Installing and configuring Brightpearl Automation

Activating the Automation app and Action Packs in the App Store

The Automation app is activated from the App Store. If you've also purchased an Action Pack, which determine which Automation actions you have access to, you need to turn that app on from the App Store too.

App_Store.png

If you don't see the Automation app or an Action Pack you require in your App Store, please contact your Customer Success Manager by emailing success@brightpearl.com. If you do not have any Action Packs, you will be able to create rules using the 'Update status' action only.

Once these apps have been turned on from within the App Store, you will need to specify which users are able to create new automation rules.

Allowing users to create and modify Automation rules

  1. Click the App Store link at the top of the screen.
  2. Find the Automation app (NB: Not the Action Pack).
  3. Click Turn on.
  4. Once the app has been activated click Configure > Manage users.
  5. Only staff added to the list will be able to add new Automation rules. To add more staff members select them from the dropdown menu and click Add.

    add staff to brightbot

Each of the staff listed will now be able to begin adding and editing Automation rules.

 

Further reading

Creating Brightpearl Automation rules

Brightpearl Automation app rule conditions

Brightpearl Automation app actions

Brightpearl Automation app scheduling

Brightpearl Automation app FAQs & Troubleshooting

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