This article explains how to create a unit deal quote for a temporary unit — a unit the dealership does not have in stock or on order. Use this process when a customer wants a price on a unit before committing to a purchase.
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An existing customer is looking for a quote on a unit the dealership doesn't currently have in stock. The customer also wants to include proposed options and a trade-in on the quote. At this stage, the customer is not committing to anything — they are only after a price.
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1. From the Blackpurl header, click Sell to open the Sell workspace.
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​2. Click the expand arrow to open the Select Customer section.
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​3. In the Select an existing customer field, type a search keyword such as surname, first name, mobile number, or email address. The system lists matching results as you type. Click the correct customer to select them.
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If the customer does not exist yet, click Create new customer and complete the Create New Customer fields.
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​4. After selecting the customer, choose the type of Customer Order. For a unit quote, select SELL A UNIT. A new Unit Deal section is automatically added to the Customer Order.
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​5. Add the temporary unit to the deal. Click Or set a temporary unit, then complete the relevant fields on the Create Temporary Unit screen for the unit your customer wants a quote on. Once you save the details, the system populates the Temporary Unit Details in the Unit Deal.
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If you need to change the temporary unit details later — such as the price or factory options — click Edit pricing to reopen the Temporary Unit Details for editing.
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​6. Add any proposed options and fees being quoted with the unit. Click in the Scan and search to add items field and search for each part, fee, or labour item.
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For example, if the customer wants a different muffler fitted at the time of purchase, search for the relevant muffler and ensure the Install toggle is green.
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The system will show the stock availability of any part added at the time of creating the quote, but will not commit that stock to the quotation.
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Repeat this step for each part, fee, or labour item until all quoted items appear in the Options & Fees section.
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​7. If the customer wants a quote for an additional unit, click Add another unit in the Deal actions section. A Unit 2 section is added to the deal. Return to Step 5 to complete the details for the second unit.
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​8. If the customer wants to include a trade-in, click Add trade in in the Deal actions section. The system lists any Customer Owned Units recorded on the customer's record. Select the relevant unit or add a new Customer Owned Unit, then click SELECT.
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Complete the Trade In section, including the agreed value. If the customer has more than one trade-in, repeat this step for each additional unit.
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​9. Review the Checkout section to see the deal status (QUOTE) and the calculated total across all units, parts, labour, fees, and trade-ins. Click PRINT to print an Offer to Purchase document if the customer wants a copy of the quote.
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At this stage the deal is a quote only — there is no commitment to buy and the unit is still a temporary unit. No stock is reserved or committed.
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If the customer decides to accept the quote and proceed with a purchase, see Convert a Unit Deal Quotation from a Temporary Unit into a Sale.