This article will explain how you can process an Internal Service Job against a Stocked Unit


The cost of the Internal Service Job will then allocate against the unit so the Dealership can see the full profitability when the unit is then sold  


Scenario:


The Dealership owns a unit that needs a Pre-Delivery Inspection (PDI) Service completed 


By processing an Internal Service, the cost of the PDI will be "charged" to the unit so that the dealership can see how much the unit is actually costing the dealership


When the unit is sold, the full cost (including any Internal Services) will be taken into consideration when working out the profitability of the unit

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



Then click on User-added image


2.  There is no customer listed (remember that the dealership actually owns the unit) and it has created a 

Service Job 1 section automatically


The first thing to do is search for and add the relevant stocked unit to the Service Job 1 section

Click on User-added image in the Job Details section.


Once you have opened up the Job Details section > click into Search for a stock unit and type in the Stock No. or Keyword ie Make or Model or VIN.  Blackpurl will start to list all stocked units that meet your search criteria then just click to select


3.  The details of the selected Stocked Unit will automatically populate along with Who is paying for the job? 

and Category


We recommend that you do not touch this section if you are doing an Internal Service Job  as we want  the Who is paying for the job? to remain as Unit Inventory unless it is a warranty job etc


Add in the Concern and Cause and any other information that you have or want to record



4.  Now that you have added the stocked unit, time to add the labour / parts / fees etc required to complete this 

job Open up the In the Job Items section by clicking on User-added image.


Then click into Scan or search to add a part, labor, kit, fee or merchandise and search for the items required for this job


You can either scan the part or type in keywords and Blackpurl will list all items that meet your search criteria then just click to select


Repeat this step for each item that needs to be added to this Service Job 1 section.

In our example we have added a Labor Line and Brake Pad:



TIP:

If you want to add multiple Internal Service Jobs to this Customer Order, simply click from the Add to this order: section



5.  Log any Technician time on the Technician Time section and complete the Log Technician Time section or 

your Technician can also job clock onto this type of Service Job


6.  Attach any documents to the Documents section and follow the prompts 


7.  If the Service Job is ready to be worked on > change the status by clicking on NEW on the Service 

Job 1 header


Select the relevant status from the Change Job Status options 

Continue to change the status as required until the Service Job 1 has the status of Complete.


 8.  Ready to Finalise the Internal Customer Order?


When you are ready to finalize the Internal Service Job 1, from the Job Action section finalize the different sections:

The last thing to do is to finalize the Job by clicking on User-added image.

The system will require you to confirm that you wish to Finalize the Job and CLOSE the internal job by clicking on OK

If you have multiple Internal Service Jobs attached to this Customer Order, you will need to finalize all Service Jobs


9.  Results:


The Customer Order for this Internal Service Job is closed



The cost of Internal Service Jobs are listing on the Unit Records > Price & Cost Tracking as Dealer Installed Options