Manage the complexities of your retail and wholesale back office

Everything you need to efficiently manage, grow and streamline your hybrid retail and wholesale business.

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hybrid business

Focus on efficiency with retail and wholesale in one system

It’s not uncommon for hybrid businesses to manage their wholesale arm in dedicated systems, perhaps spreadsheets or an accounting platform, but alongside a separate retail package. This kind of setup decreases business efficiency and productivity levels, and doesn’t provide a global view of sales, inventory or shipments.

Maybe you’re running a retail business and want to supply to other retailers, start your own brand or import products yourself, or maybe you’re a brand and decide to start selling direct to consumers. Either way, your sales processes, back office and financial management will all go through a radical change in a short amount of time. And if you try to do things the way that you always have, you’ll be left with inefficient and costly processes.

Originally designed and built by hybrid retail and wholesale business owners, Brightpearl is one of the few back office systems that can fully support your unique business through leveraging best practice workflows and by integrating all your inventory, sales, purchases, warehouses, accounting, CRM, reporting and POS in one single system.


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Varsity Headwear expands into wholesale within just 2 months of implementing Brightpearl.

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Efficiency at the heart of your hybrid business

Succeeding as a hybrid retail and wholesale business requires you to handle all the different, complex parts of your business with ease and in one tailored system. This ensures you can automate processes, reallocate resources and focus on making your business more efficient.

manage complex orders

Manage complex orders with ease

It’s no surprise that retail and wholesale businesses operate in very different ways, especially when it comes to order processing, incoming deliveries and inventory control. Brightpearl’s advanced order fulfillment functionality means you can drop-ship, partial fulfill, process back orders and use back-to-back ordering as required to meet the needs of all of your customers.

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Deliver great customer service

Your wholesale clients should be your most loyal customers and require excellent customer service to keep that relationship strong. Brightpearl enables you to track all client communications in one place, across your business, including all their order history details, emails, phone calls, account notes, credit terms, payment information and invoices.

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Shorten your cash conversion cycle

We know that getting paid quickly is crucial for cash-flow. But to successfully achieve this, you must remove the manual processes clogging up your business. Brightpearl’s automation tool speeds up the entire buying cycle by enabling you to automatically invoice orders as soon as they’re shipped, as well as automatically fulfill orders and route them to specific warehouses.

unlock ecommerce power

Unlock the power of ecommerce

In today’s competitive market, hybrid businesses are required to connect with the world’s most common ecommerce platforms and marketplaces, such as BigCommerce, Shopify, Magento, eBay and Amazon. But this isn’t easy to do if you’ve built your business around a platform that doesn’t understand ecommerce, such as siloed accounting software.

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Store all your business data in one place

Hybrid companies often need to use disjointed systems to support the complex needs of their business, resulting in siloed data and accounting that doesn’t integrate with ecommerce or your brick and mortar stores. Instead, store everything in one place with Brightpearl including all your accounting, inventory, sales, purchasing, warehouses, CRM and reporting.

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Integrate with other back office systems

When selling to larger retailers and in bulk, the wholesale side of your business may require you to integrate with other back office, shipping or logistics systems. Brightpearl’s thriving ecosystem of partners provides you with the opportunity to do this - with ease - through the use of sophisticated EDI integrations and our powerful open source API.

Manage all your wholesale and retail orders, inventory, suppliers, customers and accounting in one efficient system.

Wholesale & retail company, Growers House, celebrate a 3-year growth rate of 1,233% with Brightpearl.

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"Brightpearl was the only software that met all of our requirements. We needed software immediately, as fast as we could get something in. Brightpearl was the easiest to setup and configure. I could tell it had the best flexibility and it was scalable for us to get to the next level and beyond."

David Keith, Chief Technology Officer, Growers House

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Key product features for hybrid businesses

Efficiently manage all the complexities and moving parts of your hybrid business with Brightpearl’s advanced order fulfillment, complete account management and back office automation software.

  • All-in-one back office software
  • Advanced order fulfillment
  • Flexible pricing & invoicing options
  • Complete account management & CRM
  • Sophisticated API & EDI integrations
  • Back office automation

All-in-one back office software

Despite the retail and wholesale sides of your business operating in different ways and having different technology requirements, Brightpearl’s all-in-one back office software means you can store all your business data in one place, stop using disparate systems and prevent siloed data.

Brightpearl handles all your inventory, sales, purchasing, warehouse management, accounting, reporting, CRM and POS in one single system. And as Brightpearl is also cloud-based, this information can be accessed at anytime, from anywhere.

On a more granular level, your sales staff can also access inventory, sales and accounting information from just one order screen. This means your team can offer options when on the phone with your wholesale clients, such as whether they should send only the items you have in stock right now, or wait until your next delivery comes in.

And when it comes to your accounting, Brightpearl records everything in real-time for you, whether you’re processing wholesale, ecommerce or POS orders. To learn more about Brightpearl accounting, read our financial management product page.

Advanced order fulfillment

With Brightpearl’s flexible order fulfillment functionality, you can drop-ship, partial fulfill, process back orders and use back-to-back ordering as is required to meet the needs of all of your customers. Simply choose which warehouse to fulfill from and let your own processes guide you, rather than limitations of back office software.

Furthermore, Brightpearl’s automation tool enables you to batch fulfill, invoice and ship your orders using configurable and automated workflows, whether you choose to filter by sales channel, shipping method, customer details, order contents or otherwise.

Ultimately, Brightpearl allows you and your team to achieve greater productivity levels through increased efficiency and improved processes.

Flexible pricing & invoicing options

While most retail customers pay upfront, wholesale clients require different payment terms. With Brightpearl, you can process proforma invoices, true invoices, deposits, part payments and payments on account.

And whichever payment model you adopt, your accounts will always be updated automatically with Brightpearl’s built-in, real-time accounting, providing your accounts receivable and sales staff with full access to the payment status of every item.

You can also create individual price lists in Brightpearl - by account, group of accounts, sales person, for special discounts, or whatever makes sense to your particular business.

To read more about Financial Management in Brightpearl, click here.

Complete account management & CRM

Your wholesale clients should be your most loyal customers and require excellent customer service to keep that relationship strong. They often order on a regular weekly or monthly basis via phone and email. This can make the ordering cycle longer and you certainly don’t want to lose records of previous communications as the days, weeks and months go on.

With Brightpearl’s complete account management and CRM functionality, you can easily track all client communications in one place, across your business, including all their order history details, emails, phone calls, account notes, credit terms, payment information and invoices.

Each update is stored against contact records in real-time, providing you and your team with an accurate and complete timeline of each relationship, ensuring there is a coordinated and customer-first approach across your business, no matter who your clients are speaking with.

All of this client information is integrated with your accounting and analytics, which means you’re also able to obtain important information about your clients, including what they’ve ordered from you in the past and when, who approved each order and how often they order from you.

Sophisticated API & EDI integrations

When selling to larger retailers and in bulk, the wholesale side of your business may require you to integrate with other back office, shipping or logistics systems.

Brightpearl’s thriving ecosystem of partners allows you to do this and more - with ease - through the use of sophisticated EDI integrations and our powerful open source API.

These types of integration also enable you to use forecasting and demand tools, automate shipping and the creation of manifests, and even integrate with your own alternative systems should you need to.

With Brightpearl, you’ll never have to compromise on your existing technology stack and instead, you can focus on doing everything you need to scale, streamline and grow your complex hybrid business.

Back office automation

Brightpearl was designed and built to automate your entire business - no matter how complex it might be.

Orders can be automatically downloaded and allocated from your ecommerce channels and point of sale till points, while all orders can be automatically fulfilled, invoiced and routed to specific warehouses.

Accounting journals are instantly created as soon as orders are shipped, received, invoiced or paid, as well as when bank payments, transfers and expenses are registered in the system. These journals automatically populate crucial financial reports including income statements, balance sheets and accounts payable and receivable. This means that you have real-time visibility across your entire business, whether you operate as solely retail, wholesale, or both.

To find out what else can be automated in your business, read our detailed Automation page.

World class integrations

We integrate with the leading sales channels, marketplaces and services so you won't need to compromise on your technology stack.

Further Reading

wholesaler vs retailer
An Introduction to Omnichannel Retail
how to anticipate future demand

See the benefits of Brightpearl’s business management software in action

Find out how we can help you grow your hybrid retail and wholesale business with our automated, all-in-one back office software in a personalized demo from one of our business experts. Or if your future business plans involve expanding into wholesale from retail only and vice-versa, contact us anyway to find out how Brightpearl makes this type of expansion and business change efficient and hassle-free.