Brightpearl Automation app overview

The Brightpearl Automation app enables you to automate business processes carried out in Brightpearl, removing the need for someone to handle changes manually. With Automation automatically carrying out tasks at the earliest point, you’ll see items speedily moving through your workflows.

By carefully analyzing your processes and creating effective automation rules, you can achieve efficiency and speed in your business.

Here are some ways you can use Automation for your business:

  • Hit dispatch targets with auto-fulfilment of new orders
  • Get real-time financial reporting with auto-invoicing
  • Group customers for marketing using auto-tagging

How Automation works

A rule-based system

The Automation app is a rule-based system. Orders will be periodically checked to see if they match the conditions specified in each rule. If the order matches these conditions, then the actions in the rule are applied. If the order doesn't match these conditions, it is left unchanged.

automation app

Users with Automation app can create multiple rules to cater for different scenarios and workflows, enabling you to improve efficiency and throughput in many areas of your business.

Automation periodically checks for changes to sales orders

  • Automation checks Brightpearl for new sales orders every minute. If new orders meet the conditions of any active automation rules, the actions specified within that rule will be applied to those orders almost immediately.

  • Automation will periodically re-check those same orders for any further changes for the next 6 months. Any changes that mean the order fulfils the conditions specified in a rule will have the associated actions applied.

 

Further reading

Installing and configuring the Brightpearl Automation app

Creating Brightpearl Automation rules

Brightpearl Automation app rule conditions

Brightpearl Automation app actions

Brightpearl Automation app FAQs & Troubleshooting

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