Configuring the Bill of Materials app

Ensure your Brightpearl account has 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. 

Brightpearl settings

First, connect the app to your Brightpearl account by navigating to Account settings > Brightpearl settings > Accounts.

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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.

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Fill out the account settings as below:

Field Description
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 euw1, please use 'eu1'

If it begins use1, please use 'use'

Email The email address you use to log in to Brightpearl
Password The password you use to log in to Brightpearl
Reference N/A
Token N/A

Once Brightpearl is connected, navigate to Account settings > Brightpearl settings > Default configuration.

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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.

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Fill out the default configuration settings as below:

Field Description
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.

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