This article will go through what Blackpurl Standard Forms are available
Blackpurl Standard Forms available
This is a list of the Blackpurl Standard Forms currently available:
Parts Pick Ticket
Parts Invoice
Customer Deposit Receipt
Service Job Worksheet / Service Order
Service Invoice
Deal Invoice
Offer to Purchase
Bill of Sale
Deposit Receipt
Vendor Order
Vendor Receiving
Vendor Return
These are provided free of charge
If you want a Dealership specific mapped form, please contact our sales team - sales@blackpurl.com
Parts Pick Ticket
This article will provide information on the Parts Picklist Section on a Customer Order and how to print a Parts Pick Ticket - Customer Order - Parts Picklist Section / Parts Pick Ticket
Parts Invoice
This article will inform on how to do a Quick Part Sale for a known Customer for stock on hand parts - How to Create a Quick Part Sale for a known Customer for Stock on Hand Parts
The section highlighted on the Preview iInvoice below is the disclaimer:
What is a Disclaimer / How to setup a Disclaimer
Please note that until you checkout the Customer Order the Preview Invoice will have the Invoice number as TBD
Customer Deposit Receipt
This article will the user through receipting a deposit onto a Customer Order in different scenarios - How to Receipt a Customer Order Deposit
The section highlighted on the invoice is the disclaimer :
What is a Disclaimer / How to setup a Disclaimer
Service Job Worksheet & Service Order
This article will provide information on a Customer Service Job documents - Customer Service Job Documents
Service Invoice
This article will show how to process a Service Job - How to Process a Service Job
Please note that until you checkout the Customer Order the Preview Invoice will have the Invoice number as TBD
List the unit that had the service work completed on
Identifies the concern/reason why the work needed to be completed
Outlines the work that has been completed in detail
Lists the charges for parts, labor & fees for the work carried out
Customer notes can be added to the invoice
Disclaimers can be included to all invoices - What is a Disclaimer / How to setup a Disclaimer
Offer to Purchase
This article will show how Dealerships can list a Co-Buyer on a Financed Deal - Customer Order > Unit Deal - Adding a Co-Buyer
Customer Details
Unit being purchased
List of additional options will be included if selected
Other products and fees will be included if selected
Trade In details will be included if selected
Finance details will be included if selected
Co-Buyer name will be included if selected
Customer notes will be included if selected
Deposit method will be included if selected
Breakdown of all the charges, units, trade-ins, installed options, fees & payments etc will be included if selected
Disclaimer information will be displayed if selected
Signature row will be included if selected in the disclaimer settings
Bill Of Sale
Customer Details
Unit being purchased
List of additional options will be included if selected
Other products and fees will be included if selected
Trade In details will be included if selected
Finance details will be included if selected
Co-Buyer name will be included if selected
Customer notes will be included if selected
Deposit method will be included if selected
Breakdown of all the charges, units, trade-ins, installed options, fees & payments etc will be included if selected
Disclaimer information will be displayed if selected
Signature row will be included if selected in the disclaimer settings
Deposit Receipt
The receipt shows the amount deposited and method and date of payment
Deal Invoice
Please note that until you checkout the Customer Order the Preview Invoice will have the Invoice number as TBD
This section outlines the unit and options that have been included in the deal along with pricing if selected
Customer Notes can be added
This section displays a breakdown on charges and payments and taxes
Vendor Order
This article will show you how to process a Vendor Order for Parts Required for Stock - How to Process a Vendor Order for Parts Required for Stock
Vendor Receiving
This article will show you how to receive parts into your Inventory (Part receivings or Vendor Receivings VR) - How to Receipt / Receive Parts into your Inventory (including Sublets) - Vendor Receiving (VR)
Vendor Return
This article will take you through on how to process a Vendor Return for Parts and also how to report on Vendor Returns - How to Create a Vendor Return for Parts and How to Report on Vendor Returns