New features in Sales

This is where you will be able to find out more details about the features we talk about in our release notes.

We will continuously be updating this page with any new features released in the sales area.

October 2018 | Drop-ship filter on the sales detail report

Use this filter to view only or exclude any sold items which were fulfilled via a drop-ship purchase order. If you're using the deferred cost of goods sold option to recognize revenues and costs in the same period, this new filter will make it easier to reconcile your deferred cost of goods sold account code. Learn more about deferred COGS or learn more about reconciling deferred COGS account code

October 2018 | Scrolling channel menu

The channel menu now has a scroll which means if you have lots of channels you can now reach the ones at the bottom of the list.

scrolling-channel-menu.gif

August 2018 | Control invoice email address

You will now be able to control which email addresses to use on orders. With the new settings you can choose how to set the default email address (selected as default when emailing on the order) and the invoice email address, used when invoices are automatically emailed. Find the new settings at Settings > Sales > Sales settings. To learn more and see examples of which email address is used in different scenarios visit the support documentation

Changes apply to orders created within Brightpearl and will not affect the API.

email-address-settings.png

August 2018 | Un-invoicing controls

Un-invoicing has been given tighter controls and expanded to purchases. Un-invoicing can be completely switched off a Settings > Company > Accounting: Options. When active, users will need the relevant permissions to be able to un-invoice sales or purchases.

Read more about un-invoicing in the support documentation

Have more questions? Submit a request