Update actions

Brightpearl Automation has various actions that enable you to automatically update various attributes of the order. These actions are:

  • Update status
  • Update warehouse
  • Update shipping method
  • Update delivery date
  • Update custom field
  • Update nominal code

Update status

The order status is useful for tracking orders through your workflow but can also automatically trigger an email to a staff member if they need to be alerted when an order is updated to a particular status. You can enable this at Settings > Sales > Sales statuses.

Update warehouse

This action can be used to alter the order warehouse on the order.

Note that if stock has already been allocated from a warehouse, the stock will need to be unallocated before the action can be successfully applied. You may use the 'Unallocate stock' action for this.

Update shipping method

This action allows you to set or change the shipping method of the order. For example, if you have a certain product category that must ship via a specific courier or if you always use next day delivery for sales from a particular channel, this is the action to use.

Note that this action changes the order's shipping method only; it will not update the method on any goods-out notes that have already been created. New goods-out notes will inherit this updated method.

Update delivery date

This action allows you to update the delivery date field of a sales order. You can choose to set this to a date relative to today's date or to update the order's existing delivery date by adding or subtracting a number of days. Alternatively, you can simply specify a specific date.

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In the above example, the delivery date will be updated to one day from today's date, or in other words, it will be set to tomorrow!

Update custom field

This action allows you to write a value into a custom field either for the sales order or for the customer placing the order.

Choose the custom field you want to update. The type of field will determine how you can populate it.

If you choose a text field, you are able to enter widgets (like with Brightpearl templates) that will be replaced with their respective values from the sales order when the rule is applied. 

Update nominal code

This action allows you to update the nominal/account code for specified rows within a sales order.

After selecting this action, choose the nominal/account code you want to update to in the top-most dropdown box. You can then define whether you want some or all of the rows within the sales order updated, based on the input (original) nominal code, the SKU of the product in the order row, or the product category. Leaving these filters blank will mean that all order rows for orders meeting the conditions specified will be updated.

Note that this action must be applied before an order is invoiced. It's not possible to change the nominal/account code on a sales order row after invoicing.

 

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