Brightpearl provides various reports for viewing sales and returns, allowing you to analyze costs, revenues and profitability for individual products, product groups, product types, brands, customers, lead sources and channels.
Note: Cost prices on all sales reports are estimated up until the actual cost is known at point of shipping.
Sales and returns list
The recent sales list is the main processing point for sales orders, but it can also be used to view a summary of sales and returns. Using the filters it is possible to view both sales and returns at the same time. Each line on the listing represents a single order or return.
Searching for orders containing a SKU
It is possible to use the many filters on the listing to search for orders based on general details such as dates or statuses or on specific details found in the order header, such as order number or customer reference.
Checking the box next to the search field allows you to view all orders which contain a particular SKU or key word entered as a line item, for example a coupon code.
Filtering the sales list
The sales list has a number of filters which can be used to limit the selection of sales which appear in the report.
If a report has to be run frequently - for example, reporting on paid, unfulfilled sales - the filters can be salved as a preset, for ease of access. A preset can be selected from a drop-down list on the report, and can also be set as the default preset for that user.
To save a preset, first click Show filter, then apply the filters required for your report.
Then click 'Save as new preset' at the bottom of the filter:
You will be prompted to give the preset a name:
Once it's been named, click 'Filter and save as new preset'.
You will then have the option to select the preset at the top of the page:
Configurable columns on the sales list
The sales list can be customized using configurable columns.
To use configurable columns on the sales list, click Show filter, then click Configure columns at the bottom of the filter:
A modal window will appear, listing the columns set to appear in the report along with any additional columns available:
Use the + and - icons next to the columns to add or remove them from the report.
Check the 'Set as default' box to set which columns to automatically display whenever the page is first loaded. (Note this setting is specific to each user.)
Profit at a glance
The profit and loss report can provide a detailed picture of performance in different areas of the business and allow period comparisons to be made.
But Brightpearl also offers at-a-glance figures which can help you keep a watchful eye on performance throughout day-to-day tasks.
The profit-at-a-glance can be seen at the bottom of the Sales > Recent sales list and Sales > All credits list.
It will show the figures for all the orders displayed on the screen at one time. The number of results shown can be increased up to 500 using the filters.
Profit-at-a-glance can be hidden using the staff permissions.
What do the figures mean?
When viewing cost and revenue figures you should be aware of the status of the sales order.
- Cost values
Until the items are shipped, this is an estimated value based on the price of the product on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.
- Net Revenue
This value is the tax exclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.
- Gross Revenue
This value is the tax inclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.