This article will explain the two options of processing a Unit Deal Quotation from a temporary Unit into a sale together with how to continue with the Unit Deal:


Option 1 - Swap out the Temporary Unit for a Stocked Unit or an existing On Order Unit


Option 2 - Change the Temporary Unit into an On Order Unit making it a Special Order Unit 



Option 1

Swap out the Temporary Unit for a Stocked Unit or an On Order Unit 


  1. The Dealership has already provided a quotation to the customer for a Customer Order for Unit Deal for a temporary unit
If you need help preparing a Unit Deal Quotation - please review our article - How to Process a Unit Deal Quote for a Temporary Unit 


  1. Recall the Customer Order Unit Deal Quotation that the customer is accepting on the screen

The unit the customer is purchasing has now been stocked into Blackpurl  or there is an On Order unit that has been ordered to replace the temporary unit in this Customer Order Unit Deal Quotation  


  1. To change the unit from a Temporary Unit to a Stocked unit  or On Order unit > in the Temporary Unit section, click on 


This will allow you to search for the Stocked Unit using keywords ie VRod or the Stock# OR allow you to search for the On Order unit again using keywords

Once the unit is listing > click on the unit you wish to replace the Temporary Unit



The Unit Section will now add the details of the replacement Stocked unit or On Order unit

Continue with Step 4 -  Continuing the process of accepting a quotation for a Unit Deal




Option 2

Change the Temporary Unit into an On Order Unit making it a Special Order Unit 


  1. The Dealership has already provided a quotation to the customer for a Customer Order for Unit Deal for a temporary unit
If you need help preparing a Unit Deal Quotation - please review our article - How to Process a Unit Deal Quote for a Temporary Unit 


  1. Recall the Customer Order Unit Deal Quotation that the customer is accepting onto the screen


The unit the customer is actually purchasing is going to be a Special Ordered Unit 


The user now needs to change the Temporary Unit into an On Order unit 


Click on the




   Then change the status to and then click to



The status of the unit is now




 3.  To ensure that the Unit is ordered specifically for this Customer Order, please review our article - How to Turn a Temporary Unit on a Unit Deal into an On Order Unit (Special Order Unit)



Continue with Step 4 -  Continuing the process of accepting a quotation for a Unit Deal




Continuing the process of accepting a quotation for a Unit Deal



  1. Time to change the status of the Unit Deal to In Progress




Click on and the option to change status will pop up - change to :
User-added image
Review all figures and all sections:
  • Options and Fees etc
  • Edit Pricing as required



  • Do you need to add additional sections then click on the relevant item in the Job Action section


  1. To commit and install the options, click on User-added image in the Deal Action section




This will create:
  • Deal Service 1 section for any options that are being sold with the unit and installed
  • Deal Merchandise section for any options that are not getting installed
  • Parts Picklist section that shows the list of options, in stock or required. 




  1. Finalizing the Unit Deal:

Special Ordered Parts 

On Order Units / Special Order Unit 

  • The special ordered unit / on order unit will need to be received
Deal Service 1
  • Once all work is completed, your service department should have changed the status of the Deal Service 1 to Ready to invoice then click on User-added image



  • Your service department should have also finalise the Deal Service 1 section by clicking on User-added image in the Job Action section.
.


Deal Merchandise 
  • To finalise Deal Merchandise section, click on User-added image 


You will be asked to confirm:


Deal Financing (if applicable):
  • Finalize the Deal Financing section and if all completed/submitted and approved, change the status of the Deal Financing section to APPROVED
  • If you want to show full profitability on the Unit Deal, please ensure you type in the Participation / Commission. (This figure will not integrate to your accounting package)
User-added image

Unit Deal 
  • Once all Options have been fulfilled, you will be able to finalize the Unit Deal.
  • Things to check:
    • Have you noted the Salesperson and Commission Earned? This will allow full profitability to be shown on the Unit Deal.
This figure does not integrate to your accounting package.

For further information, please review our article - Setup Customer Order Unit Deal - Salesperson (for commission)

  • Trade-In (If Applicable) - Have you entered the Agreed Value / ACV and finalized the Approval Section? 
  • Once you have done all the necessary checks, change the status of the Unit Deal to APPROVED

You will need to change the Status to APPROVED and then click on User-added imageUser-added image
  1. Once all sections have been fulfilled and the Unit Deal section status is APPROVED, it is time to finalize the Unit Deal by clicking on User-added image


1.  Select what you want to checkout (unticking the units you do not want to checkout)

2.  Choose a payment method (including finance if applicable)

3.  Type in the amount that is getting paid by this payment method (repeat 2 & 3 for multiple payment methods)


Then once the Checkout is green > click on User-added image with the option of Print Invoice or Email Invoice to Customer

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

  1. An Invoice History section has been added and if all Unit Deals on this Customer Order are finalized, the Customer Order status is now closed so no further changes can be made