This report will assist Dealerships who require a list of Units on how and when the Units were acquired (Trade In or purchased etc) / if they are still in stock or if the units have been sold and if sold who the Units have been sold to and when


From the Blackpurl Header > Reporting > Reports > Common Search > Unit Register 



The basic search result will show similar to this:



The default filters / parameters will default as all Units Stocked in: the last 30 days but you can change them at any time by clicking on the drop down and just change the parameters


For example:

  • you may want to include Consignments - so you would tick the Include Consignment checkbox 
  • you may want to use a different stocked in date - so you would click on that field and make your select 

  • you may want to filter by a different field - just click on  as there are other options you can select:
  • Once you have changed any of the filters/ parameters, click on so that the search result can change to suit the changes made



The Default Columns are:


Type
  All units will show the Unit icon
Stock Number This is the Stock Number on the Unit Record (or the unit id for the Consignment Unit - if you elected to show Consignment Units as well on the report)
VIN / SNThis is the VIN or Serial Number that is indicated on the Unit Record (or the unit id for the Consignment Unit - if you elected to show Consignment Units on the report) 
Unit DescriptionThe Unit Description of the Unit made up of Make / Model / Sub Model / Year / Colour
Plate NumberIf there is a plate number recorded on the Unit Record (or the unit id for the Consignment Unit - if you elected to show Consignment Units as well on the report)
Date Stocked InWhat date was it stocked in
- This would be the Vendor Invoice date if purchasing
- This would be the date a trade in was stocked in from a Customer Order
- This would be the date the Consignment Unit was sold on a Customer Order (for Consignment Units, the Date Stocked in / Date Stocked out, will be the same date as it was sold on a Customer Order)
How AcquiredHow was it acquired
- Trade In (traded in on a Customer Order)
- Consignment (selling on behalf of a Customer)
- Purchased (through Unit Ordering)
- Add Unit functionality (Add New > Stocked Unit) - this action is never recommended
Reference NumberReference Number:
- Trade In will use the Customer Order where it was traded in
- Consignment will use the Customer Order where the unit was acquired and sold at the same time
- Purchased will use Vendor Invoice Number
- Add Unit functionality will use the reference of Unknown as Blackpurl doesn't know where you got the unit from 
Acquired From Who the unit was acquired from
- Trade In is who traded it in to your Dealership
- Consignment is who consigned the unit to be sold through your Dealership
- Purchased will be which Vendor it was purchased from
- Add Unit functionality will use unknown as Blackpurl doesn't know where you got the unit from 
Status What is the current status of the Unit?
- Available (the Unit is available for sale in Blackpurl)
- Reserved (the Unit has been committed for sale on an open Customer Order)
- Sold (the Unit has been sold and the Customer Order > Unit Deal is closed out and invoiced)
Date Stocked OutWhat date the unit was stocked out?
- The date that the Customer Order was closed out and invoiced
- Consignment Units - this would be the date the Consignment Unit was sold on a Customer Order (for Consignment Units, the Date Stocked in / Date Stocked out, will be the same date as it was sold on a Customer Order) 
Sale Number The Customer Order Number if the unit was sold 
Sold ToIf the Unit has been sold, who was it sold to - Customer name 


If you don't want any of the default columns, simply click  select/deselect the options available


For other options on reporting, these links may assist your needs: