New features in account setup

This is where you can read about all the features we've introduced for managing your account and staff. We will be continuously updating this page with any new features added. You can also learn about all our new features in the release notes updates that we regularly email.

June 2018 | New staff permissions for sales and purchases

We've separated out some of the permissions for staff working in the sales and purchases areas. When this feature is activated on your Brightpearl account these new permissions will default to active for all users.

Read more about user permissions in the support documentation


Edit order row values

This permission controls whether the price, discount (if activated and includes settlement discount), tax amount, tax code and account code fields on an order row can be edited. If this permission is turned off then these fields cannot be changed by the staff member.


Goods-in and out

These permissions control whether a staff member is able to manage goods-in and out.

The sales permission controls:

  • Fulfilling sales orders to goods-out notes
  • Dropshipping sales orders
  • Receiving goods-in on sales returns


The purchases permission controls:

  • Receiving inventory on purchase orders


The sales invoice permission controls whether:

  • Sales orders and returns (credits) can be invoiced
  • Sales invoices and credits can be un-invoiced
  • Enter a quick invoice
  • Enter a quick credit


The purchase invoice permission controls whether the user can:

  • Receive invoices against purchase orders
  • Receive credits against purchase credits
  • Enter a supplier bill
  • Enter a supplier credit
Have more questions? Submit a request