Configuring the Brightpearl Shopify app

This page contains instructions on how to configure the Brightpearl app in Shopify.

To locate these settings, log in to Shopify, then go to Apps > Brightpearl.

General configuration

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

Go live date: Enter the date and time after what orders should begin exporting from Shopify. It's in UTC format. Once you set a date you can't move it in the past. You will be able to move it forward, but not back. 

Inventory 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. Enabling and disabling this setting will NOT trigger a bulk inventory update. Near real-time inventory update is triggered when on-hand inventory levels change in Brightpearl. The best way to see if the sync is working is allocate and unallocate inventory on an order in Brightpearl. 

When first installing the app, ensure this is switched on when you first save your app settings. If you don't want to enable inventory updates, this can be turned off immediately after with the app being saved again. 

Null inventory as a zero value: When an item has zero on hand in Brightpearl specify whether this should update the availability in Shopify. Use this feature for items that are on Shopify but do not exist in Brightpearl. If the setting is on, the quantity on Shopify will be set to zero on Shopify. If the setting is disabled, Shopify will manage the stock for this item and the item will download as a miscellaneous line item on sales orders.

Multi-location inventory mapping: You are able to map Brightpearl warehouses to Shopify locations for inventory, fulfillment, and allocation. This means that you can assign allocation warehouses in Brightpearl based on where an item is truly located.

Note: Multi-location inventory mapping must be active and in use for all accounts, even if there is just one location and warehouse to be mapped in total.

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

Prices configuration

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

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

Order 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. 

Enable order download delay: Choose whether to artificially delay order downloads in Shopify to allow extra time for any additional processing. Inventory in Brightpearl will be allocated against a delayed order once the order drops into Brightpearl. Please consider how this could impact your inventory allocation across sales channels before enabling.

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. 

Enable Shopify POS location address population on Shopify orders: This setting is intended to be used in conjunction with the Brightpearl Avalara app. When this setting is checked, Brightpearl will populate the Shopify location address on Shopify POS orders if an order is sent into Brightpearl without all of the address information required for Avalara to calculate tax information.

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.

Canceled order status: Select the order status to use in Brightpearl when an order is canceled 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. All orders coming from this channel will be allocated against a selected warehouse. This also overrides multi-location mapping. 

Order note Brightpearl custom field mapping: You can select Brightpearl custom field to map the Shopify order notes field to. To do that please make sure that order notes are mapped to a 'Text area' type custom field.

Order note attribute mapping: Shopify allows you to create cart attributes which are custom fields used for collecting additional information from customers when they checkout, such as gift messages. To bring those additional details into Brightpearl the Shopify cart attribute can be mapped to a Brightpearl sales order custom field. And if the attribute isn't mapped it will get captured in the Brightpearl order notes. 

Enable auto fulfill POS orders: Specify whether Shopify POS orders should be completed in Brightpearl. This should generally be active when using Shopify POS. Any fulfillment and shipping automation rules in Brightpearl should be written to exclude Shopify POS channels when this workflow is enabled.

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.

Fulfillment configuration

Enable Fulfillments: Enables fulfillment updates of orders from Brightpearl to Shopify. This sends a shipping update and any tracking information included. Fulfillment supports partial fulfillments from Brightpearl to Shopify.

Shipping carrier mapping: Map Shopify tracking carriers to Brightpearl shipping methods. This will allow Brightpearl to send tracking number along with a tracking company and Shopify will generate a proper tracking URL. Please make sure you only map supported tracking carriers, otherwise, Shopify won't be able to generate a proper tracking URL.

Payment 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 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.

Returned stock location: Allows you to specify the location for returned stock. 

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