Data

Direction

Information

Variants

Brightpearl → Inventory Planner

All "Active" products are pulled from Brightpearl into Inventory Planner. You can also configure the connector to pull "Discontinued" and/or "Archived" products, though they'll be set to "Visible = false".

Bundles and their components are included in the sync.

Prices

Brightpearl → Inventory Planner

Selling and cost prices are pulled from Brightpearl.

You can update the Brightpearl price list used for "Price" and "Regular Price" in the connector settings. These prices affect various calculated fields such as "Forecast Revenue" and "Gross Regular Revenue".

The price list used for "Cost Price" and "Landing Cost Price" can be updated by an admin in the sync settings – these prices affect calculated fields like "Closing Stock Cost" and "Margin". Contact Inventory Planner support to update these price lists.

Vendors

Brightpearl → Inventory Planner

Brightpearl suppliers are pulled into Inventory Planner along with details like their address, currency and default discount.

Vendors are assigned to variants aligning with the setup in Brightpearl. You can configure the connector to pull either the primary supplier only or all suppliers assigned to the Brightpearl product.

Warehouses

Brightpearl → Inventory Planner

Brightpearl warehouses are automatically created as warehouses in Inventory Planner.

However, only the warehouse name is synced, and addresses must be set manually in the warehouse settings on the "Connections & warehouses" page.

Inventory

Brightpearl → Inventory Planner

Inventory Planner uses the "on hand" figure from Brightpearl for the current stock level.

You can configure the connector to subtract unallocated sales orders which impacts the replenishment calculation, reflecting any decrease in available stock due to back orders.

Brightpearl's "in stock" figure is also displayed, but isn't used in any calculations.

Sales history

Brightpearl → Inventory Planner

Inventory Planner pulls the previous 2 years of sales data, though an admin can configure the connector to ignore sales before a certain date.

By default, orders in the "Draft", "Quote", "Training", "Test" and "On Hold" statuses are excluded, but you can configure which statuses to include in the connector settings.

"Cancelled" orders are always excluded.

The order created date is used to record the date of the sale in Inventory Planner, though you can update it to use the tax date instead. The date affects the replenishment calculation.

Purchase orders

Brightpearl ⭤ Inventory Planner

Purchase orders sync both from and to Inventory Planner.

In both cases, inventory should be received in Brightpearl and then synced to Inventory Planner.

Purchase order statuses are assigned a status type: Active, Draft, Canceled or Closed. These status types are assigned automatically based on the status name, you can update them in the purchase orders settings page.

Any unreceived quantities on active purchase orders are included in the "On order" quantity for each variant, which is factored into the replenishment calculation.

Transfer orders

Brightpearl ⭤ Inventory Planner

Transfer orders sync both from and to Inventory Planner.

In both cases, inventory should be shipped and received in Brightpearl.

Inventory allocated to a transfer or in transit to its destination is included in the "Transfer in" quantity for the destination warehouse in Inventory Planner, which is factored into the replenishment calculation.

Assembly orders

Inventory Planner → Brightpearl

When assemblies are received in Inventory Planner, the decrease in component inventory and increase in assembly inventory is pushed to Brightpearl through a manual trigger.