USER PERMISSIONS IN BLACKPURL WHAT THE PERMISSION ALLOWSLINK TO RELEVANT ARTICLE
General Permissions

System Settings Allows the user to access System Settings Getting Started with Blackpurl
Sales Taxes 

- Assign Allows users to assign sales taxes on Vendor Records etc

- Create/ModifyTo be able to create/modify Tax Rates and Tax CodesTax Management - How to Create or Amend Tax Rates and Tax Codes
Price file Import Allows the user the ability to import a manual price file and/or run the Automated Price File toolHow to Import a Vendor Price File
Automated Price Files Tool (Automated Price File Imports)
Cash Reconciliation

- SubmitAllows the user to review (not finalise) a Cash Drawer What is a Cash Reconciliation / How to process a Cash Reconciliation
- ReconcileAllows the user to reconcile (finalise) all the Cash Drawer / Cash Reconciliations for the DayWhat is a Cash Reconciliation / How to process a Cash Reconciliation
Accounting Settings Export No longer applicable 
Price Levels

- AssignAllows the user the ability to assign price levels to Customer Records Change Price Level on Customer Record
- Create/ModifyAbility to create/modify Price LevelsHow to Create or Amend Price Levels
Costs

- Read only Allows the user to read only Costs
- you would then indicate further on in the permissions if you want them to only have access to Part Costs or Unit Costs 
User Permission - Unit Cost and Part Cost
- ModifyUsers have the ability to modify costs ie process a Cost Adjustment on a Part record or Unit recordHow to Complete a Parts Cost Adjustment
How to Process a Unit Cost Adjustment
Part CostsIf you want your users to see costs on Part Records then this is the permission for youUser Permission - Unit Cost and Part Cost
Unit CostsIf you want your users to see costs on Unit Records then this is the permission for you User Permission - Unit Cost and Part Cost
Set Cash DrawersPermission to be able to set up Cash DrawersIntroducing Multiple Cash Drawers / Changes to the Implementation of Cash Drawers
Payment of AccountPermission to be able to take a Payment on Account within Blackpurl > Customer RecordReceiving Payment of Account in Blackpurl (Accounting Integration)
Homepage dashboardIf you want your users to see the Homepage, leave this permission enabledUser Permission - Homepage Dashboard
Reports If you want your users to have access to Reports, leave this permission enabledUser Permission - Reports
Workshop dashboardIf you want your users to have access to the Workshop dashboard, leave this permission enabledUser Permission - Workshop Dashboard



Transaction Permissions


Sales

Quick Sales 

- Enabled Allows the user to process a Customer Order
Blackpurl use to have a Quick Sale section but this has been removed 

Merchandise  
- ViewAllows the user to view Customer Orders > Parts & Accessories
- Create/ModifyAllows the user to create/modify Customer Orders > Parts & Accessories sectionHow to Create a Quick Part Sale - Customer for Stock on Hand Parts
Service Job 

- ViewAllows the user to view Customer Orders > Service Job section
- Create/ModifyAllows the user to create/modify Customer Orders > Service Job sectionHow to Process a Service Job
Deal

- ViewAllows the user to view Customer Orders > Unit Deal section
- Create/ModifyAllows the user to create/modify Customer Orders > Unit Deal sectionHow to Process a Unit Deal Quote for a Stocked Unit
Customer Invoicing

- ViewView Customer Order with Invoice section
- Create/ModifyAllows the user to proceed to checkout and issue Invoices on Customer OrdersHow to Finalize a Customer Order and Create an Invoice
Internal Service

- ViewView Customer Orders > Internal Service Job section
- Create/ModifyAllows the user to create/modify Customer Orders > Internal Service Job How to Process an Internal Service (Service or Repair Jobs for units the dealership owns)



Ordering

Vendor Order

- ViewView Vendor Orders for Parts
- Create/ModifyCreate/modify Vendor Orders for PartsHow to Create A Vendor Order for a Customer Special Order (Parts and Sublets)
How to Process a Vendor Order for Parts Required for Stock
Vendor Receiving

- ViewView Vendor Receiving for Parts
- Create/ModifyCreate/modify Vendor Receivings for PartsHow to Receipt / Receive Parts into your Inventory (including Sublets)
Vendor Invoicing

- ViewView Vendor Invoicing for Parts
- Create/ModifyCreate/modify Vendor Invoicing for PartsHow to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets)
Unit Ordering 

- ViewView Vendor Orders for UnitsHow to View Unit Orders
- Create/ModifyCreate/modify Vendor Orders for Units including the ability to be able to receive/invoiceHow to process a Unit Receiving
How to Process a Unit Order



Special Actions

Override PriceAllows the user to override prices on line items on Customer OrdersAllowing for Discounts on Customer Orders
Oversell InventoryAllows the user to oversell parts on Customer OrdersHow to Manage Oversold Stock (Short Sales)
Special OrderAllows the user to process Special Order Customer OrdersHow to Create a Customer Order for a Special Order Part
ReturnsAllows the user to process a Vendor ReturnHow to Create a Vendor Return for Parts and How to Report on Vendor Returns
BackdatingThe user can backdate payment dates and invoice dates on Customer OrderHow to Backdate Customer Order Deposits / Payments / Invoices
Manage Job ClockingAllows the user to modify / add / delete Job Clocking entriesHow to Manage or Change Job Clocking on a Service Job
Manage Payroll ClockingAllows the user the ability to modify / add / delete Payroll Clocking entriesHow to Manage Payroll Clocking
Part Inventory Count

- EnabledAllows the user access to the Part Inventory Count Tool for counting and entering purposesPart Counting Tool - Overview
- Finalised CountThis permission gives the user the ability to finalise countsPart Counting Tool - Overview
View incoming text messagesAllows the user to view any incoming text messages
This is only relevant if the Dealeship has 2 way texting
How to Send and Receive Text Messages (SMS) through Blackpurl
Open Invoiced DealsAllows the user to reopen invoiced Unit DealsReopen Invoiced Unit Deals
Service Scheduler 

- Read OnlyThis permission gives the ability for the user to view the Scheduler
They will be unable to make any appointments or changes etc
Scheduler 
- Create/ModifyThis permission gives the ability for the user to create or modify appointments etc within SchedulerAppointment Scheduler for Customer Service Jobs / Job Scheduler / Log Technician Leave Time



Create/Modify Records

CustomersAllows the user to create/modify Customer RecordHow to Create / Add a New Customer
VendorsAllows the user to create/modify Vendor RecordHow to Create / Add a New Vendor
Vendor ProductsAllows the user to create/modify Vendor ProductsHow to Setup Vendor Products and Services
PartsAllows the user to create/modify Part RecordsHow to Create / Add a New Vendor
LaborAllows the user to create/modify Labour CodesHow to Create a New Labour / Labor Code
Stocked UnitsAllows the user to create/modify Stocked Units How to Stock a Unit
Fees Allows the user to create/modify Fee RecordsHow to Create a New Fee
KitsAllows the user to create/modify KitsHow to Create a Kit >