When creating an Automation rule, you can decide when you want rules to apply and consequently when changes are made by Automation.
Automation rules can be applied as soon as the order arrives in Brightpearl, or as soon as possible after conditions are met (up to 6 months after the order is created). Choose the 'Use default schedule' option within the Scheduling section of the rule creation screen.
Automation checks new orders within a few minutes of them being created. It will then periodically check for any changes every 30 minutes for the first 24 hours, then every 12 hours for a month, then daily for five more months until all the conditions are met and the actions are applied. After six months, Automation stops watching the order.
With the default schedule, new orders are checked more often than older orders so it's likely that, if using the default schedule for allocating or fulfilling, newer orders are allocated or fulfilled before older ones. If you want to process oldest to newest, you should use one of the daily, weekly, or monthly schedules below.
Daily, weekly or monthly schedules
If you want the rule you're creating to only process orders at specific times of day, you can choose a 'Daily', 'Weekly' or 'Monthly' schedule, along with a one hour slot in which your orders will be processed (it may take up to one hour to process all qualifying orders).
This will consider all orders which match the conditions oldest to newest, so is the best approach if you want to allocate or fulfil your oldest orders before your newest when new stock is made available.
Choose daily if you want a rule to be run at a specific time of day, every day of the year. Once you select this option, you'll then be able to the time of day the rule will run.
Choose weekly if you want the rule to run only on days of the week that you choose. Once you choose the active days, select the time of day the rule will run.
Choose monthly if you want the rule to run only on a specified day or days of the month. Once you select this option, you'll then be able to the time of day the rule will run.
Should you choose a day that doesn't occur in the current month (for example, setting the 30th of every month, and it's February), the rule will be run in the last available day (February 28th).