This article will go through:


  • What are Account Types


  • What is the purpose and benefits of Account Types


  • How to review and setup up new Account Types as required 


  • Assigning Account Types to Vendors and Customer Records


  • Grid Search / Reporting on Account Types



What are Account Types 


Account Types are assigned to both Vendor and Customer Records to let Blackpurl know what the default is and if there are any tax exemptions involved 


When Dealerships first start with Blackpurl, these are the defaults that are on your Blackpurl 



This means that when a user creates a new Customer Record, they will automatically be given the default Account Type of Retail Customer and will have no tax exemptions


Example is John Smith 





What is the purpose and benefits of Account Types



The Dealership will be able to: 


  • have different Account Types set up based on different tax exemptions.  Remember that tax exemptions are controlled by Account Types 


Customer:

This means that Customer: Cathy Price may be exempt from Tax: GST so the Dealership can set up a new Account Type, have it exempt from the Tax: GST and assign that Account Type to the Customer Record for Cathy Price 


When the Dealership then processes a Customer Order for that Customer, it will know what tax must or must not be charged 

 

Vendor:

This means that the Dealership may not get charged any Vendor tax by the Vendor: Industries Company so the Dealership can set up a new Account Type, have it exempt from all Purchase Taxes, and then assign that Account Type to the Vendor Record for Industries Company


When the Dealership then processes a Vendor Invoice for that Vendor, it will know what tax must or must not be taken into account 


  • report to be run for these entities that can be filtered and/or sorted by this Account Type



How to review and set up up new Account Types as required 



Where to find the list of Account Types in your Blackpurl 

  • From the Blackpurl Header > click and then select




  • Go to the Settings - Account types / tax exemption section



  • Using the above screenshot, you can see that this dealership only has two Account Types  / Tax exemptions set up:

Account Type
Retail Customer - applies to Customers only and it has no tax exemptions / it is the Default / it is Active 


This means that each time a Customer with this Account Type purchases items from your dealership, they will be charged the applicable sales tax

Each time you set up a new Customer, it will take this Account Type as the default 


Account Type
Supplier - applies to Vendors only and it has no tax exemptions


This means that each time the dealership purchases from Vendors with this Account Type, the applicable purchase tax will be charged


Tip: If you wish to edit the Account Type, click on  on the relevant Account Type line 




Adding new Account Types 


You can have as many Account Types as you require - with different combinations of tax exemptions etc


Use the same concept for creating a new Account Type that applies to Vendors and Customers the only difference is that you would indicate if it applies to Customers or Vendors


Simply click on and then complete the Add account type pop-up 

Don't forget to



Let's go through an example:


We have Customers that are GST exempted so we need to create a new Account type 

Account type name - give it a name that means something


Applies to - Customers only and then tick all Exempt checkboxes  - see below:



The new Account Type will then appear in the list with the other Account Types


Tip:
Note that we have not updated the default

This means that all new Customers / Vendor created will still have the default Account Type 

Should you wish a Customer Record / Vendor Record to have a different Account Type, read the next section - Assigning Account Types 



Assigning Account Types


When creating new Vendor / Customer Records, they will automatically take the default Account Type

 


Use this same concept for assigning Account Types to both Vendors and Customers - the user would need to navigate to the relevant Vendor Record or Customer Record that you want to assign a new Account Type to


Example using Customer Record

  • Navigate to the relevant Customer Record and click on 



From the Edit Customer Screen > find Account Type field and select your new Account Type > 

  

The Customer Record will update with the new Account Type and what the relevant tax exemptions are:



Tip:

If you have a Customer Order in play then you will need to use the Recalculate functionality to pick up the change to the Customer Record

See Item 10 on this article - Types of Customer Orders / Basic Navigation of Customer Order Screen



GRID SEARCH / REPORTING


You can now run certain grid searches and have the option of adding a new column Account Type


For example

  • If you run a Customer search, you can now select a new column to report on Account Types:




  • You now have the option in the parameters to report on Account Types


If you run a Customer search, you can now change the parameter to only report on certain Account Types: