Brightpearl and Magento products will connect by automatically matching up SKU-to-SKU so it is important that your products exist in both systems with the same SKUs.
In this guide we explain how to get all your products into both systems, how to manage bundles, variants or configurable products when using the Brightpearl Magento extension.
Getting products into both systems
Your products will need to exist in both systems. Both Brightpearl and Magento have product import and export features which can be used for getting comparable lists and creating missing products.
Setting up bundles
Both Magento and Brightpearl use bundles for selling multiple items together for a single price. There are two methods of configuring bundles with Brightpearl and Magento:
- Bundles in both Brightpearl and Magento
This method requires all the individual items (components) as simple products in both systems and then group them into a bundle in both Magento and in Brightpearl. Ensure that all SKUs match in both systems.
- Bundle only in Brightpearl
One way of selling multiple items together is to create a simple product in Magento which links (by matching SKU) to a bundle in Brightpearl. When an order for this item is created in Brightpearl the Brightpearl bundle will expand and add all the components but it will only show the simple product on the order in Magento. Note: The bundle quantity will be made up only of complete bundles within a warehouse. A bundle will not considered on-hand if the components are available at separate Brightpearl warehouses, even if all those warehouses are being synchronized with Magento.
Bundle is managed in Magento
With this method the simple products are created in both Brightpearl and in Magento, and then the bundle is formed in Magento. An order for the bundle in this case will show only the simple products, or the components, on the order in Brightpearl. Note: The quantity of a Magento bundle will be controlled within Magento based on the inventory levels of the components. Where Brightpearl is providing the quantity of the components from multiple warehouses the bundle availability will therefore include bundles where the items are split across multiple warehouses and could result in orders which require split shipments.
All methods support the following features:
- Inventory availability
The calculated bundle availability in Brightpearl will update the availability in Magento.
All price features are supported, including tiered pricing, special pricing.
- Basic shipping update
The order will be marked as shipped in Magento once the order is fully shipped in Brightpearl (reconcile orders interaction). Tracking references will not be imported.
- Real-time shipment updates
The link between the Brightpearl order and the Magento order is through the bundle row. This is a non-stock tracked item in Brightpearl and doesn't get marked as shipped. All components need to be shipped in order to mark the order as shipped.
- Multiple shipments
The components of the bundle can be shipped separately in Brightpearl but since the Magento order only has one product it is not possible to record the individual shipments.
- Tracking references and new shipping method
The Magento order will be updated as shipped once the Brightpearl order is fully shipped - by the reconcile shipments interaction. This looks at the order and not goods-out notes which hold this information. It is not possible to get the tracking references since these are recorded on the goods-out notes related to the components, not the bundle.
Setting up configurable products
Variants of a product in Brightpearl will be connected to simple products in Magento. A configurable product (parent) is used to group those items into a single listing on your Magento site. Brightpearl has no such parent product, so the configurable product is not directly connected to Brightpearl, only the individual simple products.