Workflow automation for retailers and wholesalers

Reduce manual steps in your back office and improve your business management efficiency with powerful back office and process automation.

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retail automation

Automate your workflows, no developer required

Efficient workflows and processes are essential for businesses to scale effectively, keep up with customer demand and reduce costs. Automatic order creation, fulfillment, invoicing, purchasing, accounting and email marketing are all ways that merchants can confidently and easily automate their business.

Brightpearl’s powerful process automation tool helps merchants to automatically fulfill and invoice sales orders, shifting the focus from the back office to the front office and growth opportunities. While automatic order downloads, accounting journals, inventory updates, and purchase orders, all integrated with Brightpearl’s back office system ensure you can automate your entire order-to-cash process effectively, resulting in more time and resource to actually grow your business.

Benefits of automated workflows

Automate your entire order-to-cash process with Brightpearl’s powerful process automation and back office software.

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Reduce your order fulfillment latency

Automatically select the optimal warehouse to fulfill inventory from based on relevant order data, such as delivery address, with efficient rules-based order fulfillment.

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Accurate view of profitability

Report on profitability quicker and gain real-time insight with automated invoicing, automatic accounting journal creation and up-to-the-minute balance sheet and profit & loss reports.

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Save time with automated shipping

Integrations to leading shipping providers and 3PL systems mean you’ll no longer waste time manually creating shipping labels, or need to compromise on existing technology.

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Automate inventory updates

Prevent double selling and disappointing customers with automatic, real-time inventory updates across all your sales channels, be it online, in-store, on the road or over the phone.

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Automatically segment customers

Use automatic contact tagging and automatically segment customers based on order history data to identify more cross-sell and upsell opportunities within your existing customer base.

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Develop clean order workflows

Automatically create drop-ship purchase orders, forward allocate sales orders and update order statuses with intelligent workflow automation rules.

Read our free guide on automating your ecommerce orders

Order processing is at the heart of your business so the systems you use should allow you to streamline and automate it. Find out where software can step in and perform tasks automatically for you with this free guide.

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Efficient and easy-to-use workflow automation tool

Brightpearl’s intelligent process automation has all of the features you need to speed up order processing, reduce fulfillment latency and costs, and automate your entire order-to-cash process.

  • Automated order management
  • Automated warehouse management
  • Automatic inventory updates
  • Automated shipping & logistics
  • Automatic accounting journals
  • Automatic purchase orders
  • Automated email marketing

Automated order management

Automated warehouse management

Automatic inventory updates

Automated shipping & logistics

Automatic accounting journals

Automatic purchase orders

Automated email marketing

World class integrations

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

  • ebay logo
  • shopify logo
  • bigcommerce logo
  • shipstation logo
  • magento logo
  • amazon logo
  • royal mail logo
  • mailchimp logo
  • brightpearl pos logo
  • shiptheory logo
  • ups logo
  • fedex logo

Powerful retail automation software

Simplify workflows and end of day processes with Brightpearl's retail automation software.

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Alexander Francis see over 90% growth with Brightpearl.

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Frequently asked questions

What can Brightpearl automate?

Brightpearl can automate your entire end-to-end order process. Orders are automatically downloaded from all connected sales channels and upon order download, inventory levels are updated across channels and accounting journals are also created automatically. While intelligent integrations to shipping automation systems like ShipTheory and ShipStation send packing labels and tracking references back to Brightpearl instantly. Furthermore, Brightpearl’s workflow automation tool allows you to go one step further by automating your order fulfillment and invoicing. Get in touch with us to find out more.

How long does the implementation process take?

The time can vary from one customer to the next and is determined by their requirements which have been carefully scoped by our Pre Sales Team. We get our customers live on the system within 90 days on average, but some customers have gone live within just 14 days!

Our Professional Services team delivers the solution the customer signed off on by using a phased project methodology. It is our job to lead them safely to the outcomes they originally wished to achieve.

Each member of the team plays a key role in the project - consultant, coordinator and analyst.

Together, we ensure high quality delivery and a positive experience to ensure a strong, sticky, relationship with the customer is forged. This will set them off on the right path to have a successful long-term affinity with Brightpearl.

Does Brightpearl support both B2B and B2C?

Yes. Through best practice workflows, automated processes and useful integrations, Brightpearl can easily support the needs of both B2B and B2C businesses. To find out more about the key functionality Brightpearl offers to both business types, take a look at our detailed solutions pages for Wholesale and Online Retailers.

What channels does Brightpearl integrate with?

Brightpearl integrates with all the leading ecommerce platforms and online marketplaces including BigCommerce, Magento, Shopify, eBay and Amazon via high performance connectors we’ve built in-house. Brightpearl also has its own integrated iPad-based point of sale with offline mode capabilities. Alongside this, we’ve also built apps to support card payments, email marketing and landed-cost. And we have a thriving ecosystem of partners who have built integrations to connect with popular shipping carriers, as well as 3PL systems, automated EDI solutions and more. Take a look at our Partner Directory for more info.

A powerful all-in-one back office solution for retailers and wholesalers

Scale your business and reduce costs with Brightpearl’s rule-based automation software that’s integrated with vital parts of your business including orders, inventory, purchasing and accounting.

See the benefits of Brightpearl’s process automation in action

Brightpearl’s process automation helps you eliminate errors, reduce processing costs per order and save valuable time as you only need to manage orders by exception. See how easy it is to fine-tune Brightpearl’s retail automation suite to fit the needs of your business with a no-obligation demo from our business experts.