HOW TO CREATE A QUICK PART SALE  FOR A KNOWN CUSTOMER FOR STOCK ON HAND PARTS

Scenario: An existing customer - Jaxon Price - is looking to purchase stock on hand parts and requires the dealership to keep a record of his purchases on his customer record.

  1. From the Blackpurl Header - Click SELL
User-added image

              

  1. Click into the Select Customer section by clicking User-added image and then clicking into the Select for an existing customer field. 
User-added image

The Select for an existing customer  functionality will allow you to search for the customer using keywords such as surname / first name / mobile number / email address.

As you start typing your search keyword, the system will start listing the search results that match.

In our example we are looking to process: SELL A PART & ACCESSORIES to Jaxon Price (existing customer) and we have started searching with his surname - Price - as the keyword. Click on your selected customer

User-added imageTIP: If you need to create a new customer, click on User-added image and the Create New Customer window will pop up for you to complete

  1. After selecting your customer, select what type of Customer Order 
  • SELL PARTS & ACCESSORIES 
  • START A SERVICE OR REPAIR JOB
  • SELL A UNIT
For our example we select SELL PARTS & ACCESSORIES and the system will load the PARTS & ACCESSORIES section


  1. To add the part that the customer wishes to purchase > Scan or search to add a part, kit, fee or merchandise (not labour) Then click to select.
In our example our customer is buying a Brake Pad.
As you start typing your search keyword - Brake Pad - the system will start listing the search results that match.
Click on the relevant Brake Pad to add it to the Customer Order

User-added image
Type in quantity the customer needs and change the Price as required.

In Stock indicates that the part and quantity required are in Stock
Required indicates that the part will need to be special order part ordered from the Vendor.

TIP: Note the running total for the Customer Order in the Checkout section as you start adding parts to see how much the customer owes.          
              
If the customer is purchasing multiple parts, go back to Step 4 and proceed to search / add the additional parts.
  1. In this example the part is In Stock and the customer is paying for / taking the part and finalising the Customer Order straight away.

To finalise click on User-added image and the checkout options will load.  
  1. The options are:
A.   Select What you want to Checkout 
B.   Choose a Payment Method
C. Type in the amount (remember you can do multiple payment methods)
D. Allows the user the ability to change the Cash Drawer.  For further information, please review our article - Introducing Multiple Cash Drawers / Changes to the Implementation of Cash Drawers
E.  Allows the user to backdate the payment. For further information, please review our article - How to Backdate Customer Order Deposits / Payments / Invoices
F.   Click on Add Payment to accept your Payment Method and Amount
G.   Allows the user an overview of how much is owing and Payments Received
H.  Once the full amount is received and the Balance Due is zero and green - it will give you the option of Print Invoice or Email Invoice to Customer then click on Finalize Checkout.  It will also allow the user the opportunity of backdating the invoice.  For further information, please review our article - How to Backdate Customer Order Deposits / Payments / Invoices

User-added image


  1. Once the Customer Order has finalized, no further changes can be made.
An Invoice History section is added to the Customer Order and the Customer Order status changes to CLOSED


  1. The Customer Order is listing on the Customer Record of the Customer - Jaxon Price
User-added image