Brightpearl Automation app conditions

The Brightpearl Automation app will take actions on records which meet the given conditions. All conditions specified within an automation rule must be met for the actions to be applied.

Sales order conditions

The following details of a sales order can be used to set conditions on an automation rule:

  • Assigned to
  • Channel
  • Contains SKU (read more below)
  • Created by
  • Created date
  • Currency
  • Custom field
  • Delivery address (read more below)
  • Delivery city or state
  • Delivery country
  • Delivery date
  • Delivery Zip/postcode
  • Fulfilment status
  • Invoiced city or state
  • Invoice country
  • Invoice Zip/postcode
  • Invoiced
  • Invoiced date
  • Lead source
  • Nominal code
  • Number of items
  • Number of order rows
  • Order status
  • Order shipping status
  • Order warehouse
  • Payment due date
  • Payment method
  • Payment status
  • Placed on date
  • Price list
  • Product category
  • Project
  • Shipping method
  • Stock allocation status
  • Tax date
  • Team
  • Total order weight (read more below)
  • Total value (read more below)
  • Updated date

Condition | Contains SKU

This field is limited to 1900 characters. Characters above this amount will not be saved or used in the automation rule.

When the 'Contains SKU' condition is used the required SKUs must be provided as a comma separated list. It is possible to apply OR and AND conditions:

  • OR condition

    The 'Contains SKU' condition works as an OR condition by default. Simply enter the list of SKUs as a comma separated list and orders containing any of the listed SKUs will be actioned. For example PROD001,PRODU002,PROD003 will action orders which contain PROD001 OR PROD002 OR PROD003. The order may also contain other SKUs that are not within the condition.

    OR-conditions.png

  • AND condition

    To apply an AND condition, in other words, action orders which contain multiple SKUs, the 'Contains SKU' condition will need to be added multiple times. For example, to create a rule which will only apply where SKU X AND SKU Y AND SKU Z are purchased, add a new 'Contains SKU' row for each SKU (or list of SKUs) that must be on the order.

    AND-conditions.png

Wildcards

Wildcards may be used to quickly enter batches of SKUs which have a common detail. For example, enter "PROD*" for any order containing an item with a SKU beginning 'PROD' to match the condition. Enter the wildcard at the end ("PROD*"), beginning ("*PROD*") or both ("*PROD*") to indicate a SKU starting, ending or containing the detail respectively.

Condition | Dates

There are four date fields that can be used within rule conditions:

  • Delivery date
  • Invoiced date
  • Payment due date
  • Tax date

You can specify whether the chosen date should be 'greater than or equal to' or 'less than or equal to' the current date. Enter the number of days from the current date using negative values for earlier dates or positive values for later dates.

In addition to the date fields, there are three date/time fields:

  • Created date
  • Placed on date
  • Updated date

Choose the number of minutes, hours or days from the current date and time using negative values for earlier dates or positive values for later dates.

The term 'greater than' means a date/time that is later than the date it is being compared to, in other words, it is later than 'now'.

If you set a condition that the order's created date must be greater than or equal to 30 minutes, this would mean the order must have been created 30 minutes from now, or that it must have been created in the future. This doesn't make much sense! As such for these conditions, we recommend using negative values.

For example, if you specify the created date must not be greater than -30 minutes, this means the order must not have been created within the last half an hour. Therefore, only orders created more than 30 minutes ago will meet the conditions.

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Condition | Delivery address

As well as the more general 'Contains [x]' option, you'll also see an option for 'Billing address'.

Using this condition, you'll be able to identify orders where the Delivery address matches the Billing address, or indeed when it does not match the Billing address (by clicking 'Is' and changing it to 'Is not').

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Condition | Total order weight

Total order weight is calculated as the sum of all the products in the order.

Condition | Total value

When using the total value condition you will need to enter values without a decimal point. For example, 1,200.00 should be entered as 120000.

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