Brightpearl Automation app actions

The Actions you're able to access depends on having an Action Pack installed alongside the Automation App in your Brightpearl App Store. If you wish to use actions not available on your account, please contact your Customer Success Manager (success@brightpearl.com).

If you haven't added an Action Pack, you can still experiment with Automation and see it in action before you buy. Everyone with the Automation App activated on their account will be able to create rules using the 'Update status' action.

Update status

This action allows you to ensure orders move smoothly through the workflow without requiring manual input. The order status is useful for tracking orders through your workflow but can also automatically trigger an email to a staff member if they need to be alerted of orders on a particular status.

Fulfil order

This action will automatically create a goods-out note. Depending on your business processes, this could mean that the order immediately gets picked up for shipping - please ensure you are clear of the consequences of your rule when using auto-fulfilment of orders.

When the fulfil order action is chosen, additional choices can be made:

  • Allow partial shipments
  • Use alternative warehouses
  • Set warehouse priority
  • If not assigned, set shipping method

Fulfilment in the Automation app is the equivalent of 'Fulfil and ship later'.

If using partial fulfilment, note that each rule runs only once per order. This means that if an order is partially fulfilled, you will either need to manually complete fulfilment of that order, or fulfil the order completely using another automation rule (which looks for partially fulfilled, and fulfils the order with partial fulfilment set to 'No').

Allocate stock 

This action will allocate stock to an order if all stock is available.

Update warehouse

This action can be used to alter the order warehouse value on the order.

Update shipping method

This action allows you to set or change the shipping method if the conditions have been met. For example, if there is a list or a category of product which are always shipping using a specific courier, or if you always use next day delivery for sales from a particular channel, this would be the action to use.

Invoice order

This action will set the Order as invoiced, creating all accounting journals as normal. A note will be included in the 'Notes and payment history' tab.

If you would like for the customer to be emailed a copy of the invoice, select the checkbox that appears below the action. The default invoice template will be used, with the branding taken from the order channel.

Tag customer

This action will allow you to automatically track customers depending on what they are ordering or perhaps where they are ordering from. For example, if an order contains a particular SKU then you might want to target the buyer for a particular email campaign. If you’re using MailChimp with the Brightpearl integration, you can seamlessly transfer these tagged customers to your account.

 

Further reading

Brightpearl Automation app scheduling

Brightpearl Automation app FAQs & Troubleshooting

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