Blackpurl

This article will go through:

• What are Account Types

• What is the purpose and benefits of Account Types

• How to review and setup up new Account Types as required 

• Assigning Account Types to Vendors and Customer Records

• Grid Search / Reporting on Account Types
  

What are Account Types 

Account Types are assigned to both Vendor and Customer Records to let Blackpurl know what the default is and if there are any tax exemptions involved 

When Dealerships first start with Blackpurl, these are the defaults that are on your Blackpurl 

This means that when a user creates a new Customer Record, they will automatically be given the default Account Type of Retail Customer and will have no tax exemptions

Example is John Doe 

What is the purpose and benefits of Account Types

The Dealership will be able to: 

• have different Account Types set up based on different tax exemptions.  Remember that tax exemptions are controlled by Account Types 

Customer:

This means that Customer: Cathy Price may be exempt from Tax: GST so the Dealership can set up a new Account Type, have it exempt from the Tax: GST and assign that Account Type to the Customer Record for Cathy Price 

When the Dealership then processes a Customer Order for that Customer, it will know what tax must or must not be charged 

Vendor:

This means that the Dealership may not get charged any Vendor tax by the Vendor: Industries Company so the Dealership can set up a new Account Type, have it exempt from all Purchase Taxes, and then assign that Account Type to the Vendor Record for Industries Company

When the Dealership then processes a Vendor Invoice for that Vendor, it will know what tax must or must not be taken into account 

• report to be run for these entities that can be filtered and/or sorted by this Account Type

How to review and set up up new Account Types as required 

Where to find the list of Account Types in your Blackpurl 

• From the Blackpurl Header > click and then select

  
  

  
  

  

• Go to the Settings - Account types / tax exemption section
  
  

• Using the above screenshot, you can see that this dealership only has two Account Types  / Tax exemptions set up:

Account Type
Retail Customer - applies to Customers only and it has no tax exemptions / it is the Default / it is Active 

This means that each time a Customer with this Account Type purchases items from your dealership, they will be charged the applicable sales tax

Each time you set up a new Customer, it will take this Account Type as the default 

Account Type
Supplier - applies to Vendors only and it has no tax exemptions

This means that each time the dealership purchases from Vendors with this Account Type, the applicable purchase tax will be charged

Tip: If you wish to edit the Account Type, click on  on the relevant Account Type line 

Adding new Account Types 

You can have as many Account Types as you require - with different combinations of tax exemptions etc

Use the same concept for creating a new Account Type that applies to Vendors and Customers the only difference is that you would indicate if it applies to Customers or Vendors

Simply click on and then complete the Add account type pop-up 

Don't forget to

Let's go through an example:

We have Customers that are GST exempted so we need to create a new Account type 

Account type name - give it a name that means something

Applies to - Customers only and then tick all Exempt checkboxes  - see below:

The new Account Type will then appear in the list with the other Account Types 

Tip:
Note that we have not updated the default

This means that all new Customers / Vendor created will still have the default Account Type 

Should you wish a Customer Record / Vendor Record to have a different Account Type, read the next section - Assigning Account Types 

Assigning Account Types

When creating new Vendor / Customer Records, they will automatically take the default Account Type

Use this same concept for assigning Account Types to both Vendors and Customers - the user would need to navigate to the relevant Vendor Record or Customer Record that you want to assign a new Account Type to

Example using Customer Record

• Navigate to the relevant Customer Record and click on 

From the Edit Customer Screen > find Account Type field and select your new Account Type > 

The Customer Record will update with the new Account Type and what the relevant tax exemptions are:

Tip:

If you have a Customer Order in play then you will need to use the Recalculate functionality to pick up the change to the Customer Record

See Item 10 on this article - Types of Customer Orders / Basic Navigation of Customer Order Screen

You can now run certain grid searches and have the option of adding a new column Account Type

For example

• If you run a Customer search, you can now select a new column to report on Account Types:

• You now have the option in the parameters to report on Account Types

If you run a Customer search, you can now change the parameter to only report on certain Account Types: