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Sales Order Management Software


Brightpearl's sales order management software is fully integrated with the rest of your business software making selling as easy as 1, 2, 3. Your sales always use the most up to date contact information, directly accesses your inventory and once your sales is complete instantly updates your accounts as well. Our sales order management software is also completely web based so you have the freedom to make sales whenever and wherever you want.

Quotes & Invoicing  Order processing  Job scheduling  EPOS & Retail  Web portal

Simplify

Customize

Communicate

•   Print pick, pack, and ship goods notes with one click
•   Partial fulfillment and split to back order capability
•   Powerful sales reporting for information at your fingertips
•   Custom fields let you store extra data
•   Flexible and configurable to match your needs
•   Customizable templates to match your branding
•   Keep in touch with customers via email and SMS
•   Track communication within your team for a customer's history
•   Raise PDF invoices & quotes, automatically email to customers

Simplify your sales order management

Simplify your sales with Brightpearl's sales order management system. Make sales the easy way with complete integration of your inventory, CRM, accounts and more. Using relevant data from your CRM system your quotes, invoices and credit notes update your inventory and accounts automatically once they have been completed. Even card payments made on your website will instantly update your accounts.

Print pick, pack and ship goods notes in the click of button so you can give your warehouse all the information it needs to be able to get your orders to your customers. If you don't have everything to fulfil an order in your inventory Brightpearl's sales order management software gives you the ability to split an order. So those items you do have in your warehouse can be sent to customers and those you do not can be placed in a different order for you to fulfil later. Alternatively, you can partially fulfil orders effortlessly, choosing to ship those items you have in your inventory and to wait for the rest of the items to come from your vendors before completing the order.

Update statuses, delivery options and payment methods across multiple orders at once with the batch processing feature. Plus you can get any information you might need to know about your sales, such as your top clients or most popular products, at your fingertips with the powerful reporting functionality.

Brightpearl's sales order management software is multi-currency. Buy and sell in which ever currency you like. Brightpearl automatically calculates the exchange rate for you and updates the sales details accordingly.

Customize your sales

Any extra data you want to store can be added to Brightpearl's sales order management software by creating your own custom fields which can also be used to search and filter your records. You can even create custom sales statuses and workflows so that your sales order management software adapts to your business processes.

Make your business look more professional and get your brand more exposure by customizing your quotes and invoice templates. Brightpearl's powerful price list support also means you can customize each product with different prices depending on who they are being bought from or sold to. So you can specify the different cost of an item whether it is being bought from a vendor or if you are selling it to one of your customers. Different customers can even be assigned different price lists for the same product too. Price lists can equally be used to apply price breaks so that a client can automatically receive a discount if they buy multiple instances of a product.

Communicate with your customers

Keep in contact with your customers via email and SMS straight out of your sales order management system. As the CRM system is fully integrated with Brightpearl's sales order management software all communications with your customers are recorded in their timeline as well as all the sales data. So you and your colleagues are always able to see exactly what interactions have happened with your customers in real time.

Create PDF quotes and invoices which can emailed out to your customers in just one click, or can even be set up to go out automatically if that will make life easier for you. Any quote and invoice information is then stored on the customer's timeline so you and your team will always know whether a quote or invoice has gone out to a customer as well as when it was sent and what it contained.

You also get a customer web portal as standard with Brightpearl's sales order management software. Customers can log into this portal and re-print quotes and invoices, make online payments, download a statement of their account or track the progress of their orders. So your customers are happy and you no longer have those incoming calls asking "where's my order?" as they can easily access all the information they need online.
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