- Getting started
- Demand forecasting
- Inventory planning
Connecting SkuBrain to your Brightpearl account is done in two steps:
- First you must install the SkuBrain App from the Brightpearl App Store. You can do this after logging in to your Brightpearl account : login.brightpearl.com. Browse to the App Store and follow the instructions there.
- After you install the SkuBrain App from the Brightpearl App Store, remember to enable it, and then login to SkuBrain to complete the setup.
In SkuBrain, the first time you open your sales dashboard, you’ll see various integration options:
Click on the Brightpearl icon to go to the Brightpearl Integration Settings page:
Simply enter your Brightpearl Account Name, Login and Password. Then, click on Validate – SkuBrain will do the rest. Assuming that you installed the SkuBrain App from the Brightpearl App Store before you clicked on Validate, you should see a Success message as below:
Just click on the Save Settings button next, and you’re good to go!
Importing your sales history
Once you’ve connected skuBrain to Brightpearl, there will be an “Import from Brightpearl” button on the sales dashboard, which you can use to import sales history from your Brightpearl account.
Importing your sales history is the first thing you’ll need to do, before you can create a forecast. Once skuBrain has your sales history though, it can generate forecasts without needing to connect to Brightpearl.
What SkuBrain imports from Brightpearl
Since the purpose of SkuBrain is to forecast the quantity of SKUs that you need to replenish, based on projected demand. Accordingly, SkuBrain imports these Orders from Brightpearl:
- Orders for ALL products (LIVE or ARCHIVED) that are STOCK TRACKED. Non stock-tracked products (such as Shipping) are excluded.
- Orders from Channels & Outlets
- Orders that are:
- Of Type = Sales Orders or Sales Credits (Type is ‘SO’ or ‘SC’)
- NOTE: SkuBrain will treat Sales Credit as refunds (the order value is negative)
- Fully Shipped (Shipping Status Code = ‘ASS’).
- Partially shipped (or unshipped) orders are excluded.
- All Sales Values EXCLUDE TAX.
For example, consider this order:
The total order value is GBP 63.00. When SkuBrain imports this sales order, it will:
- Exclude the tax (9.67)
- Exclude the Shipping (5.00) since that is not stock-tracked.
Therefore, in SkuBrain, this Sales Order is for 1 quantity of the “CHI-RED-S” SKU with a value of GBP 48.33.
Later on, once you’ve created a forecast in skuBrain and you’re happy with this, you’ll no doubt want to use the forecast to plan what items you need to reorder. In order to do that, skuBrain needs various information including:
- Stock on hand
- Any purchase orders that you haven’t yet fully received
- Any stock that has been allocated to orders (but not yet dispatched)
- The suppliers that you will order any required stock from
- Lead times for suppliers
The first three of these it can (and does of course) fetch directly from your Brightpearl account. The last two you’ll need to configure manually since this information isn’t stored anywhere in Brightpearl. However skuBrain makes this fairly easy to do.
As a Brightpearl customer, the first thing you’ll see when you create a stock plan in is a page that let’s you configure which suppliers to use for any products that you need to reorder:
You can configure different suppliers for each different warehouse that you manage and also for each different Brand that you sell.
This configuration is saved, so you’ll usually only need to change this the very first time you create a replenishment plan. Although you may need to make minor alterations every now and then if you change suppliers.
Having designated which suppliers you want to use, clicking Next will take you to a page where you can specify lead times for each of your suppliers.
When you’re done, simply click on the Create Plan button and let skuBrain work its magic.
Creating purchase orders
Finally, you can have skuBrain create purchase orders automatically for any replenishment recommendations, simply by clicking on the Create purchase orders button in stock plan reports:
When you do this, skuBrain will generate a separate purchase order for each of the suppliers that you need to reorder stock from and, of course, include each of the relevant line items for the stock that you need to order. You can then view/modify these purchase orders in Brightpearl before sending them to your suppliers.
Note: skuBrain will be aware of any purchase orders that you have created in Brightpearl when running future replenishment reports (a.k.a. stock plans). Essentially this affects the number of units that it considers you have available for each of the products that you sell. If you’ve got 10 units in stock, 0 units allocated and 20 units on order then skuBrain treats that as 30 units available. This avoids ordering the same thing twice (simply because you haven’t yet received it)… but you have to create a new stock plan in order for skuBrain to take account of the new purchase orders.