Implementation of BigCommerce

We recommend that you read our prerequisites and guide available  here  before attempting an implementation.

Install the Bigcommerce app

To begin connecting Brightpearl and Bigcommerce you will need to install the app. This will create a new sales channel in Brightpearl for reporting on sales from the Bigcommerce account.

How to install the Bigcommerce app in Brightpearl

  1. In Brightpearl, go to  App Store .
  2. Find the Bigcommerce app and click Turn on .
  3. In the pop-up window enter the details of your first Bigcommerce sales channel. Each field is described below:
  • Channel Name
    Enter a name for this channel. This is how you will identify the sales channel throughout Brightpearl; in menus, on reports, orders and accounting.
  • Brand
    Select a channel brand for this sales channel. Orders downloaded from this store will automatically take the company and logo set against this channel brand.
  • Price list
  • Prices are not synchronized with Bigcommerce. This price list is used only as the default price list assigned to new customer records created through the integration. Every contact record requires a price list, which can also be considered a “customer group” in Brightpearl. Typically you’d use something like “Retail” - or you could create a dedicated price list.

Note : Additional settings for bank accounts order statuses  and warehouses are defined within the ecommerce connector.

bc settings2.png

Once you have completed these steps, you will need to install the Brightpearl app in Bigcommerce following the steps in the next how-to.

How to install the Brightpearl app in Bigcommerce

  1. Log into your Bigcommerce store
  2. Click  Apps  in the left hand side bar
  3. Search  for Brightpearl                                                                                                                                                                                           search.png
  4. Hover over the Brightpearl logo and click  Learn more                                                                                                                                                                                                        bc learn more.png
  5. Click  I want this app
  6. You will be shown a "requesting access" message - click  Confirm                                                                                                                           confirm bc.png
  7. Enter your Brightpearl account ID, login email address and password                                                                                                                        bc connect.png
  8. Select which Bigcommerce channel you wish to connect to. This must be created in Brightpearl first - please refer to our  documentation  to find out how to do this bc connect channel.png
  9. You will now see your store listed or you can Add a new store                                                       bc store.png

​You have now successfully installed the app. There will be a new logo displayed on your left side bar in Bigcommerce to show that this app has been installed successfully.

bc app logo.png

Note : once the app has been installed in the Bigcommerce store, another channel cannot be associated with this store. The app will need to be re-installed following the uninstall procedure.

Bigcommerce store settings

Before you begin using the Bigcommerce channel you will need to define the following within the connector:

  • Brightpearl manages inventory for this store
    You can decide whether you want Brightpearl to keep your inventory levels in Bigcommerce updated or not. We will use the levels contained within the warehouse(s) you choose as the stock availability warehouse(s).
  • Download orders into Brightpearl
    Check this if you want your orders to download to Brightpearl. They will download in near real time, and will be automatically allocated (providing you have enough stock on hand).
  • Create sales receipts in Brightpearl
    If your orders have been marked as paid, check this if you want sales receipt (SR) journals to be created for you upon order download.
  • Bank Accounts
    Two bank accounts can be assigned to each Bigcommerce channel - one for PayPal payments, and one for all other payment methods. The Brightpearl account (nominal) codes for these bank accounts must be typed into the ecommerce connector.
  • New Order Status
    When new orders download they will be automatically assigned the status chosen within the ecommerce connector.
    Remember you don't need to use a new status for every channel to see where it came from, instead you can add the channel column to your sales list within My Preferences (per user).
  • Allocation Warehouse
    Only one warehouse can be used to allocate orders from. Downloaded orders will be assigned to this warehouse, and any available inventory in this warehouse will be allocated.
  • Stock Availability Warehouses
    Multiple warehouses can be selected to calculate on-hand inventory levels from.
  • Default price list
    Downloaded orders will be assigned to this price list.
  • Custom field code to capture gift messages
    If you'd like gift messages to be downloaded to sales custom fields, then choose your custom field here. If no custom field is selected, gift messages will download with orders as order notes.

How to configure your settings

  1. Log into Bigcommerce
  2. Access the Brightpearl app via the Brightpearl logo on the left hand side
  3. Click Action > Settings                                                                                                             bc settings1.png
  4. Make the necessary changes and click Save settings                                                                                                                                            bc settings.png

Transfer Bigcommerce products into Brightpearl

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 Bigcommerce store. Each product needs to exist in both Bigcommerce and Brightpearl with the same SKU so that they are able to be linked.

Products which only exist in Brightpearl will need to be exported and then imported to Bigcommerce.

Products which only exist in Bigcommerce will need to be imported into Brightpearl.

Bigcommerce products can be downloaded into Brightpearl, creating the necessary brands, options and option values at the same time. If a product already exists in Brightpearl with the same SKU it won't be downloaded. All downloaded products will be added to a category in Brightpearl called "Bigcommerce products". If this category doesn't exist it will be created during the product import.

There are a few settings that you should check in your Brightpearl account before the product or order import processes are activated. This is because products and prices use the tax settings in your account.

  • Check that you are on the correct Tax mode at Settings > Company > Accounting: Tax
  • Check your default tax code at Settings > Company > Accounting: Tax
  • Check your tax rates at Settings > Localization > Tax codes

Cost prices

Product cost prices can be entered into Bigcommerce, but it is not required. If our Bigcommerce product have cost prices they will be imported. Where they don't have cost prices it will remain blank and will need to be added directly into Brightpearl. Cost prices are important in Brightpearl as they are used for accounting for inventory.

To see which fields are imported, please see the product download page on the connector.

Inventory levels

The product download will only create products, it will not add inventory.

Variants

If a Bigcommerce product has multiple variants, such as sizes and colors, the import will create a Brightpearl product for each separate SKU (one product per variant). The products are all created using the same product name which causes them to form a product group, each variant is assigned the relevant option value (e.g. Small or Medium or Large). If an option (e.g. "Color") and option value (e.g. "Red") of the same name already exists in Brightpearl it will be used for the product creation, where they don't already exist (or the names do not match) they will be created as part of the import.

How to import Bigcommerce products into Brightpearl

  1. Access the ecommerce connector via Brightpearl, go to App Store and click Setup  for Bigcommerce.
  2. Log into the connector using your Brightpearl staff login.
  3. Once in the connector select Action for the relevant channel.
  4. Select Import Products from the drop-down.
    product import
  5. Review the Brightpearl settings on the right-hand side.
  6. Select whether to download all products or only those added into Bigcommerce since the last download.
  7. Check the box to confirm that your SKUs meet Brightpearl requirements.
  8. Click the Download Products button to begin the download. The download will begin to work. You are able to carry on working in Brightpearl.

Activate the Bigcommerce integration

No data will be uploaded or downloaded until the integration is activated from with the ecommerce connector.

There are three separate options to activate:

  • Inventory
    Activating inventory sync will mean Brightpearl will keep your Bigcommerce stock levels the same as they are in Brightpearl.
  • Orders
    Activating order sync will mean any new orders received through your Bigcommerce store will automatically download into Brightpearl. This will also create new customer records.
  • Sales receipts
    Activating sales receipt sync will mean that orders are automatically marked as paid and the necessary accounting is created in Brightpearl.

How to activate the Bigcommerce integration

  1. Access the ecommerce connector via Brightpearl, go to App Store and click Setup  for Bigcommerce.

/bc-setup

  1. Log into the connector using your Brightpearl staff login.
  2. Once in the connector select Action > Settings  for the relevant channel.
    shopify activate settings
  3. Check the channel settings on the right-hand side are correct.
    bc activate settings
New order status
This is the sales order status downloaded orders will be placed on. This is the default "New sale (quote) status" set in Brightpearl at Setup > Sales > Sales workflow .
Warehouse for allocation
This is the warehouse selected for inventory syncing on the sales channel in Brightpearl. New orders will also be assigned to this warehouse and inventory will be allocated to the order from this warehouse.
  1. Select which options to activate. Note that once an order is marked as paid in Brightpearl accounting entries will be made and the payment will have to be reversed in order to cancel the order. If you plan on placing test orders you might want to activate sales receipt downloads later on.
    shopify activate sync options
Brightpearl manages inventory for this store
Select to update Bigcommerce inventory levels each time the on-hand inventory level (of the same SKU) in Brightpearl changes. Inventory levels will not be updated until the next change is made.
Download orders into Brightpearl
Select to automatically download new orders received through your Bigcommerce store into Brightpearl.
Create sales receipts in Brightpearl
Select to automatically mark downloaded orders as paid. This will create sales receipts and accounting for each order whether a payment has been received or not.
Bank account for sales receipt & PayPal sales receipts
Enter the nominal code for the bank account into which you want payments to be posted in Brightpearl, and another one for PayPal Payments - this can be the same. Find the code in Brightpearl at Accounting > List bank accounts .
ekm activate nominal code

Bringing your inventory levels in line

On hand inventory levels are sent to Bigcommerce from the warehouse selected against the Bigcommerce sales channel in within Brightpearl. Only inventory levels for matching SKUs will be uploaded to Bigcommerce.

Inventory levels won't automatically become in sync across all your products since Brightpearl will only send inventory updates when the quantities change, for example, when items are received into stock, items are allocated to a sale or stock corrections are made.

This is a good time to run a stock take and update Brightpearl inventory levels, which will automatically push inventory levels to Bigcommerce (for any that change). However, over time Brightpearl and Bigcommerce will gradually come in line. Alternatively, we can run a full inventory level sync for you. Please speak to your implementation consultant or contact our Support team.

Inventory value & cost prices

It is important that you assign cost prices to products when updating inventory levels as these are used to calculate the value of your inventory and create accounting journals.

When these items are sold the value is used to record cost of sales and your overall profit on the sale of the item (except where cost of sales accounting = "No").

Cost prices are also needed when purchasing and receiving inventory from your suppliers. These values are, again, used for updating stock assets in accounting.

How to synchronize inventory levels on Bigcommerce

This functionality has been temporarily disabled

Your Brightpearl implementation consultant can do this for you, otherwise, please contact our Support team who will be able to assist.

  1. Access the ecommerce connector via Brightpearl, go to App Store and click Setup for Bigcommerce. 

bc setup

  1. Log into the connector using your Brightpearl staff login.
  2. Once in the connector select Action > Update Inventory Levels  for the relevant channel.
    bc update inventoty

Connecting additional Bigcommerce accounts

Each Bigcommerce account is added as a separate sales channel in Brightpearl allowing you to separate sales reporting. When the Bigcommerce app is installed it creates a sales channel which is used for connecting to your Bigcommerce account. To integrate additional accounts you will need to create more Bigcommerce sales channels in Brightpearl.

You will then be able to repeat the same set up implementation steps.

How to create a new sales channel

  1. Go to  Channels > Manage Channels .
  2. Click the  Add Channel  button.
  3. Select the type of channel you wish to create.
  4. Enter a name for the channel - this is how it will be displayed throughout Brightpearl and how you will recognize where sales have been made.
  5. Depending on the channel type, make the other necessary entries. Read the relevant channel implementation guide for field descriptions.
  6. Save the channel.

Uninstalling the Brightpearl app in Bigcommerce

In case you change your mind, you can uninstall the Brightpearl app from Bigcommerce by following the steps below:

How to uninstall the Brightpearl app from Bigcommerce

  1. Log into your Bigcommerce store
  2. Go to Apps > My Apps
  3. Click Uninstall                                                                                                                                                                                                                                          uninstall bc.png
 
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