This article will explain how to run the Parts Needed Report and what it is for
The Parts Needed report will show you what parts need to be ordered, the relevant Vendor the parts needs to be ordered for (for stock or specific customer) etc
How to run the Parts Needed Report
There are two options of accessing this report:
Option 1
- From the Blackpurl Homepage > click on the Parts Needed widget
Option 2
- From the Blackpurl Header > Reporting > Reports
- In our Blackpurl reports section > Ordering > Parts Needed
Parts Needed Report
- Once you have navigated to the report, this is the default format of the report:
- Remember that you can change the parameter / filter to have the report show you what you need to see - for example maybe you just want to see what Parts need to be ordered
- Use this report to work out what Vendor Orders the Dealership needs to play / what Vendor Orders can wait etc
We would recommend that this report will need to be reviewed at least once a day by the user that is responsible for ordering parts for your dealership
More Information on Reporting
For more information regarding Reporting, please review the following articles:
- This will provide you with details on how to get totals / change columns and filters / how to print or export etc - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results / Save Custom Reports / Scheduling Reports / Favourite Reports
- This will provide you with details on how to schedule reports ie you want the report to generate once a month at midnight and be emailed to another Blackpurl User - Reporting - Scheduled Reporting
- Just details on where the reports are in Blackpurl - Reporting - Where are the Reports?
- Did you know you can share custom reports? This article will assist - Reporting - Share Custom Reports