Brightpearl Automation overview

Brightpearl Automation 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 checked periodically to see if they match the conditions specified in each rule. If the order matches these conditions, and it's possible to carry out the rule's actions, then the actions are applied. If the order doesn't match these conditions, or if it isn't possible to perform the actions, then it is left unchanged.

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You 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 of your active Automation rules, Automation will attempt to apply the actions specified within those rules to the relevant orders almost immediately

  • Automation will periodically re-check those same orders for rules that haven't yet completed their actions. Any changes which mean the order now meets the rule's conditions or changes that mean actions which weren't previously possible are now possible (e.g. inventory is now available to fulfil the order) then the associated actions are applied. Read more about scheduling here

  • Automation stops watching an order after all rules have completed, once the order is six months old or once the order is complete (fully shipped, paid and invoiced). As such, to ensure that Automation isn't watching orders unnecessarily, it is really important to invoice your completed orders even if you don't use accounting within Brightpearl. You can even do this via an Automation rule!
  • An Automation rule will only apply its actions to an order once. For example, if you have a rule that partially fulfils and order, it will only do this one time. The same rule will not partially fulfil the same order a second time

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