There are two options in which to stock units into your Blackpurl

 

Option 1 - Preferred Method 


This option is a requirement if your Dealership has Accounting Integration 


The correct way would be to process a Unit Vendor Order / Vendor Receiving to stock units - these links will take you to the relevant articles on this process:





Option 2 - Not Recommended


The other option is to use the Add Unit functionality 


We would only recommend that this option is only used:


  • at the activation phase or shortly thereafter to add units that missed the activation data load


OR


  • if you do not have Accounting Integration at the Dealership so you don't need the action of sending Unit Vendor Invoices across to an accounting package  


If your Dealership wishes to use this Option 2 - Add Unit functionality and your Dealership has Accounting Integration, read on:

  • From the Blackpurl Header > Sales - Inventory - -  






  • The Create Stock Unit  window will pop up along with a Warning window which you will need to acknowledge by reading and then clicking


PLEASE TAKE THE TIME TO UNDERSTAND WHAT THE REPERCUSSIONS OF USING THIS METHOD OF STOCK UNITS BEFORE CLICKING


  • BP will NOT integrate a Unit Vendor Tax Invoice over to your accounting for the Dealership to pay on


  • It will only send over a journal entry to your accounting package that will modify your Inventory with an offsetting entry to your Stock Adjustment General Ledger


  • This means that your Accountant / Bookkeeper will need to clear the Stock Adjustment General Ledger of these entries 



  • Once you have read and clicked over the warning, just start from the top of the Create Stock Unit window and add the details of the Stock Unit.
  • Once you have finished, don't forget to click on



Result:


  • The unit will be added as a stock unit into Blackpurl 


  • If your Dealership does have Accounting Integration and you selected to add your Stock using Option 2, a journal entry will be processed to your accounting package 


Debit - Unit Inventory General Ledger 


Credit - Stock Adjustment General Ledger 



We would suggest that if you are going to add in stocked unit through Option 2, that you bring it to the attention of your accountant / bookkeeper


As they will need to ensure that you are not duplicating inventory entries in your accounting package, to clear out your Stock Adjustment General Ledger and they look after balancing your Blackpurl to the accounting package