Back office settings for advanced fulfilment

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Overview

As part of the omnichannel and endless-aisle initiatives, Brightpearl POS now supports the ability to take orders that are to be fulfilled from warehouses external to the local store as well as mark items to be back-ordered.

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Once Advanced Fulfilment is activated at Brightpearl for a store, POS users can decide how each basket row is to be fulfilled: immediately from that store, later from that store’s warehouse or later from an alternative source, or even, back ordered.

What's included:

  • Advanced Fulfilment modal with an option to deliver later and back order.
  • Inventory lookup to every warehouse selected for POS and automatic stock recalculation based on the selected fulfilment method.
  • Line’s quantity splitting into two lines in order to handle each new line with a different fulfilment method.
  • Selection of customer/address, shipping method, delivery date and shipping charges.
  • Fulfilment summary at checkout with option to make its confirmation mandatory (confirmation with customer).
  • Automatic stock allocation when items are fulfilled now or booked to be shipped later.
  • Automatic record of sales with delivery preferences back into Brightpearl.

As per the existing inventory lookup, Advanced fulfillment is an online-only feature.

This document shall walk you through the back-office settings available to configure your POS advanced fulfillment options. 

Settings walkthrough

Brightpearl is now equipped with a group of settings that allow you to customise your POS Advanced Fulfilment preferences and tailor POS orders’ fulfilment behaviour to your specific business needs.

You can find them at: Settings > Brightpearl POS > Store settings > {Select to edit a store} > Warehouse Settings. To this section we have now added the following settings:

Advanced fulfilment activation

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This controls your overall activation of the Advanced Fulfilment feature set.

Warehouses for advanced fulfilment

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This supports the selection of warehouses that your staff can fulfil from. 

Back orders activation

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This controls whether back orders are allowed (for products that are out of stock in all potential warehouses). 

Shipping methods for advanced fulfilment

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Sets up which shipping methods your staff can select from when fulfilling. 

Enable confirmation of fulfilment summary

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This controls whether your staff must read back to the customer a fulfilment summary before taking payment.

New order status when stock allocation fails

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Selection of the order status for those orders that could not be created with the exact preferences. 

Find out how to use advanced fulfilment in your POS here

 

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