Brightpearl Features

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Manage and track operations and inventory within warehouses

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Plan, manage, and track the financial activities of an individual or organization

Manage the buying, selling, and holding of stocks

Manage and track customer orders for goods, investments, or any other purchases

Manage the planning and execution of supply chain activities

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Manage all supplier data and operations

Plan and coordinate all the resources, costs and time needed to execute assignments

Management of inbound and outbound shipments in the context of international trade

Track and manage inventory levels to maintain proper supply

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage and track orders being shipped to customers

Track and facilitate returns of products sold

An order generated by a seller to a customer, containing details about products or services

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Set up connections to third-party platforms to improve business processes

Create and manage warehouse locations and areas for shipping or receiving.

Manage locatons accross multiple physical or virtual warehouses.

Ability to monitor locations and inventory in third party warehouses.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Provide Bill of materials to define what components and packaging should be used for assembly.

Ability to take apart assemblies and ensure that the components are transfered to inventory.

Define and implement optimal procedures to pick and pack products for shipping.

Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Create routes for shipping directly to customers, to distribution centers, or for dropshipping.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Track and document all activities across devices, networks, and other systems

Track orders throughout the fulfillment process

Manage personnel availability and allocate human resources to production and inventory operations.

Create, design and manage workflows for repetitive tasks

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

Plan, manage, and track the financial activities of an individual or organization

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the planning and execution of supply chain activities

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Plan and coordinate all the resources, costs and time needed to execute assignments

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner.

Automates core HR functions such as talent management, employee evaluation and learning management

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Analyze survey results via statistical testing or crosstabs directly within the software

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Access software remotely via mobile devices

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage, and send invoices or bills to customers

Accept and process customer payments for products or services using hardware and software

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)

Manage and support multiple locations

Material list of manufacturing parts and associated costs

View and track pertinent metrics to find patterns and gain insights from data

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Technological processes and strategies used for collecting, managing, and analyzing organizational data

The ability to identify a barcode on or within an image or packaging

Manage and handle various international currencies

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Generate quotes or estimates for customers

Application programming interface that allows for integration with other systems/databases

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Active reporting of data and metrics

Send / receive, process, and execute orders

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Maintain and control the stock level of inventory

Receive data and information in real time

Scan barcodes to ensure accurate pricing and label tracking

Material list of manufacturing parts and associated costs

Analyze and gain insights into data in real-time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users