Brightpearl Automation app rule conditions

Automation conditions

These are the details of a sales order which can be used in the Automation app in order to identify if an order should be processed. An order will need to meet all of the criteria set in the conditions for the actions to be applied.

  • Assigned to
  • Invoiced city or state
  • Invoice country
  • Created by
  • Channel
  • Contains SKU
  • 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

Sales orders containing SKU(s)

Multiple SKUs can be entered as a comma separated list, for example PROD001,PRODU002,PROD003. The items within the list are treated as OR conditions. In the previous example, the order must contain PROD001 OR PROD002 OR PROD003 for the condition to be met. The order may also contain other SKUs that are not within the condition.

If you want 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 additional SKU (or list of SKUs) that must be on the order.

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.

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.

 

Further reading

Brightpearl Automation app actions

Brightpearl Automation app FAQs & Troubleshooting

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