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Sales Quotes, Orders & Invoices Videos
Allocating Inventory to Sales Orders
Why and how to allocate inventory to sales orders, showing in-stock vs on hand levels and how to see which orders or goods out notes inventory is allocated against.
Approving Quotes via the Web Portal or in Brightpearl
Learn how you or your customers can approve quotes online.
Batch Adding Price List Items on Orders
Learn how to add multiple inventory items onto a sales order using the batch add price list items feature.
Bundles on Sales Orders
How to create bundles, add bundles to sales orders, and then fulfil and ship.
Learn how to cancel an order prior to shipping including refunding any payments made and deleting shipments in progress in Brightpearl.
Cloning / Just in time / Back to back Purchase Orders
Learn how to create a Purchase Order directly from a Sales Order in Brightpearl using the clone process.
Creating & Sending a Quote or Order
Learn how to create a quote and send it to the customer.
Discounts & Special Pricing
Learn how to manage special prices for customers (or suppliers), using contact level discounts, product volume discounts, ad-hoc discounting, price lists and coupons in Brightpearl.
A demo showing an order placed on an ecommerce store, downloaded into Brightpearl, fulfilled and shipped, and then invoiced. Also looking at Profit and Loss report, and some sales reports.
Invoicing Sales Orders
Learn how to invoice sales, individually or in batches.
One Purchase Order for Multiple Sales Orders
Learn how to create purchase orders directly from lists of sales orders in Brightpearl. Useful for creating a PO at the end of a pre-order period, so you only need to buy what you're going to
Sales Order Statuses
Understanding sales order statuses and system statuses.
Order, quote and invoice templates
Introduction to order templates in Brightpearl; learn how to set your default templates, creating a new template, custom fields on order templates, adding columns to the table of products, editing
Retail Telephone Orders
How to create a new sales order for a retail customer, perhaps on a telephone call, take payment and create a shipment for your warehouse.
Wholesale Telephone Orders
A quick demo where we look at a wholesale customer timeline, and then create an order for them. We fulfil and ship the order, and then invoice.
Seasons on Products & Orders
Learn how to set up seasons, assign seasons to products and how to use seasons on sales and purchase orders in Brightpearl.