Brightpearl Automation actions overview

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.
Send email

Send, CC or BCC an email to the customer's default email address, the delivery email address or the invoice email address.

Choose whether to send the email from your channel brand's default email address or from your channel brand's accounts email address.

Choose the email subject, a template to use for the email body and a template to use for the attachment. Also choose whether the attachment is a PDF or HTML document.

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.

 

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