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Knowledge base
Getting Started
Getting Started
10
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 10 articles
Sell: Parts, Service and Units
Sell: Parts, Service and Units
59
How to Add Deal Financing to a Unit Deal
Service Job - Understanding the options for "Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
Appointment Scheduler for Customer Service Jobs / Job Scheduler / Log Technician Leave Time
Part Sales - The ability to Change Transaction Types (including Layby/Layaway) and Commit Parts
Improvements to Third Party Service Jobs (ie Warranty Jobs or Insurance Claims)
See all 59 articles
Order: Unit and Parts - Ordering / Receiving / Invoicing
Unit Ordering and Receiving
7
How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving)
How to Stock a Unit
How to Remove / Delete an existing Unit Order
How to View Unit Orders
Vendor Order > Export File - Yamaha Australia
See all 7 articles
Part Orders / Parts Receiving / Part Invoices
18
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
How to Setup Finance Products (Finance Insurance or Extended Warranties etc)
See all 18 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
47
Reporting - Parts to Pull
Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
Reporting - All Vendor Orders
Reporting - Invoice Summary (Invoice Profitability Reporting)
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results
See all 47 articles
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
4
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
Cash Reconciliation
Cash Reconciliation
1
What is a Cash Reconciliation / How to process a Cash Reconciliation
Other Tools
Part counting
5
Part Counting Tool - Overview
Using a Barcode Scanning App to Help with Counting Your Part Inventory
Part Counting Tool - Random Count
Part Counting Tool - Cycle Count
Part Counting Tool - Full Inventory Count
Website Product Management - Shopify Store
5
Overview - Blackpurl / Website Product Management Tool / Shopify
How to Install the Super Connector for Blackpurl and Shopify
Setup Configuration - Blackpurl / Ecommerce Store
Website Product Management Tool
Blackpurl - Processing a Sale made in your Ecommerce Store
Import & Export
1
Importing and Exporting from Blackpurl
Price file import
1
How to Import a Vendor Price File
Automated price files
1
Automated Price Files Tool (Automated Price File Imports)
Add New
Add New
10
How to Create / Add a New Part
How to Create a New Fee
How to Create a Kit
Using a Fee for Unit Sale Rebates
How to Create / Add a New Customer or Edit Customer Record
See all 10 articles
System Settings
System Settings
27
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
What are Automatic Linked Fees / How to Setup Linked Fees
See all 27 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
31
Understanding Accounting Integration
Understanding Accounting Integration - Step 1 Getting Connected
Understanding Accounting Integration - Step 2 Chart of Accounts
Understanding Accounting Integration - Step 3 Tax Code Mapping (Australian / NZ Dealers only)
Understanding Accounting Integration - Step 4 Control Accounts - Overview
See all 31 articles
Accounting Integration - Tips & Other Information
11
Basic Overview of Accounting Integration
How to Setup Accounting Integration
Understanding Accounting Integration - Unit Deals
Disconnected from QuickBooks Online
QuickBooks Online - Transferring Customer Invoice over to be a Suppliers Credit Note
See all 11 articles
Manage Your Dealership
Manage Your Dealership
11
Recommended End of Month Tasks (QuickBooks Online)
How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)
Dealership Performance 360CRM (DP360) Integration
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
Vendor: Cassons - Parts Availability (Australia Only)
Publish in Data Feeds - Part Records and Unit Records
See all 10 articles
Customer Records
3
How to process a Store Credit on a Customer Record / How to Report on Store Credits
Receiving Payment of Account in Blackpurl (Accounting Integration)
Change Price Level on Customer Record
Vendor Records
0
Consignment
1
Consignment Units
Other Tips and Tricks
Other
14
How to Manage Oversold Stock (Short Sales / Oversell)
What is a Tag / How to Setup Tags
Setting up Honda Web API Integration and How Does It Work
Removing Headers and Footers from Printing on Customer Order Invoices
Improvements - Searching in Blackpurl
See all 14 articles
Peripherals
Peripherals
7
Troubleshoot - Dymo LabelWriter Barcode Label Printer Issues
Troubleshoot - Barcode Scanner Issues
Troubleshoot - Laser Printer Issues
Recommended Peripherals (Printers / Scanners)
Barcode Printing (Label Printing)
See all 7 articles
Feature Releases
Feature Releases
24
Feature Release - 2.65.0 and 2.65.X
Feature Release - 2.64.0 and 2.64.X
Feature Release - 2.63.0 and 2.63.X
Feature Release - 2.62.0 and 2.62.X
Feature Release - 2.61.0 and 2.61.X
See all 24 articles
Best Practice Information / Recommendations
Best Practice Information / Recommendation
1
Operating during Power or IT Infrastructure Failure
