Transaction Types in Blackpurl control how different transactions are mapped to General Ledger (GL) accounts in your accounting package. If you want specific transaction types — such as Warranty Service Jobs — to appear under different Income, Cost of Goods Sold (COGS), or Inventory GL accounts, you need to set up additional Transaction Types.
Why Set Up Different Transaction Types
By default, transactions are mapped to your standard GL accounts. Setting up additional Transaction Types lets you separate specific transactions in your accounting package. For example, you may want Warranty Service Jobs to report to different Income and COGS accounts than standard customer service jobs. You can achieve this by creating a new Transaction Type for Service Jobs > Warranty.
Setup
Step 1: Review and Configure Categories
Before creating a new Transaction Type, review your existing Parts and Labour Categories and add any new ones you need.
1. Go to System Settings > Accounting Integration, then select the Categories tab.
2. Review your existing categories to determine whether new ones are needed for your new Transaction Type.
3. To add a new category, click Add a New Category and enter the relevant Income GL, COGS GL, and Inventory GL values.
Step 2: Create the New Transaction Type
Once your categories are ready, navigate to the Transaction Type section to create the new type.
1. While still in System Settings > Accounting Integration, go to the Transaction Type section.
2. Click Add a New Sale Type. The New Sale Type dialog will open.
Complete the fields in the New Sale Type dialog as follows:
Type | Use the dropdown to select the type of Transaction Type. Options include Service Customer, Service Third-Party, Service Internal, and Parts Sales. |
Code | Enter a unique name for this Transaction Type. This is the name you will see when changing the Transaction Type on a Customer Order. |
Part Category | Select the Parts Category you want to use for this Transaction Type from the dropdown. |
Labour Category | Select the Labour Category you want to use for this Transaction Type from the dropdown. |
Default | Enable this toggle if you want this to be the default Transaction Type. |
3. Once all fields are complete, click Save.
How to Change Transaction Types on a Customer Order
Where a Transaction Type is available on a Customer Order depends on the Type you selected when creating it.
Service Jobs Section
Transaction Types with a type of Service Customer, Service Third-Party, or Service Internal are available for selection on Service Jobs under the Who is paying for the Job field. For more information, see Service Job Payment Types Explained.
Parts & Accessories Section
Transaction Types with a type of Parts Sales are available for selection on the Parts & Accessories section of a Customer Order, under the Summary panel.
