It may become necessary for a Dealership to process a Customer Order Unit Deal for an on-ordered unit.  This article will explain what you need to do


This will allow the dealership to order parts and schedule service jobs etc prior to the unit actually arriving at the Dealership


This would be a common occurrence if the Unit was "on the water" (ie travelling from USA to Australia) or the Dealership is swapping units with another dealership


It will basically allow the Dealership to get parts ordered and on route so that they can arrive at the same time as the Unit


How to process:


The dealership will need to create a Unit Order

From the Blackpurl Header > Order > Unit Order


Roll your mouse over the relevant Vendor and click to open



Click on 



Complete the relevant fields and then click on  it will depend on how many units you need to order






TIP:  If you want to know profitability on the Customer Order, make sure you add in Base Unit Price and Cost, etc.  This is also a good time to add your correct Category and Additional Information.


Once the Unit Order has been created - the user will be able to search for the on ordered unit and add it to a Customer Order Unit Deal



Note: The status of the Unit when doing a Search for a stock unit - will indicate that it is an Order Unit

        

When selecting the On Order unit, it will clearly indicate on the Unit Deal




Process the Unit Deal as normal - this will allow the user to order parts etc


PLEASE NOTE that Blackpurl will not allow the Dealership to finalize a Unit Deal for an On Order unit



What happens when the On Order Unit turns up at the Dealership?


  1. The user processing the Received Unit paperwork into Blackpurl will need to check in the Unit Orders section to see if there is already an Active Order in play and if so, receive the unit against the relevant Order


  1. Once the Unit has been Received, the status of the unit on the Unit Deal will change to Reserved