General Information about Customer Orders

How to Finalize a Customer Order for a Special Order Part
Navigation to the relevant Customer Order You can see in the Part & Accessories section that the special ordered part is now In Stock and in the Parts...
Wed, 23 Sep, 2020 at 2:16 AM
How to Create a Customer Order for a Special Order Part
Scenario: A known customer - Jaxon Price - wants to purchase a specific Brake Drum but as it is not in stock we will need to place a Special Order (order ...
Wed, 23 Sep, 2020 at 2:21 AM
Change an active Customer Order back to Quote
There may be some instances where the Dealership need to change an active Customer Order back to a Quote. For example: It may be because of user er...
Wed, 23 Sep, 2020 at 2:27 AM
How to Finalize a Customer Order and Create an Invoice
HOW TO FINALIZE A CUSTOMER ORDER AND CREATE AN INVOICE Navigate to the relevant Customer Order that is ready to be finalized. Click on to open the Ch...
Wed, 23 Sep, 2020 at 10:52 PM
Allowing for Discounts on Customer Orders
ALLOWING FOR DISCOUNTS ON CUSTOMER ORDERS  Option 1  The discount can be adding to a Customer Order by just manually adjusting the price of the line it...
Wed, 23 Sep, 2020 at 8:33 AM
How to Backdate Customer Order Deposits / Payments / Invoices
HOW TO BACKDATE CUSTOMER ORDER DEPOSITS / PAYMENTS / INVOICES   Prerequisite: To backdate a Customer Order Deposit / Payment / Invoice the user must ha...
Wed, 14 Apr, 2021 at 8:14 AM
Upload Forms for use in Customer Orders AND How to Add Forms to Customer Orders - Manually or Linked (Automatically)
UPLOAD FORMS FOR USE IN CUSTOMER ORDERS   To have the form/s available in Customer Orders, the form/s must first be uploaded into Blackpurl thro...
Thu, 18 Mar, 2021 at 12:47 PM
Direct Deposit Changes in CO Checkout and Accounting Integration (Upgrade Sprint 80/81)
DIRECT DEPOSIT CHANGES IN CUSTOMER ORDER CHECKOUT AND ACCOUNTING INTEGRATION (UPGRADE SPRINT 80/81) This article will go through the new changes release...
Wed, 23 Sep, 2020 at 8:56 AM
Customer Order Profitability
CUSTOMER ORDER PROFITABILITY  A new feature has been introduced that will allow you to see the Profitability on the Customer Order itself. To see...
Wed, 14 Jul, 2021 at 3:57 PM
How to Receipt a Customer Order Deposit
HOW TO RECEIPT A CUSTOMER ORDER DEPOSIT Scenario 1: Blackpurl will allow you to receipt a deposit from a customer even if the customer is not yet ready ...
Wed, 23 Sep, 2020 at 6:26 AM