What's new?



Customer Orders > Unit Deals - Financed Deals


We have made quite a few changes to Financed Deals - too many to list here 


Full details of the changes can be reviewed from this article - How to Add Deal Financing and Pay with Financing on a Unit


These changes had been the request for quite a few of our Dealerships


Please take the time to go through the changes and if you are unsure, please reach out to your Blackpurl Support team with your questions



Deal Trade Plate Transfer 


We now provide the option to transfer the plate / registration# from the trade in to the newly purchased unit


Users will notice a new section in the Trade In section on a Unit Deal

Please note that this option is not available on Trade In only Customer Orders

 




Insurance Information on Unit Deals 


We now provide the user with the option to record the customer's vehicle insurance information on unit deals


These field are 40 characters long and are free text 


Any details typed in these fields will appear on the Bill of Sale and Offer to Purchase 


Just leave the fields blank if you don't want to record the information 




Deal Financing Company Details now shown on Deal Documents 


For Customer Order > Unit Deals - Finance, finance companies account number and phone number will show on the Bill of Sale and Offer to Purchase documents


The details will generate from the Vendor Record for the Finance Company 




Dealer number for forms


We have provided a new field in System Settings > Settings & Controls - App Settings - Dealer Number 



The Dealership can store their Dealer Number in this field for use on Dealer Forms (as required) 




Updated Tax Detail Report 


We have updated the Tax Detail Report to Exclude Internal Invoices (the detault)

If you want to include the Internal Invoices, just remove the check in the relevant checkbox





Updated DP360


We have updated syncing to DP360 to now have the option of including Consignment Stocked Unit 



What's Improved? 


  • Improved - timezone dropdown in the app setting from setting and control page
  • Improved - how the customer order section expand/collapse behaves 
  • Changed - the vendor order export format for BossWeb to no longer have decimal places on the quantities
  • Correction -  made for FX/LCA to handle other negative charges on vendor invoices. Also corrected model window to show inventory cost calculation
  • Resolved - an issue with the Active Unit Deals report where it was noting “multiple units” when there was only one unit being sold
  • Resolved - an issue in the Part count tool where in the issues to resolve it was not always showing the location supplied by the import file
  • Resolved - an issue where the Technician hours report would not load for a specific technician
  • Resolved - an issue encountered because a user was allowed to resolve an oversold in multiple browser tabs
  • Resolved - an issue where the vendor report would not provide the zip/postal code as an optional column
  • Resolved - issues encountered in unit receiving because we allowed the user to enter a stick number using BP’s stock number format.  They are now restricted from doing this
  • Updated - the status filters in the Workshop dashboard to now include all of the new service order status values. Also corrected a small UI issue
  • Resolved - a number of issues related to kits that were either UI related or were not determining the correct price depending on the type of transaction.  Also fixed an issue with modifying a kit item on a fixed price kit
  • Resolved - an issue encountered when bulk resyncing invoice payments
  • Updated - the handling of deal trade-in accounting to align with the proper use of the deal trade clearing account
  • Resolved - to stop duplication of JEs on changing unit categories
  • Resolved - to stop duplicate Payroll clocking entries for the same time period and date
  • Changed - now provide an option of setting a custom report as a favorite
  • Resolved - fixed bucket cost to be up to two decimal places when commit receiving action is performed to correct variance JEs entries
  • Resolved - an error “Required parameter Line is missing in the request” while sending Variance JEs from VR to VI 
  • Corrected - BOS and OTP print to show correct name of salesperson
  • Resolved - to show correct package cost of part on vendor order
  • Changed - enabling COA syncing with Xero without enabling transaction sync
  • Changed - removed inactive options from the list of custom search
  • Resolved - an issue for a new global search to show results in first place as per typed string
  • Changed - Finance feature that will enable users to still edit values in the financing section even if the status is funded
  • Resolved - an iPad issue where new global search is running through other header items
  • Resolved - an issue where the MSRP was not populating properly on CO invoice
  • Resolved - an issue where an internal comment was not being added to a closed CO after emailing from the invoice history section
  • Resolved - an issue where a parts price was different outside vs inside of a kit
  • Review - QB security review 
  • Released - mapped forms for specific dealership.  Dealerships will be notified directly