Account setup

Troubleshooting and updates

• New features in account setup

Staff / Users / Logins

• Setting up employees for claiming expenses
• Overview of users, permissions and teams
• Creating new users and editing users
• User passwords and security settings
• User permissions
• User preferences
See all 14 articles

Company and account settings

• Channel brands and sales channels
• Video: Channel brands

Customization

• Custom fields
• Filter first reports
• Configurable columns, filters and preset views
• Troubleshooting Brightpearl reports

Templates

• Creating and editing templates
• Order, quote and invoice templates
• Assigning templates to sales channels and shipping methods
• Working with the product table on templates
• Product images in templates
• Barcodes on templates
See all 8 articles

Countries and languages

• Languages
• Countries