WHAT IS A DISCLAIMER


Disclaimer is a collective term for disclaimers / warranty text / authorisations / notifications that the Dealership may need to print on the Customer's documents ie Customer Invoices as a notification to the Customer.


The Disclaimer feature allows the Dealership to create their own Disclaimers and also indicate where that Disclaimer is to appear.


For example:

A dealership may need to disclose to the customer the return policy or disclose to the customer what the warranty terms are for completed service work.


HOW TO SETUP A DISCLAIMER

  1. From the Blackpurl Header > click on User-added image > System Settings
User-added image
  1. From the System Settings Dashboard > click on User-added image
User-added image


  1. Click on the Disclaimer Tab to open up that section
  2. User-added image


  1. There are 5 Disclaimer Options:
  • Customer Invoices 
Type in this field the disclaimer that the Dealership needs to have printing on Customer Invoices.
If the Dealership requires a Signature Line on Customer Invoice, move the toggle to green.


  • Service Job
Type in this field the disclaimer that the Dealership needs to have printing on a Service Jobsheet.
If the Dealership requires a Signature Line on Service Job, move the toggle to green.


  • Order Deposit
Type in this field the disclaimer that the Dealership needs to have printing on an Order Deposit.
If the dealership requires a Signature Line on Order Deposit, move the toggle to green.


  • Deal Documents
Type in this field the disclaimer that the Dealership needs to have printing on any Deal Document ie Bill of Sale.
If the dealership requires a Signature Line on Deal Documents, move the toggle to green.


  • Receipts
Type in the field what the Dealership needs to have printing on any Receipt.   If the dealership requires a Signature Line on Receipts, move the toggle to green.

For example:

User-added image


Click on User-added imageIf the Dealership doesn't require any Disclaimers - just leave the field blank.
  1. Result:
Next time:
  •  a Customer Order is finalised, the disclaimer text will print at the bottom of the Customer Invoice.
  •  a Service Jobsheet is printed, the disclaimer text will print at the bottom of the Service Jobsheet.
  •  an Order Deposit is received and printed, the disclaimer text will print on an Order Deposit printout. 
  •  Deal Documents are printed ie Bill of Sale, the disclaimer text will print out at the bottom of the documents. 
  •  a Receipt is printed, the disclaimer text will print out at the bottom of the receipt.

PLEASE NOTE IF YOU USE BRANDING AT YOUR DEALERSHIP, THE DISCLAIMERS ARE CONTROLLED UNDER SYSTEM SETTING > BRANDING MANAGEMENT.
Please refer to this article - What is Branding and How to Setup Branding in Blackpurl