USER PERMISSIONS IN BLACKPURL | WHAT THE PERMISSION ALLOWS | LINK 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/Modify | To be able to create/modify Tax Rates and Tax Codes | Tax 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 tool | How to Import a Vendor Price File |
Automated Price Files Tool (Automated Price File Imports) | ||
Cash Reconciliation | ||
- Submit | Allows the user to review (not finalise) a Cash Drawer | What is a Cash Reconciliation / How to process a Cash Reconciliation |
- Reconcile | Allows the user to reconcile (finalise) all the Cash Drawer / Cash Reconciliations for the Day | What is a Cash Reconciliation / How to process a Cash Reconciliation |
Accounting Settings Export | No longer applicable | |
Price Levels | ||
- Assign | Allows the user the ability to assign price levels to Customer Records | Change Price Level on Customer Record |
- Create/Modify | Ability to create/modify Price Levels | How 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 |
- Modify | Users have the ability to modify costs ie process a Cost Adjustment on a Part record or Unit record | How to Complete a Parts Cost Adjustment How to Process a Unit Cost Adjustment |
Part Costs | If you want your users to see costs on Part Records then this is the permission for you | User Permission - Unit Cost and Part Cost |
Unit Costs | If 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 Drawers | Permission to be able to set up Cash Drawers | Introducing Multiple Cash Drawers / Changes to the Implementation of Cash Drawers |
Payment of Account | Permission to be able to take a Payment on Account within Blackpurl > Customer Record | Receiving Payment of Account in Blackpurl (Accounting Integration) |
Homepage dashboard | If you want your users to see the Homepage, leave this permission enabled | User Permission - Homepage Dashboard |
Reports | If you want your users to have access to Reports, leave this permission enabled | User Permission - Reports |
Workshop dashboard | If you want your users to have access to the Workshop dashboard, leave this permission enabled | User 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 | ||
- View | Allows the user to view Customer Orders > Parts & Accessories | |
- Create/Modify | Allows the user to create/modify Customer Orders > Parts & Accessories section | How to Create a Quick Part Sale - Customer for Stock on Hand Parts |
Service Job | ||
- View | Allows the user to view Customer Orders > Service Job section | |
- Create/Modify | Allows the user to create/modify Customer Orders > Service Job section | How to Process a Service Job |
Deal | ||
- View | Allows the user to view Customer Orders > Unit Deal section | |
- Create/Modify | Allows the user to create/modify Customer Orders > Unit Deal section | How to Process a Unit Deal Quote for a Stocked Unit |
Customer Invoicing | ||
- View | View Customer Order with Invoice section | |
- Create/Modify | Allows the user to proceed to checkout and issue Invoices on Customer Orders | How to Finalize a Customer Order and Create an Invoice |
Internal Service | ||
- View | View Customer Orders > Internal Service Job section | |
- Create/Modify | Allows 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 | ||
- View | View Vendor Orders for Parts | |
- Create/Modify | Create/modify Vendor Orders for Parts | How 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 | ||
- View | View Vendor Receiving for Parts | |
- Create/Modify | Create/modify Vendor Receivings for Parts | How to Receipt / Receive Parts into your Inventory (including Sublets) |
Vendor Invoicing | ||
- View | View Vendor Invoicing for Parts | |
- Create/Modify | Create/modify Vendor Invoicing for Parts | How to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets) |
Unit Ordering | ||
- View | View Vendor Orders for Units | How to View Unit Orders |
- Create/Modify | Create/modify Vendor Orders for Units including the ability to be able to receive/invoice | How to process a Unit Receiving How to Process a Unit Order |
Special Actions | ||
Override Price | Allows the user to override prices on line items on Customer Orders | Allowing for Discounts on Customer Orders |
Oversell Inventory | Allows the user to oversell parts on Customer Orders | How to Manage Oversold Stock (Short Sales) |
Special Order | Allows the user to process Special Order Customer Orders | How to Create a Customer Order for a Special Order Part |
Returns | Allows the user to process a Vendor Return | How to Create a Vendor Return for Parts and How to Report on Vendor Returns |
Backdating | The user can backdate payment dates and invoice dates on Customer Order | How to Backdate Customer Order Deposits / Payments / Invoices |
Manage Job Clocking | Allows the user to modify / add / delete Job Clocking entries | How to Manage or Change Job Clocking on a Service Job |
Manage Payroll Clocking | Allows the user the ability to modify / add / delete Payroll Clocking entries | How to Manage Payroll Clocking |
Part Inventory Count | ||
- Enabled | Allows the user access to the Part Inventory Count Tool for counting and entering purposes | Part Counting Tool - Overview |
- Finalised Count | This permission gives the user the ability to finalise counts | Part Counting Tool - Overview |
View incoming text messages | Allows 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 Deals | Allows the user to reopen invoiced Unit Deals | Reopen Invoiced Unit Deals |
Service Scheduler | ||
- Read Only | This permission gives the ability for the user to view the Scheduler They will be unable to make any appointments or changes etc | Scheduler |
- Create/Modify | This permission gives the ability for the user to create or modify appointments etc within Scheduler | Appointment Scheduler for Customer Service Jobs / Job Scheduler / Log Technician Leave Time |
Create/Modify Records | ||
Customers | Allows the user to create/modify Customer Record | How to Create / Add a New Customer |
Vendors | Allows the user to create/modify Vendor Record | How to Create / Add a New Vendor |
Vendor Products | Allows the user to create/modify Vendor Products | How to Setup Vendor Products and Services |
Parts | Allows the user to create/modify Part Records | How to Create / Add a New Vendor |
Labor | Allows the user to create/modify Labour Codes | How to Create a New Labour / Labor Code |
Stocked Units | Allows the user to create/modify Stocked Units | How to Stock a Unit |
Fees | Allows the user to create/modify Fee Records | How to Create a New Fee |
Kits | Allows the user to create/modify Kits | How to Create a Kit > |