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Assign a Salesperson on a Customer Order

Learn how to assign a salesperson to Unit Deals, Parts & Accessories, and Service Jobs, including how to record commission on Unit Deals.

Blackpurl lets you assign one or more salespersons to any customer order — whether it's a Unit Deal, a Parts & Accessories sale, or a Service Job. On Unit Deals, you can also record the commission earned to support full profitability reporting.
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Before You Start

Set Up Salespersons

Before you can assign a salesperson to a customer order, that person must be added to the staff member list in System Settings.
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1. Click your account icon in the Blackpurl header, then select Settings.
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Shows the Blackpurl Your Home dashboard screen with various widgets including Welcome section, Active Deals, Active Sale


​2. From the System Settings dashboard, click Users.
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Shows the System settings screen with 'BP Admin' user profile visible in top right. The main content area displays a gri


​3. Open the Time Clocking tab and locate the Staff member list.
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4. If the salesperson is not already listed, enter their First Name and Last Name in the Add a new staff member section, then click ADD.
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Shows the Users management screen with breadcrumb navigation 'Home > System settings > Users' at the top. There are two


The salesperson will now appear as an option when assigning salespersons on customer orders.
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User Permission: Deal Commissions

To view or modify the Commission field on a Unit Deal customer order, users must have the Deal commissions user permission enabled. A dealership administrator can enable this in the user's permission settings.
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Shows a section of user permissions interface with multiple toggle switches. The visible permissions include General Acc


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Assigning a Salesperson on Customer Orders

The steps for assigning a salesperson are the same across Unit Deals, Parts & Accessories orders, and Service Jobs. The key difference is that commission amounts can only be recorded on Unit Deals.
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Unit Deals

Shows a Unit Deal customer order screen with purple header showing 'UNIT DEAL', 'Status: In Progress', 'Option: Pending'


​1. Open the Unit Deal customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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4. In the Commission earned field, type the commission amount for the salesperson.
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Shows the same Unit Deal interface but now with a popup dialog opened. The popup displays two salesperson options: 'BS B


Adding a commission amount helps calculate the full profitability of the Unit Deal. For more information, see Customer Order Profitability.
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Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.
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Parts & Accessories

Shows a Parts & Accessories customer order screen with blue 'CASH SALE' header and orange 'PARTS & ACCESSORIES' section.


​1. Open the Parts & Accessories customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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Shows the Summary section with Salesperson field and a popup displaying two options: 'BK Brian Kelley' and 'CP Cathy Pri


The assigned salesperson appears in the Summary section of the order. Unlike a Unit Deal, no commission amount is recorded on Parts & Accessories orders.
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Shows the Summary section after a salesperson has been assigned. It displays 'CP Cathy Price' in the NAME field, with th


​Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.
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Service or Repair Jobs

Shows a Service Job customer order screen with cyan header 'SERVICE JOB 1', 'Status: New job', and 'Parts: None'. The Su


​1. Open the Service Job customer order.
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2. Click Assign salesperson and select the salesperson you want to assign.
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3. To assign multiple salespersons, click Assign salesperson again and select another name.
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Shows the Salesperson section with a popup displaying two salesperson options: 'BK Brian Kelley' and 'CP Cathy Price', e


The assigned salesperson appears in the Summary section of the Service Job. Unlike a Unit Deal, no commission amount is recorded on Service Jobs.
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Shows the Service Job Summary section after assignment, with 'BK Brian Kelley' displayed in the NAME field (highlighted


​Tip: If you assign the wrong salesperson, click Assign salesperson again and select the salesperson you want to remove.

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