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
- Contains SKU (read more below)
- Created by
- Custom field
- Delivery address (read more below)
- Delivery city or state
- Delivery country
- Delivery Zip/postcode
- Fulfilment status
- Invoiced city or state
- Invoice country
- Invoice Zip/postcode
- Lead source
- Nominal code
- Number of items
- Number of order rows
- Order status
- Order shipping status
- Order warehouse
- Payment method
- Payment status
- Price list
- Product category
- Shipping method
- Stock allocation status
- Total order weight (read more below)
- Total value (read more below)
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.
- 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.
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 | 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').
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.