WHAT ARE AUTOMATIC LINKED FEES


Linked Fees can be setup to charge on specific Customer Orders automatically.   For example:

  • Customer Order Deals - the dealership may want to set up automatic linked fees for licence fees / registration fees / document fees for Unit Deals.
  • Customer Order Merchandise - the dealership may want to setup an automatic linked fee for environment fees or shopping bag fees for Parts & Accessories.
  • Customer Order Service Job - the dealership may want to setup an automatic linked fee for Shop Supplies for Service Jobs.

HOW TO SETUP LINKED FEES

Prerequisite:


Before a FEE can be linked, the FEE must first exist in Blackpurl.   Please review our article - How to Create a New Fee for further information on how to setup FEES.


How to:

  1. From the Blackpurl Header > click on User-added image  > System settings
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  1. From the System Setting Dashboard > click on User-added image

  

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  1. A quick overview of the Linked Fee Management screen:
1.  There are different tabs available to be clicked on - Overview / Deal / Service Job / Merchandise.
It will list any current linked fees and also the creation of new linked fees.

2.  Users can choose which section they want to navigate to by clicking on the relevant icon Deal / Service Job /
     Merchandise


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  1. In our example, we are going to create a Merchandise Linked Fee.
Click on Merchandise tab - note there are currently no Linked Fees for Merchandise otherwise they would be listing:

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To create a new Linked Fee > click on User-added image
  1. The LINK A FEE TO MERCHANDISE window pops up - Complete the relevant fields:
1.  Fee Code - Search for the relevant fee that has been already setup in Blackpurl

2.  Description Override - The description of the fee will automatic load but you can override it with your own description that will be used just for Linked Fees.

3.  Price Override - The price of the original fee will default but it can be overridden to the price you want for this Linked Fee
   
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  1. In our example below we are creating a Linked Fee for an Environmental Fee for $10.00 to be charged on every Merchandise transaction
User-added imageOnce you are happy with your new Linked Fee, click on User-added image to save.
  1. The new Link Fee will now be listing under Merchandise.
User-added imageTIP: Linked Fees can be removed by click on User-added image or edited by clicking on User-added image.
  1. Result:
Each time a Customer Order for Parts & Accessories is processed, an automatic linked fee for Environment Fee $10.00 will load.

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NOTE - Automatic Linked Fees are not charged on Cash Sale transactions.