Scenario:


A Customer comes into the Dealership and wants to pay the Dealership funds for a future purchase and you don't want to create a specific Customer Order ie Service Job or Parts & Accessories or Unit Deal.


The payment they make you want it to show up in the End of Day Cash Reconciliation and also stay recorded in Blackpurl.



Option A - Just receive the funds onto a Customer Order without indicating it is for Service Job or Parts & Accessories or Unit Deal and then leave the Customer Order Open 


  1. Create a new Customer Order for the relevant customer and just take a Deposit.  This is the link to the article on how to take a Deposit - How to Receipt a Customer Order Deposit
  2. Then leave this Customer Order open and use it when the Customer does end up purchasing something and then just add the relevant section ie Service Job / Parts and Accessories / Unit Deal



Option B - Just receive the funds onto a Customer Order without indicating it is for Service Job or Parts & Accessories or Unit Deal BUT then have it show as a Store Credit on the Customer Record in Blackpurl and not an open Customer Order 


  1. Create a new Customer Order for the relevant customer and just take a Deposit.  This is the link to the article on how to take a Deposit - How to Receipt a Customer Order Deposit
  2. Then Refund Deposit BUT make sure that you select the payment type: Store Credit



            Result:

  • The result will be that the Deposit will now sit as a Store Credit on the Customer Record


  • The Customer Order where the Deposit was original taken will close out
  • When the customer is ready to purchase, you can create a new Customer Order and then use the payment type: Store Credit to pay for anything the customer wishes to purchase (up the limit of the Store Credit amount)