This article will go through the System Settings > Settings and Controls section of Blackpurl



System Settings > Settings and Controls 


When you access Settings and Controls all sections will be minimised - click on the relevant section to open


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Tip: 
If you change any of the Settings and Controls, don't forget to click on  to save 



Let's go through each section - what it does and provide links to the relevant articles (if any):



App Settings 


This covers off the Region / State or Province / Tax Id / Timezone and will usually be populated with your information at the time of activation


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Tax Settings 


This is where the Dealership tells Blackpurl, what taxes to use as the defaults in specific areas of Blackpurl


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A.   Default tax on labour  - what is the default tax for Labour Codes

B.   Default tax on part - what is the default tax on Part records 

C.   Ordering tax rate - what is the default tax for Vendors when you purchase items

D.   Default tax on internal service - Do you have a default tax on Internal Service?

E.   Default tax on vendor item - when you sell an item, what is the applicable tax

F.   Default tax on fees - what is the default tax on fees

G.  Default tax on unit - what is the default tax on unit when you sell them

H.  Accrue sales tax until units are sold - this is only for particular locations ie Australia
If you move this toggle to on > further information will be required

Payment Methods 


This is a list of the Payment Methods available in your Blackpurl and these are standard across all Dealerships



The active Payment Methods can be used in the Deposit and Checkout sections on Customer Orders


This article will provide further information on Payment Methods - Selecting Payment Methods


If you have Accounting Integration, you will also need to review this article - Undeposited Funds General Ledger - Blackpurl and Accounting Package (Xero and QuickBooks)


Price Levels

This will list the Price Levels currently setup in your Blackpurl


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We do provide you with a small list of Price Levels when your Blackpurl is first created but the Dealership can amend as required.

There are articles to explain what Price Levels are and how to set them up:

Why Create New Price Levels? 

How to Create or Amend Price Levels

Account Types 


This will list the Account Types currently setup in your Blackpurl

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We do provide you with a small list of  Account Types when your Blackpurl is first created but you can amend or add more as required.

This article will assist you with Account Types  - System Settings > Settings and Controls > Account Type (includes the control of tax exemptions)

Price Settings 



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These are required for your Price Settings for Customer Orders:

I.    Prices include Tax - When you sell an item, do you want the price to list with tax or price without tax
    
        Tax will be applicable if indicated but it is how you want it to show on your Customer Order


                              ***Please note that this field has restricted access due to the ramifications of making changes

                              ***If you wish to change this field, please contact Support


J.   Default price level on internal service - indicate the relevant price level

K.  Default environmental fee - do you have a default environment fee? If so, indicate it here

L.   Default price level - what is the default price level you want to use for Customers?

M.  Round cash payments to the nearest X cent - indicate your rounding cent

 The options are 1c / 5c / 10c


N.  Stamp Duty rate - what is the stamp duty rate in your location? (only if applicable)

Shop Settings


 
O.
Auto-select orders in Part Receiving                                                    
If this toggle is enabled, it will auto-select the VO in the Part Receiving screen
P.
Always obey publish in feeds                                                              
If this toggle is enabled, it will mean that if the Publish in Feeds is on, on a Unit Record or Part Record, then it must be included in all FTP feeds
Q.Record Tracking Numbers                                                                    
If this toggle is enabled, it will allow the option of a Tracking number in a Customer Order > Checkout
R.Enforce Payroll PIN - Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)
S.Enforce Technician PIN - Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)
T. Hide party numbers on documents                                                       This gives you the option of not printing part number on Customer Orders etc  Some Dealerships do not want the customer to know the part numbers - especially if you are just providing them a quotation
U.Include MSRP and Discount on part line items -                              
If you want the MSRP & Discount to show on part line items
V. Include prices on part labels                                                               
If this toggle is enabled, it will print the prices on the part bar code labels
W. Hide hours / rates on service documents                                                  This gives you the option of not printing the hours / rates on Service documentation  Some Dealership do not want their Customer to know the hourly rate etc
X. Default Technician costing rate                                                                   What $ is your default costing rate for your techs
Y.Default odometer type                                                                              What is your default odometer type for your Dealership - km / hrs / ml
Z. Default workshop hours                                                                               Add in what days the Dealership is open and for what hours 


Other Settings 


The Dealership can set up your Part Aging Periods - this is the default:



Shop Supplies 


This is for the automatic charging on Customer Orders for Shop Supplies


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This article will explain in more detail what it is and how to set it up - How to Charge Shop Supplies on a Customer Order

Disclaimers


This is where the Dealership can setup Disclaimers so that certain information and/or statements can print / appear on certain documents such as the Dealership's warranty policy etc 



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This article will go into further details - What is a Disclaimer / How to setup a Disclaimer