Brightpearl Private App Creation How To

Another use case from one of our clients: Shopify and Brightpearl new order check.

As I’ve already posted in Brightpearl issues piece, occasionally, orders from Shopify aren’t downloaded to Brightpearl. This situation is very rare but quite annoying. Unfortunately, BP doesn’t have built-in notifications for this case. Also, sometimes order total in BP may differ from that in the original order in Shopify. This happens when some of your Shopify products are missing from BP. We can fix these issues with our custom Brightpearl private app. Here’s a short manual for store administrators on how to create such app.

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How to Get Your Dropbox API Access Token

A client of ours asked us to incorporate Dropbox app into their workflow. Use case: automatically create a dropbox folder and share it to the specified email every time someone submits a Wufoo form on their website.

If you ever want to do something similar, you’ll be asked to generate your Dropbox API access token. Here’s how to do it.

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How to create Shopify private app

Basically, Shopify private apps live here: https://myshopify.com/admin/apps/private

To create an app, you’d go to https://myshopify.com/admin/apps/private/new, get it a name (use something descriptive like Automatic Customer Tag by 99rabbits), supply it with our email stas@99rabbits.com and hit ‘Save app’.

Then you’ll be presented with apps’ API credentials. You need to copy all of them and hand over to us.

Should look like this:

API Key
XXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Password
XXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Shared Secret
XXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

URL Format
https://apikey:password@hostname/admin/resource.json

Example URL
XXxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

NB! You’ll be able to disable the app and completely turn off our API access whenever you like.

Shopify & Brightpearl Product Generator Template

We’ve created 7000+ products at our Shopify store since moving to this ecommerce platform. This is a lot of manual work to do! So in the process, we’ve developed a Google Spreadsheet template I’d like to share with you. It uses some quite advanced formulas (like ArrayFormula and Regexreplace) and requires some time to get it. However, we managed to teach our not so nerdy content manager to use it, which means you probably can do it too 😉

I’ve built a simplified public copy of our template, which can be found here. Feel free to copy and modify it to your needs. If you don’t use Brightpearl ERP, feel free to delete sheets ‘5’ and ‘5.1’ (cause they may slow down your doc a bit).

Next, I’m going to explain how to use the template.

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Brightpearl issues and how to fix them

I decided to list known Brightpearl issues and ways to fix or avoid them. Some of them require you only to install a Chrome extension or sign into your Google account, while to implement others you may need to involve someone familiar with the API concepts and in possession of basic programming skills. Fortunately, we now offer Brightpearl automation services and can help you with that.

Brightpearl is a SAAS ERP built for multichannel ecommerce. It includes inventory management, sales and purchase orders tracking and accounting. The suite significantly improved our business processes after we’ve implemented it in July 2014 at our online lingerie store.

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Podio bulk edit

Yep, you heard it right. You can now bulk edit your items in Podio. This awesome feature has been long awaited and finally came up with an update of Podio Supermenu extension.
Podio team hasn’t been very responsive to its users’ requests. Here,  here and here they’ve been asking for bulk updating and… got nothing. So the guys behind incredible Globiflow extension did it.

Thanks, globiflow team, you rock!

Consequently, this solution isn’t native to Podio and requires a few steps to enable it.

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Shopify Customer Auto Tag App

Our client wanted to build a membership only area within his Shopify store. He installed Locksmith app and opened certain product collections only to customers who have bought VIP membership. We’ve created a simple app that automatically tags a customer when he buys a membership so he can immediately access protected sections of the store.

We are thinking of creating a public app at the Shopify store, but it will take some time. So here’s how it works now.

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Novaposhta tracking automated

We use Brightpearl inventory management software for our e-commerce business. Here’s another post from the Brightpearl Automation series, where we share our experience  of business process automation with Corezoid cloud OS.

Novaposhta logo
Novaposhta is the leader in express delivery in Ukraine. Most e-commerce businesses here are using their services. They also have a documented API, which is open to all customers after registration. We use it to track sent package states and switch sales order statuses accordingly.

Novaposhta’s API also allows registering packages before sending them to get a tracking reference and make sure order recipient data is correct. We’ll focus on that a bit later.

Novaposhta tracking and shipped order sms notification

When a sales order is shipped, we want to notify our customer about this event and start following package states until it is received. We used to send text notifications via native Clickatell integration and then manually check parcel state at our primary carrier Nova Poshta website. Naturally, our managers were doing parcel state check on rare occasions. Therefore, we were not able to identify orders that needed special attention soon enough. The thing is, cash-on-delivery orders are most frequent here in Ukraine because of an immature credit card payments market. So we have to track which order hasn’t been received yet and remind a customer to do it.

Here’s what we’ve done to tackle this problem. When a sales order (SO) is shipped, our Corezoid automation:

  • sends an SMS to customer mobile number via Unisender SMS gateway, which is two times cheaper than Clickatell (for local Ukrainian mobile numbers) and at the same time is more reliable;
  • posts the SMS text, including parcel tracking number, as an order note for future reference;
  • changes order status to ‘Arrived at warehouse’ when the parcel has arrived at the destination warehouse (our clients usually choose delivery to their local carrier’s office);
  • changes order status to ‘Delivered’ when the customer has received the package or to ‘Completed’ if the order has already been completely paid.

It took hours to check manually package state at our carrier website for each order before the automation. Now we don’t have to worry about it.

Warning! Boxora.com shipment bug

Is there anyone using the boxora app? We’ve stumbled upon a potentially dangerous bug, and that seems to be unsolved.

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Shopify to Brightpearl order download issue

Our client’s Shopify store connects to Brightpearl ERP with it’s internal app. It syncs inventory and Shopify orders and can download products created in Shopify. Occasionally, orders aren’t downloaded to Brightpearl. This situation is very rare but quite annoying. Unfortunately, BP doesn’t have built-in notifications for this case. So we’ve created it.

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