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Knowledge base
Getting Started
Getting Started
34
Getting Ready for Accounting Integration - Xero
Getting Ready for Accounting Integration - QuickBooks Online
(Classic Version) 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
See all 34 articles
Sell: Parts, Service and Units
Unit Deals
35
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
(Classic Version) Order Fulfilment Document
See all 35 articles
Service Jobs / Internal Service Jobs / Third Party Service Jobs
17
Service Job - Understanding 'Who is paying for the job?" (ie Third Party - Insurance & Warranty Claims)
(Classic Version) 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)
(Classic Version) How to Process an Internal Service against a Stocked Unit - Service or Repair Jobs for units the dealership owns or has floorplanned
(Classic Version) How to Process a Service Job
See all 17 articles
Part Sales
7
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
(Classic Version) How to do a Quick Cash Sale (Customer Unknown) for Parts & Accessories in Stock
(Classic Version) How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
How to Oversell Parts (not recommended)
See all 7 articles
General Information about Customer Orders
27
How to Finalize a Customer Order for a Special Order Part
(Classic Version) 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 27 articles
Order: Unit and Parts - Ordering / Receiving / Invoicing
Unit Ordering and Receiving
10
(Classic Version) How to Process a Unit Order (Single Unit Order or Bulk Unit Orders)
(Classic Version) How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving)
(Classic Version) How to Remove / Delete / Edit an existing Unit Order
(Classic Version) How to View Unit Orders
Floorplan Units in Blackpurl
See all 10 articles
Part Orders / Parts Receiving / Part Invoices
33
Parts from Multiple Vendors
Vendor Order - Ordering Packaged Parts as Individual Items
(Classic Version) 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 33 articles
Parts Return
2
(Classic Version) How to Create a Vendor Return and Process a Credit Note for Parts / Reporting on Vendor Returns
Blackpurl 2 - How to Create a Vendor Return and Process a Credit Note for Parts / Reporting on Vendor Returns
Schedule
Scheduler
3
(Classic Version) Scheduler
Scheduler - Deleting Assigned Appointments
Blackpurl 2 - Scheduler
Reporting
General Information about Reporting
6
(Classic Version) Reporting - Where are the Reports?
Reporting - Scheduled Reporting
(Classic Version) Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
Reporting - Share Custom Reports
Blackpurl 2 - Reporting - Where are the Reports?
See all 6 articles
Workshop Dashboard
2
(Classic Version) Reporting - Workshop Dashboard
Blackpurl 2 - Reporting - Workshop Dashboard
Blackpurl Reports > Parts
16
(Classic Version) Blackpurl Reporting - Active Part Sales
(Classic Version) Blackpurl Reporting - Parts to Pull
(Classic Version) Blackpurl Reporting - Part Inventory Aging
(Classic Version) Blackpurl Reporting - Product History Detail
(Classic Version) Blackpurl Reporting - Recent Parts
See all 16 articles
Blackpurl Reports > Service
10
(Classic Version) Blackpurl Reporting - Open Service Jobs
(Classic Version) Blackpurl Reporting - Active Service Sublet
(Classic Version) Blackpurl Reporting - Customer Owned Units
(Classic Version) Blackpurl Reporting - Claims Service Job
(Classic Version) Blackpurl Reporting - Payroll Hours / Technician Hours / Technician Performance (Technician Productivity Reports)
See all 10 articles
Blackpurl Reports > Units
10
(Classic Version) Blackpurl Reporting - Active Unit Deals / Deal Units
(Classic Version) Blackpurl Reporting - Stock Units
(Classic Version) Blackpurl Reporting - Unit Sales Tracker
(Classic Version) Blackpurl Reporting - Stock Unit Valuation
(Classic Version) Blackpurl Reporting - Unit Register
See all 10 articles
Blackpurl Reports > Ordering
18
(Classic Version) Blackpurl Reporting - Parts Needed
(Classic Version) Blackpurl Reporting - Unreceived VO Items
(Classic Version) Blackpurl Reporting - All Vendor Orders
(Classic Version) Blackpurl Reporting - Recent Vendor Invoices
(Classic Version) Blackpurl Reporting - Units on Order
See all 18 articles
Blackpurl Reports > Admin & Other
26
(Classic Version) Blackpurl Reporting - My Customer Orders
(Classic Version) Blackpurl Reporting - Customer Payments (How to Process the End of Day Balancing of Cash Drawers)
(Classic Version) Blackpurl Reporting - Recent Customer Invoices
(Classic Version) Blackpurl Reporting - Tax Detail
(Classic Version) Blackpurl Reporting - Customers
See all 26 articles
Blackpurl Reports > Reconciliations
22
(Classic Version) Overview Blackpurl Reporting - Reconciliation section
(Classic Version) Blackpurl Reporting - Part Inventory Accounts
(Classic Version) Blackpurl Reporting Customer Deposit Account
(Classic Version) Blackpurl Reporting - A/P Inventory Accrual Account (RTN)
(Classic Version) Blackpurl Reporting - Store Credit Liability Account
See all 22 articles
Payroll Clocking / Job Clocking
Payroll Clocking / Job Clocking
18
(Classic Version) What is Payroll Clocking / Job Clocking / Productivity Reporting
(Classic Version) Payroll Clocking and Job Clocking Setup
(Classic Version) Payroll Clocking ON / OFF
(Classic Version) How to Manage Payroll Clocking
(Classic Version) Service Job - Job Clocking On / Off
See all 18 articles
Cash Reconciliation
Cash Reconciliation
2
(Classic Version) What is a Cash Reconciliation / How to process a Cash Reconciliation
Blackpurl 2 - What is a Cash Reconciliation / How to process a Cash Reconciliation
Other Tools
Part Counting Tool
10
(Classic View) Other Tools > Part Counting Tool - Overview
(Classic Version) Part Counting Tool - Random Count
(Classic Version) Part Counting Tool - Cycle Count
(Classic Version) Part Counting Tool - Full Inventory Count
(Classic View) Using a Barcode Scanning App to Help with Counting Your Part Inventory
See all 10 articles
Manual Price file import
2
(Classic Version) Other Tools > Price File Import (Manually Import a Vendor Price File)
Blackpurl 2 - Other Tools > Price File Import (Manually Import a Vendor Price File)
Processed Price Files
3
(Classic View) Tools > Processed Price Files
Processed Price File - Vendor: Turn 14 (Automated)
Blackpurl 2 - Tools > Processed Price Files
Fusion Benchmarking / Reporting
2
(Classic Version) Fusion Benchmarking (Australian Harley-Davidson Dealerships only)
Blackpurl 2 - Fusion Benchmarking (Australian Harley-Davidson Dealerships only)
Merging of Customer Records
2
(Classic Version) Merge - Customer Records
Blackpurl 2 - Merge - Customer Records
Add New
Add New
17
(Classic Version) How to Create / Add a New Part
(Classic Version) How to Add a New Fee / How to Edit an Existing Fee
(Classic Version) What is a Kit?
(Classic Version) How to Create / Add a New Kit and How to Hide Kit line items on Customer facing documents
(Classic Version) How to Create / Add a New Customer or Edit Customer Record
See all 17 articles
System Settings
System Settings
54
(Classic Version) Blackpurl System Settings
System Settings > Branding Management - What is Branding / How to Setup Branding in Blackpurl (Branding Management)
(Classic Version) System Settings > Business Profile - How to Access your Business Profile (including Business Details / Business Address / Shipping Address)
(Classic Version) System Settings > Cash Drawers - Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers
(Classic Version) System Settings > Linked Fee Management - What are Automatic Linked Fees / How to Setup Linked Fees
See all 54 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
36
Overview - Understanding Accounting Integration
(Classic Version) 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 36 articles
Accounting Integration - Tips & Other Information
11
Basic Overview of Accounting Integration
Understanding Accounting Integration - Unit Deals
(Classic Version) 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
18
Recommended End of Month Tasks (QuickBooks Online)
Recommended End of Month Tasks (Xero)
(Classic Version) How to Receive a Customer Payment through Blackpurl for Future Purchases (Prepayments)
(Classic Version) How to Receive a Customer Payment through Bank Account for Future Purchases (Prepayments)
Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)
See all 18 articles
Taxation
9
(Classic Version) USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders
(Classic Version) New Zealand / Australia - Taxation
(Classic Version) Canada - Taxation including Reporting / Setup / Changing Tax on Customer Orders
USA - Tax Options on Customer Orders (including Tax as per Billing Address / Shipping Address)
Blackpurl 2 New Zealand / Australia - Taxation
See all 9 articles
Unit / Customer / Part / Vendor Records
Unit Records
4
How to Add Images on Unit Records / How to Delete Images from Unit Records
Customer Owned Units - Transfer of Ownership
How to Process - Unit Cost Adjustment
How to Remove a Stocked Unit from Inventory
Part Records
12
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 / who modified the part record last))
See all 12 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
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
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
Feature Releases
64
Blackpurl 2 Is Here — And It Starts with Workspaces
Feature Releases - 4.0.0 - 4.0.2
Feature Releases - 3.2.0 - 3.2.17
Feature Releases - 3.1.0 - 3.1.4
Feature Releases - 3.0.0 to 3.0.5
See all 64 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
8
Overview - Blackpurl Website Product Management Tool / Shopify / Training Videos
How to Install the Super Connector for Blackpurl and Shopify
Setup Configuration - Blackpurl / Shopify Store
(Classic Version) Website Product Management Tool
Shopify Videos
See all 8 articles
Ecrypt (formerly known as 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
2
(Classic Version) Dealership Performance 360CRM (DP360) Integration
Blackpurl 2 - Dealership Performance 360CRM (DP360) Integration
BRP Integration
2
(Classic Version) BRP Integration (USA and Canadian Dealers Only) - Other Tools > BRP Lookup / BRP PO Status
Blackpurl 2 - 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 (Australia Only)
Reconcile Inventory and Control Accounts
How to Reconcile your Inventory and Control Accounts
10
Account Reconciliations - Xero and QuickBooks Online
Balancing out Sublet Accrual General Ledger to Blackpurl
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
See all 10 articles
Notional Input Tax Credit (NITC - Australia only)
Notional Input Tax Credit (NITC)
3
Overview - How Blackpurl handles the Notional Input Tax Credit (NITC) on Units in Australia
(Classic View) Notional Input Tax Credits (NITC) in Blackpurl (Australia Only)
Blackpurl 2 - Notional Input Tax Credits (NITC) in Blackpurl (Australia Only)
