Brightpearl Automation actions overview

When a sales order meets all the conditions specified in an Automation rule, the chosen actions will be applied if possible. 

There may be cases where this isn't possible. For example, if inventory isn't available it won't be possible to fulfil the order. In these cases, the order goes back into the watch list.

Sales order actions

The following actions can be applied:

  • Add a free SKU
  • Allocate stock
  • Create Purchase order
  • Create Warehouse transfer
  • Fulfil order
  • Invoice order
  • Remove tag from customer
  • Tag customer
  • Unallocate stock
  • Update custom fields
  • Update delivery date
  • Update nominal code
  • Update shipping method
  • Update status
  • Update warehouse













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