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 minimized - click on the relevant section to open
Tip:
If you change any of the Settings and Controls, don't forget to click on 
to save If you do not have access to Settings & Controls, you may not have the required User Permission and we would recommend that you discuss your permissions with your Manager
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 / Dealer number (for use on Unit Deal Forms) / Tax Id / Timezone and will usually be populated with your information at the time of activation
Feel free to update it yourself (if required) for things such as time zone (moving to daylight savings etc)
Tax Settings
This is where the Dealership tells Blackpurl, what taxes to use as the defaults in specific areas of Blackpurl
If you are looking to change any of these fields, please be aware of what you are changing and if there are any ramifications
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 claim deductibles - when you add a deductible to a Third Party Pay Service Job, is the
F. Default tax on vendor item - when you sell an item, what is the applicable tax
G. Default tax on fees - what is the default tax on fees
H. Default tax on unit - what is the default tax on unit when you sell them
I. Deal unit options taxed like the unit - you get to select what options are taxed at the same rate as the Unit
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:
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
We do provide you with a small list of Price Levels when your Blackpurl is first created but the Dealership can amend as required
Please understand the ramification of changing these fields / making them inactive etc before you make the changes
Account Types
This will list the Account Types currently setup in your Blackpurl
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:
Price Settings
*** Please note that this field has restricted access due to the ramifications of making changes
J. Default price level on internal service - indicate the relevant price level on Internal service jobs
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)
Foreign Exchange
Please read this article before you enable Foreign Exchange - Foreign Exchange
This is for those dealerships that are purchasing parts and/or units in foreign currencies
It will mean that the Dealership will process parts and unit Vendor Invoices using the foreign currency attached to the relevant Vendor
If you have accounting integration - the Vendor Invoice will then integrate to your accounting package in the foreign currency
However, all inventory values in both Blackpurl and your accounting package will automatically convert to your local currency
Please note that the Dealership must first have multi-currencies / foreign currency turned on /and added to your accounting package
Shop Settings
For further information, please review our article - Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)
| 2. | Deal finance commissions are included in finance company payments If this toggle is enabled, it will include commissions in finance company payments For further information, please review our article - How to Add Deal Financing and Pay with Financing on a Unit |
3. | Auto-select orders in Part Receiving If this toggle is enabled, it will auto-select the VO in the Part Receiving screen |
| 4. | Always obey publish in feeds If this toggle is enabled, it will mean that if the Publish in Feeds is enabled on a Unit Record or Part Record, then it must be included in all FTP feeds |
| 5. | Record Tracking Numbers If this toggle is enabled, it will allow the option of a Tracking number in a Customer Order > Checkout |
| 6. | Enforce Payroll PIN If this setting is enabled, then staff using the payroll clocking will need a PIN For further information, please review our article - Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking) |
| 7. | Enforce Technician PIN If this setting is enabled, then staff using the job clocking will need a PIN For further information, please review our article - Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking) |
| 8. | Hide part numbers on documents This gives you the option of not printing part numbers 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 |
| 9. | Include MSRP and Discount on part line items If you want the MSRP & Discount to show on part line items on Customer Orders |
| 10. | Acceptable part cost variance The dealership can set a Part Cost Variance % that once breached will provide a warning notification This article will provide further context - Part Cost Control Feature |
| 11. | Include prices on part labels If this toggle is enabled, it will print the prices on the part barcode labels |
| 12. | 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 |
| 13. | To finalize a job the status must be Ready to invoice Is Ready to invoice status required to finalize a service job? |
| 14. | Technician hours method on jobs Select what the method is from Hours only and Time-in / Time-out |
| 15. | Default Technician costing rate What $ is your default costing rate for your techs |
16. Default odometer type
What is your default odometer type for your Dealership - km/hrs/ml
17. Default workshop hours
Add in what days the Dealership is open and for what hours
Service Job Status
The Dealership can select which job statuses to use
This article will explain in more detail what they are - Service Job Statuses - Selecting and then Using / Ready to Invoice Enforcement
Other Settings
The Dealership can set up your Part Aging Periods - this is the default:
Shop Supplies
This article will go through the options available to the Dealerships with regards to which technician hours method on jobs they want to use - Recording Technician Hours onto a Customer Order - Hours only or Job Clocking on/off
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
Shopify Settings
If your Blackpurl has Shopify / Website Product Management active, then you will have an additional Settings and Control section - Shopify Settings
For further information, please refer to our article - Setup Configuration - Blackpurl / Ecommerce Store
