Your Activation is Underway *ACTION REQUIRED*

Welcome to Blackpurl, we’re excited to have you onboard

To continue with your activation please complete the three steps below


StepDescription Detail Your Action
1Setup Your Dealership Profile

Dealership get your information ready 

- your business details / tax details / technicians, usernames etc

Please have this information ready as it will be requested during the Activation process
2
Prepare Your Data (only if you're bringing data over)

Download the data wizard template and use it to organize your current data sets
Download the data wizard template
3Send Your Data

Once your data is complete email it to us and we'll review it for you

activations@blackpurl.com



Meanwhile, our Activations Team will reach out to schedule your kick-off call


Activation Call With Your Specialist

Please try and complete the steps above before the activation call, if you have any questions, your specialist will answer them on this call


We also recommend that any team members who will be using the system join this call as well

On the activation call, we will:


  • Ensure all the information you submitted for your account is correct


  • Answer any setup questions your team may have


  • Review what the next steps will be and share supporting documents


After this call, we will outline the activation timeline



Access / Logging Into Your Blackpurl 

After the activation call, your specialist will send over your login credentials for you to log into your Blackpurl



Where to Start  

System Settings are the backend settings that control how Blackpurl manages your business


To access, click the  then select > System settings 



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Systems Settings Dashboard 

This is the full System Settings Dashboard below - be aware that some of these items may not show up in your Blackpurl as they may be location specific:

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It's Time To Setup Your System

Take your time and work through each section below


If you have questions, please contact your Activation Specialist through your Blackpurl Activation Project (hosted by Monday.com) 



TASK
LINK or INFORMATION
Accounting Integration
(if applicable)

Getting Ready for Accounting Integration - Xero

Getting Ready for Accounting Integration - QuickBooks 
Brand Management
(if applicable)
What is Branding / How to Setup Branding in Blackpurl (Branding Management)

Business Profile

How to Access your Business Profile

Cash Drawers

Introducing Multiple Cash Drawers / Changes to the Implementation of Cash Drawers

Form Repository

Upload Forms for use in Customer Orders AND How to Add Forms to Customer Orders 
Fusion Mapping 
(if applicable)
This section is for our Harley-Davidson Australian dealerships only

Linked Fee Management

What are Automatic Linked Fees / How to Setup Linked Fees

Linked Forms Management

Upload Forms for use in Customer Orders AND How to Add Forms to Customer Orders

Make and Model

How to Create or Amend - Make / Model / Sub Model

Product Locations

Product Locations  

Settings and Controls

There is quite a lot to cover with Settings and Controls 

Support

 Access our Blackpurl Support Knowledge Base for articles/videos

Tag Management

What is a Tag / How to Setup Tags 

Tax Management

Tax Management - How to Create or Amend Tax Rates and Tax Codes

Text Message Templates

Text Message Templates

Unit Pricing and Options

Unit Pricing and Factory Options 

User Permissions

What are User Permissions / How to Setup User Permissions 

Users

How to Add More Users in Blackpurl




Engaging Your Staff

It is imperative that all your team members are engaged with changing over to Blackpurl and that all team members complete the relevant self-paced online training for their particular role


Our Activation Team will discuss your training options but your team members can sign up and start the online training right away through our Blackpurl Academy


Access the Blackpurl Academy, here and then scroll down and select the training module/s that will need to be completed