This article explains how to process a Unit Order in Blackpurl — including single and bulk orders — and how to print or email an order once it's created. It also covers how to create bulk orders from an existing active order and what the next step is once units have been received.
How to Process a Unit Order
Follow these steps to create a new Unit Order from the Ordering menu.
1. From the Blackpurl header, click Ordering, then select Units Needed or Units Ordered, then click Order Unit.
2. On the Active unit vendors tab, all vendors that your dealership can order units from are listed. If the vendor you need is not listed, click + Add new unit vendor and complete the prompts.
3. Click the tile for the vendor you want to order from. For example, click the BRP tile to place an order with BRP.
This opens the vendor's order screen, which has two tabs:
Active Orders — lists any order that has not yet been received
Order History — lists any order that has been fully processed and the unit received
To create a new Unit Order, stay on the Active Orders tab and click + Order new unit.
4. On the Create Order Unit screen, complete the relevant fields. Mandatory fields are marked with an asterisk (*). The form is divided into three sections.
Section 1 — General Information
Section 1 captures general information about the unit, including the Stock Number and VIN/Serial Number fields.
Important: For Bulk Unit Orders, you must leave the Stock# and VIN/SN fields blank.
Section 2 — Factory Options and Pricing & Cost Information
Section 2 is for adding Factory Options and pricing details.
Factory Options — search for and add any applicable factory options
For the pricing fields, click the edit (pencil) icon and then complete the following:
Base Unit Price — the amount the dealership is selling the unit for (for Australian and New Zealand dealerships, this should be GST-inclusive)
Base Unit Cost — the amount the unit will cost the dealership to purchase (for Australian and New Zealand dealerships, this should be GST-exclusive)
Taxable — if toggled to Yes, you will be prompted to nominate the applicable tax. This defaults to your System Setting default.
Once you have completed the pricing section, click Save.
Section 3 — Unit Details
Section 3 contains a list of Unit Data Fields that you can complete based on your product type. This section includes three tabs — General & Identification, Power & Wheels, and Miscellaneous — each containing additional unit data fields. Review all three tabs to ensure you capture all relevant details.
Finalise the Unit Order using one of the two options below, depending on whether you are creating a single order or a bulk order.
Single Order
If you entered a Stock Number and/or VIN, you can only create a single Unit Order.
Click CREATE SINGLE ORDER to finalise.
Bulk Unit Orders
If you left the Stock Number and VIN fields blank, you have the option to create Bulk Unit Orders of up to 50 identical Unit Orders.
Click BULK ORDER to proceed.
A dialog box will appear asking How many of this unit are you ordering? Type in the quantity and click Confirm.
1. Blackpurl adds your new Unit Order or Bulk Unit Orders to the Active Orders list under that vendor.
Create Bulk Unit Orders from an Existing Active Unit Order
If you have an existing Active Order and want to use the Bulk Unit Order action to order up to an additional 50 identical units, follow these steps.
Note: You cannot use the Bulk Unit Order action unless the Stock Number and VIN fields on the original order are blank.
1. Navigate to the relevant Active Orders section for the vendor.
2. Click the Unit ID for the unit you want to duplicate as a bulk order. This opens the On Order record.
3. From the On Order record, click Order more.
4. In the How many of this unit are you ordering? field, type the quantity and click Confirm.
5. Blackpurl adds the new Bulk Unit Orders to the Active Orders list under that vendor.
Print or Email a Unit Order
To print a Unit Order, tick the checkbox next to the unit or units you want to print, then select the Print option that appears.
To email a Unit Order, print the order and save it as a PDF, then email the PDF from your own email address.
Next Step in the Unit Ordering Process
Once units have been received, they need to be received into stock.
To receive a unit into stock, see (New Version) How to process a Unit Receiving (Single Unit Receiving or Bulk Unit Receiving).
To remove, delete, or edit an existing Unit Order, see Edit or Delete a Unit Order.