The past couple of weeks have been pretty busy here at HQ! We’ve taken on two new Quality Analysts (software testers); Matt and Wesley, a new Product manager; Ananth, and Penelope has joined us to run online marketing.
This week, we’re releasing the following features and fixes:
Prior to this version, items only showed on your website if they had a non blank price for the selected price list. This was confusing a number of users – the website can now be set to show items with blank price (ie ALL items). There’s a setting in the website setup screens, and it’s OFF for existing users, which means that items won’t suddenly appear on your site with no price!
Brightpearl comes with a handy supplier portal, where your suppliers can log in and acknowledge Purchase Orders, print packing notes and let you know shipping information. There’s now a message on the PO edit screen to show if it’s been acknowledged.
The Purchase Credit process requires that you write off/send back specific stock items, rather than send back the oldest item using a FIFO method. We’re now preventing users from adding stock items to Purchase Credits to prevent confusion. The process for handling Purchase credits is outlined here.
If you’re selling items with multiple options on a Brightpearl website, then it’s important to prevent customers from checking out unless they have selected an option. The “Add to cart” button is now disabled when no options are selected, and the text is replaced by “Choose an option”.
We’ve fixed a bug where sister products with more than 1 option were causing duplicates to be reported in the stock audit trail.
You can now display the weight in order edit screen. This is a really handy feature that helps you judge how much shipping to charge. We’re working on connecting this weight up to the ecommerce shipping price matrix so that the system can tell you exactly what shipping is going to cost.
Rows in order edit screen change colour depending on stock levels – again another handy feature to let you know what’s going on as you make a sale.
You can now search for contacts in the “create quote/order” screen by postcode. This also applies to suppliers in the Purchase Order screen.
Reset prices button in order edit screen has been introduced – this is a handy feature when you are cloning sales to Purchases, or if you need to regenerate prices from the database after changing price lists on a sale.
The Statement import routine has been updated to use CSV only. We’ve been having no end of tickets raised due to Excel playing funny games with the date format, especially Excel on a Mac. OFX isn’t reliable enough either; almost every bank seems to interpret the “standard” in their own way … so it’s back to good old CSV – now you can’t go wrong!
Fulfilment for non stock items is now allowed – if you’re using Premium stock plan then you have the ability to part-ship a sales order from stock or supplier; you can now do this for items where you’re not tracking stock; just make sure that the item has a price on the supplier’s price list and it will appear in the options on the Goods-Out screen.
The Low stock report no longer shows “on order” items on drop-ship Purchse Orders. Stock on drop ship Purchase Orders is never going to arrive in your warehouse so it’s not on order! Read more about the drop ship processes here.
The product detail screen of your online shop now allows only configured permutations of sisters. Try experimenting with the different option display types.
The error when trying to reset all orders (and stock levels) has been fixed. If you are in your trial period, you can quickly reset all data to take you back to a clean slate.
We’ve tweaked the code slightly to support a new rounding algorithm across the whole system, following a situation where you couldn’t hit a gross value of 3.69 at 20% tax rate. We use the half-up rounding method, where 3.075 always rounds to 3.08 … other rounding methods are in the pipeline for those users in countries where this is not what you want.
Importing contacts from Excel using the Data Manager is no longer updating staff records, to prevent you from locking yourself out or amending your colleagues’s data. Read more about using the data manager here.
When adding expenses, you can choose to recharge the expense to a client; select the client and then Brightpearl will create a quote that you can turn into an invoice. The clients list was only showing the first 100 contacts; it’s now been updated to autosearch to handle tens of thousands of clients quickly and easily.
The main order search now includes street address, great for those of you dealing with subcontractors and staff out on the road who want to find a job for a site.
We’ve added a department widget and project widget to use on templates that relate to orders: _departmentName_ and _projectName_.
You can choose to show items and notes on the order listing screen; handy for at-a-glance reference before having to dig deeper, or if you want to jump straight to a cloned or parent order. There’s a setting in Setup:Options:Sales setup where you can turn this on.
The order search now also looks in the parent order ID, so by typing the parent ID into the order quicksearch box, you’ll get both the original and the clone.
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