This article will take you through how to process a Unit Receiving which will include the processing of the Unit Vendor Invoice



Prerequisite



The Unit Order/s have been processed and the Unit/s have now been received at the Dealership


To learn how to process a Unit Order, please review our article - How to Process a Unit Order 



How to process a Unit Receiving into Blackpurl


  1. From the Blackpurl Header > click User-added image >  



  1. Ensure that your focus is on the Active Unit Vendors tab - it will list the Active Unit Vendors and under each Vendor, it will indicate how many units are on order



  1. In our example we want to receive a unit from the Vendor: BRP > click on the relevant BRP Vendor tile





  1. A list of Orders will populate under two sections:


  • ACTIVE ORDERS - it will list any order that has not yet been receipted against


  • ORDER HISTORY - any orders that have been receipted against or have been cancelled.

From the ACTIVE ORDERS list, locate the Unit Order/s that need to be received into stock


The two options are to:


  • Single Unit Receiving


    OR


  • Bulk Order Receiving 

        


Single Unit Receiving

This is when you only want to receive one unit from one Unit Order


Tick the receiving checkbox indicator on the relevant Unit Order that you wish to receive against

Then click on

The Unit Receiving screen will populate for you to enter any missing details and check:


  • the Applicable tax - change as required 

  • Use the same invoice number - move the toggle if required 

  • Allocate Landed Cost Adjustment? - move toggle if required 


For further information on Land Cost Adjustment, please review our article - Landed Cost Adjustment (LCA)



In our example below all we need to Enter VIN / Enter Invoice number / Invoice Date



Then click on


Bulk Order Receiving 


This is where you are doing a bulk Order Receiving against many Unit Orders


Tick the receiving checkbox indicator on all the relevant Unit Orders that you wish to receive against



Then click on  (it will list how many Unit Orders that were selected - in our example 5 units)


The Unit Receiving screen will populate for you to enter any missing details and check:


  • the Applicable tax - change as required 

  • Use the same invoice number - move the toggle if required 


If the Vendor has invoiced the units on one invoice, we would suggest you move the toggle and then it will ask you to indicate the Invoice number



Please note:

The Invoice number has a character limitation -dependent on how many units you are receiving at the time:
  If you are receiving 1-9 units - the invoice character limitation is 19 
  If you are receiving 10-99 units - the invoice character limitation is 18 
  If you are receiving 100-999 units - the invoice character limitation is 17

 


If the Vendor has invoiced the units by multiple invoices, leave the toggle as is and just type in the invoice numbers against the relevant Unit line items


  • Allocate Landed Cost Adjustment? - move toggle if required 


For further information on Land Cost Adjustment, please review our article - Landed Cost Adjustment (LCA)







To finalize click on





5.  The result is:


  • The unit/s are now in stock and available for sale or if they were ON ORDER units attached to a Customer Order, the status will change to Reserve


  • The Unit Order/s has now moved from the ACTIVE ORDERS section to the ORDER HISTORY section


  • If the dealership has Accounting Integration, the relevant Vendor Invoices details and stock value, etc will be integrated into your accounting package