Reporting on Customer Order Unit Deals
There are two reports specifically for Customer Order Unit Deals:
- Active Unit Deals
- Deal Units
To access the reports - from the Blackpurl Header > click on Reporting > Reports > Common Search
Reporting - Active Unit Deals
The default parameters for this report is to list:
- ALL Active Unit Deals
- For ALL status ie Quotation / In Progress / Approved / Invoiced
The default columns include:
- Type
- Order Number
- Customer
- Deal Type
- Unit information (if the Customer Order is for multiple units, it will just say "Multiple Units)
- Total
- Status
- Modified
Remember you can change the parameters by clicking on 
and making your changes
For example you may only want to see ALL Quotations for the month of December 2018
Click on 
> change the status to Quotation > change the date range to December 2018 > 
Likewise if you want to add and/ or deselect additional column, simply click on 
and make your changes - don't forget to click on 
Reporting - Deal Units
The default parameters for this report is to list:
- all DEAL UNITS > SOLD > in the LAST 30 days.
The default columns for this report:
- Type
- Stock Number
- Make
- Model
- Submodel
- Year
- Status
- Order Number
- Total Price
- Deal Type
- Customer
Remember you can change the parameters by clicking on 
and making your changes.
For example you may only want to see any Sold Unit Deals for Last 30 Days that you did - Owned by Me.
- Click on
and change the Owner to Owned by me then click 
OR
- You may want to report on Unit Deals with Temporary Units attached then you would ensure that you select QUOTATION and change the parameters similar to screen shot below
The report result will list the Unit Deals but the line items without Stock Number are the Temp Units:
OR
- You may want to see the list of consignment units that have been sold within a certain period so the parameters would need to be like this:
TIP: Blackpurl allows you to save a report setup for next time by clicking on 
For further information on reporting, please review our articles