Triggers in Automation (Beta)

Please note: this feature is currently in beta-testing and as such is not available in all Automation-enabled Brightpearl accounts. If you are interested in joining the beta program, please contact Support.

When creating an Automation rule, you can choose to apply the rule to sales orders when a goods-in event or quarantine release event occurs instead of using a schedule. This is especially useful if you have back orders awaiting inventory that you wish to be allocated or fulfilled automatically as soon as stock becomes available.

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The trigger is selected when creating or editing a rule. The following options are available:

  • Sales order
  • Receiving goods
  • Releasing inventory from transit

Sales order

This is this default option and uses either the reactive schedule or a daily, weekly or monthly schedule. Read more about scheduling in this article.

Receiving goods

If receiving goods is selected, the rule will run once shortly after a goods-in note is created. This happens when inventory is received against a purchase order or sales credit.

Automation will check all sales orders in the watch list that meet the rule's conditions and that contain the received inventory in the relevant warehouse. The watch list comprises of sales orders created after the rule was activated, that are less than six months old, and that are not fully paid, fully shipped and invoiced.

Example

Let's make a rule to fulfill orders when new deliveries arrive:

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This rule has the following parameters:

  • Trigger: Receiving goods
  • Conditions: Fulfilment status is 'not fulfilled' or 'part fulfilled'
  • Action: Fulfil order

If a sales order is created containing a product that is out-of-stock, it will meet the conditions of the rule as it has not yet been fulfilled. 

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However, the rule will not run until inventory is received on a purchase order or sales credit. Let's imagine that this happens next; inventory for this SKU is received on a purchase order and put into the same warehouse that the sales order is assigned to:

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Within a few moments of the inventory being received, the rule is triggered and it completes its actions (assuming the sales order still meets the rule's conditions).

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Please note: Goods-in can also be received in Brightpearl WMS or via the API. In both cases, the rule is triggered.

Releasing inventory from in transit

If releasing inventory from in-transit is selected, the rule will run once shortly after goods are received against a warehouse transfer or returned goods are released from quarantine. Both these actions can carried out in the 'Inventory in-transit' screen found in the Products menu.

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This trigger will prompt Automation to check all sales orders in the watch list that meet the rule's conditions and that contain the released products in the relevant warehouse.

Please note: Goods can also be also released from quarantine via the API. The rule is also triggered in this scenario.

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