This article will explain what the Blackpurl Header is and how to use it and what the Blackpurl Header looks like on a mobile device ie tablet
Blackpurl Header
This is what the Blackpurl Header looks like and it is at the top of all Blackpurl screens:
An explanation of what each Blackpurl Header section does:
- Click on
at any time and it will take you back to the Blackpurl Homepage
For further information on the Blackpurl Home Page, please review our article - Blackpurl Homepage
- Click on
to start processing your Customer Order for Parts & Accessories / Start a Service or Repair Job / Sell A Unit or Start an Internal Service
For further information on the Selling types of Customer Orders, please review our article - Types of Customer Orders / Basic Navigation of Customer Order Screen
- Click on
to list your ordering options - Unit Orders / Part Orders / Part Receivings / Part Returns / Part Invoices
For further information on the Order types, please review our articles:
- How to Process a Unit Order (Single Unit Order or Bulk Unit Orders)
- How to Create A Vendor Order for a Customer Special Order (Parts and Sublets)
- How to Process a Vendor Order for Parts Required for Stock
- How to Receipt / Receive Parts into your Inventory (including Sublets) - Vendor Receiving (VR)
- How to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets)
- How to Create a Vendor Return for Parts and How to Report on Vendor Returns
- Click on
to take you to the Service Scheduler which will allow the Dealership to plan their Technician's day/schedule service jobs etc
For further information, please review our article - Scheduler
- Click on
will give you the option of the Reporting section or Advanced Search section
For further information, please review our article - Reporting - Where are the Reports?
- Click on
to allow quick access to Payroll Clocking
For further information, please review our article - What is Payroll Clocking / Job Clocking and Productivity Reporting
- Click on
to allow quick access to the Job Clocking
For further information, please review our article - What is Payroll Clocking / Job Clocking and Productivity Reporting
- Click on
to allow quick access to the Cash Reconciliation section
For further information, please review our article - What is a Cash Reconciliation / How to process a Cash Reconciliation
- Click on
will list any other tools that are available
The Blackpurl Header can only list so many shortcuts/tools especially if you are using a mobile device ie mobile or cellular phone or tablet
All the Blackpurl Header tools will then become conveniently available by clicking on this icon and making your selection
Each selection may vary from Dealership to Dealership and location ie North America / Australia etc and each section will have a corresponding article available in our Knowledge Base
- Click on
to list your Add New options - Customer / Vendor / Part / Labour Code / Kit / Fee
For further information, please review the following articles:
- How to Create / Add a New Customer
- How to Create / Add a New Vendor
- How to Create a New Fee
- How to Create / Add a New Part
- How to Create a New Labour / Labor Code
- How to Create a Kit
- Click into
field and it will give you access to Global search and provide you with search options
For further information on Global search, please review our article - Blackpurl Global Search
- Click on
if you need help as it will take you directly to the Blackpurl Knowledge Base - which will give you access to help our Blackpurl articles and videos
- Click on
to bring up the options of System Settings and logging out
For further information on System Settings, please review this article - Blackpurl System Settings
Accessing Blackpurl on a Mobile Device
If you are accessing Blackpurl on a mobile device ie tablet, please remember that it will have limited screen capacity
You may find that not all the above Blackpurl Header icons will show up on your mobile device's screen
Instead, you may find some of the Blackpurl options, under the Other Tools section
Or you may find them listing under a Menu option
Please Note:
Some of the Blackpurl Header options may be restricted and User Permission may be required
If you need access, please discuss this with your Manager