Reviewing orders in Brightpearl
Recent sales for your store can be viewed via the main channel menu in Brightpearl.
You can also access your store's sales by filtering the "Recent Sales" report by channel.
Order processing in Brightpearl
When a sale, refund or exchange is completed in POS, the transaction will be sent to Brightpearl’s back office creating a sales order, a sales credit, or, both (see How POS works with Brightpearl's backoffice).
The order's payment, invoice and inventory status will depend on exactly what happened in POS.
Payment status
If a full payment is taken in POS, then the order will be fully paid in Brightpearl.
If an on account sale is processed, the order is unpaid.
Finally, if a deposit is taken, then the order will be partially paid.
Product allocation, fulfillment and shipment
Depending on the fulfillment method chosen for each item on the sale in POS, Brightpearl will assign the relevant inventory allocation, fulfillment and shipment status.
Below is an example of a sales order with all three possible fulfillment methods (fulfill now, ship later and back order):
Note: All products, with the exception of the back ordered item, are fulfilled, i.e. a goods out note has been created.
It's important to note that there could be a discrepancy between your real inventory levels (i.e. what's actually available to sell in-store) and the inventory levels reported in Brightpearl. This can happen when inventory is physically moved without the system being updated.
In this scenario, POS allows the order to go ahead, but there will be insufficient inventory to fulfill the sales order in Brightpearl. This will require a manual correction.
The table below shows the inventory status that applies to an item, depending on two factors:
- Whether it is on hand in the store's warehouse in Brightpearl
- The fulfillment method chosen in POS.
The inventory update column indicates whether stock levels are adjusted in Brightpearl.
|
Item on hand |
Fulfillment method |
Allocated |
Fulfilled |
Shipped |
Inventory update |
|---|---|---|---|---|---|
|
Yes |
Now |
✓ |
✓ |
✓ |
Store's warehouse |
|
No |
Now |
✗ |
✗ |
✗ |
No update |
|
N/A |
Ship later from X warehouse |
✓ |
✓ |
✗ |
X warehouse |
|
N/A |
Back order |
✗ |
✗ |
✗ |
No update |
The sales list below shows orders fulfilled via different methods with varying inventory availability.
The table below describes scenarios which took place in-store, the resulting order's invoice and inventory status within Brightpearl, and an explanation of what happened to each order row. These scenarios assume that the automatic invoicing setting is on.
|
Order ID |
Scenario |
Order status |
Order row status |
|---|---|---|---|
|
3838 |
All items were fulfilled in store. |
Fully allocated Fully fulfilled Fully shipped Invoiced |
All order rows are fulfilled and shipped. |
|
3843 |
The customer chose to take some items now and have others shipped later. All products are available in the chosen warehouse. |
Fully allocated Fully fulfilled Partially shipped Invoiced |
Order rows fulfilled in store are fulfilled and shipped. Order rows to be shipped later are fulfilled but not shipped. |
|
3840 |
Everything on the order is to be shipped later. All products are available in the chosen warehouse. |
Fully allocated Fully fulfilled Not shipped Invoiced |
All order rows are fulfilled but not shipped. |
|
3844 |
The customer purchased items to take away today as well as items that are currently out of stock. The out of stock items are put on back order. |
Partially allocated Partially fulfilled Partially shipped Invoiced |
Order rows fulfilled in store are fulfilled and shipped. Back ordered rows are neither allocated, fulfilled nor shipped. |
|
3845 |
The customer purchased items which they took away today, but which Brightpearl says are out of stock. They also purchased items that are on hand, but chose to have them shipped later. |
Partially allocated Partially fulfilled Not shipped Invoiced |
Order rows with unavailable inventory are neither allocated, fulfilled nor shipped. Order rows to be shipped later are fulfilled but not shipped. |
|
3842 |
The customer purchased items to take away today, but Brightpearl says some units are out of stock. |
Partially allocated Not fulfilled Not shipped Invoiced |
Order rows with unavailable inventory are not allocated, not fulfilled and not shipped. Order rows with available inventory are only allocated. |
|
3839 |
The customer purchased items to take away today, but Brightpearl says they're all out of stock. Or Out of stock items are purchased and are back ordered. |
Not allocated Not fulfilled Not shipped Invoiced |
Order rows are neither allocated, fulfilled nor shipped. |
|
3846 |
The customer purchased items to take away today, but Brightpearl says they're all out of stock. And Out of stock items are purchased and are back ordered. |
Not allocated Not fulfilled Not shipped Not invoiced |
Order rows are neither allocated, fulfilled nor shipped. |
If the setting to automatically invoice orders is off, none of the sales in the above scenarios will be invoiced.
For orders that cannot be allocated, you will need to either transfer inventory into the store's warehouse or carry out an inventory correction before allocating the inventory and fully fulfilling and shipping the order.