This article will go through the different types of Customer Orders available in Blackpurl and the basic navigation of a Customer Order screen




Types of Customer Orders


A Customer Order is how the Dealership will process the sale of products/fees/labour etc to their Customers 


To create a Customer Order: 


  • From the Blackpurl Header  > click User-added image and make your selection of what type of Customer Order you are processing


User-added image


The Customer Order types are:


Sell Parts & Accessories
  • Customer is only buying a part/merchandise/fee etc
  • This Customer Order can be used for both Stock on Hand sales and Special Order Part sales 
  • For Stock on Hand sales - users will have a choice of being able to select a Customer ie a customer may want to keep a record of their purchases under their Customer record OR a Cash Sale
  • If the user does not Select Customer, the system will automatically default the Customer to: Cash Sale
  • For all Special Order Part sales, the user will be required to Select Customer as the system does not allow a Special Order Part sales for the Customer: Cash Sale 
Start a Service or Repair Job 
  • When the Customer (or third party ie insurance company) requires a service on their Customer Owned Unit
  • The main difference is that a Start a Service or Repair Job Customer Order allows the user to add labour lines


Sell A Unit
  • Customer is buying Unit/s from your dealership
  • The dealership can sell the Unit/s with additional proposed options as they can be added to the Customer Order
  • It will also allow the dealership to process financing of the unit (with financing products ie purchase of extended warranties etc) as well as process trade-ins etc


Start an Internal Service
  • These are Service or Repair Jobs for units the dealership owns
  • This allows the dealership to keep a record of how much an owned unit is costing the dealership and forms a part of the calculations when working out profitability upon selling the unit

Tip:

You can have one Customer Order but have multiple Customer Order Types

For example - You can create a Unit Deal section but then add a separate Service Job section and Parts & Accessories section etc

          


 

Navigation of Customer Order screen


Let's give you a bit of a rundown of a basic Customer Order screen:


In our example, this Customer Order has multiple sections ie Unit Deal / Service Job / Parts & Accessories






1.  A full Customer Order screen will list the active sections

In our examples above, you can see the following active sections:

Customer Detail section - all about the customer that the User has selected



Unit Deal section - the Dealership is selling a unit to the customer



Service Job section - Dealership is performing a Service on a Customer Owned Unit that involves Labour


Parts & Accessories section - the Customer is purchasing just Parts or Merchandise




This is where you can add additional sections to the Customer Order


There are other sections that will generate when required and can include:


Parts Picklist section


  • if you add parts to the Customer Order, this section will automatically populate to list the status of all the parts
  • For further information on the Parts Picklist section, please review our article - Customer Order - Parts Picklist Section


Deposit section


  • when you add a Deposit, a Deposit section will open and you will be able to see how much deposit has been paid / if it has been used to pay off an invoice in checkout etc
  • For further information, please review our article - How to Receipt a Customer Order Deposit



Internal Comments section



Invoice History section 


  • When the Customer Order has been invoiced, Invoice History section will open and list details about the issued Invoices
  • This is also the section where you can reprint or re-email the Invoice



2.  Set as a quote toggle


3.  Customer Order # - The system will automatically issue a Customer Order number 

4.  Order Status - If the Customer Order is Open or Closed
  • If a Customer Order is closed, no further items can be added and/or changed made 

5.   Click on this icon User-added image will list the profitability of the Customer Order
  • To access profitability, the user will need the relevant user permission.  For further information, review our article - Customer Order Profitability

6.  This will provide a running total of how much the Customer is spending on this Customer Order for
all selling sections
7.  Once the Customer has an item to checkout, click on User-added imageto open the
Checkout section
  • In the Checkout section - you can select what items the Customer is paying for / their payment method and if you want to finalize the transaction (finalizing a transaction will generate an Invoice to be issued)

8.  If the Customer wishes to make a Deposit, click on to complete the details of the
Deposit taken
 
9.   If the Customer requires a copy of a deposit receipt or an Invoice preview etc, click on  to
make your selection OR depending on what sections you have on the Customer Order, this print option will also allow you to print Service Worksheet / Bill of Sale / Offer to Purchase etc.

10. Clicking on this icon - User-added imagewill allow you to Recalculate all pricing on the
whole of the Customer Order 

  • For example, if you change the price level on a Customer Record, you will need to recalculate the Customer Order to take into consideration the new pricing

Please note:

Be very careful with this option - if you had previously modified any prices on the Customer Order ie given a discount etc, and then click on Recalculate all pricing, the system will recalculate the prices back to the original amount



11.  This is how you would Delete a Customer Order by clicking onUser-added image

 


12. By clicking on the relevant drop-down arrow at the end of each section, it will allow that section to
expand
  • For example, when we click on the  User-added image at the end of the Customer Detail section, it will expand that section for you to see additional information ie Price Level and any Exemptions, etc


  • You can also send a text to the Customer from this area or Remove Customer

User-added image