Syncing from Brightpearl to Demand Planner
On average, Demand Planner syncs metrics from Brightpearl every 24 hours.
Note: Sometimes these updates can be delayed due a number of factors, but even under the worst of conditions, your metrics shouldn't take more than 48 hours to update.
You can always see the time time since the last sync by looking at the Sync button in the lower left corner.
Clicking on the button will give you the exact time and date of the previous sync:
You can always trigger the sync process manually by clicking the 'Run Sync' button to fetch data from Brightpearl.
A full sync pulls in product data, sales data and purchase order data from Brightpearl.
A variants sync only pulls in new product data from Brightpearl.
Purchase orders sync
A purchase orders sync pulls in new purchase order data from Brightpearl. This includes purchase orders created in Brightpearl, any changes to existing orders, and received or unreceived quantities.
Note: A purchase order sync does not pull in sales order data.
Syncing from Demand Planner to Brightpearl
When a purchase order is created in Demand Planner, it will be created in Brightpearl in real time. It can be viewed on the purchases list, under Purchases > Recent Purchase Orders.
When a purchase order is created in Demand Planner, it will be created in Brightpearl in real time. It can be viewed on the transfers list, under Products > Inventory transfers.
When an assembly order is created in Demand Planner, no order is created in Brightpearl. Instead, the component stock is reduced and the assembly stock is increased by clicking the relevant buttons when building the assembly in Demand Planner:
Clicking the buttons sends an update to Brightpearl to adjust the stock levels in real time. Changes can be seen on the inventory audit trail, under Products > Inventory audit trail.
|Demand Planner field||Brightpearl field|
|The product name in Brightpearl.|
Taken from a custom field. One of:
Taken from one of the following fields, in order of priority:
|Vendor||The primary vendor (supplier)'s company name|
|Minimum order quantity (MOQ)||
Taken from a custom field:
|Units of measurement (UOM)||
Taken from a custom field:
|Category (product type)||
|Regular price||The price of the product on Brightpearl's default sell price list, or another specified price list.|
|Actual price||The price of the product on Brightpearl's default sell price list.|
|Cost price||Price of the product on the vendor's cost price list, or on the default cost price list as selected in configuration.|
|Current stock (units)||The "On hand" inventory level.|
|Discounts||Calculated from Revenue - Net revenue.|