(Classic Version) Blackpurl Reporting - Special Order Summary

This report will assist Dealerships in keeping track of and chasing up Special Ordered items on Customer Orders

A Special Ordered item is a part that has been ordered specifically for a Customer on a specific Customer Order 

Dealerships can use this report to see the status of the Special Ordered parts ie have they been ordered / have they been received / can the Customer Order be finalised etc 

How to run the Special Order Summary Report 

• From the Blackpurl Header > Reporting > Reports
  
  

• In our Blackpurl reports section > Ordering > Special Order Summary 

• The basic search result will list all Customer Orders with Special Orders for all statuses:

• By changing the parameters to report on specific Special Order Status (SO Status), it will allow the Dealership to be really proactive in chasing up Vendors / placing orders or even contacting the customer to tell them all their items are in stock
  
  To change the parameters - run the report and then click on and change the SO Status to what you want to report on and then click on

For example:

The Dealership wants to contact any Customer that has special ordered items that have been received into stock - the following parameters would be needed. Don't forget to click on APPLY after making your change:

• Once the updated report has been generated, the Dealership should be - reviewing the CO by clicking on any of the blue CO# to see if we can chase the Customer up (maybe the dealership can finalize the CO or contact the customer to tell them that the items have been received etc) / Order the part from the Vendor etc 

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