This article will go through the System Settings > Settings and Controls section of Blackpurl




System Settings > Settings and Controls 


When you access Settings and Controls all sections will be minimized - click on the relevant section to open



Tip: 
If you change any of the Settings and Controls, don't forget to click on  to save 


If you do not have access to System Settings > Settings & Controls, you may not have the required User Permission and we would recommend that you discuss your permissions with your Manager



Let's go through each section - what it does and provide links to the relevant articles (if any):



App Settings 


This section is populated with your information at the time of activation but feel free to update it yourself (if and when you require) 


  • Region


  • State or Province


  • Dealer number (for use on Unit Deal Forms)


  • Tax Id (if required to print on Customer Order documents )


  • Timezone




Tax Settings 


This is where the Dealership tells Blackpurl, what taxes are to be used as the defaults in specific areas of Blackpurl


If you are looking to change any of these fields, please be aware of what you are changing as there could be ramifications and if in doubt, please reach out to BP Support and let them know what you are wanting to do for their advice



A.   Default tax on labour  - what is the default tax for Labour Codes

B.   Default tax on part - what is the default tax on Part records 

C.   Ordering tax rate - what is the default tax for Vendors when you purchase items

D.   Default tax on internal service - Do you have a default tax on Internal Service?

E.   Default tax on claim deductibles - when you add a deductible to a Third Party Pay Service Job, is the
 is the Deductible taxable? If so, what is the applicable tax

F.   Default tax on vendor item - when you sell an item, what is the applicable tax

G.  Default tax on fees - what is the default tax on fees

H.  Default tax on unit - what is the default tax on unit when you sell them


I.   Deal unit options taxed like the unit - you get to select what options are taxed at the same rate as the Unit


J.  Accrue sales tax until units are sold - this is only for particular locations ie Australia
If you move this toggle to ON > further information will be required


Payment Methods 


This is a list of the Payment Methods available in your Blackpurl and these are standard across all Dealerships



The active Payment Methods will then be available for section in the Deposit and Checkout sections on Customer Orders


This article will provide further information on Payment Methods - Selecting Payment Methods


If you have Accounting Integration, please also review this article - Undeposited Funds General Ledger - Blackpurl and Accounting Package (Xero and QuickBooks)



Price Levels


This will list the Price Levels currently setup in your Blackpurl



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We do provide you with a small list of Price Levels when your Blackpurl is first created / activations but the Dealership can amend as required

Please understand the ramification of changing these fields / making them inactive etc before you make the changes and if in doubt, please reach out to BP Support and let them know what you are wanting to do for their advice 

There are articles to explain what Price Levels are and how to set them up:

Why Create New Price Levels? 

How to Create or Amend Price Levels


Account Types 


This will list the Account Types currently setup in your Blackpurl

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We do provide you with a small list of  Account Types when your Blackpurl is first created / activations but you can amend or add more as required

This article will assist you with Account Types - System Settings > Settings and Controls > Account Type (includes the control of tax exemptions)


Price Settings 



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These are required for your Price Settings for Customer Orders:

I.    Prices include Tax - When you sell an item, do you want the price to list with tax or price without tax
    
      Tax will be applicable if indicated but it is how you want it to show on your Customer Order


                           ** Please note that this field has restricted access due to the ramifications of making changes


J.   Default price level on internal service - indicate the relevant price level on Internal service jobs

K.  Default environmental fee - do you have a default environment fee? If so, indicate it here

L.   Default price level - what is the default price level you want to use for Customers?

M.  Round cash payments to the nearest X cent - indicate your rounding cent


 The options are 1c / 5c / 10c


N.  Stamp Duty rate - what is the stamp duty rate in your location? (only if applicable)


Foreign Exchange 


Please read this article before you enable Foreign Exchange -  Foreign Exchange


This is for those dealerships that are purchasing parts and/or units in foreign currencies


It will mean that the Dealership will process parts and unit Vendor Invoices using the foreign currency attached to the relevant Vendor


If you have accounting integration - the Vendor Invoice will then integrate to your accounting package in the foreign currency


However, all inventory values in both Blackpurl and your accounting package will automatically convert to your local currency


Please note that the Dealership must first have multi-currencies / foreign currency turned on /and added to your accounting package 






Shop Settings



 
1.             Restrict Use of Charge on Account by Customer
  If your Dealership wants to restrict the use of Charge on Account and select which Customers,
  users can use the payment method of Charge on Account, you will need to enable this setting

  For further information, please review our article -

Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration)


2.
Deal finance commissions are included in finance company payments 
If this toggle is enabled, it will include commissions in finance company payments

For further information, please review our article - How to Add Deal Financing and Pay with Financing on a Unit


3.Allow quick fulfilling of deal unit options
If this is enabled, then it will allow the dealership the option of quick fulfilling of deal unit options 
For further information, please review our article 
4.
Auto-select orders in Part Receiving                                                    
If this toggle is enabled, it will auto-select the VO in the Part Receiving screen


5.
Always obey publish in feeds                                                              
If this toggle is enabled, it will mean that if the Publish in Feeds is enabled on a Unit Record or Part Record, then it must be included in all FTP feeds


6.Record Tracking Numbers                                                                    
If this toggle is enabled, it will allow the option of a Tracking number in a Customer Order > Checkout

7.

Enforce Payroll PIN
If this setting is enabled, then staff using the payroll clocking will need a PIN
For further information, please review our article -
Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)


8. Enforce Technician PIN          
If this setting is enabled, then staff using the job clocking will need a PIN   
For further information, please review our article -                 
Time Clocking Staff Restrictions (Payroll Clocking and Job Clocking)


9.Hide part numbers on documents                                                       
This gives you the option of not printing part numbers on Customer Orders, etc. Some Dealerships do not want the customer to know the part numbers - especially if you are just providing them a quotation

10.

Hide kit details on documents 
When enabled it will allow the dealership to list the kits on customer facing documents, just as a description line with total 
For further information, please review our article - How to Create / Add a New Kit and How to Hide Kit line items on Customer facing documents 

11. Include MSRP and Discount on part line items                              
If you want the MSRP & Discount to show on part line items on Customer Orders


12. Acceptable part cost variance                                                              
The dealership can set a Part Cost Variance % that once breached will provide a warning notification
This article will provide further context -
 Part Cost Control Feature 

13. 

Include prices on part labels                                                               
If this toggle is enabled, it will print the prices on the part barcode labels

14.

Hide hours/rates on service documents                                                  This gives you the option of not printing the hours/rates on Service documentation.  Some Dealership do not want their Customer to know the hourly rate etc

15.Allow customer service job without unit
This will allow the dealership the option of allowing a Service Job to be processed without selecting a Customer Owned Unit.
It will instead have the option of a Service job without a unit
 


16.
To finalize a job the status must be Ready to invoice
Is Ready to invoice status required to finalize a service job?

17.
Technician hours method on jobs
Select what method is - Hours only or Time-In / Time-out

18.
Allow pause of job clocking
If you want to give technicians the ability to pause their job clocking on a job then this toggle must be enabled 

            

            19.           Default Technician costing rate                                                                   

  What $ is your default costing rate for your techs


            20.           Default odometer type                                                                              

                            What is your default odometer type for your Dealership - km/hrs/ml


  21.           Default workshop hours                                                                               

                            Add in what days the Dealership is open and for what hours


Service Job Status

            

          The Dealership can select which job statuses to use and also have the ability to edit the naming / labeling of 

the statuses and also what default status they want to use when a Technician job clocks onto a job 

                       


This article will explain in more detail - Service Job Statuses - Selecting / Editing / Enabling which Service Job Statuses to use in your Blackpurl



Other Settings 




A.  This is the system setting for when you want to automatically archive quotes and then automatically

      delete quotes from your Blackpurl


For further information, please review this article - Archiving / Deleting Customer Order Quotes



B.  The Dealership can set up your Part  Aging Periods for use in the Part Inventory Aging Report 


For further information, please review this article - Reporting - Part Inventory Aging




Shop Supplies 


This section will cover the automatic charging on Customer Orders for Shop Supplies / which technician hour method on jobs the Dealership wants to use 




This article will explain in more detail what it is and how to set it up - How to Charge Shop Supplies on a Customer Order


This article will go through the options available to the Dealerships with regards to which technician hours method on jobs they want to use - Recording Technician Hours onto a Customer Order - Hours only or Job Clocking on/off



Disclaimers


This is where the Dealership can setup Disclaimers so that certain information and/or statements can print / appear on certain documents such as the Dealership's warranty policy etc 



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This article will go into further details - What is a Disclaimer / How to setup a Disclaimer


Please note that if you have Branding Management, then you would update the Disclaimer per Branding location as per this article - What is Branding / How to Setup Branding in Blackpurl (Branding Management)



Shopify Settings 


If your Blackpurl has Shopify / Website Product Management active, then you will have an additional Settings and Control section - Shopify Settings 


For further information, please refer to our article - Setup Configuration - Blackpurl / Ecommerce Store