HOW TO PROCESS A UNIT DEAL QUOTATION INTO A SALE - TEMPORARY 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 to prepare 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 has now been stocked into Blackpurl and is available 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 > in the Temporary Unit section, click on
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This will allow you to search for the Stocked Unit using keyword ie VRod or the Stock#.
Once the unit is listing > Click to Replace

The Unit Section will now add the details of the replacement Stocked Unit.  
  1. Time to change the status of the Unit Deal to In Progress.
TIP: A quick way to change the status is click on the Status: on the Unit Deal section header:

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and the option to change status will pop up:
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Review all figures and all sections:
  • Options and Fees / Trade Ins etc
  • Edit Pricing as required
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  • If the Unit Deal is Financed - review the Deal Financing section ie who the finance company is / amount etc within the Deal Financing section / has the financing been submitted / what is the status of that section?
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  1. To commit and install the options, click on User-added image in the Deal Action section
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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
  • Special Order section for any options that are not in stock and are required to be ordered.   
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TIP: Did you know that you can Stock In a Trade In unit prior to the finalisation of the Unit Deal?  For further information, click on this link - How to stock in a Trade In Unit Prior to finalising the Unit Deal

  1. Finalising the Unit Deal:
Special Order 
Deal Service 1
  • Once all work is completed, your service department should have changed the status of the Deal Service 1 to Complete then click on User-added image
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  • Your service department should have also finalise the Deal Service 1 section by clicking on User-added image in the Job Action section.
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Deal Merchandise 
  • To finalise Deal Merchandise section, click on User-added image 
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You will be asked to confirm:
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Deal Financing (if applicable):
  • Finalise 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)
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Unit Deal 
  • Once all Options have been fulfilled, you will be able to finalise 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

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  • Trade In (If Applicable) - Have you entered the Agreed Value / ACV and finalised the Approval Section? 
  • Once you have done all the necessary checks, click on User-added image to change the status of the Unit Deal
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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 finalise the Unit Deal by clicking on User-added image
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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 finalised, the Customer Order status is now closed so no further changes can be made.
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