Configuring the Brightpearl Shopify app

General configuration

Store name in Brightpearl: Record the store name used in Brightpearl.

Go live date: Enter the date on which orders should begin exporting from Shopify.

Order export configuration

Enable order downloads: Check the box to enable the order export interaction. When enabled Shopify orders will be sent to Brightpearl as and when they are placed.

Shopify channel: Select the Brightpearl channel against which new Shopify orders should be created.

Shopify POS channel: Select the Brightpearl channel against which new Shopify POS orders should be created.

New order status: Select the order status to use for new orders created in Brightpearl.

Fraudulent order status: Select the order status to use in Brightpearl when Shopify marks an order as fraudulent.

Cancelled order status: Select the order status to use in Brightpearl when an order is cancelled in Shopify.

Default price list: Select the price list to assign to Shopify orders in Brightpearl. This price list can be used for reporting in Brightpearl, it is not used for updating prices in Shopify.

Default shipping method: Select the shipping method to assign to the orders created in Brightpearl.

Contact email for anonymous orders: Specify which customer record in Brightpearl, anonymous Shopify sales (usually POS) should be created against.

Allocation warehouse: Select the Brightpearl warehouse to use for allocating inventory to orders once they have been created in Brightpearl.

Enable auto fulfil POS orders: Specify whether Shopify POS orders should be completed in Brightpearl. This should generally be active when using Shopify POS.

Warehouse for Shopify POS orders to be fulfilled from in Brightpearl: Select the Brightpearl warehouse to use for stock allocation, fulfillment and shipping in Brightpearl.

Payment export configuration

Use the payment configuration section to map Brightpearl payment methods to Shopify payment methods. When a payment is received in Shopify it will be exported to Brightpearl and created using the mapped payment method. If the Brightpearl payment method has a bank account assigned, the accounting for the payment will be automatically created.

If no Brightpearl payment method is mapped for a Shopify payment method, the payment will not be exported.

Refund export configuration

Shows only when order export enabled.

Create sales credits from returns: Check the box to automatically create sales credits in Brightpearl when an item is marked as returned in Shopify.

Create payments for sales credits: Check the box to automatically mark the Brightpearl sales credit as paid. If the Brightpearl payment method is configured with a bank account this will also create the accounting for the refund.

New sales credit status: Specify which status the sales credits should be created on in Brightpearl.

Receive items back in stock from returns: Specify whether the inventory should be received against the sales credit in Brightpearl. Requires location management to be configured in Brightpearl.

Prices import configuration

Enable prices updates: Check the box to activate the interaction. When active prices will be imported overnight from the specified Brightpearl price list.

Product price list: Select the Brightpearl price list to use for updating prices on the Shopify product catalog. 

Inventory import configuration

Enable inventory updates: Check the box to activate the inventory management interaction. When enabled any changes to the on hand inventory levels in Brightpearl will be received into Shopify.

Null inventory as a zero value: When an item has zero on hand in Brightpearl specify whether this should update the availability in Shopify.

Stock availability warehouses: Select one or more warehouses to use for updating the availability in Shopify. 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.