Unit Deals
Creating, structuring, and closing out unit sales.
28 articles
- 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.