Overview of the Brightpearl Shopify App

Connect your Shopify account(s) to Brightpearl and manage all your inventory, orders and shipments from multiple Shopify accounts in the same place as for your other sales channels.

This is an introduction to how Brightpearl and Shopify work together. You can read more detail about connecting your accounts and detailed information on how it works in the other topics in this section.

There is an app that sits between Brightpearl and Shopify which uses the API on each system to transfer information between the two. In the graphic above you’ll see references to “webhooks” - which are messages that tell the connector to wake up and do something. This allows the app to operate as close as possible to “real time”, which means that your orders are in Brightpearl within a minute or two of them being placed, and your Shopify inventory is updated within a minute or two after it’s sold on another channel.

You will also need to add the Brightpearl app to your Shopify account. This happens as part of the setup process.

If you haven't yet signed up for a Shopify account, start with a free trial here.

Products, inventory & pricing

If you’re already a multi-channel retailer, then it’s likely that you have products in different systems, and perhaps no single system stores every product you sell. Brightpearl is going to be your “master product list”, and your inventory levels will be managed from Brightpearl. All other product attributes, such as price, images, description and so on will be managed on your Shopify store.

There is no need to manually connect products. As with other Brightpearl apps, it works by automatically matching SKUs across Shopify and Brightpearl. As long as your products exist in both Brightpearl and Shopify and have the same SKU Brightpearl will managed the inventory levels and allocate items to downloaded orders. It is therefore important that SKUs are unique for each product and used across all your sales channels.

If you're already using Shopify your product records can be imported to Brightpearl from your store.

Brightpearl will not manage prices or product details. Changes will need to be made in both Brightpearl and Shopify.

Note:Shopify does not support bundles or kits, but it is possible that you might add a simple product which contains multiple stock items. This simple product can be connected to a Brightpearl bundle which will allow you to sell and monitor the inventory levels for each individual item that is contained within the bundle. You can read more about this here.

Customers, orders & tax

When a customer buys your product on Shopify the order will download into Brightpearl. If this is a returning customer the order will be placed against their existing record, matched by email; a record is created for new customers.

Where a matching SKU is found in Brightpearl, the product will automatically be added and allocated (reserved), therefore reducing the on-hand inventory and subsequently updating the availability on Shopify and your other sales channels.

The tax codes applied on the order in Brightpearl is chosen based on whether the product is set as taxable or not taxable in Shopify.

Shipping & drop-shipping

Orders need to be fulfilled in Brightpearl in order to manage your inventory and accounting.

If you have connected Shopify with a shipping system, such as ShipStation or ShipWorks, you will need to now connected that platform directly to Brightpearl using the relevant app. Once the order is fulfilled in Brightpearl the goods-out note is sent directly to ShipStation. Shipping the order in ShipStation will notify Brightpearl to make all the essential updates to inventory and accounting, and Brightpearl will finally update Shopify with the updated availability, order status and tracking reference. Orders can be sent out as one or shipment.

Using with a different shipping system? Contact us

Payments

All orders will download into Brightpearl and be automatically marked as paid, creating a sales receipt accounting journal.

Fraudulent sales

If an order is recognized as fraudulent in Shopify the order will download into Brightpearl and will be assigned the " fraudulent order status" selected within the ecommerce connector.

Multi-store

Each separate Shopify account which you use can be connected with Brightpearl as a separate sales channel. This allows you to report on sales per account.

Multi-currency

Shopify will allow you to display and make sales in multiple currencies. However, the order will always be displayed in Shopify back office using your Shopify default currency. When the order downloads to Brightpearl it will be converted into your Brightpearl base currency for accounting purposes, but the order will retain the Shopify currency. Note that the Shopify default currency must be setup in Brightpearl for orders to download.

It is not necessary to use the same base currency in Brightpearl as in Shopify in order to use the app.

Point of sale (POS)

Shopify POS will work with Brightpearl. Orders and payments processed through a Shopify POS terminal will be downloaded to Brightpearl and automatically fulfilled and marked as shipped. 

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