How to Finalize a Customer Order for a Special Order Part

Modified on Tue, 20 May at 1:03 PM

This article will go through how to finalize a Customer Order for a Special Order Part

Prerequisite

Dealership has already processed a Customer Order for a Special Order Part and the part has now been received into stock

How to Finalize

Navigation to the relevant Customer Order

You can see in the Part & Accessories section that the special ordered part is now In Stock and in the Parts Picklist section the status is Received

The Customer Order is now ready to be finalized by the Customer paying for the items

Click on for the checkout options.

1. Select what you want to checkout - Blackpurl will automatically select all items but you

can unselect any items by unticking the relevant checkbox

2. Choose a Payment Method - select how your customer is paying for the items

3. Type in the amount that is being paid by that Payment Method
4. Click on User-added image

to finalise the payment by this Payment Method

The Balance Due area changes to GREEN once the items you selected have been paid in full

Click on

with the option to Print Invoice or Email Invoice to customer

Did you know you can backdate a payment or invoice? Please review our article - How to Backdate Customer Order Deposits / Payments / Invoices

A new Invoice History section has been added to your Customer Order

If all items on the Customer Order have been paid in full, then the status of the Customer Order will be Closed and no further changes can be made.

To run a search that will report on the status of Customer Order with Special Orders, please review our article - Reporting - Special Order Summary