Ensure your Brightpearl products have been configured correctly before setting up the web application. Your Brightpearl account manager will provide a link and credentials to log into the web app.
First, connect the app to your Brightpearl account by navigating to Account settings > Brightpearl settings > Accounts.
You can add a new connection by clicking the Add new account button, or edit the existing connection by clicking the Edit button under the Action heading.
Fill out the account settings as below:
|Account name||The account ID you use to log in to Brightpearl|
|Data center code||
When logged into your Brightpearl account, if the URL begins with:
|The email address you use to log in to Brightpearl|
|Password||The password you use to log in to Brightpearl|
Once Brightpearl is connected, navigate to Account settings > Brightpearl settings > Default configuration.
Add a new configuration by clicking the Add new configuration button, or edit the existing configuration by clicking the Edit button under the Action heading.
Fill out the default configuration settings as below:
|Brightpearl ID||Select the Brightpearl account ID from the dropdown|
|Default auto-assembly warehouse (standard)||Sales orders assigned to this warehouse can be auto-assembled based on open sales orders|
|Default auto-assembly warehouse (re-order point)||Sales orders assigned to this warehouse can be auto-assembled based on minimum stock levels|
|Default auto-assembly bin location||The bin location used for auto-assemblies|
|Default auto-assembly WIP warehouse||The virtual warehouse used for Work in Progress auto-assemblies|
|Cost price list||The price list used for the inventory value when adding stock|
|Retail price list||Your default selling price list|
|Custom field for BOM||The product custom field code used to identify assemblies|
|Default currency||Your base currency (three-digit ISO code)|
|Email to receive auto-assembly||The email address that will receive auto-assembly email reports|
These settings may be changed at any time and have an immediate effect on the connected Brightpearl account.
A sample configuration is shown below.