Brightpearl Automation actions overview – Brightpearl Help Center

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

There may be cases where an action can't be applied. For example, if inventory isn't available, Automation won't be able to fulfill the order. In these cases, the order goes back into the watch list to be checked at a future date.

Sales order actions

The following table lists all the actions which can be applied. Click on the action name to view more information about the action.

Action	Description
Add free SKU	Add a product to an order at a price of 0.00.
Advanced fulfillment	Fulfill certain items on orders based on the following criteria: Product category SKU Product custom fields Choose between the following fulfillment methods: Create a purchase order Create a drop-ship purchase order Fulfill from stock Fulfill from stock if possible, otherwise create a purchase order Fulfill from stock if possible, otherwise create a drop-ship purchase order
Allocate stock	Allocate all inventory on the order. If some of the inventory is unavailable, choose whether to partially allocate the order or whether to use an alternative warehouse.
Create purchase order	Create either a drop-ship purchase order or a purchase order to be delivered to your warehouse. Configure: The quantity to be ordered Where the product description comes from Which vendor to use Whether to respect price breaks The purchase order details, including the status and delivery date Whether to email the supplier
Create warehouse transfer	Create a warehouse transfer. Configure: The quantity to be transferred Whether to allow partial transfers, if not all products are available The warehouse(s) to transfer inventory from, ranked The warehouse to transfer inventory to A prefix for the transfer reference A shipping method
Fulfill order	Fulfill all inventory on the order. If some of the inventory is unavailable, choose whether to partially fulfill the order or whether to use an alternative warehouse.
Invoice order	Invoice the order and optionally send a PDF copy of the invoice to the customer.
Remove tag from customer	Remove a specific tag from the customer assigned to the sale.
Tag customer	Add a tag to the customer assigned to the sale.
Unallocate stock	Remove all the stock allocated to the sale.
Update custom field	Update a specific sales or contact custom field. The kind of update possible depends on the custom field type.
Update delivery date	Update the delivery date of the sales order. Choose between: Current date plus a specified number of days Existing order delivery date plus a specified number of days A specific date
Update nominal code	Choose which account (nominal) code to update. You can also choose whether to: Only update the nominal code if the nominal code on the row is already a certain value Only update the nominal code of specific SKUs Only update the nominal code of products assigned to specific categories
Update shipping method	Update the order shipping method. Note the fulfillment shipping method may still differ.
Update status	Update the order status.
Update warehouse	Update the order warehouse. Note that the fulfillment warehouse may still differ.

Action conditions

Rules can only run if the actions in the rules are able to be performed. The following actions have conditions which must be met in order for the rule to be able to run:

Action	Condition
Add free SKU	The product being added must be either non-stock tracked or have more units in stock than are being added to the order
Allocate stock	The order must contain items which can be fulfilled
Fulfill order	The order must contain items which can be fulfilled
Invoice order	The order must contain rows
Update nominal code	The order must contain rows
Update status	The new order status associated with the action must differ from the order's current status