Vendor Products and Services
The Vendor Record in Blackpurl lets you indicate what types of products and services a vendor supplies to your dealership. Setting this up correctly controls which vendors are available when creating orders, unit deals, sublet purchases, warranty claims, and more.
Before You Start
The vendor must already be set up in Blackpurl before you can assign products and services to them.
Products and Services Types
The following product and service types can be assigned to a vendor record. Each type controls a specific area of purchasing or deal management in Blackpurl.
Part Purchases | Indicates that parts can be purchased from this vendor. See the Further Information section below for details on how part categories are assigned. |
Merchandise Purchases | Indicates that merchandise can be purchased from this vendor. See the Further Information section below for category details. |
Unit Purchases | Allows units to be purchased from this vendor and enables the vendor to be selected when processing an Order > Unit Ordering. |
Sublet Purchases | Allows this vendor to be used for sublet purchases. For more information, see Sublets in Blackpurl. |
Claims for Service Work | Allows warranty claims and insurance claims to be charged to this vendor. |
Deal Products | Indicates that this vendor supplies deal products. You must also set up the specific deal products in Step 7 of the setup process below. |
Flooring Company | Indicates that this vendor is a floorplan company. |
Finance Company | Indicates that this vendor is a finance company and can be added to unit deals. |
Financing Products | Indicates that this vendor supplies financing products such as warranty plans or insurance. You must also set up the specific financing products in Step 7 of the setup process below. |
Setup
Follow these steps to assign products and services to a vendor and, where applicable, configure the individual products they supply.
Part 1: Assign Products and Services to the Vendor
1. Navigate to the relevant Vendor Record screen and click Edit.
2. In the Edit Vendor window, click Add More Information.
3. From the Add More Information options, select Product & Services.
4. From the Products & Services options, check off each product and service type that this vendor provides.
5. Click Save.
6. The Vendor Record will now display the products and services assigned to this vendor.
Part 2: Set Up Individual Products
If you selected Deal Products or Financing Products, you must also set up the specific products this vendor supplies. From the Vendor Record screen, navigate to the Products section and click the + button to create a new product.
1. Clicking + opens the New Product window. Complete the fields as described in the reference table below, then click Save.
New Product Fields Reference
The New Product window contains the following fields.
Type | The type of product being created. Click the dropdown to choose from: Deal Product, Financing Product, Sublet, or Warranty Plan. |
Code | A short reference code used to identify and search for this product. Keep it brief. |
Description | A description of the product. This description prints on the customer order. |
Cost Method | Choose Fixed Cost if this product has a set cost, or Percent Retail if the cost is calculated as a percentage of the retail price. |
Cost Rate | If Cost Method is Fixed Cost, enter the dollar amount. If Cost Method is Percent Retail, enter the percentage. For example, if the retail price on a unit deal is $100, the cost is calculated using the percentage entered here. |
Price | The price charged to the customer. |
Category | The category this product belongs to, used for accounting integration purposes. |
Taxable | Indicates whether the product is taxable. If yes, select the applicable tax. |
Further Information: Part and Merchandise Purchase Categories
A vendor can be set up to supply both Part Purchases and Merchandise Purchases at the same time. Blackpurl allows the dealership to assign a different category to each purchase type based on the Part Type selected on the Part Record.
For example, if a part record has the Part Type set to Merchandise, and the vendor record for that vendor has the category for Merchandise set to Service Parts, then any sale or purchase of that part will follow the Service Parts category for accounting integration.
