| Support, training and setting up |
Design, SEO and bespoke projects |
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We aim to provide the best support possible to our clients, with friendly, expert help. If you need a hand setting up Brightpearl, training your staff or have any queries, let us know! |
If you are looking to launch a new website, need a hand cleaning up your company data or simply want to minimise disruption as you transition to Brightpearl, we can tailor a bespoke project to your exact requirements.
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- Setting up
- Accounting
- Bank - Bank accounts
- Bank - Importing statements
- Bank - Reconciliation
- Expenses
- FAQ
- Introduction to book keeping
- IRIS integration / Map codes
- Making corrections
- Paypal Integration
- Period end
- Project costing
- Purchasing and Stock
- Receiving and paying money
- Reports
- Sales Invoices
- Setting up your accounting
- VAT - Flat rate support
- VAT Return
- Wages and Payroll
- Contacts, CRM and email
- Companies and individuals
- Contact search and filtering
- Creating Contacts
- Custom Fields
- Email marketing
- Email: Gmail / Rapportive
- Email: Google Apps Setup
- Email: Integration with CRM
- Email: sending email from Brightpearl
- Excel data management
- Merging contacts
- Postcode lookups
- SmartForms
- Statuses
- Tags
- Timeline
- WordPress Plugin
- Event & Activities
- Marketing
- Products
- Purchasing
- Sales
- Cloning sales
- Creating and Editing
- Credit notes and corrections
- Delivery and packing notes
- Extra sales information
- Finding and filtering sales
- Importing sales
- Multi currency invoicing
- Order Fulfilment
- Quote and invoice templates
- Sale statuses
- Sales and payments
- Sales reporting
- Selling online
- Sending and approving quotes
- Till sales / EPOS
- Web portal and sales
- Website
- Adding a website
- FAQs
- Themes & Templates
- Categories & Pages
- Contacts & Smartforms
- CSS and formatting
- Design Partner Network
- Discounts & Voucher Codes
- DNS & Go-live
- Domains & Storefronts
- Example sites
- Images, Videos & Other Assets
- Javascript
- Menus & Navigation
- Newsdesk, Events & Calendars
- SEO and Analytics
- Shipping Methods, Prices & Zones
- System pages
- Upgrading from Phase 1
- Widgets & Objects
- Objects
- Object: %ADDTOCART%
- Object: %BRAND%
- Object: %BREADCRUMB%
- Object: %BUY%
- Object: %CAT%
- Object: %CATLINK%
- Object: %CF_PCF%
- Object: %COMPANY_ADDRESS%
- Object: %COMPANY_NAME%
- Object: %COMPANY_TELEPHONE%
- Object: %CONTENT%
- Object: %DESCRIPTION%
- Object: %IMAGES%
- Object: %IMAGES_MINI%
- Object: %IMAGE_LARGE%
- Object: %IMAGE_MINI%
- Object: %IMAGE_SWITCHER%
- Object: %IMAGE_THUMB%
- Object: %INFO%
- Object: %NAME%
- Object: %PRICE%
- Object: %PRINTLINK%
- Object: %SKU%
- Object: %TABS%
- Widgets
- Widget: #ACCOUNT#
- Widget: #ALSO_BOUGHT#
- Widget: #BEST_SELLERS#
- Widget: #BRANDS#
- Widget: #CART#
- Widget: #DYNAMIC_MENU#
- Widget: #FEATURED#
- Widget: #LINK#
- Widget: #LOGIN#
- Widget: #LOGIN_LINK#
- Widget: #NEW#
- Widget: #NEWS#
- Widget: #QUOTE#
- Widget: #RELATED#
- Widget: #REVIEWS#
- Widget: #RSS#
- Widget: #SEARCH#
- Widget: #SPECIALS#
- Widget: #STATIC_MENU#
- Objects
- Advanced tips
- Appendix
