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Automating Your eCommerce | Brightpearl

in this video I'm going to show you how,Brightpearl processes an e-commerce,order all the way from the customer,clicking buy online through to them,receiving a shipment update when you,send the package will use a Shopify,store as an example we're going to buy,an oak table within seconds of the,customer placing the order online,it'll be automatically downloaded into,your Brightpearl account all our main,sales channel connectors are developed,and maintained in-house they're fast and,reliable,Shopify plus merchants for example can,send over 60,000 orders per day into,Brightpearl if you have any stock,available,it'll be allocated to this order which,in turn will reduce inventory levels,automatically across all the other sales,channels that are connected to your,Brightpearl account this reduces the,risk of selling the same stock twice and,saves a huge amount of manual work once,your orders are in Brightpearl you can,either fulfill them manually one by one,in bulk or you can set up automation,rules to do it for you,Brightpearl can fulfill by creating a,goods out note for one of your,warehouses sending a dropship purchase,order to a supplier or any combination,if you've got more than one product on,an order for this Shopify order I've,chosen to fulfill from a warehouse for,warehouse shipments the goods out note,can be picked up by a warehouse,management tool or printed picked and,packed as part of a manual pick back in,Ship process using one of our,integrations shipment information is,transferred automatically into a system,such as ship station or ship theory,where it's sent to your carrier to,create a consignment a label is created,and tracking information is added to the,order when the consignment is marked as,shipped Brightpearl,automatically sends the tracking,information to the sales channel as well,as updating the order status if your,sales channel is set to send shipment,notification,your customer will receive their email,or text message to let them know that,order is on the way Brightpearl,automation can tag customers to build,segmented lists for marketing purposes,and can automatically send contact and,order information over to a number of,email marketing platforms every order,needs to be accounted for financially,and with Brightpearl this happens,automatically either manually or,following automation rules you define,order information is transferred into,bright piles built in accounting system,as soon as orders are invoiced,they appear in your management reports,because purchase order processing vendor,invoices and inventory costs are all,held in Brightpearl you have immediate,access to accurate cost of sale and,profit reporting available on a per,channel basis with automation fully,enabled all you need to do is deal with,the exceptions perhaps where order,values are particularly high custom work,needs doing or an order doesn't fit your,fulfillment rules at the end of the day,you'll have a rich set of data on which,to run reports such as shippi

The above is a brief introduction to Brightpearl

Let's move on to the first section of Brightpearl

Brightpearl ERP Review: Key Features, Pros And Cons, And Alternatives

brightpearl is an enterprise resource,planning or erp software system that can,help you manage a number of different,business functions from one platform,if you're in the market for an erp,you'll want to consider brightpearl,but if you're just starting your search,we can help use our product selection,tool at technologyadvice.com to get a,free list of erp software,recommendations,click the link in the description below,to get started brightpearl is an erp,solution made with retailers in mind,specifically those with an omni-channel,sales approach,this system works for both retailers and,wholesalers offering modules like crm,accounting inventory management sales,order management workflow automation,and point of sale the system also works,with e-commerce channels like ebay,shopify amazon and magento brightpearl,comes in two plans and pricing is quote,based,the system does not offer a free trial,but you can book a free demo on its,website,this is a cloud-based solution so you,can access it from a web browser or from,one of the mobile applications for ios,and android devices brightpearl comes,with a number of modules to help you,manage omnichannel retail functions,the sales order module of brightpearl,offers functionality for helping you,manage orders from more than one sales,channel,whether an order was made in store or,online the system manages everything,from one place,integrating with popular e-commerce,platforms like shopify,and amazon if you have repeatable,workflows like inventory allocation,you can automate these so that orders,are processed automatically and,fulfilled faster,you can also set orders to be fulfilled,by amazon,the inventory and demand planning module,of brightpearl helps you buy the right,products for inventory and reduce,overstock and waste,this module uses artificial intelligence,to analyze your historical data to make,suggestions for inventory replenishment,as well as which items to liquidate or,mark down if they aren't selling,when you're close to selling out of a,product brightpearl can send,notifications to let you know when it's,time to reorder,brightpearl includes a customer,relationship management or crm module to,help you keep track of customers and,personalize their experience,this module works well for wholesalers,but retailers can also use it to create,targeted marketing campaigns to certain,customer segments based on their,purchase and interaction history,brightpearl crm keeps a record of,contacts your activity history with them,communications credits and more you can,also use the automation feature to,automatically assign customers to,segments based on customizable rules,brightpearl is a top rated product but,it still comes with its pros and cons,the biggest pro of brightpearl might be,how customizable it is,this is a large system that offers many,different modules and the company can,work with your business to create the,right solution and offer appropriate,training,beyond that the system is easy to use,and many

After seeing the first section, I believe you have a general understanding of Brightpearl

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Brightpearl - The #1 Omnichannel Retail Management System

Brightpearl is an omni-channel retail,management system that helps you,consolidate trading and financial data,into the same software gain control of,inventory encash be more efficient and,improve sales and profitability by,allocating back-office resource into,front-end roles to see how bright pearl,works let's take a look at a typical,omni-channel retailer you've got an,online shop with a platform like Shopify,or Magento a retail outlet,maybe you're also selling on eBay or,Amazon and it's likely you're also,selling over the phone,managing sales from all these different,channels can be a challenge when orders,come in you need to update your,inventory levels across all of your,channels otherwise you risk selling the,same item twice you need to get the,order to the customer as fast as,possible and then you need to transfer,sales information into your accounting,system you'll need to know what you have,in stock and how fast you're selling,items so that you can place accurate,purchase orders then when the supplier,bills you for inventory purchased you,need to enter this into your accounting,system too as your business grows,everyone in the company needs a way to,track communications with customers so,that you can provide them with great,customer service as you get busier,trying to handle all these processes in,separate systems becomes unmanageable,your team will be wasting time and money,and probably making mistakes you're not,even aware of and with a separate,accounting system you may not know for,weeks or months how your business is,doing we created Brightpearl,to make all of this a lot easier,Brightpearl puts all your order and,inventory management in one place making,you more efficient all your sales,purchase customer and supplier,information is stored in the same system,available for your whole team best of,all built in accounting means that many,tasks are automated and data is accurate,and up-to-date because all this data is,in one place you have access to,real-time reporting that means you can,make better decisions sooner let me show,you how it works the process starts when,a customer places an order this can be,online via your ecommerce store on,Amazon eBay in-store or over the phone,white pearl is built-in connections to,the world's leading sales channels to,download orders automatically you can,also create orders manually when,inventory is allocated to a sales order,you're available to sell or on-hand,levels decrease which in turn reduces,inventory levels on your other sales,channels in near real-time this,significantly reduces the risk of you,selling the same item twice and also,saves you from having to update your,stores manually you then fulfill the,sale from your own warehouse or your,dropship the item from a supplier who,can send it directly to the customer you,can see that Bridewell supports multiple,warehouses which is only one of many,powerful inventory management features,packed into the system you can work with,inventory customers

After seeing the second section, I believe you have a general understanding of Brightpearl

Continue the next third section about Brightpearl

Processing ecommerce sales orders in Brightpearl

in this video we're going to see how to,process sales orders that have come down,from an integrated ecommerce store into,Brightpearl,so we'll place an order online paying by,credit card will see that order,downloaded into Brightpearl will fulfill,and ship the order and then we'll,invoice the order to complete it and,finally demonstrate some reports and,whilst will show this purely on a,Shopify store the principles also apply,to Magento be commerce ekm and any other,integrated e-commerce platform so here,we have an ecommerce store where we're,going to buy a big paddle with yellow,ends we're going to buy as a new,customer so that we see a contact record,created in Brightpearl CRM we're going,to ship to the same place as our billing,address and we're going to use a test,payment method that effectively,simulates a real credit card and then,place the order in Brightpearl,on the recent sales list we can see this,order from Ben Parker sat at the top of,our list we can see that the order has,been fully allocated by the fact that,it's got a green tick here which means,that all available inventory has been,allocated to this sale we can see the,sales channels order reference in this,case 1036 and we can see that the order,has been paid in full let's drop into,that order to have a look here's the big,paddle with yellow ends one has been,allocated to the order standard shipping,has been chosen by the sales channel the,channel is set up here on the right hand,side and the customer reference is the,sales channel order reference if you're,using multiple warehouses then each,channel can be set a warehouse to,allocate inventory from the next thing,we need to do is fulfill this sales,order to create a shipment or a Goods,out note so we'll go fulfil and ship,later if we only wanted to ship half of,the items on the sale we could use this,partial or advanced fulfillment screen,but we know everything's in stock so,we'll go fulfill and ship late,this creates a good zero note the mocks,the sailors all fulfilled and we can see,this by the green brick here we can open,the goods out note by clicking the link,which takes us to the goods out screen,which is effectively the packing note,and here we've got the big paddle with,yellow ends we'll print,pick and pack this and when we pack it,we have the opportunity to add a,tracking reference if you're integrating,Brightpearl with a carrier that tracking,reference will be put in automatically,and then finally when we ship the goods,out note Brightpearl will tell the sales,channel that this particular line item,has been shipped in the case of Shopify,this creates a shipment and also marks,the sale is fulfilled and we can see,here that the shipping method standard,shipping and the tracking reference has,come through from Brightpearl going back,to the Brightpearl sales order we can,see in the accounting tab that we,actually owe the customer 45 pounds 99,that's because we've had 45 pounds 99,paid by the customer for this order and,we'v

After seeing the third section, I believe you have a general understanding of Brightpearl

Continue the next fourth section about Brightpearl

Brightpearl: The Retail Inventory Management System

Brightpearl is a multi-channel retail,management system that lets you grow,your business faster and more profitably,to see how bright pearl works let's take,a look at a typical multi-channel,retailer so you've got an online shop,perhaps a retail outlet,maybe you're also selling on eBay or,Amazon and it's likely you're also,selling over the phone managing sales,from all of these different sources can,be a real challenge when orders come in,you need to update your inventory levels,across all of your channels otherwise,you risk selling the same item twice you,need to get the order to the customer as,fast as possible and then you need to,transfer sales information into your,accounting system you'll need to know,what you have in stock and how fast,you're selling items so that you can,place accurate purchase orders then when,the supplier bills you for inventory,purchased you need to enter this into,your accounting system too as your,business grows everyone in the company,needs a way to track communications with,customers so that you can provide them,with great service as you get busier,trying to handle all these processes in,separate systems becomes unmanageable,your team will be wasting time and money,and probably making mistakes you're not,even aware of and with a separate,accounting system you may not know for,weeks or months how your business is,doing we created Brightpearl to make all,of this a lot easier Brightpearl puts,all your order in inventory management,in one place making you more efficient,all your sales purchase customer and,supplier information is stored in the,same system available for your whole,team because all this data is in one,place you have access to real-time,reporting that means you can make better,decisions sooner let me show you how it,works the process starts when a customer,places an order this can be online via,your ecommerce store on Amazon eBay,in-store or over the phone,Brightpearl has built-in connections to,a number of online sales channels to,download orders automatically you can,also create orders manually when,inventory is allocated to a sales order,you're available or on-hand levels,decrease which in turn reduces inventory,levels on your other sales channels in,near real-time this significantly,reduces the risk of you selling the same,item twice and also saves you from,having to up,at your stores manually you'd then,fulfill the sale from your own warehouse,or you drop ship the item from a,supplier you can send it directly to the,customer you can see that Brightpearl,supports multiple warehouses which is,only one of the many powerful inventory,management features packed into the,system you can work with inventory,customers and orders in bulk - and here,we're going to send some customers a,quick email to let them know that order,is being processed shipments are picked,packed and shipped with tracking,references being uploaded back to your,sales channels or emailed directly to,your customers using fully templated,em

After seeing the fourth section, I believe you have a general understanding of Brightpearl

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Amazon: An overview of the Brightpearl - Amazon integration

this video is a high-level overview of,the bright pearl to Amazon integration,what we'll do is we'll work through this,graphic to show you how it all works the,first column here we've got the Amazon,buyer which is your customer and then,we've got the Amazon seller which is you,and then on the right-hand side you've,got your bright pearl software so the,Amazon buyer places an order they pay,for the order they get an order,confirmation email and then when you,ship it they get an order dispatched,email and then finally at the end they,take delivery of the goods so for you,the process starts by listing items on,Amazon once they're listed on amazon,their customer buys them you get a,pending order that order only becomes,ready when the payment has been,authorized then you fulfill in ship it,and then that becomes a ship to order on,amazon amazon release the funds and then,about two weeks later those funds are,transferred into your bank account so,how does that work with bright pole,first of all we'll list the item on,amazon what you then do is you download,those amazon listings into Brightpearl,and either connect them to existing,products or create new bright bulb,products for those items you then,subsequently manage the inventory levels,of those items in bright pearl and,bright pearl will tell Amazon the right,inventory levels so as soon as the,customer has an order ready in other,words the payment has been authorized,it's downloaded into bright pole as a,new order any available inventory is,allocated to this order which means it's,not available for other sales channels,you then fulfill and ship this order in,bright Pole and bright pearl tells,amazon that the order has been shipped,amazon then tells the customer that the,order has been dispatched once you've,fulfilled and shipped your order in,bright pole we recommend that you,invoice it a couple of weeks later when,you actually receive the funds from,amazon we get a payment report sent to,bright bell automatically and this is,the point at which the sales receipt is,created against the amazon order and any,fees relegated into your accounting,system so to make this all work you need,to do a few things first of all you need,to connect your amazon marketplace to,bright pearl and there are three steps,involved with app there's also a,dedicated,video to show you how that works the,next thing you need to do is link your,Amazon inventory which we call Amazon,listings to brightpaw products and again,there's a separate video for that then,when the orders start coming in you,fulfill and ship them using bright pulp,and then finally you invoice them in,bright pal and again there are videos,for each of these and finally I'll cover,a few faq s people often ask if you can,connect multiple marketplaces to one,bright pal account and yes absolutely no,problems there you can also sell on,foreign currency market places so if,you're a UK merchant you can sell on,amazon france summers in germany amazon,us and so on bright p

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Brightpearl Independent Review & ERP Analysis

today we are reviewing bright Pearl Erp,this video is brought to you by Erp,research,if you're starting your Erp Journey make,sure you head over to erpresearch.com,here our team has put together free Erp,analysis Erp project resources templates,and much more,why don't you also make use of our free,consultation service a short 15-minute,meter Buzz will help you to understand,your business and needs recommend Erp,solutions for your Erp objectives offer,guidance around your Erp evaluation,process and offer insights into your,industry Pairs and their choices,but before we get into all things bright,Pearl Erp make sure you like subscribe,and turn on those notifications for more,great videos from erpresearch.com,bright Pearl Erp the system that,automates the functionalities for,retailers and wholesalers and enables,them to spend their money and time on,growth of their business automating the,back end of business centralized the,sales channels like eBay and Amazon an,agent handling the orders inventory,points of sales financial and customer,relationship management for wholesalers,retailers back-end motor stores and,hybrid businesses,that's all in the back end it's also,focusing more on end users by increasing,the sociability by having Integrations,and automating the operations also using,brightbill enables customers freedom and,flexibility by having open API access a,vast library of Plug and Play,Integrations and a trusted partner,Network to grow their business,fearlessly the bright fill system is,user friendly and before starting the,session provides a quick start guide,teaches how to use it,Bradford pricing is licensed on a,subscription basis which is typically,paid annually,my second dependently massive users,their level or responsibilities with the,system Advanced modules and third-party,extensions you require,founded in 1999 and with more than 1 200,customers bright Pearl Erp is deployed,in 26 countries functionality includes,workflow automation financial management,warehouse management Inventory,management human resource management and,customer relationship management,some of the pros of bright Pearl are,provides unlimited and user-friendly,customer support by phone or emails 24,hours a day seven days a week,it's integrated online payment gateways,helps set up the payment process within,the app enabling customers to pay on,defenders website while providing,vendors with the ability to monitor the,transaction details retailers can,systemize all the Fulfillment plans and,maintain optimal stock levels with the,help of an automatic module,and this software automatically sends,order information on location shipping,address so shipment of goods is easy and,the retails will deliver the customer's,orders soon,however some of the cons are bright pill,works fine only for both retails and,wholesalers data migration is difficult,because the software does not save its,data,more time may be needed to train,employees on the software,and the accounting module cont

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Automated Inventory Management | Brightpearl

in this video I'm going to show you how,Brightpearl can automate inventory,management across multiple sales,channels when new stock comes in and has,to be made available across all channels,as soon as possible to enable your sales,then when an item sells on one channel,inventory levels and all other channels,need to be reduced to prevent the same,item selling twice and the only way to,do this effectively is using automation,once you've connected your sales,channels to Brightpearl everything,happens automatically,we'll start by receiving inventory your,warehouse team will open a purchase,order which you created earlier they,select which items have been received,optionally choose the inventory location,and put the items on the Shelf broke,pearl supports multiple warehouses and a,range of location management methods the,increase in available stock is sent out,to all your sales channels which have,the same product SKU in their system on,the right-hand side over here I've got a,connected Shopify store and if i refresh,this screen you'll see that our 13 in,stock will go up to 15 in stock each,channel can be configured to show,available inventory from a different,combination of warehouses Brightpearl,also supports Amazon FBA and remote,inventory levels from dropship suppliers,via our open API when an item sells,online the order is downloaded into,Brightpearl,any available inventory is automatically,allocated to this sale reducing your,on-hand levels,it's the on-hand levels that are sent to,connected channels for accounting and,warehouse management purposes you still,have the item in stock on the shelf but,as it's been allocated it won't sell to,anyone else as soon as on-hand levels,change Brightpearl notifies your,connected sales channels to reduce their,numbers too so you can see because we've,got an order here for one of these,tables our on hand has gone back down to,14 we can see the stock level in our,connected Shopify store has also been,reduced all you need to do is ensure the,items on your channels have the same SKU,as bright pearl a sales order can be,fulfilled in multiple,your shipments from different warehouses,at different times or even part stock,and part dropship so here for example,this last line is going to be shipped,via a dropship purchase order from a,supplier called HK manufacturing and the,top two items will be shipped from,different warehouses again using,Brightpearl automation,much of this is completely automatic a,particularly useful feature of,Brightpearl inventory management is,bundles or kits you can set up a single,product SKU on your sales channel which,in Brightpearl,is represented as a bundle of parts when,an order for this SKU arrives the,inventory of the component parts are,reduced Brightpearl can also set the,availability of the bundle on the sales,channel based on stock levels of,component parts so here this surfboard,in shorts pack would be unavailable on,the sales channel because you didn't,have any of the shorts in s

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Brightpearl + Avalara Demo

today we want to show you just how easy,it is to get started using avalera to,manage,sales tax compliance within brightpearl,with this powerful combination,you can manage tax calculation on sales,transactions,consumer use tax calculation exemption,certificates,and the filing and remittance of sales,tax returns,brightpearl has a certified integration,with avalera,so with a few configuration options your,integration with avitax,is ready to use so let's take a look,to demonstrate tax calculation i'll,start by entering a sales order,i'll select my customer and pick an item,to sell,when i save the order and click,calculate taxes,i see that the tax total is calculated,automatically by avalara,behind the scenes you can review the tax,breakdown without leaving brightpearl,as i'm showing here once i invoice the,order,the transaction posts to the general,ledger and the invoice can be committed,to avalera,now let's talk about the taxability of,products and services,the way avatax manages ever-changing tax,rules is through an association made,right inside brightpearl,where a product or service you sell is,associated to an avalara tax code,when you set up avitax you'll map your,products and services to avalara tax,codes,you may remember that when i set up my,sales order a t-shirt was the product i,sold,t-shirts and many other goods and,services for example,freight apparel and food are taxable in,some states,and non-taxable in others so product and,service taxability is an incredibly,important aspect of the tax compliance,process,and one of the key benefits of avalera's,cloud-based solution,is that taxability rules are continually,updated within avitax,so there's nothing for you to maintain,you'll always be,up to date now let's say that my,customer,claims to be tax exempt avalera provides,an exemption management solution,that allows you to request store and,manage exemption certificates,in addition you can mark your customers,exempt within brightpearl,on the customer record i can add a tax,exemption number and all transactions,for this customer,will be exempt from tax notice that i,never had to leave brightpearl in order,to complete any of these tasks,while we are on the customer screen i,want to tell you about address,validation,one of the key features of avitax,avalara validates addresses within,brightpearl,to a standardized u.s postal service,address,a validated address ensures accurate,calculation of sales tax,based on the specific address as opposed,to a broad and often inaccurate,zip code calculation and there's no,doubt that an accurate address,improves product shipment deliverability,for many of our customers and perhaps,what they love most about avalera,is that we can file and remit taxes on,their behalf,our fully managed return service reduces,exposure to late,filing and other common penalties and if,a state sends a notice,about a question on a return avalero,will manage that process as well,the bottom line is you probably have,better things to do th

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Build Scale Repeat - With Nicholas Shaw, CRO at Brightpearl | Tech Salescraft

good morning and welcome to the latest,episode of tech sales crafts with me,james hanslow and today i'm absolutely,delighted to be joined by nick shaw who,is the cro over at brightpearl good,morning nick good morning james thanks,for having me on appreciate no problem,well i've been trying to get you on for,a a little while as a leader who's done,some some great stuff i know we're going,to dig quite a lot into brightpearl,because the the transition from when you,arrive to where it is now is quite a,great story but before we dive into that,do you want to just give the audience an,idea of who you are and and what you did,prior to brightpearl,yeah absolutely um you know a sales,leader who has um a few decades worth of,experience um,in sales and general leadership i was at,um,a well-known security company,for roughly 10 years doing various,leadership roles,throughout europe,middle east and africa and ran my final,job there was running their consumer,business,throughout europe middle east and africa,which was a pretty exciting role for me,really enjoyed that,um started as most people did as a as a,kind of it wasn't called a bdr then but,as a as a as an outbound telly sales,person and obviously move from there to,to to internal sales and then into sales,leadership over time which i think is a,fairly well trodden path for most people,and certainly,is a good path to tread because it helps,you understand the challenges of the,different roles within a sales,organization and obviously in my current,role i've run sales marketing,professional services support and,customer success i have a fairly,um varied role at brightpearl which i've,been with for just over two and a half,years brightpearl and where you were,before two very different uh types of,organizations in very different stages,uh,of their lives,what made you decide that brightpearl,was the the right opportunity to move,because i imagine there was a lot of,opportunity eight to stay where you were,um and continue growing in what you did,in what is quite a fantastic business um,but i'm sure there was a lot of,companies within security they would,want you and other businesses so what,was it about brightpearl um and um what,stage of the business was it actually at,when you walked through the door,so so when i worked through the door the,business had just um clicked through the,10 million arr yeah um revenue gates so,it's you know way past kind of seed,round or series a and was was more into,the kind of b b,c c rounds and such,um i think there was probably a couple,of things that that attracted me to,brightpearl,one is i'd be,i liked some of the investors you know i,knew some of the investors had been,watching what they were doing and like,some of the investors and been having,discussions with the investors which i,think is an important thing,i'd worked with the ceo before which is,a really important important thing for,me anyway to have the right people in,leadership roles to make sure you can be,successf

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