The Brightpearl app for Shopify enables Brightpearl to manage inventory, prices, orders and shipments across multiple Shopify stores.
Installation and configuration
The Brightpearl app for Shopify can be found in the Shopify app store.
Once installed, all configuration is done within the Shopify account.
Brightpearl and Shopify products are automatically linked by SKU. The availability of items in Shopify will be updated as the on hand inventory levels change in the connected Brightpearl warehouses. This ensures inventory is accurate between Shopify, Brightpearl and other connected channels.
When on hand inventory levels change at the selected warehouse(s) in Brightpearl, the Shopify integration receives a notification. Following this notification, the integration requests all goods movements that have been updated since the integration last checked. Using these goods movements, the integration retrieves the current on hand values for products and updates Shopify.
In addition to the above, there is a reconciliation process that runs at 3am (EST) that checks for discrepancies between inventory levels in Shopify and those in Brightpearl. Adjustments are made for any products that have differences.
The price of items in Shopify will be updated to match the chosen Brightpearl price list as long as the SKUs in Shopify match the SKUs in Brightpearl. Prices will be updated in Shopify overnight.
When an order is placed through Shopify, a webhook triggers the download into Brightpearl. When this happens, Brightpearl will:
- Create a new order
The new order will be created using the chosen order status. Products with a matching SKU will be added to the order. If an item is not found in Brightpearl it will be added as a non-stock tracked line item. Tax amounts are always taken from Shopify. Brightpearl will apply the tax code based on the system tax rules.
- Allocate inventory to the order
Stock tracked products on the order will have inventory allocated where available at the chosen warehouse.
If the order is from a new customer, a customer record will be created for them in Brightpearl. The order will be added to their record. If a customer record with the same email address is found in Brightpearl the order will be created against them. If the new order contains different delivery or billing address details those will be added as new addresses on the existing customer. The "receive marketing information" option will also be downloaded. into Brightpearl.
Payments are downloaded from Shopify as and when they are received. The connector also allows for partial and multiple payments.
Multiple payment methods in Shopify can be mapped to multiple payment methods in Brightpearl to make reconciliation easier.
When a shipment is made in Brightpearl, either via a goods out note or a drop-ship purchase order, it will update the order in Shopify with:
- The items in the shipment
- The shipping method
- The tracking reference
Shopify can be used to send a confirmation email to the customer each time a shipment is made on their order. Partial shipments are fully supported.
The shipment will use the shipping method on the goods out note, even if it differs from the original order.
Using a third-party shipping system
Any third party shipping system such as ShipStation, Shiptheory or a 3PL, will need to be connected to Brightpearl rather than Shopify.
Shipping integrations for determining shipping quotes in Shopify may continue to be used.
When the order is fulfilled in Brightpearl, the goods out note (shipment) is sent to the shipping system where it is processed. Details of the shipping method and tracking reference applied in the shipping system are sent back to Brightpearl and then on to Shopify.
Product details such as descriptions, attributes and images must be updated directly within Shopify. You can then import new products to Brightpearl using the product import feature.
This feature can only be used for new products - it will not download updated information for existing products. Read more about what product information can be transferred to Brightpearl here.
Brightpearl does not publish product information to Shopify.
Multiple Shopify accounts can be connected to a single Brightpearl account. Each account becomes its own channel in Brightpearl. Separate channels mean:
- Inventory can be shared or different warehouse(s) can be used
- Branding applied to goods-out notes can differ depending on the Shopify account the order came from
- Sales analysis reporting can be done per Shopify account or for all of them together
Shopify Plus users can allow customers to check out in their local currency. Brightpearl will get foreign currency orders, payment authorizations and payment captures, returns and refunds from Shopify and create them in Brightpearl in the foreign currency.