Sales

Quotes, Orders & Invoices

• Overview of sales and shipping
• Adding sales orders
• Allocation (Reserving Stock)
• Invoices and invoicing sales
• Printing invoices
• Un-invoicing sales
See all 32 articles

Wholesale / B2B

• Approving quotes
• Emailing invoices to customers
• Creating & Sending Quotes
• Video: Wholesale Telephone Orders
• Video: Creating & Sending a Quote or Order
• Video: Approving Quotes via the Web Portal or in Brightpearl
See all 8 articles

Goods-out & Fulfillment

• Video: Introduction to Order Fulfilment
• Video: Fulfilling Sales Orders
• Fulfilling from your own warehouse
• Fulfilling from 3PL (third party logistics)
• Fulfilling direct from supplier (drop-ship)
• Fulfilling from supplier via your warehouse (just-in-time)
See all 18 articles

Drop-shipping

• Introduction to drop-shipping
• Working with drop-ship purchase orders
• Shipping drop-ship purchase orders
• Drop-shipping and inventory
• Drop-shipping and accounting
• Drop-shipping for another company
See all 8 articles

Returns, refunds and exchanges

• Introduction to returns and exchanges
• Creating a Sales Credit / RMA
• Exchanges
• Refunding payments
• Returns and Inventory
• Restocking fees
See all 9 articles

Payments, Pricing and Discounts

• Coupons
• Troubleshooting order payments
• Payment methods
• Sales order payments
• Discounts
• Loyalty cards
See all 8 articles

Sales Reporting

• Sales list and profit at a glance
• Sales Analysis Report
• Sales Detail report
• Sales Order costs tab
• Intrastat
• EC Sales Report
See all 7 articles

Tax on Sales

• VAT on Sales Orders
• US Sales Tax on Orders

Troubleshooting and updates

• New features in Sales
• Troubleshooting sales and shipping