Automate the repeatable, catch the exceptions
Automating your repeatable processes lets you focus on what matters - problems to fix, or areas that can really grow your business. Automation also means you can have your team working with customers, not stuck in front of a computer screen.
“Brightpearl’s Automation app saves me 25% of my order processing time every day - and we’ve only really just scratched the surface! That time back means I can focus on running other areas of the business rather than processing orders.”
Key Retail Workflow Automation Features
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.
Automate fulfillment workflows
Brightpearl’s Automation app allows you to easily automate the allocation and fulfillment of inventory for orders that meet the conditions you’ve specified. With over 25 conditions, and a range of fulfillment options, you’ll be able to create rules that exactly meet the needs of your retail business.
Allocate and fulfill from multiple warehouses
If you have multiple warehouses, Automation can find inventory in other warehouses that you choose, in the order you set, to make sure your orders get shipped without delay. Choose to only ship entire orders, or to partially fulfill, if getting all available items shipped is your priority.
Automation works to your schedule
By default, Automation works around the clock, processing orders as soon as possible. But we also have a range of scheduling options to suit your needs - choose from daily, weekly or monthly routines so Automation only runs when you want it to.
Invoice your orders without lifting a finger
Ensure your accounting is always up-to-date by automatically invoicing orders that are fully paid and shipped, or at any other time you choose!
Drop-ship without any manual involvement
If you’re a drop-shipper, let our Automation app remove the manual processing. Automation can raise a purchase order with your supplier to ship those goods directly to your customers based on your requirements. Choose the cheapest supplier, or setup rules so each region has its own supplier.
Raise purchase orders with your cheapest, primary or nominated suppliers
Order inventory off the back of incoming sales orders automatically, choosing from your cheapest or primary suppliers for each item, or from a specified supplier. You could have this be the norm, or only when you’re out of stock in your warehouse - the choice is yours.
Easily configure your own automation rules
Choose exactly which orders will be updated, and the actions you want to apply to them in each rule, so you can tailor how Automation precisely meets the needs of your business.
Tag customers for targeted marketing
Use Automation’s configurable rules to tag customers based on what they’re buying. Sync these tags with your customer lists in MailChimp or other marketing platforms for true campaign automation.
Automate the orders you want to, without affecting those you don’t
With Automation’s simple setup, you can easily decide which orders you don’t want to be picked up, as well as those that you do - for those orders that always need a human helping hand.
Benefits of automated workflows
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Manage by exception
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Save money with shipping automation
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Fewer mistakes mean happier clients
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Free up time to grow your business
Manage by exception
Using alerts, retailers can set which exceptions need a human to address, enabling as much or as little automation as required for each process. Add simple rules step-by-step, try variations and hone the system to your exact requirements.
“Now, with the Automation app, two thirds of our orders drip through to the warehouse team automatically as they come in without anybody needing to touch them. We needed to touch every order before. We manage by exception now.”
- Wave McFarland, The Woolery
Save money with shipping automation
Our rule-based automation can be configured to select the best shipping method for each order, whether the customer wants it the next day or standard delivery, ensuring that you’re always getting the cheapest option for the required level of service.
“With tires, there are so many variations, so no business can carry all of them, but we can offer all of them. So we’re working with Brightpearl’s Automation app to create rules based on ZIP codes, So when a customer orders a tire from one of our vendors, Brightpearl will automatically drop-ship it to the one nearest to where they are, which not only cuts down on what we pay to FedEx, but it means we can ship it to the customer faster too!”
- Dimitri Chernyak, Priority Tire Outlet
Fewer mistakes mean happier clients
Mispicks, mispacks, mistakes - errors that can cost you your client base. Automation of your retail order management and warehouse operations can be the key to eliminating errors, resulting in happy customers that leave great reviews and keep coming back for more.
With Brightpearl, the likelihood of negative customer service as a result of human error is reduced by 65%
Free up time to grow your business
Efficient workflows and processes are essential for businesses to scale effectively. Don’t get bogged down with process-heavy work that doesn’t let you innovate and keep growing.
“I can reallocate the resources I would have spent on admin into producing more sales. I can segregate my customers, contact them more regularly, and develop a bigger marketing department, enabling me to build my business.”
- Lee Adams, Alexander Francis
“We went from nought to ten on a scale of automation in just two months. We’re now processing orders much faster than ever before!”
A powerful all-in-one retail operations platform 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.
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.
See the benefits of Brightpearl’s workflow automation in action
See the benefits of Brightpearl’s workflow automation system in action with a personalized no-obligation demo from our business experts.