Blackpurl: Parts Training

This video will give you an overview of the navigation of the BlackPurl Homepage.

This video explains what the Blackpurl Header is and how to use it.

This video will show you how to do a quick Blackpurl global search.

This video explains what Customer Orders are available and the basic navigation of the Customer Order screen

How to do a Quick Cash Sale.- sell a stock on hand part to an unknown customer.

A quick lecture to explain how parts can be set up and sold in Blackpurl with identical part numbers but with different Vendors.

For the Cash Sale Customer and Internal Service Customer - these customers will first need to be setup or already be customers in XERO and QuickBooks.

It is the Customer ID from XERO and QuickBooks that you need to enter into these fields. 

How to create a customer order for a known customer for stock on hand parts. This allows for the customer to keep a record of all their purchases under their customer record.

A lecture on how to setup and allow discounting on a Customer Order.

A lecture on how to process a refund to a customer. Scenario: Customer purchased the wrong part from your business and you have authorized to take the part back and give a refund. This lecture will also cover the exchanging of parts.

This lecture shows you how to create a Customer Order for a special order part. A special order part is a part that you have to specifically order in to meet your customer's requirements.

A  lecture on how to force oversell, but with caution...

It is very important that the Dealership manage their oversold stock for a few reasons:

• To keep your inventory levels correct;

• Not allow oversold stock to get out of hand;

• It is dealt within a reasonable time; and

• If your dealership has integrated accounting package, the inventory values remain correct.

This video shows you what happens to committed stock when committed stock is force oversold elsewhere.

This video shows you what happens to stock and vendor receiving when stock is force oversold before receiving stock into Blackpurl.

It is very important that the Dealership manage their oversold stock for a few reasons:

• To keep your inventory levels correct;

• Not allow oversold stock to get out of hand;

• It is dealt within a reasonable time; and

• If your dealership has integrated accounting package, the inventory values remain correct.

What is oversold stock?

• The dealership sells a part on a Customer Order but Blackpurl indicates there is actually no stock on hand.

• When overselling stock, the user would have indicated to Blackpurl that they were forcing an oversold situation when creating the Customer Order and adding that particular line item.

**Please note that users will need to have the User Permission "Oversell Inventory" before they can Force OversoldOversold Stock (Short Sales)

This lecture will show you how to create a vendor order for a customer special order. The same process is used for both Sublet and Part purchases.

The expected date and ETA are estimates only as per the lead time indicated on Vendor Record.  This date can be adjusted manually on a per VO basis as well as in the Vendor Record as a default.

A lecture on how to process a Vendor Order for Parts required for Stock.

Blackpurl will allow you to place a Vendor Order (VO) for a part that has another Vendor indicated on the part record.

This means that you don't actually have to have two identical Part Records with different Vendor attached to each one for you to order it from another Vendor.

Items have now been received from your Vendor. This lecture will go through how to create Vendor Receiving to receive the items into stock. The same process is used for both receiving of parts and sublets.

This lecture will explain how to finalize a customer order for a special order part.

How to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets)

A look at how to create a report that will keep track of your force oversold inventory.

A lecture on how to complete a part stock adjustment to increase or decrease your stock on hand (SOH).

A lecture on how to change Transaction Type the Part Sales type.

This lecture will explain how the Automated Price Files tool works and how to use it.