Brightpearl Automation conditions overview

Conditions are used to qualify orders. Actions are only performed on an order once it meets all of the rule's conditions.

Therefore, conditions allow you to limit the changes Automation makes to the specific scenarios that you choose.

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For example, you may wish to only fulfill an order once it is fully paid and the inventory is fully allocated. In this scenario, "fulfill" is your action and "fully paid" and "fully allocated" are your conditions. A sales order will need to meet both of these conditions for the action to be applied.

It is possible to set conditions to "is" or "is not", where the former requires the condition to be true and the latter requires it to be false.

Sales order conditions

The following attributes of a sales order can be used as conditions:

Field Description
Assigned to The sale must be assigned to (or not assigned to) one of the selected staff members.
Channel The sale must be assigned to (or not assigned to) one of the selected channels.
Contains SKU

The sale must contain (or not contain) a specific SKU or set of SKUs.

Learn more about the Contains SKU condition here.

Created by The sale must have been created by (or not created by) one of the selected staff members.
Created date

The sale must have been created (or not created) within the specific date range.

Learn more about date conditions here.

Currency The sale's currency must be (or not be) one of the selected currencies.
Custom field The designated custom field must be (or not be) filled out as specified.
Delivery address

The delivery address must either:

  • Match (or not match) the billing address
  • Contain (or not contain) a specific string

Learn more about address conditions here.

Delivery city or state The delivery city or state must match (or not match) one of the states or cities specified.
Delivery country The delivery country must match (or not match) one of the selected countries.
Delivery date

The delivery date must be within (or not within) the specified number of days.

Learn more about date conditions here.

Delivery zip/postcode The delivery zip/postcode must match (or not match) one of the specified strings. Choose whether or not to include partial matches.
Fulfillment status

The sale's fulfillment status must match (or not match) one of the specified statuses. Select one or more of:

  • Not fulfilled
  • Part fulfilled
  • All fulfilled
  • Non-stock tracked
Invoice city or state The invoice city or state must match (or not match) one of the states or cities specified.
Invoice country The invoice country must match (or not match) one of the selected countries.
Invoice zip/postcode The invoice zip/postcode must match (or not match) one of the specified strings. Choose whether or not to include partial matches.
Invoiced The sales order must be (or must not be) invoiced.
Invoiced date

The invoiced date must be within (or not within) the specified number of days.

Learn more about date conditions here.

Lead source The lead source assigned to the sale must be (or must not be) one of the selected lead sources.
Nominal code One or all rows on the sale must match (or not match) at least one of the selected nominal codes.
Number of items

The total number of items on the sale must meet (or must not meet) one of the following conditions:

  • Total number is more than [x]
  • Total number is equal to [x]
  • Total number is less than [x]

Choose whether or not to include non-stock tracked items.

Number of order rows

The total number of rows on the sale must meet (or must not meet) one of the following conditions:

  • Total number is more than [x]
  • Total number is equal to [x]
  • Total number is less than [x]

Choose whether or not to include non-stock tracked items.

Order status The sale's order status must be (or must not be) one of the selected order statuses.
Order shipping status

The sale's shipping status must match (or not match) one of the specified statuses. Select one or more of:

  • No stock tracked products on order
  • Stock not shipped
  • Stock part shipped
  • All stock shipped
Order warehouse The warehouse assigned to the sale must be (or must not be) one of the selected warehouses.
Payment due date

The payment due date must be within (or not within) the specified number of days.

Learn more about date conditions here.

Payment method The payment method of a payment applied to the sale must be (or must not be) one of the specified payment methods.
Payment status

The paid status of the sale must match (or not match) one of the specified statuses. Select one or more of:

  • Not paid
  • Partially paid
  • Fully paid
  • Authorized
  • Not applicable 
Placed on date

The sale must have been placed (or not placed) within the specific date range.

Learn more about date conditions here.

Price list The sale must be assigned (or not assigned) one of the selected price lists.
Product category

At least one order row on the sale must contain (or must not contain) a product assigned to all specified categories.

Choose whether this condition applies to all order rows or not.

Learn more about the Product category condition here.

Project The sale must be assigned to (or not assigned to) one of the selected projects.
Shipping method The shipping method assigned to the sale must be (or must not be) one of the selected shipping methods.
Stock allocation status

The stock allocation status of the sale must match (or not match) one of the specified statuses. Select one or more of:

  • No stock allocated
  • Stock partially allocated
  • Stock fully allocated
Tax date

The tax date must be within (or not within) the specified number of days.

Learn more about date conditions here.

Team The sale must be assigned to (or not assigned to) one of the selected teams.
Total order weight

The total weight of the rows on the sale must meet (or must not meet) one of the following conditions:

  • Total number is more than [x]
  • Total number is equal to [x]
  • Total number is less than [x]

Enter figures without commas, decimal points or units.

Learn more about the total order weight condition here.

Total value

The total value of the sale must meet (or must not meet) one of the following conditions:

  • Total number is more than [x]
  • Total number is equal to [x]
  • Total number is less than [x]

Enter figures without commas, decimal points or currency symbols.

Learn more about the total order weight condition here.

Updated date

The sale must have been updated (or not updated) within the specific date range.

Learn more about date conditions here.

Customer conditions

The following attribute of a the customer record can be used as a condition:

Field Description
Customer tag The customer assigned to the sale must have (or must not have) at least one of the selected tags.

Please note: This condition currently supports a maximum of 200 tags in the account.

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