This article will go through the different types of Customer Orders available in Blackpurl and the basic navigation of a Customer Order screen
Types of Customer Orders
A Customer Order is how the Dealership will process the sale of products (parts / units) / fees / labour etc to their Customers
To create a Customer Order:
- From the Blackpurl Header > click
and make your selection of what type of Customer Order you are processing
The Customer Order types are:
- Customer is only buying a part/merchandise/fee etc
- This Customer Order can be used for both Stock on Hand sales and Special Order Part sales
- For Stock on Hand sales - users will have a choice of being able to select a Customer ie a customer may want to keep a record of their purchases under their Customer record OR a Cash Sale
- If the user does not Select Customer, the system will automatically default the Customer to: Cash Sale
- For all Special Order Part sales, the user will be required to Select Customer as the system does not allow a Special Order Part sales for the Customer: Cash Sale
Start a Service or Repair Job
- When the Customer (or third party ie insurance company) requires a service on their Customer Owned Unit
- The main difference is that a Start a Service or Repair Job Customer Order allows the user to add labour lines
- Customer is buying Unit/s from your dealership
- The dealership can sell the Unit/s with additional proposed options as they can be added to the Customer Order
- It will also allow the dealership to process financing of the unit (with financing products ie purchase of extended warranties etc) as well as process trade-ins etc
- These are Service or Repair Jobs for units the dealership owns
- This allows the dealership to keep a record of how much an owned unit is costing the dealership and forms a part of the calculations when working out profitability upon selling the unit
Tip:
You can have one Customer Order but have multiple Customer Order Types
For example - You can create a Unit Deal section but then add a separate Service Job section and Parts & Accessories section etc
Navigation of Customer Order screen
Let's give you a bit of a rundown of a basic Customer Order screen:
In our example, this Customer Order has multiple sections ie Unit Deal / Service Job / Parts & Accessories
2. Clicking on this icon - will give you the option of what type of recalculation you want
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3. Set as a quote toggle
- This will allow the user to set this Customer Order as a quote
- For more information, review our article - Introducing the ability to change an active Customer Order back to Quote
5. Unit Deal section - the Dealership is selling a unit to the customer and what status the Unit Deal is
and what status this section has
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7. Parts & Accessories section - the Customer is purchasing just Parts or Merchandise
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- if you add parts to the Customer Order, this section will automatically populate to list the status of all the parts
- For further information on the Parts Picklist section, please review our article - Customer Order - Parts Picklist Section
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- when you add a Deposit, a Deposit section will open and you will be able to see how much the deposit has been paid / if it has been used to pay off an invoice in checkout etc
- For further information, please review our article - How to Receipt a Customer Order Deposit
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Internal Comments section
- When users type internal comments, this section will generate for all users to be able to view the comments
- For further information, please review our article - How to Add Internal Comments to a Customer Order
Invoice History section
- When the Customer Order has been invoiced, Invoice History section will open and list details about the issued Invoices
- This is also the section where you can reprint or re-email the Invoice
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10. Customer Order # - The system will automatically issue a Customer Order number
If a Customer Order is closed, no further items can be added and/or changed made
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For further information, review our article - Customer Order Profitability
13. This will provide a running total of how much the Customer is spending on this Customer Order for
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16. If the Customer requires a copy of a deposit receipt or an Invoice preview etc, click on
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By clicking on the relevant drop-down arrow at the end of each section, it will allow that section to expand
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