- Imports sales orders
- Option for stock syncronisation (manual stock correction feature only)
- Updates tracking numbers
- Updates despatched status
- Option to import PO's as ASNS
- Option for new product creation (when option to import PO used)
- Multiple Warehouse Mapping
To setup the Brightpearl integration with Mintsoft - simply create a user account on brightpearl with full API access.
Then navigate to Connect > Order Integrations > Brightpearl and enter these details:
You will need to enter the brightpearl account ID along with the username and password created on brightpearl.
Then you can choose to have all brightpearl orders with a fixed pre-fix value and choose the import delay (frequency) - by default we recommend 15 minutes:
Import Purchase Order / ASN
To import PO's placed automatically from Brightpearl as ASNs on mintsoft simply just enable the option on mintsoft and set the ID's as per below settings;
We will then import based on the following types and status:
Order Status Id = 7
(Meaning "Placed with supplier")
OrderTypeId = 2
( Meaning "Purchase Order")
Order Stock Status Id = 4
(Meaning "Purchase Order Not Fulfilled")
These ID's mean that we will only collect PO's from brightpearl once in "placed with supplier" status.
When orders are fulfilled you can select to send back fulfilment costs and tracking information as notes to each order by selecting the boxes.
When ready to connect - set the connection to Y for Active.
Why aren't my PO's importing ?
if the PO is not in correct status we won't import it.
Order Stock Status of not fulfilled - At time of writing this was indicated in brightpearl with a Grey Box
We won't be able to import the PO if the Stock status is Fulfiled- At the time of writing this was a green box in brightpearl.
Order Imports - Goods Out Notes
Orders will only import from brightpearl once a goods out note has been created.
There is an app available in the brightpearl app store called "Brightpearl Automation" which can complete this task automatically:
You will need to create an automation rule with "Fulfil" action:
This action will automatically create a goods-out note. Fulfilment in the Automation app is the equivalent of 'Fulfil and ship later'.
Depending on your business processes, this could mean that the order immediately gets picked up for shipping - please ensure you are clear of the consequences of your rule when using auto-fulfilment of orders (for example, ensuring that only paid orders are automatically fulfilled and/or not orders with a draft or incomplete status).
Otherwise a user will have to select to fulfil and ship later for each order on brightpearl.
For the Goods Out Note to import the warehouse must be mapped.
The Goods Out Note must also be in unprinted state.
You can see goods out notes that are ready to print by going.
Sales -> Goods-out notes - Due to print
Once the order is imported into Mintsoft it will be marked as Printed and Picked.
When the order is despatched it will then get marked as Packed and Shipped
To map channels go to the brightpearl connection overview and click on the channel mapping button:
Then select get latest channels:
Then map them to the channels setup in mintsoft using the drop down box and click update to confirm the mapping:
Channel Setup Guide
Please see guide here to setup channels if not already done:
To setup shipping mapping again go to the brightpearl connection overview and select Map Shipping:
Select get latest shipping methods;
And again use the drop down options to map the desired shipping service to the brightpearl shipping name and then click update to confirm the mapping:
If the brightpearl PO contains SKUs not found on mintsoft, we will automatically create a basic product based on the info provided
Multiple Warehouse Mapping Setup
If the brightpearl account has multiple warehouses setup you can select which warehouses to map on the connection.
Navigate to Connect > Overview > Brightpearl
Then hit the Warehouse Mapping option:
Then hit the button get latest warehouses
Then a list of brightpearl warehouses will be shown.
Simply select the Mintsoft warehouse from the drop down you want to map it to and click update.
Mintsoft will then display the warehouse as MAPPED
Only map warehouses that you want orders and / or purchase orders to import for. Do not map warehouses that you do not want this data to import for - leave them as UNMAPPED