Brightpearl has a number of fields available for grouping and reporting on your customers. This guide will go through each one and describe how they can be used.
The trade status is set on the contact record. Choose between "Retail", "Trade" and "Unknown".
Trade statuses are not configurable and are used for filtering the contact list only. There is no equivalent on sales or purchase orders.
The contact status is set on the contact record. You can configure which statuses appear in this list under Settings > Contacts > Statuses.
Vendors and customers share the list of statuses. Statuses are typically used to signify where a customer sits in the sales pipeline, and can be used as a filter on the sales list and sales analysis reports.
Two separate groups of price lists are available: "buy" (or "cost") price lists for vendors and "sell" (or "retail") price lists for customers. You can add as many price lists as you like into these groups.
Sales order and purchase order price lists inherit from the customer or vendor the order's assigned to, so price list is also useful for reporting on products bought and sold. Price list is a filter available on most relevant reports.
Tip: If a customer group has a fixed discount across all prices (say you give a "student discount" of 10%), you can create a new price list, but if your prices change frequently it's best practice to set the students to your normal retail price list and set their discount (on the contact record) at 10%.
Contact tags can be set for both customers and suppliers. The same set of tags is available for both types of contact. A contact can have multiple tags.
Sales orders and purchase orders are not tagged, but the sales list and sales analysis reports can be filtered by customer tag.
Tags are also used to synchronize your contact database with external systems such as Mailchimp.
Contact tags can be set in bulk from a number of reports - for example, to allow you to tag all customers who bought a certain product:
- On the sales detail report, search for the products you want to report on.
- Choose the rows you want to include.
- Click the Add Tag button from the options at the top of the report table.
- Choose your tag and submit.
All the customers who bought the chosen products will now be tagged.