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.

September 2018 | Order balance credit limits

Up until now Brightpearl has offered a credit limit control at a financial level. It's now possible to switch to controlling credit limits within the orders module. On making the switch it means that customer credit balances will be calculated based on order value. If a new order is going to take them over their credit limit a warning will be given at the point this happens to prevent further sales from happening. We've also build in an override to allow you to continue if you wish.

To switch to using order balance credit limits go to Settings > Company > Accounting: Options, under credit limits select "Order balances". You will then need to select the order and return (credit) statuses which count towards the customer order balance (you probably won't want to include quotes and cancelled orders).

If you choose to use accounts balance credit limits, credit limit controls will continue to work as they always have.

Read more about order balance credit limits

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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.

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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

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