This article will explain what a disclaimer is and how to setup a disclaimer
Please note:
If you are using Branding at your Dealership, the disclaimers are controlled under System Setting > Branding Management
Please refer to this article - System Settings > Branding Management - What is Branding / How to Setup Branding in Blackpurl (Branding Management)
What is a Disclaimer
Disclaimer is a collective term for disclaimers/warranty text/authorizations/notifications that the Dealership may need to print on the Customer's documents ie Customer Invoices as a notification to the Customer
The Disclaimer feature allows the Dealership to create their own Disclaimers and also indicate where that Disclaimer is to appear
For example:
A dealership may need to disclose to the customer the return policy or disclose to the customer what the warranty terms are for completed service work
How to setup a Disclaimer
- From the Blackpurl Header > click on
> System Settings
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007236985/original/qT7S2HOxJ1EOd6n5Cqn-p9IiPO-YGwQcwA.png?1600775719)
- From the System Settings Dashboard > click on
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51066333562/original/jHZRzW7hmR0zQ7paic60VckHo0SsjBNCgg.png?1660538659)
- Click on the Disclaimer Tab to open up that section
- These are the Disclaimer Options:
Let's go through the Disclaimer options
- Customer Invoices
If the Dealership requires a Signature Line on Customer Invoice, move the toggle to green
- Service Job
If the Dealership requires a Signature Line on Service Job, move the toggle to green
- Order Deposit
If the dealership requires a Signature Line on Order Deposit, move the toggle to green
- Deal Documents
If the dealership requires a Signature Line on Deal Documents, move the toggle to green
- Receipts
- Include deal form at the end of each deal document?
![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51170081999/original/9QYMnKyvgAa2xMSOcOh9xbZxQD_YESo7RA.png?1720661859)
Example of how this works
Basically if you want to print out a Unit Deal document ie Bill of Sale from a Customer Order > Unit Deal and at the bottom of Unit Deal document ie Bill of Sale, you want to also include another form (ie Terms and Conditions) then move the toggle to green and then select which form
Remember that the form needs to be available in your System Settings > Forms Repository and this article will assist you to do this - Customer Orders - Upload Forms / How to Add Forms - Manually or Linked (Automatically) / Adding Attachments
![User-added image](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51007236992/original/0Ki4e1RhKDCLVQeGOxyMgBclzH2zRdapYw.png?1600775755)
- Result
- a Customer Order is finalised, the disclaimer text will print at the bottom of the Customer Invoice
- a Service Jobsheet is printed, the disclaimer text will print at the bottom of the Service Jobsheet
- an Order Deposit is received and printed, the disclaimer text will print on an Order Deposit printout
- Deal Documents are printed ie Bill of Sale, the disclaimer text will print out at the bottom of the documents
- a Receipt is printed, the disclaimer text will print out at the bottom of the receipt
- a Unit Deal document is printed or emailed and it will also include any forms that have been added