FAQs about POS

Sales

Which countries and currencies are presently supported?

Both Brightpearl POS and Brightpearl itself support all regions and currencies, however are only available in English language.

With regards to integrated payment gateways, the supported regions vary depending on the provider. Please refer to the supported card payment gateways for more information on the regions and currencies they support at present (PayPal Here, iZettle, Adyen, Moneris, USAePAY). Payment providers supported by Brightpearl can be found here.

Can I use Brightpearl POS with multiple stores?

Of course, it’s all configurable in your Brightpearl account. You can specify the price list, tax preferences, product range, payment methods and many more parameters for each store within the settings.

My customer needs an item that’s out of stock in the store, what are my options?

You can choose to deliver later from a different warehouse or back order the item via the Advanced Fulfilment options.

My customer needs to arrange a delivery for large items, can I help them?

Certainly, it’s all available in the Advanced Fulfilment modal.

Can my staff work more efficiently when picking a customer’s order?

Our POS now includes Product Inventory Detail, allowing you to see the exact location and stock of each item in the connected warehouses.

What are my search options?

You can search for a product, a product category and an offer. We are constantly working to add more search options.

Can I customize my receipts and print gift receipts?

Definitely! The receipt format can be fully customized in the back office. Gift receipts can be printed based on your selection of items.

Can I email the customer their receipt instead of or in addition to printing it?

You can print or email the receipt, or do both.

Can I disable receipt printing?

You can choose whether or not to print a receipt automatically, as well as whether to email the receipt to the customer’s email address automatically.

Is it possible to access Brightpearl sales history and retrieve a transaction?

Yes, you can quickly access the Brighpearl sales history (all your channels) via the POS and retrieve any transaction by looking it up using the POS receipt number, Brightpearl order reference or order id as well as any of the customer’s searchable details (name, address, postcode, telephone number, email).

Can I fulfil in store an order that was placed in a marketplace, my webstore or over the phone?

Definitely! With the BOPIS (Buy Online Pick up In Store)-"Click and Collect" functionality you can look up any sale through POS and mark it as fulfilled.

What kind of discounts can I apply to a sale?

You can easily apply an item line discount, set up a specific unit price for an item, apply a basket-wide discount or a customer profile discount.

Can I easily apply discounts and offers to the customer’s basket?

Absolutely. The discounts and offers can be easily set up at the back office and applied to the basket with a couple of taps.

Can I apply a product discount independently or change their price just for this sale?

Sure you can. A discount can be applied to the whole basket or to a single item - provided that you have permission. You can also adjust the item’s price.

Is there a way I can control the discount margin that a staff member can apply?

Yes, there is. You can configure the maximum discount percentage each staff member can apply.

How is inventory checked and updated before, during and after a sale?

In real time! Every time you check on a product, add it to the basket, change its quantity or complete a transaction, the inventory is automatically checked/updated in real time.

What about reporting POS transactions?

All POS transactions become available in the back office instantly, so you can count on all reports being accurate at any time.

Can I check on product information while working in POS?

Totally. You can see the product’s name, variants, image, brand, category and barcodes. Of course, you also have live access to the product’s inventory across all connected warehouses.

 

Customers

Can I access my customer’s profile information in POS?

Certainly - you can access their full name, company, email address, phone number and postal addresses.

How do I add a new customer in POS?

Very easily via the main screen, in the delivery modal or even once a transaction is complete.

How can I look up a customer?

There are many options to retrieve a customer; look up using their name, part of their address, part of their email address or their telephone number.

Can I apply a customer’s price list and/or profile discount to the sale?

Absolutely, once a customer has been added to a sale, you can select to use their profile’s price list and/or related discount if wished.

Can I use the customer’s details to look up an old sale?

Of course, you can use the customer's details or the receipt ID (keyed in or directly scanned).

 

Payments

Which payment methods are currently accepted?

Brightpearl POS accepts cash payments, store exchanges and has card integrations with PayPal Here, iZettle, Adyen and USAePAY. We are frequently adding new methods, so click here for the latest info on supported payment gateways.

Can I split a payment?

Absolutely, splitting a payment is available at the checkout screen. You can choose any of the available payment methods for each split.

Is it possible to accept partial payments or deposits?

It is! You can choose to accept an amount less than the order total and keep the outstanding amount for the customer to settle later.

Do I need to change card payment gateways?

Not at all. We integrate directly with PayPal Here, iZettle, Adyen and USAePAY at the moment, and are always assessing others. It’s not at all compulsory though, you can create and use as many payment methods per store as you need and continue to track all the payments and accounting within Brightpearl.

Can I process refunds and exchanges?

Yes! Everything takes place within a single cart - any items with a negative quantity are considered returned, and you can capture customized return reasons for each order to help improve service later. To turn a return into an exchange, simply add the replacement item in the same cart. When the exchange hits Brightpearl, it’ll be properly recognized as both a sale and a credit.

Can I accept a discount code with a higher value than the basket and write off the remaining amount?

You can. This feature is available in Brightpearl POS and allows you to automatically adjust the discount amount to the basket amount to tender.

 

Staff and user accounts

Where can I find detailed information and step-by-step manuals on how to use POS?

At Brightpearl Helpcentre > POS you can find all information about POS features as well as detailed how-tos.  

How long does it take to get my staff trained?

Some of our customers have quoted “a matter of minutes”. It’s very intuitive, and by virtue of being a POS, there’s no need for complicated or long-winded processes.

Can I have different permissions for staff members and managers?

Yes, setting up a user for POS allows you to select whether they have the basic set of permissions as a staff member or the advanced set as managers.

What if a staff member needs to complete an action that they don't have permission to do?

POS will request for any of the managers that are set up for this store to log in and provide approval for the action.

 

Setup and updates

How long does it take to set up POS and what do I need to do?

Setting up the POS literally takes only a few minutes, and you will only be asked to log in.

What options do I have to configure each store?

The store configuration options include the selection of pricelist, tax scheme, product range, payment methods, warehouses, the activation of advanced fulfilment, shipping methods, the design of receipt layouts and more.

Do I need to complete any migration (e.g. products, customers etc) from the back office to POS?

Absolutely not. It’s all automatically done when you set up your store in POS for the first time. All updates are from that point are made in real time.

Who can log into POS?

In order for a user to log into POS, they have to be set up in the back office where they are assigned their permissions profile and POS PIN.

How do I receive software updates?

You can very easily set up automatic app updates so that you keep up to date with the latest features and functions.

Can I have a POS training session?

Once you have downloaded the app then you can take a tour of POS in demo mode accessible from the initial screen. Additionally, we have a Professional Services team who can train you and your staff. Please contact us for more detail.

 

Hardware

What devices and operating systems does POS run on?

The Brightpearl POS app can be run in any iPad supporting iOS 11 or above as well as iPadOS:

  • 12.9-inch iPad Pro (1st, 2nd, 3rd generation)
  • iPad Pro (11-inch, 10.5-inch, 9.7-inch)
  • iPad Air (3rd generation)
  • iPad Air 2
  • iPad Air
  • iPad (5th, 6th, 7th generation)
  • iPad mini (2, 3, 4, 5th generation).

What hardware is available for me and where can I buy it?

You can find the compatible devices and where to buy them from here.

Do you offer hardware setup help?

Every step of the POS hardware setup is described in the Brightpearl POS Helpcentre, but if you need further support, you are welcome to contact our Support department.

 

Offline mode and portability

Does Brightpearl POS work offline?

It sure does! You can take orders while you're on the move and sync them with Brightpearl when you’re next online. To unlock the full features of Brightpearl POS, you need online access, but offline mode gives you the essential functionality that will tide you over until you next get connected.

Can I take it with me to trade shows?

Brightpearl POS is the perfect solution for trade shows. Our POS is designed to be customer-facing and mobile, so you can take it with you anywhere and get started with minimal hardware.

 

Support

How do I access support and training documents?

You can access  Brightpearl POS Helpcentre and Brightpearl POS Community anytime and from anywhere.

Who do I contact for product support?

You can submit a ticket anytime as our Support agents are available to respond to tickets 24/7. Telephone support is available to all customers during the supported hours (Monday-Friday): GMT/BST: 9:00am-12:00am, EST: 4:00am-7:00pm. Contact info can be found here.

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