New features in Sales

This is where you can read about all the features we've introduced in Sales. We will be continuously updating this page with any new features added. You can also learn about all our new features in the release notes updates that we regularly email.

November 2020 | Invoicing a sale locks the order for editing

When a sales order is invoiced various fields on the order become locked, preventing a user from making further edits to the order. Previously, this included editing rows, i.e. the quantities, pricing and tax rates/amounts of the items on the order. We've expanded this to include project, lead source, channel and the customer's addresses. This is because such changes would impact the underlying accounting and potentially change the tax liability of an invoice that has already been issued.

To make edits to these fields, an order can still be un-invoiced, edited and re-invoiced. This will ensure an appropriate audit trail is maintained by the system.

You will still be able to edit the shipping details on an invoiced sale, i.e. shipping method, warehouse, delivery date, and you're also able to allocate and fulfil. Custom fields and order notes will also remain unlocked.

June 2020 | Shipping events now managed by Taskbot

Taskbot is a processing bot that handles various batch actions in Brightpearl to improve performance and to allow for larger batches to be processed in one go. It's already used when batch allocating and fulfilling sales orders, and now it's used for batch shipping too!

In the Goods-out note list, selecting multiple orders and choosing 'ship' will trigger this event. A green message will let you know that an event is being processed by Taskbot and you can follow the link to check its status. Once the process is complete, remember to refresh the page so that you're viewing up-to-date info.


April 2019 | Hide inactive channels from the channel menu

You can now hide new channel types from the channels menu. Previously it was only possible to hide Magento, BigCommerce, Amazon and Shopify channels. The feature has now been extended to include eBay, POS and miscellaneous channels. The ability to hide legacy channels, such as legacy Shopify and BigCommerce, is coming soon.

This is useful if you no longer sell via a channel and would like a cleaner channel menu. No historical data is removed when hiding a channel and reports can still be filtered to include sales from hidden channels. You can choose to show the channel in the menu in the future if the channel becomes active again. 


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.


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.


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