There are a number of settings that can be configured that add or change functionality, or affect how sales orders behave.
The sales settings can be found at Settings > Sales > Sales settings.
Note: Some of these settings also affect purchase orders!
Product/item display order
This setting determines how products are sorted on sales orders and purchase orders.
Products can be displayed in any order - click on a row to move it up or down the list.
This is the default option.
|Time added||Products are displayed in the order they are added.|
|SKU||Products are displayed alphabetically by SKU (A > Z).|
|Name||Products are displayed alphabetically by name (A > Z).|
|Price||Products are displayed in ascending order of price (lower-priced items are listed first).|
Show items and notes on order listings
Enabling this setting adds a summary of the order contents to the sales and purchase lists, along with all order notes, beneath the order:
Require a channel when saving sales
Enabling this setting means all sales are required to have a channel. If a channel is not set, you will receive a popup reminding you to assign a channel to the sale before you are able to save it.
This group of settings concerns the 'default' and 'invoice' email addresses which are assigned to sales and purchase orders on the 'Addresses' tab.
Note: The default email address is used when manually emailing documents from these orders, while the invoice email address is used when invoices are automatically emailed, or emailed in batches.
Default/invoice email address on all orders and returns
This setting determines how the email address related to the 'default' and 'invoice' addresses is set on an order.
Use the accounts email address as specified on the contact's 'financial' tab:
If there's no accounts email address, the field will be left empty on the order.
|Main||Use the contact's main email address.|
|Accounts, or main if missing||Use the accounts email address as specified on the contact's 'financial' tab. If there is none, use the contact's main email address instead.|
Always look to primary contact for default/invoice email address
If the contact is part of a company, enabling this setting will mean the system checks the primary contact's main and accounts email addresses when determining what email to use in the 'addresses' tab of an order.
Automatically email sales and credit invoices to billing email address
Enabling this setting will automatically send a PDF of the invoice to the the invoice email address when a sale or credit is invoiced.
If there is no invoice email address, nothing will be sent.
Warning: This is only applicable when invoicing within the order - if invoicing in bulk, the checkbox to send a PDF must be ticked.
4 decimal places on price
If enabled, this setting displays prices up to four decimal places on both sales and purchase orders.
Auto-assign sale to contact owner
Once enabled, if the contact has a contact owner assigned to it, that contact owner will also be assigned to all sales for that contact.
Warning: When 'Auto-assign sale to contact owner' is set to 'Yes', only staff members with the 'Settings > Settings' permission will be able to manually assign staff members to sales. When set to 'No', any staff member can change a sale's assigned staff member.
Show "cost" tab on sale edit screen
If enabled, an extra tab will become available on sales, detailing cost information for that sale:
Use last-out-first-in (LOFI) cost for returns
Enabling this setting will enable last-out-first-in costing for returns.
If a sale is cloned to a credit, receiving stock on the credit will use the actual cost price of the item that was shipped on the sale.
Show "paid to date" on quotes and invoices
If enabled, quotes and invoices emailed from a sales order will display an extra field on the template, detailing the amount paid against the order:
Show shipping quote on order edit screen
Enabling this setting will display shipping quotes on the bottom of sales orders. Shipping charges need to be set up for this functionality to work.
Show "list price" and discount columns on sale edit screen
If enabled, sales orders will display two extra columns: list price and discount %
List price lists the price of the product on the price list assigned to the sale, while discount % displays a percentage discount. The percentage discount will be applied to the list price to end up with a final price in the 'Price' column.
Warning: Once this functionality has been enabled and a discount has been applied on a sale, it cannot be disabled.
Hide link to portal on email
Enabling this setting removes a link to the Brightpearl web portal on emails sent to customers.
Set next order ID to
Allows you to set the next order ID. It must be a number greater than the current highest order number, and less than 1000000001.
Channel for manual sales
Specify a default channel for sales created manually.
Show weight in orders
Enabling this setting will display the weight of products on each row when viewing an order:
Show bundle components on packing/delivery notes
Enabling this setting will display bundle components on separate lines on packing/delivery notes:
Show bundle summary on quotes and invoices
Enabling this setting will display a summary of bundle contents on quotes and invoices emailed from the sales order: