How Brightpearl POS works with Brightpearl back office

Product, users, store sync

Once you have set up your store and users in Brightpearl back office, the initial installation of your store on the iPad will push all store settings, products, and users to the device.

After the initial set up, updating product, users or store settings in Brightpearl back office will then push the changes to the iPad.

Changes are pushed as soon as they are made and will update your iPad either immediately if you are not in a transaction or if you are in a transaction it will apply once that transaction is completed.


When you process a sale assume that the customer has the product and is taking it with them and the inventory will come out of the store's warehouse. 

For more details on how the orders is processed check here.

When you process a refund then assume that customer has returned product to the store and the inventory is returned to stock. A stock transfer/write off/quarantine will be required if the product is not going back in to stock.

Sales, returns and exchanges

Brightpearl POS is able to process sales, refunds and exchanges. A completed transaction will create either a Sales Order for a normal sale, a Sales Credit for a refund, and both as Sales Order and a Sales Credit for an exchange.

The receipt ID is generated on the iPad app and added to the customer Reference field on the order or credit. The receipt ID is made up of 8 characters separated by a hyphen in the middle for example 0315-000A (see highlighted field below).


For an exchange the customer reference will be appended by an -SO for the Sales Order and a -SC for a Sales Credit.

Example Customer Ref for a Sales Order:


Example Customer Ref for a Sales Credit:



With the exception of on account sales and paying a deposit all sales, returns & exchanges will create orders and credits fully paid and invoiced.

For on account sales the orders will be invoiced with no payment.

For order with a deposit the order will be invoiced and part paid.

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