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Point of Sale
Accounting
Contacts & CRM
Ecommerce
Stock Control
Purchasing
Quotes & Invoices
Servicedesk
Is it for you?
Retailer
Wholesaler
Retail & Wholesale
Service business
Migrating to Brightpearl
Pricing
Customers
About
History
Executive Team
The Board
Investors
Careers
Contact
Resources
Whitepapers
Webinars
Blog
Launch Zone
Getting Started Guides
Get Started in 5 Exercises
with Accounting
with CRM
with Products / Inventory
with Purchases
with Sales
with Websites
Importing Your Data
Exporting your Data from QuickBooks
Importing Accounts
Import Accounts from MYOB
Import Accounts from QuickBooks
Import Accounts from TAS Basic
Import Accounts from TAS V3
Importing Accounts from Sage
Importing Accounts from Excel
Importing Opening Balances
Importing Debtor and Creditor Balances
Importing Contacts (Customers and Suppliers)
Guided Exercise - Importing Contacts using Excel
Importing Contacts from Excel
Importing Contacts from LinkedIn
Importing Contacts from MYOB
Importing Contacts from Outlook
Importing Products
Guided Exercise - Importing Products using Excel
Importing Products from Excel
Importing Sales Quotes/Orders
Setting Up Payment Methods
On-Account Payments via Ecommerce
PayPal
PayPal Payment Integration
PayPal and Brightpearl Webstore
SagePay
SecureTrading
WorldPay
API - A Business Owner's Introduction
Clearing Up and Starting Over (Resetting Data)
Services
Consultancy and Implementation Services
Training Services
Website and Ecommerce Consultancy Services
Supported Internet Browsers
Discontinued Support for Internet Explorer 7
Accounting
Introduction to Accounting
Basic Book-keeping
Setting up Accounting
Accounting Settings
Accounting Periods
Channels/Departments/Cost Centres
Chart of Accounts
Importing Accounts and Balances
Manually Enter Opening Balances
Creating and Editing Journals
Bank Accounts
Creating Bank Accounts
Money In/Receipts
Money Out/Payments
Bank Transfers
Understanding Reconciliation
Bank Reconciliation
Bank Matching
Quick Invoices and Bills
End-of-Day Cash Entry
Customer Statements
Taxation, VAT, GST
Setup : Sales Tax
Setup : VAT
Standard VAT Scheme
Cash VAT Scheme
Flat Rate VAT (FRV) Scheme
VAT Return
Wages Wizard
Expenses
Accounting for...
Products / Inventory
Sales
Purchases
Projects & Departments
Multi-Currency
Financial Statements and Reports
Integration
with IRIS
with PayPal
FAQs
Admin
Managers
Adding Staff Members
Staff Permissions & Access
User Passwords
Teams
Subscription & Billing
System Settings
Personal
Introduction to Personal Mgt
Entering Expense Claims
Calendar & Tasks
Linking Calendars
Synchronising Calendars
Tasks & Activities
Activity Statuses
Creating a Task/Activity/Event
Searching & Editing Tasks/Activities/Events
Time Tracking and Billing
FAQs
Contacts & CRM
Introduction to Contacts and CRM
Setting up Contacts
Contact Defaults / Search Options
Contact Status
Custom Fields
Dropbox
Tags
Creating and Editing Contacts
Add Contacts Manually
Importing Contacts
Batch Processing
Searching and Viewing Contacts
Relationships and Companies
Merging Contacts
Postcode Lookups (UK only)
Emails and Integration
Dropbox
Google Apps
Using Outlook
Gmail / Rapportive
Sending Emails from Brightpearl
Thunderbird Integration
WordPress Plugin
SMS Messaging
QuickNotes
Marketing Emails
Introduction to Marketing
Setting Up Marketing
Lead Sources and Domains
Discount and Voucher Codes
SmartForms / Contact Forms
MailChimp and Campaigns
Customer Web Portal
SmartForms / Contact Forms
FAQs
Helpdesk
Introduction to Helpdesk
Setting Up Helpdesk
Helpdesk Settings
Customer Web Portal
Ticket Categories
Ticket Ratings
Ticket Statuses
Service Levels
Email Templates
Creating and Editing Tickets
Adding Tickets in Helpdesk
Batch Processing
Searching and Viewing Tickets
Claiming Tickets
Completing Tickets
Time Tracking & Billing
Products
Introduction to Products / Services
Setting up Products / Inventory
Optional Features
Accounting Setup
Warehouses
Warehouse Locations
Brands
Categories
Collections
Seasons
Prices and Price Lists
Special Offers
Bundles of Products / Services
Variants (Products with Options / Attributes)
Custom Fields
Creating and Editing Product / Service Items
Add Product / Service Items Manually
Importing Products / Services
Batch Processing
Bundles of Products / Services
Options / Attributes / Variations
Selling Products
Website Sales
Picking Lists
Back Office Sales
EPOS - Till Sales
Website Sales
Buying / Ordering Products
Low Stock Report
Automatic Purchase Orders
Creating Purchase Orders
Receiving Stock
Move / Correct / Transfer Stock
Add / Remove Stock (Corrections)
Updating stock using a CSV
Internal Location Changes
Warehouse Transfers
Stock Take
Stock Levels
Inventory Allocation
Labels and Barcodes
Reporting
Accounting for Inventory
FAQs
Projects
Introduction to Projects
Setting Up Projects
Project Settings
Project Statuses
Creating and Working Projects
Adding / Deleting / Closing Projects
Working on Projects
People and Teams
Notes and Files
Time Tracking and Billing on Projects
Searching and Viewing Projects
Accounting for Projects
Purchases
Introduction to Purchases
Setting up Purchases
Purchase Settings
Purchase Order / Credit Statuses
Custom Fields
Creating and Editing Purchases
Add Purchase Orders Manually
Automatic Purchase Orders
Batch Processing
Cloning Purchase Orders
Change the Supplier on an Order
Drop-Ship Purchase Orders
Merging Purchase Orders
Multi-Currency Purchases
Searching and Viewing Purchases
Sending Purchase Orders
Receive / Unreceive Stock
Stock Status
Receiving Purchase Invoices
Settlement Discount
Making Payment on Purchases
Purchase Order Credits
Accounts and Tax Rules
FAQs
Sales
Introduction to Sales
Setting up Sales
Optional Features
Sales Settings
Sales Order / Credit Statuses
Sales / Credits Workflow
Custom Fields
Shipping Methods, Prices and Zones
Sales Teams
Sales Process Flow
Creating and Editing Quotes / Orders / Credits
Add Sales Quotes / Orders Manually
Adding Work Orders
Importing Sales Quotes / Orders
Batch Processing Sales
Cloning Sales Quotes / Orders
Change the Customer on a Quote / Order
Multi-Currency Sales
Sales Order Credits
Processing Quotes / Orders
Send and Approve Quotes
Allocating Inventory
Allocation Status
Back Orders
Invoicing Sales Orders
Settlement Discount on Sales
Taking Payment for Sales
Shipping Orders
Fulfilment
Fulfilment Status
Print, Pick, Pack and Ship
Shipping Status
Shipping and Carriage
Shipping Free Samples
Drop-shipping Orders
Searching and Viewing Quotes / Orders / Invoices
Online Sales
Offline Sales
Multi-Currency Sales
Assigning Quotes / Orders / Invoices to Staff
Templates
Delivery / Goods-Out Notes
Quotes and Invoices
Accounts, Tax and Price Rules
Sales Reports
FAQs
Multichannel
EPOS
Supported EPOS Hardware for MAC and PC
Setting Up EPOS on a PC
Setting Up EPOS on a MAC
Receipts from EPOS
Using EPOS
Parking/Holding sales in EPOS
End of Day
Using Barcodes with EPOS
Using Coupons with EPOS
Accounting for EPOS
Inventory Management in EPOS
Ecommerce
Webstores
Magento
What is Magento?
What does the Magento Integration do?
Setting Up the Integration
Getting Magento Ready
Getting Brightpearl Ready
Using Magento with Brightpearl
Synchronising Products
Synchronising Prices and Quantities
Order Processing
Downloading Payments
Multi-storefront (Multiple Domains)
Things that will break your integration
Design / Themes / Look and Feel
Setup Magento for the UK
Hints & Tips
FAQs
Brightpearl Website
Adding a Website
Appendix
CSS and Formatting
Categories and Pages
Categories as Library Items
Category Active Status
Category HTML Entry
Category Icons
Category Sort Order
Category URL Redirection
Restricting Access to Categories
Subcategory Display Type
Contacts and SmartForms
DNS and Go-live
Design Partner Network
Certified Designer Programme
Theme Guidelines
Discount and Voucher Codes
Domains
Ecommerce - Running an Online Store
Embedding Javascript or jQuery
Example Sites
FAQs
Google Base Setup
Images, Videos and Other Assets
List Dealers on Your Website
Menus and Navigation
SEO and Analytics
Shipping Methods, Prices and Zones
Snippets
Special Offers
System Pages
Tax and International Settings
Themes and Templates
CSS and Javascript
Creating a New Theme
Editing Templates
Images and Assets
Using Multiple Themes
Tips and Tricks
Adding a Slideshow
Adding an Olark Chat Window
Internal Links
Request a Quote Layout
Up-Sell Messages in Cart
Website Go-live Checklist
Widgets and Objects
Objects
Widgets
Marketplaces
eBay
What is the eBay Integration?
Setting Up
Install, Configure and Authorise
Create an eBay Listing
Link eBay Listings to Products
Using the eBay Integration
Updating Prices and Quantities
Download Orders
Ship and Invoice Orders
Import Payments from Paypal
FAQs
Multichannel Inventory Management
Sales
You are here
Home
Introduction to Sales
Setting up Sales
Sales Process Flow
Creating and Editing Quotes / Orders / Credits
Searching and Viewing Quotes / Orders / Invoices
Processing Quotes / Orders
Shipping Orders
Multi-Currency Sales
Assigning Quotes / Orders / Invoices to Staff
Templates
Accounts, Tax and Price Rules
Sales Reports
FAQs
‹ Project Statuses
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Introduction to Sales ›
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Products
Projects
Sales
Introduction to Sales
Setting up Sales
Sales Process Flow
Creating and Editing Quotes / Orders / Credits
Searching and Viewing Quotes / Orders / Invoices
Processing Quotes / Orders
Shipping Orders
Multi-Currency Sales
Assigning Quotes / Orders / Invoices to Staff
Templates
Accounts, Tax and Price Rules
Sales Reports
FAQs
Purchases
Multichannel