This article is regarding the new feature for Unit Product Types / Unit Data Fields that sit under System Settings > Settings and Control - Unit Product Types
Unit Product Types / Unit Data Fields
This is where the Dealership can setup Unit Product Types and what Unit Data Fields can be allocated to show up on any Unit Record that has that specific Unit Product Type
What is a Unit Product Type?
It would be what type of Unit Product does your Dealership sell ie Trailers / Golf Carts / Motorcycles / Powersports etc
Then attached to that specific Unit Product Type, you can have Unit Data Fields that will show up on the relevant Unit Records and also it you need them to show up on specific documentation
As you can see above, each Dealership is setup with a Generic Product Type
Your Dealership can just modify this Unit Product Type and use it for all your Units - to modify, simply click on and then just go through the Unit Product Type& Data Fields pop up
Or alternatively if you want to create a new Unit Product Type by clicking on and go through the Unit Product Type & Data Fields pop up and make your selections
A. | This will list the Product Type Name |
B. | Is this Product Type active in your Blackpurl Move the toggle accordingly |
C. | Will this Product Type will be the default in your Blackpurl? Move the toggle accordingly For example - each time you receive a new unit into stock, this will be the Product Type default that will be added to the Unit Record |
D. | Unit Details tabs Each one of these tabs have specific Unit Data Fields available for selection You can click on the relevant tabs to see what is available and make your selection |
E. | These are the Unit Data Field under that tab and you get to select: - Field Name - what is the name of the Unit Data Field - Field Type - is it a text field / long text field / number / date etc - Active - is that particular Data Field to be active. Check or uncheck the checkbox as the case may be - Expose on - Service documents / Deal documents / Order documents If you want the Unit Data Fields to show up on the Service documents / Deal documents / Order documents etc, then check or uncheck the checkbox accordingly |
F. | Once you have finished - make sure you click ![]() |
Where to see these Product Types / Unit Data Fields in Blackpurl
There are several places where these Product Types and Unit Data Fields will show up in Blackpurl
Unit Records
Simply click on on any Unit Record to fill in any of these Unit Data Fields
Customer Owned Unit Records
Simply click on on any Customer Owned Unit Record to fill in any of these Unit Data Fields
Unit Ordering
When creating a new Order Unit