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Knowledge base
Getting Started
Sell: Parts, Service and Units
Order: Unit and Parts - Ordering / Receiving / Invoicing
Schedule
Reporting
Payroll Clocking / Job Clocking
Cash Reconciliation
Other Tools
Add New
System Settings
Manage Your Dealership
Unit / Customer / Part / Vendor Records
Other Tips and Tricks
Peripherals
Getting Started
Getting Started
14
Setting Up Your Blackpurl Account
Getting Ready for Accounting Integration - Xero
Getting Ready for Accounting Integration - QuickBooks Online
Blackpurl Homepage
What is the Blackpurl Header?
See all 14 articles
Sell: Parts, Service and Units
Unit Deals
21
How to Add Deal Financing and Pay with Financing on a Unit
Using a Fee for Unit Sale Rebates
How to Print Offer to Purchase (Unit Contract) or Bill of Sale from a Customer Order Unit Deal
Deal Unit Specific Tax Rates / Deal Unit Tax Control Option
Order Fulfilment Document
See all 21 articles
Service Jobs / Internal Service Jobs / Third Party Service Jobs
11
Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims) / Changing Applicable Tax
Appointment Scheduler / Job Scheduler / Assigning Technician & Job Clocking from Customer Order / Log Technician Leave Time
Additional Information - Third Party Service Jobs (ie Warranty Jobs or Insurance Claims - Deductible are taxable etc)
How to Process an Internal Service (Service or Repair Jobs for units the dealership owns)
How to Process a Service Job
See all 11 articles
Part Sales
4
Summary section on Part & Accessories - Change Transaction Types (including Layby/Layaway) / Change Tax / Commit Parts / Totals
Customer Order - Parts Picklist Section / Parts Pick Ticket
How to do a Quick Cash Sale
How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
General Information about Customer Orders
22
How to Finalize a Customer Order for a Special Order Part
How to Create a Customer Order for a Special Order Part
Change an active Customer Order back to Quote
How to Finalize a Customer Order and Create an Invoice
Allowing for Discounts on Customer Orders
See all 22 articles
Order: Unit and Parts - Ordering / Receiving / Invoicing
Unit Ordering and Receiving
9
How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving)
How to Stock a Unit
How to Remove / Delete / Edit an existing Unit Order
How to View Unit Orders
Floorplan Units in Blackpurl
See all 9 articles
Part Orders / Parts Receiving / Part Invoices
22
Parts from Multiple Vendors
Vendor Order - Ordering Packaged Parts as Individual Items
How to Create A Vendor Order for a Customer Special Order (Parts and Sublets)
Print / Email / Export / Import - Vendor Orders
Finance Products on a Unit Deal (Finance Insurance or Extended Warranties etc)
See all 22 articles
Parts Return
1
How to Create a Vendor Return for Parts and How to Report on Vendor Returns
Schedule
Scheduler
2
Scheduler
Deleting Assigned Appointments
Reporting
Reporting
41
Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
Reporting - Invoice Summary (Invoice Profitability Reporting)
Reporting - Invoice Detail
Reporting - Tax Detail
Reporting - Technician Performance / Technician Hours / Payroll Hours (Technician Productivity Reports)
See all 41 articles
Workshop Dashboard
1
Reporting - Workshop Dashboard
General Information about Reporting
2
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results
Reporting - Where are the Reports?
Payroll Clocking / Job Clocking
Payroll clocking
5
What is Payroll Clocking / Job Clocking and Productivity Reporting
Payroll Clocking and Job Clocking Setup
How to Manage Payroll Clocking
Payroll Clocking ON / OFF
Will Payroll Clocking in Blackpurl Integrate to a Payroll Program?
Job Clocking
5
Service Job - Job Clocking and How to Assign a Technician
Service Job - Job Clocking On / Off
How to Manage or Change Job Clocking on a Service Job
Other Tasks - Job Clocking On / Off
Technician Hours - Manual Log Entry on Customer Order - Hours only or Time in/Time out
Cash Reconciliation
Cash Reconciliation
1
What is a Cash Reconciliation / How to process a Cash Reconciliation
Other Tools
Part Counting Tool
5
Part Counting Tool - Overview
Part Counting Tool - Random Count
Part Counting Tool - Cycle Count
Part Counting Tool - Full Inventory Count
Using a Barcode Scanning App to Help with Counting Your Part Inventory
Price file import
1
How to Import a Vendor Price File
Processed Price Files (formerly Automated Price Files)
1
Processed Price Files Tool (previously known as Automated Price File)
Add New
Add New
9
How to Create / Add a New Part
How to Create / Add a New Fee and How to edit an existing Fee
What is a Kit?
How to Create / Add a New Kit
How to Create / Add a New Customer or Edit Customer Record
See all 9 articles
System Settings
System Settings
39
Multi Factor Authentication for User Logins
What is Branding / How to Setup Branding in Blackpurl (Branding Management)
How to Access your Business Profile
How to Change your Shipping Address
Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers
See all 39 articles
Accounting Integration - Videos
9
QuickBooks Accounting Integration Video 1 of 9 - Granting Blackpurl Access to your QuickBooks Online
QuickBooks Accounting Integration Video 2 of 9 - How to Connect Blackpurl to QuickBooks Online
QuickBooks Accounting Integration Video 3 of 9 - Chart of Accounts
QuickBooks Accounting Integration Video 4 of 9 - Blackpurl Control Accounts
QuickBooks Accounting Integration Video 5 of 9 - Blackpurl Default Accounts
See all 9 articles
Account Integration - Understanding with examples
32
Overview - Understanding Accounting Integration
Step 1 - Understanding Accounting Integration - Getting Connected
Step 2 - Understanding Accounting Integration - Chart of Accounts
Step 3 (Australian / NZ Dealers only) - Understanding Accounting Integration - Tax Code Mapping
Step 4 Overview - Understanding Accounting Integration - Control Accounts
See all 32 articles
Accounting Integration - Tips & Other Information
11
Basic Overview of Accounting Integration
Understanding Accounting Integration - Unit Deals
Accounting Integration - Testing Connection
QuickBooks Online - Transferring Customer Invoice over to be a Suppliers Credit Note
You are now disconnected from QuickBooks Online
See all 11 articles
Manage Your Dealership
Manage Your Dealership
11
Recommended End of Month Tasks (QuickBooks Online)
Recommended End of Month Tasks (Xero)
How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)
How to Receive a Customer Payment through Bank Account for Future Purchases (Prepayments)
Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)
See all 11 articles
Unit / Customer / Part / Vendor Records
Unit Records
6
How to Add Images on Unit Records / How to Delete Images from Unit Records
New Field Options on Customer Owned Units and Unit Records
How to Deal with Core Charges in Blackpurl
Customer Owned Units - Transfer of Ownership
How to Process a Unit Cost Adjustment
See all 6 articles
Part Records
10
How to Complete a Part Stock Adjustment
How to Complete a Parts Cost Adjustment
How to Delete / Make Inactive - Part Records / Vendor Records / Customer Records
Publish in Data Feeds - Part Records and Unit Records
How to Manually Amend a Part Record (For example - change price / change to packaged part / add auto reordering / lock down prices)
See all 10 articles
Customer Records
3
How to process a Store Credit on a Customer Record / How to Report on Store Credits
Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)
Change Price Level on Customer Record
Consignment
2
Consignment Units
Consignment Parts
Other Tips and Tricks
Other
12
How to Manage Oversold Stock (Short Sales / Oversell)
Removing Headers and Footers from Printing on Customer Order Invoices
Searching in Blackpurl
How to Refund Overpayment on Account to Store Credit
Importing a Picklist File into Blackpurl (PartSmart / SnapOn / Generic / Other)
See all 12 articles
Peripherals
Peripherals
6
Recommended Peripherals (Printers / Barcode Scanners)
Barcode Printing (Label Printing)
Dymo Connect Software
Troubleshoot - Dymo LabelWriter Barcode Label Printer Issues
Troubleshoot - Barcode Scanner Issues
See all 6 articles
Feature Releases
Feature Releases
38
Feature Releases - 2.78.0
Feature Releases - 2.77.0 and 2.77.X
Feature Releases - 2.76.0 and 2.76.X
Feature Releases - 2.75.0 and 2.75.x
Feature Releases - 2.74.0 and 2.74.X
See all 38 articles
Best Practice Information / Recommendations
Best Practice Information / Recommendation
3
Operating during Power or IT Infrastructure Failure
Live with Blackpurl
Rental Units
Third Party Integrations
Ecommerce Store (Shopify) / Website Products Management
6
Overview - Blackpurl / Website Product Management Tool / Shopify / Training Videos
How to Install the Super Connector for Blackpurl and Shopify
Setup Configuration - Blackpurl / Shopify Store
Website Product Management Tool
Blackpurl - Processing a Sale made in your Shopify Store
See all 6 articles
Preferred Payments
1
Preferred Payments Integration - Setup / How to use Preferred Payments on a Customer Order / Time Out Error
FTP / Data Feeds
1
FTP Data Feed
DP360
1
Dealership Performance 360CRM (DP360) Integration
BRP Integration
1
BRP Integration (USA and Canadian Dealers Only)
Other
2
Setting up Honda Web API Integration and How Does It Work
Vendor: Cassons - Parts Availability (Australia Only)
