Back office reporting and order processing

Back to Overview of Brightpearl POS

Reviewing orders in Brightpearl

Note: the channel for your store will currently not be available in the channel list from the main menu. You can access your stores' sales by filtering on the relevant reports by selecting the channel(s) that you want to report on.

Order processing in Brightpearl back office

After a sale, refund or exchange has been completed on the iPad app, the transaction will be sent back to Brightpearl back office. 

Brightpearl back office will try to allocate, fulfill and ship the product as it is processes a sale for which the customer has taken the product with them or returned the product to the store. The orders or credits created will be marked as invoiced.

If a payment has been taken on the order then the order will be marked as fully paid. If an on account sale has been processed then the order will be unpaid, and if a deposit has been taken then the order will be part paid.

Below is an example of an order for a sale of a product that was fully allocated/fulfilled/shipped.

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Field Notes
Customer The customer that you assigned or created during the transaction.

Allocated/ Fulfilled/ Shipped

If all the products that were sold had inventory on hand then all order rows will be marked as Allocated, Fulfilled and Shipped. 
Status Orders will be marked as completed.
Date created The date/time that the transaction was completed on the Point of Sale.
Assigned to The user that was logged in and completed the transaction.
Customer Ref Receipt number that was generated on the Point of Sale and printed on the customer receipt.
Channel All sales for particular store are reported in the same channel.


Product allocation
 

It is possible to sell products for which there is insufficient inventory on hand to mark the order as fully allocated, fulfilled and shipped. If you are processing a sale using Brightpearl then currently we are assuming that the customer has taken the product with them. If there is insufficient inventory on hand then this is likely due to incorrect inventory.

There are three scenarios for allocation as listed below.

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 From the above three orders the allocation, fulfilled and shipped status is determined as below

Order 26992 On hand inventory available for all items All order rows are marked as allocated, fulfilled and shipped.
Order 26991 On hand inventory not available for all products No order rows are not marked as allocated and cannot be marked as fulfilled and shipped until inventory is made available.
Order 26990 On hand inventory not available for some products

Order rows for which there is insufficient stock to allocate are not marked as allocated and cannot be marked as fulfilled and shipped until inventory is made available.  Products that do have inventory on hand are allocated.

Note: if the order cannot be fully allocated  then it will not auto fulfil or ship any items.

For orders that are not allocated, you will need to either transfer inventory in to your store warehouse or carry out a stock correction and then allocate the inventory and fully fulfil and ship the order.

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