What's new?
Merge - Customer Records in Blackpurl
We have provided users with a simple tool where they can merge Customer Records
The scenario would be that there are duplicate Customer Records in Blackpurl for the same customer and this tool will allow the Dealership to merge the 2 Customer Records
For further information, please review our article - Merge - Customer Records
Processed price files update
We have made a few changes to the Processed Price Files that will save time and allow the User to basically queue all the price file imports and then just continue on with their day
These changes include:
- when the Dealership runs processed price files, they will be imported in the background so that the User is no longer forced to keep their browser tab open and watch it process through to completion
when the User select the
action, the price file will be queued for importingthis means that if the Dealership has multiple price files that need to be imported, the User will simply queue all of the price files for importing and our automated process will take care of importing them in the order in which they were queued
There is an automated process which executes every 10 minutes looking for price files to import and so long as there isn’t already an import in progress, it will start the importing of a price file that has been queuednew status icons will now appear on the tiles for the price file which will show the status of the import process:
This will indicate that the automated process has been started and it is queued to run
This will indicate that BP is currently processing this price file
This will indicated that the price files has been imported
If you click on the icon, it will provide you with the summary result of what has been imported
See example below:
This will indicate that the price file has import but there are items have have failed to import
If you click on the icon, it will provide you with the summary result of what has been imported and what
failed
To view the errors, click on 
and a csv file will export for you to review what line items
did not export and why
See example below of the summary result:
- By default all Dealerships will be provided with this feature
For further information, please review our article - Other Tools > Processed Price Files
New System Settings > Settings & Controls - include zero priced deal options on documents
We have Introduced a new toggle in Settings & Controls > Settings & Controls - Shop Settings - Include zero priced deal options on documents
If this toggle is enabled (as above) then it will list any deal option that has a zero value on Unit Deal Customer documentation
If this toggle is NOT enabled then it will NOT list any deal option that has zero value on Unit Deal Customer documentation
Please review this article for further information - System Settings > Settings and Controls
Reporting - Unit Register
We have introduced a new Report called Unit Register
This report has been developed as we have been requested by quite a few dealerships to have a report on the purchasing and the sale of inventory units during specific period of time
The report will list the units and indicate when they were acquired / how they were acquired (trade in etc) / what is the current status (available / sold etc) of the unit / if sold, when was the unit sold and who it was sold to within the specific time indicated
For further information, please review our article - Reporting - Unit Register
Blackpurl Part Numbers to be included in the Online Website (eg Shopify) product name
We have been asked to have the Blackpurl Part Numbers to be included as part of the Website product name
For our Dealerships that already have Shopify Integration and wish to have this feature enabled, please send through your request to our Blackpurl Support
Reporting - Ability to Share Custom Report with other Users in your Dealership
If you have Custom Reports that you want other users in your Dealership to use, then this is the feature for you
Users can now share their Custom Reports with other users by clicking
and selecting Share
Example:
Recipients of such shared reports will have a new section in the reporting sidebar named
Example:
The shared report can only be modified by the user who shared it ie: the owner of the report. If a recipient wants to modify a shared report they would have to save it as their own custom report
Only the owner of a shared report can share the report with other users
For any shared reports listed for a user the name of the shared report will also indicate which user shared it with them
For further information, please review our article - Reporting - Share Custom Reports
What's Improved?
Resolved - an issue encountered on vendor orders when the package settings of a part were changed after the part had already been added to the VO
Resolved - an issue which resulted in a duplicate customer owned unit when transferring the ownership of a un
Resolved - an issue which caused a part to appear on the Parts Needed report even though it was already on order for stock
Resolved - an issue where the technician hours on a service job were not matching on the technician hours report
Resolved - an issue encountered when doing a partial receiving of a packaged part against multiple VO’s which resulted in the received qty being split across multiple VO’s
Resolved - an issue that prevented users from emailing a charge account receipt on the view customer records page
Resolved - an issue where NITC Withheld and Amount were being calculated despite the toggle controlling NITC being disabled
Resolved - an issue where a part's available quantity was negative, which led to a subsequent error when syncing DEALER PARTS INVENTORY to BRP, displaying the message 'Numeric instance is lower than the required minimum
Resolved - an issue where the tax rate breakdowns in CO sections was incorrectly obeying the summarize taxes option
Resolved - an issue encountered when allocate an on order qty to a CO where the part actually has a qty in stock which incorrectly cancelled the item on the VO
Resolved - an issue where required units were not flagged as taxable when the unit was ordered
Resolved - a sizing issue with deal forms which were attached to deal documents
Resolved - a VO import issue related to packaged parts which were ordered individually
Resolved - an issue in the Tax Activity reporting where the taxes were not being listed in any logical order - they will now list alphabetically
Resolved - an issue where taxes were not being calculated correctly in the claim view and invoice preview when deductibles were applied to third-party service jobs
Resolved - an issue where the tax was incorrect on deals involving order units
Resolved - an issue in cash rec where it was not including reversed financing deposits
Resolved - an issue which caused the committed qty on parts to be incorrect when breaking up kits
Resolved - an issue which required the user to click twice to view a BRP article
Resolved - an issue where adding line items to a vendor order would place them in the middle of existing records
Resolved - the scenario where tax was incorrectly displayed in the summary section of a deal when the trade-in unit amount exceeded the deal unit amount, with the toggle ‘Trade tax credit cannot exceed unit tax’ enabled
Resolved - an issue with customer order invoice prints where line items were not properly aligned
Resolved - an issue with the bottom margin on customer order invoice print outs
Resolved - an issue where the sort order of line items on the vendor receive screen was not reflected in related prints
Changed - the part number in Shopify whenever the part number changes in BP, given the setting to update the SKU field with the part number is enabled
Changed - a page refresh after displaying any validation messages on the kit, ensuring the latest data is visible on the view kit screen
Changed - the change has been made for accessing the CO Profitability modal window. Users now only need the "CO Profitability" permission to have access to it
Changed - the displayed an alert message to the user: "Allocated quantity is not equal to required quantity. Please refresh the page," when attempting to allocate a part on an order and there is a discrepancy in the quantities
Resolved - a fix as been implemented for the customer report where the "Account Type" filter was unavailable
Resolved - the report for failed records in the automated price file import has been corrected, resolving the issue where failed records were duplicated and displayed multiple times
Resolved - an issue where the invoice print was not generated from the "View Customer" screen, and the user was shown a backend page when the Xero accounting flag was turned off and accounting was removed
Resolved - an issue where the receipt disclaimer was not being saved correctly
Changed - enabled the phone number field to allow cut, copy, and paste actions using right-click when creating new customer records
Changed - the service history on the "View Unit" screen is now sorted by CO number
Resolved - fixes have been implemented for the unit sales tracker report, where the unit cost was not accurately updated upon deal finalization and due to that profits were calculated incorrectly. Additionally, a script has been added to correct historical records
Changed - an order unit can now be added to multiple deal quotations (similar to how you can add stocked units to multiple quotations). However if one of the quotations is changed to in progress, an alert message will display to the user to say that the on order unit is already been committed
Changed - Auto tax Update - The actual names of the automated tax rates are now displayed in the sales tax tooltip within the summary section of the customer order
Changed - we have enabled users to select a GL account for a category that has already been assigned to either of the following: Stamp Duty GL Account and Gift Card Liability Account
Resolved - an issue where images uploaded to a unit were not being kept in the order in which they were uploaded
Resolved - a Xero sync issue encountered when a vendor invoice had a negative pre-tax total yet the total including tax was positive
Resolved - an issue with a user shift of focus on CO line items or job status not being handled properly
Resolved - an FTP issue related to multiple images not being handled correction
Resolved - an issue which prevented data from being retrieved from Yamaha AUS
Updated - the new BRP API for dealer parts inventory to reduce the number of records being sent to BRP
Resolved - an issue to display email IDs in the "Reply-To" field when sending emails for customer order invoices
Resolved - an issue with the default expense category when the user attempts to change the "who is paying" value while adding a service job to a customer order
Resolved - an issue on adding ordered Units to more than one CO quote indicating wrong unit on unit ordering screen
Implemented - a fix to prevent a notification pop-up indicating BP is unsecured
Resolved - an issue with the export function on Vendor Orders, which previously didn’t work with customized formats and redirected users to the backend screen
Changed - Updated tooltips in the Part Edit Model Window for better clarity
Resolved - a bug where the customer's name and CO number were missing upon placing an order for required units
Changed - Adjusted the navigation so users are directed to the specific service job within a customer order when clicking the customer order number in reports
Resolved - an error related to the "save account type" action, caused by a high volume of tax codes and rates
Resolved - an issue with scheduled reports where the contents of the CSV emailed out did not match the actual report contents
Resolved - an issue where the from address for an email was not a customers email address
Resolved - an issue which prevented a user from clearing the PO number field on a customer order
Changed - existing image public urls having download options with direct image source urls with no redirection for images in FTP feed
Resolved - an issue with VI variance JE sync when there is no variance across different line items
Resolved - an issue with incorrect total calculation issue when a claim is declined
Resolved - an issue with creating appointments on non-working days
Resolved - a bug on iPad where shipping charges on a VI were not being saved
Resolved - an error when posting files to FTP where service jobs are also scheduled in an org
Resolved - an issue while syncing RETAIL TRANSACTIONS to BRP for cash sales
Changed - the APF import status from "Failed to import" to "Review Errors" to reduce confusion
Resolved - an issue where store address taxes were not populated on a customer order when creating it from the new appointment modal window with Auto Tax enabled in the organization
Resolved - an error that occurred while syncing retail transaction invoices to BRP when the labor line item code and description exceeded 36 characters
Resolved - an issue where the customer name was null in the COIP journal entry sent to Xero
Resolved - a timezone issue with the credit note date when sending it to Xero accounting
Resolved - a SOQL - 101 error encountered during bulk delete actions on customer order
Changed - Display the error message: “This customer order has been modified by another process. Please refresh your browser tab.” when a user attempts to add, update, or delete line items from an invoiced customer order in another duplicate tab
Changed - Retail Transaction API: as per feedback from BRP, related to discounts applied to line items and included the Odometer Reading and Hours fields
Changed - the subgrouping settings and related reports from the common search reports
Changed - Autotax: Modified logic to ignore Address Line 2 and County fields when fetching auto taxes from Zip -Tax using store or customer addresses
Changed - redirect logic for customer order transactions when accessed via related reports
Resolved - Autotax: Created a script to clean up unused selling tax codes and rates on a customer organization after enabling Autotax, especially for large volumes of unused selling tax rates
Changed - Added additional Deal-related elements to the forms
Resolved - an issue with the user experience while editing the description for a labor line item on a customer order
Resolved - a fix to prevent the available quantity of parts from going negative when the Part Fields Recalculation batch is executed, specifically for parts associated with partially credited returns
Resolved - the unit image sort order in the FTP export file to match the order displayed on the Blackpurl unit page
Resolved - a penny variance issue between the CO Invoice JE sent to Xero and the FIFO bucket entry in Blackpurl
Resolved - an issue with the part category filter in part reports, ensuring only part categories are listed instead of all categories
Resolved - an issue where the scheduler for Generic Export was throwing an "index out of bounds" error when images were included in the FTP export
Resolved - an issue where the cycle count for part inventory was altering location names by changing their case (upper to lower or lower to upper)
Resolved - an issue where the Active Parts Sales Report displayed closed and invoiced customer orders under certain conditions
Changed - added validation to ensure unique credit note numbers while syncing UPC entries to Xero
Resolved - an issue where users could create custom search reports with duplicate names already present in the reporting section
Changed - addressed feedback from BRP regarding the Retail Transaction API
Resolved - a vendor invoice sync issue in QBO that occurred when the subtotal was negative, but the total after tax was positive
Resolved - an issue that occurred when finalizing a third-party service job containing an oversell part
Changed - APF import error handling - Improved error handling to address issues where the price file could get stuck. Additionally, implemented error message handling for cases involving duplicate records or missing required fields in price files
Resolved - an issue where duplicate invoice entries were sent to QBO. Updated the logic to append a dot to the previous invoice before syncing the new one
Changed - prevented the service job status from changing to "Submitted" when reopening the service job
Resolved - BRP sync failures - fixed issues where retail transactions synced to BRP via the V2 API retained active sync flags, causing failure emails. Also addressed the issue where the first failure email was generated for retail transactions but not within the V2 API flow
Changed - added a code fix to make the "Other Phone" field available during the creation of a new customer
Resolved - an issue where changing the customer name on a custom order also updated the Co-Buyer name
Resolved - the “Invoice Item” report to display correct profit by including Sublet profiles in the report
Changed - Updated the BRP v4 API to remove previous tags in Blackpurl when new tags are reported during import from BRP
Resolved - an issue to prevent commission due from financing from appearing in customer-facing documents
Resolved - an issue where the "Pin Unit Image" functionality was not working on the Unit page
Resolved - UI distortion when adding Co-Buyer details to a Unit Deal Customer Order
Changed - limited the part number field to a maximum of 40 characters while adding/editing part
Changed - disconnected the Stonly integration from the Blackpurl application
Changed - Turn14 Price file import - Automated the import of the Turn 14 price file into Blackpurl, eliminating the need for manual intervention.The Turn14 price file is formatted to be compatible with the Blackpurl Automated Price File (APF) tool, enabling efficient processing and pricing updates in Blackpurl