On-screen batch processing

Brightpearl will let you manage large amounts of data with ease on-screen using the Advanced Product Manager (APM), or you can batch process products using Excel and the Data Manager tool. 

 

Advanced/bulk Product Management (APM)

Brightpearl will allow you to edit the properties of a list of products at once, without going through the spreadsheet export/import process. Click Products - Batch Process to display the advanced product management screen.

The Brightpearl Advanced Product Management tool is a way to edit the properties of multiple products at once, and a way to create Purchase Orders dependent on current stock levels.

A list of products can be shown, browsing by supplier, brand or searching name/SKU.

With the displayed products you can create a Purchase Order, add a supplier to the list of suppliers for the product (products can have multiple suppliers), update the alert level (the minimum level of stock you like to keep) and so on.

You can see which of the products is already on a Purchase Order, and when that PO is due to arrive.

Using the APM

  1. Display the list of products that you wish to perform an action on using the search filters
  2. Select an action to perform from the drop down menu. The page will reload, allowing you to:
  3. Tick the products that you wish to update
  4. Choose the update data and click the "update selected products" button

See the help section on Purchases for more information about raising Purchase Orders from within the APM screen.

 

We'll be moving all the batch processing features into the report centre over the coming months for more consistency.

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