Brightpearl Features
What are the features of Brightpearl?
Accounting
- Audit Trail
Back Office
- Purchase Orders
Front Office
- Product & Price List Management
- Product Catalog
- Quote & Order Management
- Returns / Refunds
Integration
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs
Logistics
- Centralized Inventory Database
- Inventory Reporting
- Inventory Tracking / Ordering
Platform
- Performance and Reliability
- User, Role, and Access Management
Reporting & Analytics
- Dashboards
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Technology Glossary Features
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Brightpearl Categories on G2
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Accounting
Chart of Accounts | Deliver out of the box Chart of accounts that can be used across multiple companies or business units. | Not enough data | |
AP Automation | Steam lines data entry by auto-populating recurring or predefined vendor values. | Not enough data | |
AR Automation | Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. | Not enough data | |
Journal Entries | Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. | Not enough data | |
Tags & Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. | Not enough data | |
Cash Management | Match payments and invoices and perform bank reconciliation in multiple currencies. | Not enough data | |
Payment Batches | Payments can be processed by batch without manual intervention | Not enough data | |
Payments Scheduling | Ability to schedule payments at predefined dates and times | Not enough data | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers | Not enough data | |
Payment Methods | Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers | Not enough data |
Inventory
Inventory Tracking | Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. | Not enough data | |
Inventory Costing | Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. | Not enough data | |
Product Master | Manage and track all inventory records across warehouses and retail locations through a single unified database. | Not enough data | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Integrations | Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. | Not enough data |
Warehousing
Locations | Create and manage warehouse locations and areas for shipping or receiving. | Not enough data | |
Multi-Warehouse | Manage locatons accross multiple physical or virtual warehouses. | Not enough data | |
Third-Party | Ability to monitor locations and inventory in third party warehouses. | Not enough data |
Purchasing
Demand | Identify demand based on different types of sales orders and forecasting data. | Not enough data | |
Purchase Orders | Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. | Not enough data | |
In Transit | Track products and raw materials shipped by suppliers, from origin to destination. | Not enough data | |
Receiving | Match the products received with the corresponding purchase orders and add them to inventory. | Not enough data |
Sales & Marketing
Customer Master | Manages customer information including multiple ship-to and bill-to locations. | Not enough data | |
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. | Not enough data | |
Order History | Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. | Not enough data | |
Returns | Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. | Not enough data | |
Credit Limits | Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. | Not enough data | |
Pricing & Discounts | Manage various types of pricing and discounts associated with product categories and customer types. | Not enough data |
Assembly
BOM | Provide Bill of materials to define what components and packaging should be used for assembly. | Not enough data | |
Disassembly | Ability to take apart assemblies and ensure that the components are transfered to inventory. | Not enough data |
Logistics
Picking & Packing | Define and implement optimal procedures to pick and pack products for shipping. | Not enough data | |
Packaging | Identify packaging options like pallets or containers to optimize shipping performance and reduce costs. | Not enough data | |
Shipping | Plan deliveries based on inventory availability, transportation costs, and order priority. | Not enough data | |
Routing | Create routes for shipping directly to customers, to distribution centers, or for dropshipping. | Not enough data | |
Tracking | Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. | Not enough data |
HR
Workforce Management | Manage personnel availability and allocate human resources to production and inventory operations. | Not enough data |
Accounting
AP Automation | Streamlines data entry by auto populating recurring or predefined vendor information and invoice details | Not enough data | |
AR Automation | Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. | Not enough data | |
Audit Trail | See feature definition | Based on 13 Brightpearl reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record | 90% (Based on 13 reviews) |
Budgeting / Forecasting | Create and revise an unlimited number of budget, plan and forecast scenarios. | Not enough data | |
Collections Automation | The system automates the dunning process to help drive collections | Not enough data | |
Financial Statements | General reporting offered covers all of the standard financial statements and meets the basic needs of the business | Not enough data | |
Invoice Customization | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. | 83% (Based on 10 reviews) | |
Journal Entries | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. | 85% (Based on 10 reviews) | |
Monitor Cash Positions | Ability to track cash positions across all accounts, banks, business units, and countries | Not enough data | |
Payment Processing | Based on 11 Brightpearl reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 83% (Based on 11 reviews) | |
Recognition Rules | Automate recognition of revenue and expenses by defining recognition templates. | Not enough data | |
Reconciliations | Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. | Not enough data | |
Tags / Dimensions | Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. | Not enough data | |
Payments Scheduling | Ability to schedule payments at predefined dates and times | Not enough data | |
Payment Batches | Payments can be processed by batch without manual intervention | Not enough data | |
Payment Settlements | Clearing of electronic payments to transfer funds from customers to suppliers | Not enough data | |
Payment Methods | Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers | Not enough data |
Back Office
Allocation | Resources can be allocated and reallocated across multiple projects and portfolios. | Not enough data | |
Asset Register | Create a list of all the assets owed by a company. | Not enough data | |
Lean Management | Include lean project management features and best practices. | Not enough data | |
Organization Management | Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. | Not enough data | |
Purchase Orders | Based on 13 Brightpearl reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process | 88% (Based on 13 reviews) | |
Requisition | Define requisition rules for various types of procurement. | Not enough data | |
Shift Scheduling | Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | Not enough data | |
Sourcing | Identify and assess suppliers for different products and services. | Not enough data |
Front Office
ATP | Available to promise provides information on future availability of products that are either planned for production or purchased but not received. | Not enough data | |
Checkout Process | Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | Not enough data | |
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Product & Price List Management | Based on 14 Brightpearl reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. | 86% (Based on 14 reviews) | |
Product Catalog | See feature definition | Based on 13 Brightpearl reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 81% (Based on 13 reviews) |
Promotions and Discounts | Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. | Not enough data | |
Quote & Order Management | Based on 12 Brightpearl reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. | 88% (Based on 12 reviews) | |
Returns / Refunds | Based on 12 Brightpearl reviews and verified by the G2 Product R&D team. Functionality to allow users to process returns/refunds either via self service or contacting customer service. | 83% (Based on 12 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Tickets | Creates and assigns support tickets, scheduling them in a timely manner. | Not enough data |
Integration
Breadth of Partner Applications | Based on 11 Brightpearl reviews and verified by the G2 Product R&D team. 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. | 80% (Based on 11 reviews) | |
Data Import and Export Tools | Based on 14 Brightpearl reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 81% (Based on 14 reviews) | |
Integration APIs | Based on 12 Brightpearl reviews and verified by the G2 Product R&D team. 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. | 81% (Based on 12 reviews) |
Logistics
Centralized Inventory Database | Based on 11 Brightpearl reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database. | 91% (Based on 11 reviews) | |
In Transit | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination. | 75% (Based on 10 reviews) | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. | Not enough data | |
Inventory Pricing and Costing | See feature definition | Based on 11 Brightpearl reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | 83% (Based on 11 reviews) |
Inventory Reporting | Based on 13 Brightpearl reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services. | 83% (Based on 13 reviews) | |
Inventory Tracking / Ordering | Based on 12 Brightpearl reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | 86% (Based on 12 reviews) | |
Picking Methods | Support multiple picking methods such as batch, wave, or zone picking. | Not enough data | |
Picking Planning | Create schedules for picking activities based on inventory availability. | Not enough data | |
Receiving | Based on 11 Brightpearl reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory. | 85% (Based on 11 reviews) | |
Shipping Options | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. | 90% (Based on 10 reviews) |
Platform
Customization | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 73% (Based on 10 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Performance and Reliability | Based on 14 Brightpearl reviews and verified by the G2 Product R&D team. 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. | 87% (Based on 14 reviews) | |
User, Role, and Access Management | Based on 14 Brightpearl reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 14 reviews) | |
Workflow Capability | 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. | Not enough data |
Production
BOM | Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. | Not enough data | |
Defects | Monitor product defects, identify causes and provide corrective actions to improve quality. | Not enough data | |
Identify Demand | Calculate demand by consolidating data from multiple sources. | Not enough data | |
Manage Resources | Track resource availability for raw materials and production capacity. | Not enough data | |
MPS | Create and implement master production plans for multiple production lines and locations. | Not enough data | |
MRP | Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. | Not enough data | |
Production Plans | Generate production plans based on demand and resource availability. | Not enough data | |
Rework | Identify rejected products and decide either they can be repaired or discarded. | Not enough data | |
Shop Floor | Assign equipment and monitor shop floor activities during various production stages. | Not enough data | |
Waste | Track production waste such as scrap, as well as returns that cannot be repaired. | Not enough data | |
WIP | Track work in process (WIP) across multiple production lines and manufacturing locations. | Not enough data |
Reporting & Analytics
Custom Reporting | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. 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 | 75% (Based on 10 reviews) | |
Dashboards | Based on 12 Brightpearl reviews and verified by the G2 Product R&D team. 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 | 71% (Based on 12 reviews) | |
Integration | Based on 10 Brightpearl reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. | 78% (Based on 10 reviews) |
