Accounts and Tax Rules

Accounts/Nominal Code Rules

The nominal code used on Purchase Orders and Sales Orders is generated by the following settings:

1. The nominal code setup on the supplier/customer record takes precedence. You can see this setting below the supplier/customer name on the order after saving.
2. If there is no supplier/customer nominal code, then the product nominal code is used.
3. If Brightpearl can't find a code for the product, it will be assigned to your default sales/product code, go to Setup > Company> Accounting: Nominals.
4. You can manually override any nominal code for existing line items.

Tax Code Rules

The tax code used on Purchase Orders and Sales Orders is generated by the following settings:

1. The tax code setup on the supplier/customer record takes precedence. You can see this setting below the customer/supplier name on the order after saving.
2. If there is no supplier/customer tax code, the product tax code is used.
3. If Brightpearl can't find a code for the product, it will be assigned your default tax code, go to Setup > Company > Banking and Financials.
4. You can override this code once the item is on the order of course.