Selling of Vendor Products and Services

This article is how you can process the sale of Vendor Products and Services to a Customer on a Customer Order 

Prerequisite

Please note that in order to sell a Vendor Product and Service, the Vendor Product and Service must be first setup in your Blackpurl

This article will assist - How to Setup Vendor Products and Services

In the example below we have already setup a Vendor Product for a Warranty Plan for the Vendor: Smith & Co for our options below 

How to sell Vendor Products and Services in Blackpurl

There are two options on how to sell Vendor Products and Services in Blackpurl

Option 1 - Sell the Vendor Product or Service as part of a Customer Order > Unit Deal

Once the Vendor Product or Service has been setup, it can be added to a Customer Order > Unit Deal 

The user would process the Unit Deal as required and then just add the relevant Vendor Product to the Customer Order > Unit Deal as an Option & fees

Simply search for the Vendor Product that you are selling to this customer as part of the unit deal and add it to the Options & fees section

Option 2 - Sell the Vendor Product or Service as part of a Customer Order > Service Job 

Once the Vendor Product or Service has been setup, it can added to a Customer Order > Service Job

The user would process the Service Job as required by either selecting the relevant Customer Owned Unit (if there is one) or add a Service Job without a unit in the Customer Unit section

then just add the relevant Vendor Product to the Customer Order > Service Job as part of the Labor, parts & job item section

Simply search to add the Vendor Product that is required

Vendor Products - Accounting Integration

If your Dealership has Accounting Integration, then it will follow the mapping as per the category that is assigned to the Vendor Product 

In our example - you can see the category used is called Warranty Plan

This category setup can be reviewed through System Settings > Accounting Integration - Categories