The Aptean Industrial Manufacturing ERP TRAVERSE edition is a business accounting software suite for small- to medium-sized businesses using the Microsoft Windows operating system, that can be hosted on-premises or in the cloud, or in a hybrid fashion. Traverse runs using the Microsoft SQL Server database. In versions released from 1994 to 2009, Traverse was coded with Visual Basic for Applications, and operated as a Microsoft Access application. The current version is coded using the C#…
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Brightpearl
Score 8.1 out of 10
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Brightpearl’s retail operations platform is designed to handle peak trading, integrates with the full retail tech ecosystem, and is omni-channel native. Additionally, the vendor says their solution is the system of record for key trading data, provides real-time trading insights and is automated so users can stay in control and manage by exception. According to the vendor key differentiators include: Software and Service. Service is an integral part of Brightpearl's offer. The…
Brightpearl is for merchants trading $1M or above, or those that expect to be in the next 12 months. Pricing is designed to suit the needs of fast-growth and larger merchants.
I honestly think that it's extremely outdated and don't understand why anyone would still use it. Especially in a non-profit setting. In our field we have to be able to track revenue and expenses by funds, and with the way those funding streams tend to cross an agency or company's fiscal year, the fact that it is virtually impossible to pull the information in that manner restricts a finance department more than anything.
Brightpearl is very well suited for small-medium companies that are growing quickly and need a way to improve their operational systems and functionality to handle increasing volume of orders. Particularly if you use multiple SKUs, sales channels, and/or warehouses, the features offered by Brightpearl are excellently well suited to handle these types of needs. I don't believe Brightpearl would be very applicable for very small companies with a small number of SKUs, as many of the features offered would be unnecessary and underutilized.
Brightpearl tracks order changes and communications very well. It documents all activity in a feed that anyone can see, including status changes, notes made, emails sent, etc.
Brightpearl makes it incredibly easy to find orders fitting certain criteria through the use of statuses that you can customize. For example, as a multichannel seller, we can easily create statuses for each channel that we sell from, where our orders will (oftentimes automatically) land in. We also deal often with things like back ordered items; we can also create statuses for certain brands, so that when we expect a shipment in from that company, our back order specialist can easily sort through her orders that are waiting on that shipment.
Brightpearl makes it easy to take orders over the phone. Everything I need is right there on one screen; not often do I find myself needing to deviate to other tabs. The steps I take (from "new order" to finish) are straightforward and understandable, and go in steps that make sense.
Not user-friendly or intuitive in the least. Even with the instruction manual, it's like part of it is missing or you are expected to know certain items before even looking.
Reporting is very basic and impossible to customize on the user's end. You must have tech support build them for you. Also, no cross fiscal year reporting.
Can't cut only one check if you have other invoices already entered in the batch.
The chart of account codes are not independent. You must build your whole GL for each fund source or program, which leaves you with an unwieldy chart of accounts.
Supports only a small number of marketplaces and in a limited way only. When I signed up with Brightpearl they claimed that you could list directly onto eBay from within Brightpearl but this turned out to be untrue as Brightpearl did not support eBay postage policies (eBay's semi literate way of saying shipping tables).
Not only can you not list directly onto eBay, you cannot list directly from within Brightpearl to any marketplaces whatsoever. With other software you can list directly to all the marketplaces they integrate with.
Brightpearl is abysmal at VAT. Brightpearl calculates VAT on Channel Islands and Canary Islands orders even though there is no Vat in either of them. So when you pay HMRC you will be paying them a bit extra unless you check all your orders which makes the software somewhat redundant.
When I signed up they advertised Brightpearl as the software to automate your online selling. But it didn't really do that. A couple of years later at considerable extra cost they released an add-on app called Brightpearl Automation that does seem to deliver on automation. However other software offers that at no extra cost.
Brightpearl claims that it integrates with Amazon, but this is only partially true as they have completely ignored the new marketplaces that Amazon have opened. If you list on those marketplaces you have to input the orders manually and Brightpearl will not update the stock, putting you at risk of negative feedback. Other software integrates fully with all Amazon marketplaces.
Now that I am leaving it was suggested that I might benefit from read-only access so that we could easily double check things like warranty claims. They offered me a year's read-only access for £10,080 which is more than double my yearly contract for full use of the software. Now, if that isn't taking the mickey, I don't know what is!!!
Brightpearl has proved to work out for our company and we have no need or intention to let it go. Rather we intend to build on what we've accomplished and it will no doubt help us scale our business and meet our ambitions.
Brightpearl can be a little confusing to begin with, there are a lot of options to look through and working out the intricacies takes some time depending on what you would like to be able to do on it and what your account is set up to do. It is however very thorough and once you can work your way around it most of the functions are fairly simple to use and very detailed.
Brightpearl is always easily accessibly anywhere that you can find an internet source. I have checked our stock levels when we have been off site at Ham Rally's at home and on my way home or to work if needs be. That is probably one of the best features of this system.
Brightpearl performs very well and integrates very well with our Metapak packing and despatch system. IT also intergrates very well with Amazon and we have used Ebay although there have been complications with Ebay and stock levels. We use Ebay mostly for second hand items of which we only have one so have skipped using Brighpearl for these products.
Brightpearl was ALWAYS great at responding to us. Their customer service was quick and responsive. Unfortunately, the responses were often that "engineers were working on it" but nothing seemed to ever come of that. I realize that Brightpearl is a large company that a lot of businesses rely on. But when you can't hit "enter" when trying to search in the front-end POS, that type of behavior should be changed very quickly and it never was. Admittedly, small things, but those annoyances tend to ultimately affect the overall experience.
The online training was very helpful in the areas we were shown and was implemented very well via a Skype call and an presentation done via the internet. However it was not thorough enough for all of our needs in certain areas. More training in person on site would have been very helpful.
Implementation was generally perfect, but if you are coming across from Sage I personally would recommend doing this as baby steps. We tried to import our entire Sage history in one batch and that was a bad idea hence the 9/10. That was mainly our fault and nothing on Brightpearl.
If you've used CYMA, you'll be familiar with the way OSAS builds the GL, however CYMA is light years ahead of OSAS. If you've used anything like Abila MIP, you'll understand the comparison when I say "Abila is like using power tools to build your bookcase, CYMA is like using a hand saw and hammer, and OSAS is using a chisel to carve one out of wood." They all will get the job done and at the end of the day, you have a book case. But depending on which tools you use will either be ready for a library or a couple of small tomes. I didn't select OSAS, and never would it have been given consideration to be used as my accounting software
Initially we went with Brightpearl because it was an all in one solution. Salesforce CRM capabilities right out of the box far surpass Brightpearl's, but there's no inventory or accounting system pre-built in. We are currently moving away from Brightpearl for both CRM and accounting functions however.
Brightpearl's ability to increase or expand its capacity and retain its performance levels to accommodate growth were acceptable but not fantastic. The program was constantly making changes which can be useful, but was also confusing & hard to keep up with since we were never updated that changes were about to be made or had been made.
We have to do so much tracking of expenses by hand, that using OSAS doesn't save us any money in that respect.
I believe my predecessor used OSAS for over 15 years so she obviously felt comfortable with it. I can make do with it and at least track my bottom line.
No real reporting other than basic balance sheets.
