charge Different Taxes for Deal Options on a Unit DealLearn how to configure Deal Options to be taxed at a different rate than the Unit Deal itself.
- Quick Fulfil Deal Unit OptionsUse the Quick Fulfil Deal Unit Options feature to instantly create and close out Deal Merchandise and Deal Service sections when all parts are in stock and no technician time…
- Add a Trade-In to a Unit DealLearn how to add a trade-in unit to a customer's unit deal in Blackpurl.
- Creating a Unit Deal for a Stocked UnitLearn how to create a basic Customer Order and Unit Deal for a unit that is already in your inventory.
- Add Options and Fees to a Unit DealLearn how to add options and fees to a unit deal within a customer order in Blackpurl.
- Unit Deal Pricing and ProfitabilityLearn how pricing works on a Customer Order unit deal and how Blackpurl calculates profitability.
- Customer Order Unit Deal: Deposits, Finance Payments, and CheckoutLearn how to accept a deposit, process a finance payment, and complete checkout on a Customer Order unit deal in Blackpurl.
- Assign a Salesperson on a Customer OrderLearn how to assign a salesperson to Unit Deals, Parts & Accessories, and Service Jobs, including how to record commission on Unit Deals.
- Order Fulfilment Document: What It Is and How to Print ItLearn what an Order Fulfilment Document is and how to print one from a Customer Order to keep customers informed across multiple shipments.
- Process a Unit Deal Quote for a Stocked UnitCreate a quote for a stocked unit in Blackpurl, including options, fees, and trade-ins, without committing any stock or requiring customer commitment.
- Trade In Tax Credit Cannot Exceed Unit TaxConfigure whether the sales tax credit from a trade-in can exceed the sales tax payable on the new unit being purchased.
- Invoice a Unit Deal with Unfulfilled OptionsInvoice a unit deal while leaving Deal Service or Deal Merchandise sections open for special-order parts to be fulfilled later.
- Quote a Temporary Unit Deal in a Customer OrderCreate a unit deal quote for a unit not in stock or on order, including options, fees, and trade-ins.
- Create a Customer Order Unit Deal for an On-Order UnitProcess a Customer Order Unit Deal before a unit arrives at the dealership, so you can order parts and schedule service jobs in advance.
- Stock in a Trade-In Unit Before the Deal is FinalizedLearn how to stock a trade-in unit into inventory before its Customer Order Unit Deal is finalized, and what accounting entries this creates.
- Process a Unit Deal Quote for a Stocked UnitCreate a quote for a stocked unit in Blackpurl, including options, fees, and trade-ins, without committing stock or finalizing the sale.
Part Sales
Selling parts at the counter or through customer orders.
- Parts & Accessories Summary Section on a Customer OrderLearn what the Summary section on a Parts & Accessories section does, including transaction types, tax overrides, inventory handling, and totals.
- Parts Picklist on a Customer OrderLearn how the Parts Picklist section works on a Customer Order and how to print or email a Parts Pick Ticket for staff to gather required parts.
- Overselling Parts on a Customer OrderOverselling parts on a customer order is possible in Blackpurl, but it is not recommended and any oversells must be resolved.
- How to Do a Quick Cash SaleProcess a quick cash sale in Blackpurl to sell stock parts to a walk-in customer without recording customer details.
- Quick Part Sale for a Known CustomerHow to create a quick part sale in Blackpurl for an existing customer purchasing in-stock parts, recording the sale against their customer record.
Service Jobs
Internal, customer, and third-party service work.
- Service Job Payment Types ExplainedUnderstand the five default options for "Who is paying for the job?" on a Service Job in Blackpurl, and how each one works.
- Move Line Items Between Sections or Customer OrdersMove parts, labour, and other line items between sections on the same Customer Order or to a different Customer Order entirely.
- Get Customer Approval on a Service JobLearn how to collect verbal, printed, or digital signature approval from customers on a Service Job in Blackpurl.
- Third-Party Service Jobs: Additional InformationAdditional details on switching service job types, claim status actions, line item changes, and deductible tax settings for third-party service jobs.
- Unit Check-In: Recording Arrival and Departure DetailsUse Unit Check-In to record when a unit is expected to arrive, when it must be returned to the customer, and whether it has already arrived.
- Warranty Claims for Parts and MerchandiseHow to handle warranty claims for faulty or returned parts using Customer Orders and Service Jobs in Blackpurl.
- Customer Service Job Documents ReferenceA reference guide to the documents available for Customer Service Jobs in Blackpurl, including worksheets, review documents, and the Customer Service Order.
- Customer Pay Service JobsLearn how to create and manage a customer pay service job in Blackpurl.
- Internal Expense Jobs ExplainedUse internal expense jobs when your dealership is covering the cost of a service job, such as for rework or goodwill repairs.
- Third Party Service JobsUnderstand how to set up a service job where a third party — such as an insurance company or warranty provider — is paying instead of the customer.
- Third-Party Claims on Internal Service JobsHow to process a warranty or insurance claim on a dealership-owned or floorplanned unit through an internal service job.
- Appointment Scheduler and Job SchedulerLearn how to book service appointments, assign technicians using the Job Scheduler, and log technician leave time in Blackpurl.
- Process a Service JobLearn how to create, complete, and check out a service job in Blackpurl, from customer selection through to final invoice.
- Process an Internal Service Job Against a Stocked UnitLearn how to create and finalize an internal service job against a stocked unit so its costs are tracked against the unit record for full profitability visibility.
- Blackpurl Scheduler: Appointments, Job Scheduling, and Technician LeaveLearn how to use the Appointment Scheduler and Job Scheduler to book service appointments, assign technicians, and log technician leave time.