Online and offline functionality

Offline functionality

Your products and cashiers are held locally on the iPad so if your store connection goes down or you are at a retail show without a connection then you can continue to serve customers. If you are offline then your completed transactions will be queued up and sent back to the Brightpearl back office once you are back online.

Functions that you are able to do whilst offline:

  • Log on with the users/password based on the last update that the iPad received from the Brightpearl back office
  • Search and scan for all products and add them to the basket
  • Check the primary product information (brand, category, description, barcode, id)
  • Hold the current basket and retrieve a basket on hold
  • Take payment using any non-integrated payment method such as cash
  • Add a new customer profile to the transaction. The new customer will be created when you are back online and the completed transaction will be posted to the Brightpearl back office
  • Receive returns in store using Buy Online Return in Store (BORIS) (but you might have to later complete the stock corrections in the back office depending on the return warehouse)
  • Open and close your register.

Online functionality

To ensure that your POS users have got access to the latest information, certain functions need to access the Brightpearl back office such the up to date inventory on hand and assigning an existing customer.

Functions that you are able to do only when online:

  • Add an existing customer from Brightpearl to a sale or refund
  • Apply a customer’s price list and/or profile discount
  • Add a customer to Brightpearl in real time (will only be possible after a sale/refund for that customer has been completed)
  • View inventory on hand per warehouse and warehouse location
  • Use the Advanced Fulfilment modal to ship items later or back order, select shipping method and add any shipping cost
  • Access your complete sales history and search for a receipt for reprint or refund
  • Fulfil orders from any of your channels in-store (BOPIS, Click and Collect)
  • Check the full product information (products with variants’ SKUs, barcodes etc)
  • Use an integrated payment device such as Adyen, Moneris, USAePAY
  • Receive updates from Brightpearl: products, pricing,  customer profiles, POS users, POS store and receipt settings, offers and discounts
  • Loyalty and gift cards: award loyalty points, use loyalty points, validate a gift card, use a gift card, refund to a gift card, search for a customer using their loyalty reference, view customer’s loyalty details, update the customer’s loyalty card balance and expiry date, remove a customer’s loyalty card and merge loyalty cards, enrol a customer to a loyalty program.
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