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
How to run the Unit Register Report
- From the Blackpurl Header > Reporting > Reports
- In our Blackpurl reports section > Units > Unit Register
- The report 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 / SN | This 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 Description | The Unit Description of the Unit made up of Make / Model / Sub Model / Year / Colour |
| Plate Number | If 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 In | What 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 Acquired | How 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 Number | Reference 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 Out | What 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 To | If 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
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