Blackpurl

Getting Started 28

• Getting Ready for Accounting Integration - Xero
• Getting Ready for Accounting Integration - QuickBooks Online
• Blackpurl Homepage (Classic Version)
• What is the Blackpurl Header? / How the Blackpurl Header looks on Mobile Devices (Classic Version)
• Types of Customer Orders / Basic Navigation of Customer Order Screen (Classic Version)

See all 28 articles

Unit Deals 27

• How to Add Deal Financing and Pay with Financing on a Unit
• Using a Fee for Unit Sale Rebates
• How to Print / Email - 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 / Tax Based on Customer's Address
• Order Fulfilment Document

See all 27 articles

Service Jobs / Internal Service Jobs / Third Party Service Jobs 14

• Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
• 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 / Excess are taxable etc)
• How to Process an Internal Service against a Stocked Unit - Service or Repair Jobs for units the dealership owns or has floorplanned
• How to Process a Service Job

See all 14 articles

Part Sales 5

• 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 Print
• How to do a Quick Cash Sale (Customer Unknown) for Parts & Accessories in Stock
• How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
• How to Oversell Parts (not recommended)

General Information about Customer Orders 24

• 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
• Discount on Customer Orders - How to give Discount / How to Show the Discount

See all 24 articles

Unit Ordering and Receiving 6

• How to Process a Unit Order (Single Unit Order or Bulk Unit Orders)
• How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving)
• How to Remove / Delete / Edit an existing Unit Order
• How to View Unit Orders
• Floorplan Units in Blackpurl

See all 6 articles

Part Orders / Parts Receiving / Part Invoices 27

• 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 27 articles

Parts Return 1

• How to Create a Vendor Return and Process a Credit Note for Parts / Reporting on Vendor Returns

Scheduler 2

• Scheduler
• Scheduler - Deleting Assigned Appointments

General Information about Reporting 4

• Reporting - Where are the Reports?
• Reporting - Scheduled Reporting
• Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
• Reporting - Share Custom Reports

Workshop Dashboard 1

• Reporting - Workshop Dashboard

Blackpurl Reports > Parts 8

• Blackpurl Reporting - Active Part Sales
• Blackpurl Reporting - Parts to Pull
• Blackpurl Reporting - Part Inventory Aging
• Blackpurl Reporting - Product History Detail
• Blackpurl Reporting - Recent Parts

See all 8 articles

Blackpurl Reports > Service 5

• Blackpurl Reporting - Open Service Jobs
• Blackpurl Reporting - Active Service Sublet
• Blackpurl Reporting - Customer Owned Units
• Blackpurl Reporting - Claims Service Job
• Blackpurl Reporting - Payroll Hours / Technician Hours / Technician Performance (Technician Productivity Reports)

Blackpurl Reports > Units 5

• Blackpurl Reporting - Active Unit Deals / Deal Units
• Blackpurl Reporting - Stock Units
• Blackpurl Reporting - Unit Sales Tracker
• Blackpurl Reporting - Stock Unit Valuation
• Blackpurl Reporting - Unit Register

Blackpurl Reports > Ordering 9

• Blackpurl Reporting - Parts Needed
• Blackpurl Reporting - Unreceived VO Items
• Blackpurl Reporting - All Vendor Orders
• Blackpurl Reporting - Recent Vendor Invoices
• Blackpurl Reporting - Units on Order

See all 9 articles

Blackpurl Reports > Admin & Other 13

• Blackpurl Reporting - My Customer Orders
• Blackpurl Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
• Blackpurl Reporting - Recent Customer Invoices
• Blackpurl Reporting - Tax Detail
• Blackpurl Reporting - Customers

See all 13 articles

Blackpurl Reports > Reconciliations 11

• Overview Blackpurl Reporting - Reconciliation section
• Blackpurl Reporting - Part Inventory Accounts
• Blackpurl Reporting Customer Deposit Account
• Blackpurl Reporting - A/P Inventory Accrual Account (RTN)
• Blackpurl Reporting - Store Credit Liability Account

See all 11 articles

Payroll Clocking / Job Clocking 10

• What is Payroll Clocking / Job Clocking / Productivity Reporting
• Payroll Clocking and Job Clocking Setup
• Payroll Clocking ON / OFF
• How to Manage Payroll Clocking
• Service Job - Job Clocking On / Off

See all 10 articles

Cash Reconciliation 1

• What is a Cash Reconciliation / How to process a Cash Reconciliation

Part Counting Tool 5

• Other Tools > 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

Manual Price file import 1

• Other Tools > Price File Import (Manually Import a Vendor Price File)

Processed Price Files 2

• Other Tools > Processed Price Files
• Processed Price File - Vendor: Turn 14 (Automated)

Tax Activity & Settings 1

• Other Tools > Tax Activity & Settings - Setting up Account Types (includes the control of tax exemptions)

Fusion Benchmarking / Reporting 1

• Fusion Benchmarking (Australian Harley-Davidson Dealerships only)

Merging of Customer Records 1

• Merge - Customer Records

Add New 9

• How to Create / Add a New Part
• How to Add a New Fee / How to Edit an Existing Fee
• What is a Kit?
• How to Create / Add a New Kit and How to Hide Kit line items on Customer facing documents
• How to Create / Add a New Customer or Edit Customer Record

See all 9 articles

System Settings 34

• Blackpurl System Settings
• System Settings > Branding Management - What is Branding / How to Setup Branding in Blackpurl (Branding Management)
• System Settings > Business Profile - How to Access your Business Profile
• System Settings > Business Profile - How to Change your Shipping Address
• System Settings > Cash Drawers - Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers

See all 34 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

Accounting Integration - Understanding with examples 35

• 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 35 articles

Accounting Integration - Tips & Other Information 10

• 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 10 articles

Manage Your Dealership 15

• 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 15 articles

Unit Records 5

• How to Add Images on Unit Records / How to Delete Images from Unit Records
• How to Deal with Core Charges in Blackpurl
• Customer Owned Units - Transfer of Ownership
• How to Process - Unit Cost Adjustment
• How to Remove a Stocked Unit from Inventory

Part Records 11

• 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 or part descriptions / environmental fees or levies)

See all 11 articles

Customer Records 3

• How to process a Store Credit on a Customer Record / How to Report on Store Credits
• Customer Order 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 14

• How to Manage Oversold Stock (Short Sales / Oversell)
• Removing Headers and Footers from Printing on Customer Order Invoices
• Searching in Blackpurl
• How to Show an Overpayment of a Charge on Account Invoice to be a Store Credit
• Importing a Picklist File into Blackpurl (PartSmart / SnapOn / Generic / Other)

See all 14 articles

Peripherals 8

• Recommended Peripherals - Printers / Barcode Scanners
• Barcode Printing (Label Printing)
• Dymo Software Required
• Troubleshoot - Dymo Label Writer Barcode Label Printer Issues
• Troubleshoot - Barcode Scanner Issues

See all 8 articles

Feature Releases 62

• Feature Releases - 3.2.0 - 3.2.14
• Feature Releases - 3.1.0 - 3.1.4
• Feature Releases - 3.0.0 to 3.0.5
• Feature Releases - 2.99.0 and 2.99.X
• Feature Releases - 2.98.0 and 2.98.X

See all 62 articles

Best Practice Information / Recommendation 3

• Operating during Power or IT Infrastructure Failure
• Live with Blackpurl
• Rental Units

Ecommerce Store (Shopify) / Website Products Management 7

• 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
• Shopify Videos

See all 7 articles

Preferred Payments 1

• Ecrypt (formerly known as Preferred Payments) Integration - Setup / How to use Ecrypt (formerly known as 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 Tools > BRP Lookup / BRP PO Status

Other 3

• Setting up Honda Web API Integration and How Does It Work (Australia only)
• Vendor: Cassons - Parts Availability (Australia Only)
• Vendor: Yamaha - Parts Availability

How to Reconcile your Inventory and Control Accounts 10

• Account Reconciliations - Xero and QuickBooks Online
• Balancing out your Part Inventory General Ledger/s to Blackpurl
• Balancing out Unit Inventory General Ledger Accounts to Blackpurl
• Balancing out Customer Deposit Clearing General Ledger to Blackpurl
• Balancing out Received Inventory Accrual General Ledger to Blackpurl

See all 10 articles

Notional Input Tax Credit (NITC) 2

• Overview - How Blackpurl handles the Notional Input Tax Credit (NITC) on Units in Australia
• Notional Input Tax Credits (NITC) in Blackpurl (Australia Only)