Download the full migration guide here
If you're launching a website on brightpearl, then you have a few more steps to follow:
Test your design
- If you're using a standard Theme, then this will have been done for you.
- Test all your design changes in several browsers e.g. IE 7, 8, FireFox, Safari, etc.
Check your settings
Ecommerce websites require some extra settings to be checked. Most of the defaults will work fine, but check these so that you know everything is OK.
- New sale status
Each payment method can be set to create a sale on a defined status.
Setup > Other > Payment methods - Default price list
Before a visitor registers on your site, they are shown prices using the default price list.
Every new contact that registers will inherit this price list.
Website > Settings > General settings > - Company email address
Brightpearl sends a number of automated emails on behalf of your company (such as "new order"), so it needs an email address.
Setup > Company > Company information > Accounts email address - Financial settings
Check that the settings for shipping, coupons and discounts are as you would like. If you're using Brightpearl for accounting, then information carries through automatically into your accounts.
Setup > Company > Accounting: Nominal codes - Terms and Conditions
If you require that a user must read and confirm Terms and Conditions before buying online, then create a new category with T&Cs content, and insert the category ID at:
Website > Settings > Shopping cart > Terms and Conditions Category
Ecommerce: Shipping Methods
Setup > Shipping
- Breaks - make sure that the first break is 0 and the last break is 9999999 for all shipping methods.
Remember: shipping breaks are inclusive ie: up to & including the break value costs the corresponding price in the shipping prices, hence a Catch All shipping break must be set - Countries - Ensure that all the relevant countries are enabled at Setup > Localization > Countries
- Ensure all public facing messages are clear e.g. shipping method name, shipping method description
- Double check all steps have been followed on the Shipping Method help page.
Ecommerce: Payment Methods
Setup > Options > Payment methods
- Double check all steps have been followed on the Payment Methods help page.
- If migrating from an existing system, log on to each of your current Payment Service Provider portals and check all settings have been updated to point to your new Brightpearl website, especially callback URLs.
Marketing > Smartforms (Contact & Registration)
We Smartforms
- Most of the default settings on Smartforms are fine, but make sure that the feedback email address on your SmartForms is set to your email address - NOT info@thisispearl.com
- Double check all steps have been followed on the Smart Form help page.
Ecommerce: Run a test sale
- Check all payment methods work and check all shipping methods work for the desired regions.
- Browse to product on the website, add to cart and checkout using dummy contact details (use a valid email address so that you can check the email notification).
- Login to the Brightpearl Admin and click Sales > Recent Sales/Quotes. You should see the test web-sale. Check the following:
- Sale uses the correct price list.
- The order status has been set to the correct status
- Payment method is correct
- Notification email has been sent to the correct address
- Once test sales have been made, you can reset your orders if you like. Go to Setup > Data/Import > System reset
Website: Domain name
Your site will have been built on your trial domain at http://account_id.datacenter_id.brightpearl.com. When you go live you'll want to transfer an existing domain name across to our system so that your new Brightpearl website will appear at http://www.yourdomain.com
| Domain | TTL | Record Type | IP Address / URI |
| myDomain.com | 300 | IN A |
GMT: 46.137.121.132 |
| www.myDomain.com | 86400 | IN CNAME | myDomain.com |
note the 300 is the "Time to Live" (TTL) value and should be edited a day before you change the IP address to ensure that your DNS record is refreshed every 5 minutes (300 seconds). This will allow for a speedy switch-over and a speedy reversion should you have overlooked any aspect of configuring your Brightpearl account.
Please let the Brightpearl support team know that you intend to switch over your domain name at least 48 hours prior to editing your DNS.
If you currently have any email addresses @yourdomain.com, then you will need to set email addresses up too.
Email addresses
You can set up your DNS so that another server manages your mail, whilst the Brightpearl servers manage your website. For more information on this, have a look at our email setup document. If you would just like a forwarding email address to be set up, so that allmail@yourdomain.com is redirected to an email address of your choice, then let us know before you transfer your domain name across to our servers!
We don't host your email, even if we host your website. We recommend using Google Apps (Corporate account). For more information on setting up your email, click here. Brightpearl will send emails from your main company email address regardless of how you choose to set up your email.
Website: Enhance your SEO
Make sure you sign up for Google Analytics and add your tracking ID in Website > Settings > Tracking > Google Analytics ID.
Having a great website is just part of the picture. It is vitial that you market your new website - start by reading this guide to the basics of SEO which steps your through the essential tasks to enhance your websites search rankings.
Robots.txt
To prevent spammers abusing our service, and to ensure that your site is not indexed before you ready to go live, all Brightpearl websites are prevented from being indexed by search engines until you go live.
Please contact the support team via our helpdesk to request that the restrictions in the robots.txt file are lifted.
