Blackpurl

This article will go through when a Customer accepts a Customer Order > Unit Deal Quotation and what you need to do in Blackpurl

Turning a Unit Deal Quotation into a Finalized Sale 

The Dealership has already provided a quotation to the Customer for a Unit Deal for a stocked unit

If you need help preparing a Unit Deal Quotation - please review our article - How to Process a Unit Deal Quote for a Stocked Unit

The Customer has now accepted the quotation and the user will now need to go through the Unit Deal process in Blackpurl 

1. Navigate to the Customer Order Unit Deal Quotation that the customer is accepting and on the Unit Deal section header click on for the Change Deal Status window to pop up
   
   

Select the status by clicking on the relevant checkbox and then

This will then commit the unit to this Customer Order > Unit Deal
The status on the Unit Record is now

2.  Review all figures and all sections (remember it may have been a while since you first gave the Customer

a quote so will need to make sure that they are all current):

• Edit Pricing as required
  

• From the Deal Actions section, do you need to add anything further ie Add a Trade In / Add another Unit etc
  
  

• Add any Options & fees
  
  These are the extra items that the Customer is buying as part of the Unit sale
  

  
  

  Once the Options & fees are added, the user will need to click on in the Deal Action section
  
  

The install toggle on the line items will indicate if a Deal Service or a Deal Merchandise is created

Keep in mind that the Deal Service and Deal Merchandise section are internal only! 

A Deal Service section will automatically be created for any options that are being sold with the unit that are being installed

Your Service department should be looking after this section and ensure that the work is completed etc 

A Deal Merchandise section for any options that are not getting installed 

Your Parts department should be looking after this section to ensure that the part is ordered (if needed) and available to hand over to the Customer

3. Finalizing the Sale 

• Deal Service

Once all work is completed, your service department will change the status Deal Service to Ready to Invoice 

Your Service department should finalise the Deal Service section by clicking on in the Job Action section and then confirm by clicking

• Deal Merchandise 

Your Parts department should finalise the Deal Merchandise by clicking on 

Then you will need to tick the items that you are finalizing and then click

• Deal Financing (if applicable):

Finalize the Deal Financing section and if all completed/submitted and approved, change the status of the Deal Financing section to APPROVED

If you want to show full profitability on the Unit Deal, please ensure you type in the Participation / Commission (this figure will not integrate into your accounting package)

• Unit Deal 

Once all sections have been fulfilled, you will be able to finalise the Unit Deal

Things to check:

• Have you noted the Salesperson and Commission Earned? This will allow full profitability to be shown on the Unit Deal (this figure does not integrate into your accounting package)
  
  For further information, please review our article - Setup Customer Order Unit Deal - Salesperson (for commission)
  
  

• Trade-In (If Applicable) - Have you entered the Agreed Value / ACV and finalized the Approval section?
  
  
• Once you have done all the necessary checks, you will need to change the status of the Unit Deal to 

• Once all sections have been fulfilled and the Unit Deal section status is , it is time to finalize the Unit Deal and the Customer paying by clicking on
  
  

Then once the Checkout is green > click on with the option of Print Invoice or Email Invoice to Customer

• An Invoice History section has been added and if all Unit Deals on this Customer Order are finalized, the Customer Order status is now closed so no further changes can be made