Navigating Brightpearl

Homepage

Each time you sign into Brightpearl you will be taken to your homepage. By default, this is set to the Dashboards list. Learn more about dashboards here.

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You can also set your homepage to be any other screen in Brightpearl, which can be useful if you always navigate to a particular area or perform the same process on signing in.

Set your own home page

To set any screen as your homepage, first navigate to that screen.

Once the screen you want is displayed, scroll right to the bottom and click the Set as home page link on the bottom left-hand side. A green message box will be displayed to confirm it has been updated. The next time you sign in you will be taken directly to that screen.

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You can return to your homepage at any time by clicking on the Home icon on the far left of the menu bar: mceclip2.png

Settings

The settings area holds all of the options that can be configured in order to customize Brightpearl to suit your processes.

To navigate to the settings area, click on the Settings link at the very top right-hand side of the screen.

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The settings screens are organized into sections. Click on the headings on the left-hand side to expand the menu and then make your selection.

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Make sure you click the Save changes button before leaving a screen.

Quick search

You can easily search for records within different areas of Brightpearl by using the quick search bar on the top-right hand side of every page.

Use the drop-down to select the area of Brightpearl you want to search, then enter your search term and hit enter or click Go.

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What search terms can I use?

Here are details of what terms you can use to search on in each area of Brightpearl:

Record type Search terms
Sales
  • Order ID
  • Invoice number
  • Customer name
  • Company name
Purchases
  • Order ID
  • Invoice number
  • Vendor name
  • Company name
Contacts
  • Contact ID
  • Account code
  • Company name
  • First name
  • Last name
  • Street (address line 1)
  • Postcode
  • Email address
Accounting
  • Amount
  • Order ID
  • Invoice reference
  • Journal details
Products
  • Item name
  • SKU
  • Barcode
Tickets
  • Ticket number
  • Ticket title
Activities
  • Activity title

Quick add

The quick add button is available on the left-hand side of every screen in Brightpearl, helping you to work faster. It allows you to quickly add new customers, vendors, sales, purchases, tickets, products and tasks without having to navigate to the specific modules via the menus.

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Notifications

Notifications are displayed on the notification bar on the left-hand side of the screen. These notifications refresh every 5 minutes.

Click on the notification icons to view details, and then click to drill down to a list of the records being highlighted. Here's what each kind of notification will flag:

  • Contacts

    Notifications are dependent upon the reminder days set on contact statuses. A notification will be generated for a contact when they have not been "touched" within the reminder day period. Learn more about reminder days here.

  • Sales

    Sales (quotes, orders, invoices) will be mentioned in a notification when they have not been "touched" within the reminder day period assigned to the sales status. 

  • Purchases

    Purchases (quotes, orders, invoices) will be mentioned in a notification when they have not been "touched" within the reminder day period assigned to the purchase status. 

  • Accounting

    Accounting notifications are generated for overdue sales and purchase invoices (based on the invoice due date). Reminders are also given when banks have not been reconciled for over a month and when an open financial period needs to be closed.

  • Tasks

    You will be notified of tasks as soon as they have gone over their due date.

  • Tickets

    Notifications display immediately for any helpdesk tickets that remain unclaimed by a staff member.

Notifications can be enabled or disabled under Settings > Other > Notifications.

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Contact shortcuts - links and mini tabs

The contact bubble is a shortcut to viewing customer or vendor account information. It is accessed in the customer or vendor list by clicking on the small arrow by the company name:

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The contact bubble contains the contact mini tabs, which display some of the information available on a contact record. These tabs are displayed throughout Brightpearl to provide quick access to contact information.

Email addresses

It’s possible to simply click on an email address and begin writing an email to someone. When it is sent it will be recorded against the contact timeline.

Drop-downs

Look out for extra actions by clicking on the drop-down arrow on save buttons.

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