Once the order download is activated, orders received through your ekmPowershop store will automatically download into your Brightpearl account where they can be passed through the shipping process.
Brightpearl will ask for new orders every 10 minutes, checking the previous 24 hours for any orders that have not yet been downloaded.
New orders will be created on the order status chosen in the ecommerce connector.
Customers & accounts
If a new email address is found on the order, a customer will be created in Brightpearl, regardless of whether they chose “guest” or “account” during checkout. Email address 2 and email address 3 in Brightpearl are not checked when searching for existing customers to assign the order to. The customer’s choice of “receive email newsletters” is maintained into the Brightpearl contact record.
Customers are not tagged, and not assigned a lead source, so if you want to see which sales channel a customer first arrived from, you could use a price list. The contact will be assigned the price list set for the sales channel.
Product & inventory allocation
Where a Brightpearl product with a matching SKU exists it will be assigned to the order and any available inventory will be automatically allocated. The change in the on-hand inventory level is updated across all your integrated sales channels.
If no matching SKU can be found a miscellaneous line item is added using the product details from ekmPowershop. This is a non-stock tracked line item which will not update any inventory and cannot be shipped. It is fine to manually swap and change these items for products - the shipping update will be sent to ekmPowershop once the order has been marked as fully shipped in Brightpearl (but will not assign the tracking reference). It is fine to manually swap and change these items for products - the shipping update will be sent to ekmPowershop once the order has been marked as fully shipped in Brightpearl.
For each order inventory can only be allocated from a single warehouse, but multiple goods-out notes can be created to ship items from different warehouses using advanced fulfillment.
Each line item is assigned a nominal code. This is retrieved from the matching product record, and where no match was found the default is applied. For shipping and discount lines the default codes are assigned, these are defined at Settings > Company > Accounting: Nominals .
Product customization / options
If you are using product options in ekmPowershop, for example, to record engraving messages or gift messages, they will not be downloaded into Brightpearl.
Shipping methods must be defined within ekmPowershop to be used on sales. Shipping charges will download as additional line items.
If a shipping method of the same name exists in Brightpearl it will be assigned to the order in the “Shipping Method” field. This allows sales to be filtered by shipping method to prioritize and batch fulfill orders. The goods-out note will inherit the order shipping method unless specified otherwise.
Gift wrapping & messages
Gift wrapping will not be downloaded.
When products are added to orders as part of an order download, the product’s nominal code will be used. For shipping line items, your company default shipping nominal code will be used. For discounts and coupons, the company default discount nominal code will be used. This lets you see how coupons and discounts are affecting your profitability across each sales channel. Handy.