This article will explain how you can modify a Customer Order > Unit Deal, up until the time that the Dealership invoices the Customer Order Unit Deal / Deal Service / Deal Merchandise


Scenarios


There will be different scenarios that Blackpurl will allow the Dealership to modify a Customer Order > Unit Deal even if the Options and Units have been committed


Swapping out and / or replace the unit even if the unit and options have been committed


The Dealership has create a Customer Order Unit Deal but the Customer has changed their mind about which unit they want to buy


The Dealership has the option of Replace Unit and then selecting a replacement unit 



Other information:

  • The Unit Deal / Deal Service must not be invoiced

    If the Unit Deal and/or Deal Service is invoiced, the Dealership can uninvoice any relevant invoices by following the instructions on this article - Reopen Invoiced Customer Orders 


  • The Dealership will need to confirm that any committed options, will be transferred over to the new unit 

    If the committed options are to change, Blackpurl does allow the Dealership to change the options once the Deal Service have been swapped over to the new unit


Add Additional Options to the Unit Deal even if the current options have already been committed


The Customer has decided that they want to purchase additional options (even after the Dealership has committed the current options to the Unit Deal) 


Blackpurl will allow the Dealership to add additional options - just Scan and search to add items


There is a Status section on each line item that will tell you the status ie In Stock / Committed  



Other information:


  • If the Dealership adds additional options to a Unit Deal (where the other options have already been committed), the option status will change to


  • The Dealership will then be required to commit the new options and also confirm the existence of an existing Deal Service 


At which point a new Deal Service will generate for the newly added options that you just committed




Adding Additional Unit/s to the Customer Order Unit Deal  


The Dealership has created a Customer Order Unit Deal for the purchase of a boat and have committed both the Unit and Options but now the Customer had decided to purchase a Trailer too


In the Deal action section - click on and search for the additional unit


Once you have added the new unit, you can add new options etc but remember that you will need to commit those options as well




Swap out the wrong Customer


Dealership initially added the wrong Customer to the Customer Order


In the Customer section of the Customer Order, the Dealership will have the option of