Overview of the Brightpearl Shopify app

The Brightpearl app for Shopify enables Brightpearl to manage inventory, prices, orders and shipments across multiple Shopify stores.

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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.

Inventory synchronization

Brightpearl and Shopify products are linked by SKU automatically, the availability of items in Shopify will be updated as the on hand inventory levels change in Brightpearl, in any enabled 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, a webhook triggers the quantities to be updated in Shopify. Brightpearl also triggers a nightly bulk synchronization to update all inventory, in the event of a webhook failure.

Brightpearl help with both bundled products and multi-location inventory!

Price synchronization

By matching SKU-to-SKU, the price of items in Shopify will be updated to match the chosen Brightpearl price list. Prices will be updated in Shopify overnight.

Orders

When an order is placed through Shopify, a webhook triggers the download into Brightpearl. When this happens, Brightpearl will:

  • Create new orders

    The new order will be created on the chosen status. The 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.

  • Add tax

    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.

Customers

If the order is from a new customer a 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. This is unless the “block contact update” feature is switched on.

Payments

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.

Order status synchronization

Order statuses can be updated between Shopify and Brightpearl using a simple mapping interface. When a status changes in one application, the other can be updated automatically.

Shipments

When a shipment is made in Brightpearl, either via a goods-out note or a dropship purchase order, it will update the order in Shopify with:

  • The items in the shipment
  • Shipping method
  • 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 shipping method will reflect what is 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 ShipStation where it is processed. Details of the shipping method and tracking reference applied in ShipStation are sent back to Brightpearl and then on to Shopify.

Products

Product details such as description, attributes and images can be updated directly within Shopify and downloaded into Brightpearl using the product import feature. This feature can only be used for new products, it will not download updated information for existing products.

Brightpearl does not publish product information to Shopify.

Multi-store

Multiple Shopify accounts can be connected to a single Brightpearl account. Each account becomes its own channel in Brightpearl. Separate channels means:

  • 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

Multi-currency

Shopify supports storefront pricing and checkout in multiple currencies but only a single default currency in the admin panel. This means that, although customers can shop in their local currency, all orders in Shopify will be created in the system default currency. Orders and payments will be created in Brightpearl using the default currency of the Shopify account - since this is how the information is provided.

Where Brightpearl has a different base currency than Shopify the orders and payments will be considered foreign currency and all the necessary conversions will be carried out for accounting purposes.

If full multi-currency accounting is desired, Brightpearl can solve this issue by connecting into multiple Shopify stores, one per currency.

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