Brightpearl Automation has various actions that enable you to automatically update various attributes of an order. These actions are:
- Update status
- Update warehouse
- Update shipping method
- Update delivery date
- Update custom field
- Update nominal code
The "Update status" action allows you to set the order status for the qualifying sales.
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.
The "Update warehouse" action can be used to change the order warehouse on the order.
The order warehouse determines where stock can be allocated from.
You can also choose whether or not to update the warehouse if stock is allocated from the original warehouse.
Note: 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 to do so.
Update shipping method
The "Update shipping method" action allows you to set or change the shipping method of the order. For example, you would use this action 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.
Note that this action only changes the order's shipping method; 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
The "Update delivery date" 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, by adding or subtracting a fixed number of days
- A date relative to the order's existing delivery date, by adding or subtracting a fixed number of days
- A specific date
In the above example, the delivery date will be updated to one day from today's date - i.e. tomorrow.
Update custom field
The "Update custom field" 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.
|Custom field type||Description|
Enter a string of text to be included in the freeform text custom field.
Enter a numeric value to be included in the numeric custom field.
Choose whether the custom field should be set to "Yes" or "No".
Choose which list value should be set against the custom field.
Enter a string of text to be included in the custom field.
Choose whether the date should be set to
If the latter, choose a numeric value for the number of days.
If you choose either a "freeform text" or "text area" custom 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.
The available widgets are:
- Order ID: _orderRef_
- Order date: _orderDate_
- Order status text: _orderStatusText_
- Invoice ID: _invoiceRef_
- Invoice date: _invoiceDate_
- KID: _KID_
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 drop-down 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
- the product category.
Leaving these filters blank will mean that all order rows for orders meeting the conditions specified will be updated.
Note: 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.