An improvement but needs some tweaking
April 18, 2016

An improvement but needs some tweaking

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Brightpearl

We use it to manage our client database, inventory and supply chain. It is the only product we use for order entry from our clients to our warehouse and to create purchase orders to suppliers. It is also used to create a financial snapshot of sales and profitability though I haven't figured out how to interpret that data yet.
  • Filter feature is helpful when needing to gather a report for specific people, projects etc.
  • Entering an order is fairly fast and easy with minimal steps involved which is helpful when you have many people calling in to place orders.
  • It would be an enormous help if there were numbered line items for sales orders so when we are speaking to a client, we can review the order together by referring to "line item 5" etc.
  • It would be great to have a "balance due" line on orders that have partial payment so that we don't have to manually calculate what is still owed.
  • Product search is a difficult and tedious process as is searching for clients.
  • There is a field we use for "projects" and there is nowhere in there to make notes for that specific project or tie it to a designer. It would be helpful to have a notes section so people could add information about a project for everyone to see.
  • I don't have a pulse on the ROI specifically but personally I can say that it is easy to use, fast at order entry and the ability to access at home is so easy that I can work from home when needed and not lose a beat responding to my customers.
Used for different purposes so hard to compare.
Brightpearl does seem well suited for the most part for order entry and tracking inventory but it is clunky as a CRM.