This article will cover what reports we would recommend for your Unit Sales Manager to run on a regular basis

Reporting - Unit Sales Manager

This will give you a start and then the Dealership can work out what additional reports you may want to run

All these reports can be generated through Blackpurl Header > Reporting > Reports - Common Search

All reports are setup with specific parameters and columns that match that particular report but the user can amend these parameters and columns etc as required

Please review this article - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results 

Stock Valuation Report / Stock Unit Report 

  • Use these reports to match off the units you have physically in stock / to floorplan documentation / to what Blackpurl indicates should have in stock

  • Your controller/bookkeeper would also use these reports to balance out to your accounting package

We would recommend that you export to excel and then sort by Category

The Inventory General Ledger attached to your Category should in theory match to the valuation for that Category in Blackpurl.


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Deal Units 

  • This report will assist you if you are wanting a list of units sold by a particular salesperson over a specific time frame etc

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Active Unit Deals 

  • This report is very useful in providing a list of Active Unit Deals

  • You can change the parameters to list only those Unit Deals that are in quotation status so you can do your followups

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