Go to the Orders tab to enable the sync of orders from Lightspeed Retail to Brightpearl.
Step 1 – After allowing order sync, you need to enter a Go-Live Date & Time from which the system will start syncing the orders. (Orders created on this date or after this date will be downloaded automatically and also the Go Live Date can only be set to a date in the future).
Step 2 – Enable Special Order Downloads, so that Brightpearl can download the backorder of your Lightspeed store.
Step 3 – Enable the Fulfill Lightspeed POS orders automatically option, so that BrightConnect can automatically fulfill and ship Lightspeed POS orders with a “fulfilled” status in Lightspeed. Otherwise, all Lightspeed POS orders will download as not fulfilled.
Step 4 – Enable the Allow Sales Credit option, so that the refund order which comes from Lightspeed will be created on Brightpearl as a sales credit.
Step 5 – Set some Default values which the system will use to create the Orders in Brightpearl from Lightspeed Retail.
- Project – In this section, you can select the project’s status which you want to be added to your orders to categorize it on the basis of projects.
- Lead Source – In this section, you can select a lead source to know from where the orders are coming, such as Google or any other Lead Source.
- Tax Code – In this section, you can select a unique Tax Code that is assigned to contact records, product records, and transactions. (Tax Code controls the Total Tax Rate applied to a transaction).
- Default Price List-ID – you can set a default price list that you would like to use when creating orders in your selected Lightspeed Retail Location.
Step 6 – Map Lightspeed Retail location with Brightpearl Channel so that whenever an order comes in from selected Lightspeed Location will get synced Brightpearl Channel and then click on Save Mapping button.
Step 7 – In this section, if you have different numbers of tax codes in Lightspeed and Brightpearl as well and you want those different tax codes to get mapped then you can select a Tax Method in this one to one mapping between both the platforms so that the tax method will be mapped according to this mapping. After the mapping is done click on the Save Mapping button.
Step 8 – Map the Lightspeed Retail Location with Brightpearl Warehouse for proper inventory allocation and also here you can map your one Lightspeed location with multiple Brightpearl warehouses. After the mapping click on the Save Mapping button.
Step 9 – Set a Default Sales Order Status which comes from Lightspeed to Brightpearl.
Step 10 – Select a Default Customer so that whenever a customer comes to Lightspeed without an ID then this selected default customer ID will show in the Brightpearl Customer list.
Step 11 – Select a Default Register for lightspeed sales and also set a Default Employee for Lightspeed sales.
Step 12 – Set a Lightspeed Tax Model status, so that whatever the tax model status is there in Lightspeed it’ll be updated in Brightpearl also with that status.
Step 13 – After all the mapping is done, click on the Save button to save all the Order field mapping.