Brightpearl Automation app rule 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
  • Invoiced city or state
  • Invoice country
  • Created by
  • Channel
  • Contains SKU (read more below)
  • Currency
  • Custom field
  • Delivery city or state
  • Delivery country
  • Fulfilment status
  • Invoiced
  • Lead source
  • Nominal code
  • Order status
  • Order shipping status
  • Order warehouse
  • Payment status
  • Price list
  • Product in category
  • Project
  • Shipping method
  • Stock allocation status
  • Team
  • Total value (read more below)

Condition - contains SKU

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 - 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 1200.

Further reading

Brightpearl Automation app actions

Brightpearl Automation app FAQs & Troubleshooting

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