Brightpearl Blog

Brightpearl in Action

Down on the Farm with Wiggly Wigglers

On Wednesday a group of pearly wearly’s (as we’re affectionately called) visited long time and loyal customer Wiggly Wigglers to see our software in action.

Set up in 1991, Wiggly Wigglers is owned and run by Heather, and is a successful business that sells wormery’s, composting products, bird food, gardening products, flowers, goat socks and much more!  And yes, some of their products definitely do wiggle!  Wiggly Wigglers resides on her husband Phil’s Great Blakemere Farm in Hereford, who is a supplier to the business.

We arrived at Wiggly’s to be welcomed by Office manager San and Farmer Phil as well as their dogs Toast and Jam (who enjoyed several enthusiastic pats!).  After being show around the farm, and seeing some of their produce (grass seed, beef cattle and Boksahi) we got into the running of Wiggly Wigglers and how Brightpearl software helps them.

The site is split between an office and warehouse. The office is based on the farm where they take orders and deal with enquiries, process orders, run the accounting and general admin.  The warehouse is 4 miles down the road, housing over 2,000 products.

How it all Works at Wiggly Wigglers

The Wiggly Office

San heads up the office at Wiggly Wigglers, and her team includes Nicole, Gareth, Tanya, Ginny and Heidi.  When a customer buys a product/s via their website or over the phone, the customer service team in the office pick up the orders in Brightpearl.  Wiggly Wigglers don’t use the Brightpearl website element, but orders are still integrated over API to feed into the Brightpearl system.

Each day the team look at every new order coming in and check for issues or discrepancies with orders and payments.  They look at stock levels and may need to split the order if it’s not all in stock, releasing the item at a later date for shipment when it then comes into stock – all using the Brightpearl system. Nicole or Gareth allocate the stock that is available for the order and set the dispatch date for the warehouse to meet the customers requested delivery date. They then process the order through the system.

If an order comes in via phone or mail, the order details will need to be inputted manually, existing customers can easily be found by using the postcode look up function in the CRM or for new customers a new client record will need to be created.  It’s much easier for web orders, whose order details will automatically be in the system, as they can skip straight to raising an invoice against their record.  On saving the invoice an email copy is sent to the customer, and a goods out note is created, forming the queue of orders for the warehouse.

Wiggly Wigglers office team also use the Mailchimp integration with Brightpearl to email their customers and subscribers with the latest offers. In fact the day we visited they were still seeing the impact of an e-shot over the weekend meaning the phones were ringing and web orders coming in thick and fast!

Tanya, the mistress of money, looks after invoicing, and using her favourites in Brightpearl she was able to get to her main tasks quickly and easily e.g. listing orders due to invoice.  Using the notifications feature, Tanya could see overdue sales invoices to follow up on.  Tanya would then receipt payments in Brightpearl on receiving payment either via a customer remittance notice or bank statement. Whilst we were there our trainer, Jen, was able to show Tanya a handy little tip using the bank matching process in Brightpearl to speed up the process.

Tanya said she benefited from Brightpearl as she had “learnt so much more about accounting through using the system, plus I’ve saved 2 days a month from not having to manually raise invoices for every order!”

The Wiggly Warehouse

Rach heads up the Warehouse end of the outfit at Wiggly’s where there are 4 stations set up each with a computer (with Brightpearl open of course), printers, lots of boxes and tape!  Each station is manned by a member of staff (either Wendy, Silv, Sooty & Mary) who go through the orders to pick, pack and ship them.  Using Brightpearl they can see those that need to be sent out each day (as set up & prioritised  by the office), and print off each shipment and labels.  They have set up favourites in Brightpearl so they can organise who does which shipment, for example, post using royal mail vs packages going via courier.  Even down to non live vs live products e.g. mealworms which need to go out on next day delivery!

With who’s doing what sorted, they can get to work, everything they need is on the order summary, printed from Brightpearl, including the warehouse location for each product and the label for the package.

The warehouse is setup in aisles alphabetically e.g. A, B, C, D etc. Each aisle is set up in numbered bays e.g. Bay 1, 2, 3, etc. Each bay has numbered shelves e.g. 01, 02, 03, 04, with numbered boxes e.g. 01, 02, 03, 04 etc.   The packing note lists the specific warehouse location so Silv, Sooty, Wendy and Mary know where to find it e.g. B.1.03.02 = Isle B, Bay 1, Shelf 3, Box 2.

Brightpearl enables them to be more efficient to know where to find the items organised in alphabetical rows, by rack, shelf and place.  They can go through the printed orders, and collate based on common items so they can pick out several similar orders at the same time, again saving time.  It also enables Rach to staff according to demand, depending on how many orders are coming through she may need to bring in additional help when things get really busy.

Rach uses Brightpearl to manage stock levels – at the end of everyday she can complete all the shipments that have gone out that day (all those that have been picked, packed and shipped) which will adjust her stock levels. Crucial when she has 100’s of products going out each day.  Rach can then pull a report in Brightpearl on low stock items, which she can then run through and re-order those that are running low directly through Brightpearl.

But how does Rach benefit from Brightpearl the most?  In a nutshell she tells us “Stock was a nightmare before Brightpearl, its essential that you know what’s in stock and Brightpearl helps us hugely with that.  Plus using Brightpearl means every product has a location, it’s helped us to become more efficient by being able to locate products.”

We thoroughly enjoyed our day with Wiggly Wigglers, it’s a great company with fantastic products, many of which would make the perfect Chrismas gift, check them out for yourself at www.wigglywigglers.co.uk.  Thanks to Heather and the team for showing us around, and it’s great to see Brightpearl in Action!

Get Ready for Christmas (Part 1 – Stock)

Can you believe it’s October already? We can’t but with the sunshine finally gone, we are starting to accept Autumn is here. With the onset of Autumn, Christmas items start appearing in the shops and it reminded us that with hundreds of retail customers, it was time to start getting in shape for Christmas. With a likely turbulent 2011, we’re really keen to ensure our customers end 2011 on a high note. With that in mind we’ve put a series of blogs together to help get you ready. We think there are 3 main elements to get it right – stock, marketing and customer service. Here is part one – Stock, look out for the next installments.

Decide what to stock

First things first cover the basics work out what products you need to prioritise selling around the Christmas period. Look at what stock sold well last Christmas and what did not, and if any of your newer products have been popular since then. It’s worth having the items your customers want in stock over Christmas as at this is time of year they are prepared to pay a premium to get exactly what they want. By meeting their needs customers will be less likely to buy elsewhere and you will sell more items at full cost.

It could also be worth checking out review sites, Google trends, social media sites and even your competitors to try to figure out relevant products that are creating a ‘buzz’ online. If you predict right, buying in items such as these could really drive traffic to your website and could be sold at a considerable mark-up.

Get rid of old stock

If there is stock from the previous season that is no longer relevant then you need to get rid of it to make room for stock you will want to be selling. Having a pre-Christmas sale to clear the decks before the Christmas stock comes in is one way to do this.

Pushing old items out via online marketplace channels is another good way to get rid of old stock. This gives you other channels to market and also alerts potential customers to your brand. If you serve them well at this point then they might remember you when Christmas time comes around.

Stock up

Once you have made room for some new products or more of your most popular items it’s time to stock up. Buy in the items you identified as being priorities for the Christmas period. Try to estimate based on last Christmas’s figures and your businesses statistics over the year how many of each you will sell. But make sure to be careful not to over stock to a point where you stretch your cashflow and resources too far.

Once your stock comes in it is then important to get organised. Stock needs to be logged in to your stock control system and uploaded to your website. You will need to manage this very carefully over the Christmas rush to make sure you are accurately aware of your stock levels. Selling something to a customer that you no longer have would be disastrous. Nothing will produce a bad reputation like ruining someone’s Christmas! Using integrated ecommerce and stock control software that updates both systems at the same time can help you to avoid this situation.

There you have it…

Ok so that’s the basics of getting your stock in order for the Christmas rush. By getting this ready now you will have plenty of in demand products to sell and happy customers extolling the virtues of your business in the New Year. Wait too long and you’ll struggle to get the stock you want, have no space to store it, and be left with a ton of unhappy customers who couldn’t get what they want and went elsewhere. For more information on getting the best out of your stock control system why not read our article 7 Tips For Keeping Stock Control Under Control.

Look out for Part 2 in our Getting Ready for Christmas series which is all about Marketing.

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Brightpearl May release

Here in the UK we’re just coming out of a string of bank holidays; an opportunity for our tech team to get their heads down and add some great time-saving features to your system, as well as fix a stack of other issues. For the full list, have a look at our release notes. Here’s a summary;

Allocation status

Stock allocation is a very handy feature in Brightpearl that lets you “earmark” stock for a customer before actually updating it. You can allocate only some rows on the sale, or all of them… but how do you know which sales are not yet done? Now it’s easy – we’ve just introduced a way for you to filter your sales at the click of a mouse; to find sales that are not yet allocated, part allocated or fully allocated. Watch the video here.

Batch allocation

So say you’ve got a stack of sales on back order that can’t ship because you don’t have enough stock; a common scenario. When a Purchase Order arrives with a load of new stock, you need to allocate all this new inventory across your open sales, and then process those sales that are now fully allocated. We’ve introduced a new process that lets you auto-allocate inventory with one click! In conjunction with the allocation status, it’s now easy to see which orders are good to ship. Watch the video here.

Extra product identifier fields for Google

You can now hold values for EAN (European Article Number), UPC (Universal Product Number) and ISBN (International Standard Book Number). As of June 20th Google will be changing the way it handles Google Base feeds so you should start populating these fields if you make use of it. If you would like to read more about these changes please refer to the following blog post by Google http://googlemerchantblog.blogspot.com/2011/05/enforcement-of-our-unique-identifier_03.html

Over the coming months we will be working on lots of exciting features involving product management, selling online and collecting sales from various web channels … if you’re interested in Google Base and want to know more http://blog.thisispearl.com/2010/01/09/how-to-sell-more-online-with-googlebase-and-pearl/ will reveal all!

You can now clone a purchase order to another; either from the same supplier or from a different supplier. Have a look in the “more” menu when you’re in the Purchase Order.

Purchase orders and stock corrections

However hard you might try to keep inventory in check, there will always be the scenario where you need to correct mistakes. There are now two methods of correcting stock levels; the original method of adjustment, where items are still left as “received” on the original Purchase Order, and a new method to delete a goods-in entry which opens up the original Purchase Order for you to re-receive the stock (or else delete the purchase order if you really need to!). However if you’ve sold or allocated any of the items on the Purchase Order then you can’t delete the goods-in. For full details on stock corrections, read our documentation here.

“Fixed rate shipping” has been discontinued; in favour of support for distance-selling and international ecommerce. The system now follows the clear rule whereby the shipping tax rate adopts the tax rate of the most-used tax rate in the cart.

You can now batch update date custom fields from the contact and order listing screens. We’ve put together a video that walks you through custom fields on sales; the same principle applies for purchases, customers and suppliers. Watch the video.

Recently added features

The eagle eyed amongst you all will have noticed a number of handy new features in your Pearl account. Here’s a summary of what’s new:

Contacts

The default credit limit and credit terms for new contacts is now defined by the settings in your main company contact. To edit this, visit Setup – Options – Defaults, and click the blue link.

Import all your contacts from Outlook with the import wizard. Outlook has some funny characteristics that has meant that we’ve had to put a lot of work into this feature – if your data throws up a hiccup, let us know. Always tag imported contacts so that you can identify them later!

You’ll have spotted that Groups are now Tags – expect to see the Tag concept rolled across the rest of Pearl in the near future. You can batch add and remove tags using the options in the left hand side of the CRM screen.

Batch email – to send an email out to a number of contacts, use the batch email feature in the left hand side of the CRM screen. This does use email credits, from 0.6 pence each. You can also use the more powerful email marketing features, which will soon have full stats and analysis in place.

Batch process for large numbers of contacts – gone is the threshold of 750 contacts … you can now choose to perform an action on a much larger group of contacts without having to display them all on screen first. There’s a handy little “display/perform” menu in the advanced search filter on the CRM screen

Sales and Invoicing

We’re pleased to say that the new PDF system that we put in place a few weeks ago is proving much better, and has resolved the issue of failing PDFs. All PDFs now go out with a “view online” link – which will introduce your customers to your web portal, which will mean that they (hopefully!) go to get information themselves rather than hassle you for re-prints, statements and so on.

If you want to give your customers the ability to pay their invoices online, you need to set up one of the following payment methods: PayPal, Protx (now SagePay), Secure Trading.

Credit card payment – you can take card payments from customers from within your Pearl account – visit the Setup – Payment screens in your admin area for a full walk through on setting up the Secure Trading console.

Accounting

Whilst entering quick invoices, you can quickly add a new customer or supplier without leaving the invoice entry screen – look for the link on the right hand side of the screen.

Any of your nominal codes can now be set as a “bank account” – change your settings in the Chart of accounts setup screens.

You can export your Chart of Accounts by using the Export Trial Balance, with “include zero balance” ticked. Handy if you are setting up multiple Pearl accounts and want each of them to have the same chart of accounts.

Lock accounts to one user – very handy for your accountant to lock the accounts for their exclusive access whilst you continue to enter transactions on a day to day basis. Have a look at the Accounts – Setup – Year end screen.

Products

You can now add up to 15 sub products in a bundle – it was just 6 before.

If you want, you can edit the value of stock in your stock table, using the Products – Stock – Stock report screen.