Purchases can go through various stages in the purchase cycle. Purchase Order/Credit Statuses can be configured to match your own business workflow so you can monitor what's happening with products coming into your business.
An example for may be:
Pending -> PO Sent -> Products Received -> Invoice Received
Order Statuses allow for efficient work-flows. Brightpearl can be configured to automatically update orders to a given status when specific milestones are reached in the order process, e.g. on payment. You can also search for all orders on a specific status.
Remind days
Brightpearl will display on-screen notifications if you haven't updated any purchase in a certain number of days, a very useful feature that ensures that you keep on top of important stuff!
When you set up a sale status, choose the number of remind days.
Notification email
When a purchase changes status, you can get Brightpearl to automatically send an email out to someone.
Create a Status
- Go to Setup > Purchases > Purchase Statuses or Credit Statuses.
- You'll notice that there are a number of default statuses already configured. You can amend any of these by clicking the pencil edit icon. To add a new one click Add a new status.
- Enter a name for the status.
- (Optional) Specify the number of reminder days.
- Specify whether you want orders/credit with this status to show in the supplier portal.
- (Optional) Enter the email address for email notifications.
- Use the colour wheel to colour code the status.
- Click Add new status.
- You status is added. Use the arrows on the left to click and drag your statuses into order.
