What’s new?
Modify Deal after Options / Units have been Committed
We have removed some of the Customer Order restrictions that will make it easier for Users to be able to modify Unit Deals
These changes include the ability to:
add additional units to the deal even if the units and options have committed
swap out unit/s even if the unit and options have already been committed
add additional options to in the Unit Deal option section even if options have already been committed
select which of the units the Dealership wants to commit options for when there is multiple units on the Unit Deal
to see if part / labor option line items on Unit Deals have been committed or not
For further information, please review our article - Modify Deal after Options / Units have been Committed
Notes for customers in Unit Deal section
We have added a new section to Customer Order > Unit Deal called Notes for customer
Any notes that are typed into this section will appear ie print on all deal documents and deal invoice
New Report - Unit Sales Tracker
A new report has been designed and released - Unit Sales Tracker which is focused on deal units and when the deal becomes a “confirmed sale”
We are classifying a deal as being a “confirmed sale” when either a deal deposit is taken on the Customer Order or the deal status is progressed from Quote to In progress
The primary purpose is to make it easier for users to track what deals have been “firmed up” during a given period of time
The Unit Sales Tracker will report on all types of units - Inventory, On order, Temporary, Consignment and Trade-ins
By default it will report units from deals “confirmed” in the last 7 days but users will be able to change the parameters to suit what they want to report on
All existing deals in the Dealership's Blackpurl will be assigned a “Confirmed Sale Date” based on the following:
If the Delivery Date has been set on the deal, this will become the "Confirmed Sale Date"
If the status of the deal is Quotation AND the Customer Order does not contain any Deal Deposits, the "Confirmed Sale Date" will be left blank
If the Customer Order contains at least 1 deal deposit, the "Confirmed Sale Date" will be set to the payment date of the earliest deal deposit
If the deal has been invoiced, we will set the "Confirmed Sale Date" to be the date when the deal was invoiced
Otherwise the "Confirmed Sale Date" will be set to the Date Last Modified of the deal
For further information, please review our article - Reporting - Unit Sales Tracker
Picklist Importing in VO
All picklist formats which are available in Customer Order are now also available to be imported into a Vendor Order
For further information, please review our article - Print / Email / Export / Import - Vendor Orders
Accounting Integration - Implemented additional restrictions
When selecting General Ledger accounts in the Accounting Integration setup screens we have implemented additional restrictions
These restrictions have been implemented to stop sync issues and to provide guidance to users on which General Ledger account they can and cannot use
For the Control Accounts - the user can no longer select a General Ledger account which has already been assigned to:
Any other Control Account
Any of the undeposited funds accounts
Any category
For the Undeposited Funds Accounts - the user can no longer select a General Ledger account which has already been assigned to:
Any other Control Account
Any Category
- For the Category Accounts - the user can no longer select a General Ledger account which has already been assigned to:
- Any other Control Account
- Any other Control Account
Any of the undeposited funds accounts
What’s improved?
- Resolved - Website Product Management (WPM) issues:
- Qty available not updating in Shopify
Parts sold on website with zero quantity available now create a 'Required' item on the relevant Customer Order in Blackpurl
Issue with products remaining in 'Error' status
an issue where the cancel action in the WPM manage option window was not behaving properly
Resolved - issue with the incorrect General Ledgers being selected for deal products when generating accounting entries
Resolved - an issue which caused the connection between a deal part and a vendor order when a part was moved from a deal service to a deal merchandise by changing the 'Install' toggle
Resolved - an issue which caused an unexpected error message when viewing a history order unit from the unit order section
Resolved - minor User Interfacing (UI) issues in Unit Order screen and Customer Order checkout
Improvement - performance improvement to the action of adding a deposit onto a Customer Order
Released - Mapped Forms have been released for specific Dealerships. The relevant Dealerships will be contacted
Resolved - an issue where kit part numbers were not following the setting for 'Hiding part numbers'
Resolved - an accounting entry issue related to stamp duty when the overall deal invoice was less than zero
Resolved - occasional issue encountered when importing the INTEXT.CSV file for specific Dealership
Resolved - an issue with deals created from DP360 leads when the Sale price in DP360 was zero. Now in this scenario the deal will use the pre-existing pricing from the Unit Record in Blackpurl
Resolved - issue where linked fees were not being added to Customer Orders created from Shopify
Implemented - two corrections on the Customer Order invoice document for our Australian Dealerships:
“Deductible” is renamed to “Excess”
The Provider information will now include the ABN number for the vendor which comes from the vendor field labelled “Vendor Tax ID” on the Vendor Record
Resolved - an issue with the invoice preview for quote Customer Orders which contained multiple customer pay service jobs. These customer pay jobs will now appear on a single invoice preview document
Corrected - a typo in the homepage copyright wording
Resolved - two issues with the new AR Credit payment method button. The value shown inside the button a) did not match the credit memos listed in the credit selection dropdown and b) was not properly formatted as a dollar amount