When it comes to order fulfillment and the all important pick, pack and ship process, it's important to follow recommended retail best practice. Using Brightpearl as an example system, we'll demonstrate the different parts of the fulfillment process and how this should work within back office software. You can of course customize this workflow to suit your business.
When you run your warehouse through Brightpearl, instead of being logged into multiple sales channels, your staff can work in the same system as every other department. This means that as soon as an order is placed, it’s there for the warehouse team to pick up; if the accounting department put an order on hold pending payment, they can see this and act accordingly.
And communication works the other way too. As orders are picked, packed and shipped, updates are captured in Brightpearl for all to see, so if a customer calls, your customer service team can see, in Brightpearl, exactly where that order is.
As mentioned in the previous section, goods out notes in Brightpearl follow a Print, Pick, Pack, Ship workflow. This is our recommended and most commonly used workflow, and it’s what we’re going to detail here, but it’s not the only way to work with us. To walk us through the process, let’s create a company, a warehouse, and a few members of staff.
Meet the team
Henry the Warehouse Manager
Justin the Picker
Dawn the Packer
These three superstars form the warehouse team at 'Outer Heaven Retail', fulfilling roughly 200 shipments a day from their 2000 square foot warehouse, with each order usually containing two items. Outer Heaven Retail are an apparel company, stocking 1000 SKUs and their warehouse is set out as below.
To make the most efficient use of Brightpearl, you can also capture all of your warehouse locations, with up to four levels of hierarchy - Aisle, Shelf, Bin and Bay.
So, enough context, here’s an overview diagram of the workflow before we dive into the click-by-click details:
1. Create goods out note
Goods out notes are Brightpearl’s shipment, or packing notes. To create a goods out note, you need to fulfill an order. In our workflow, Henry is fulfilling the orders, but in some businesses that need to lock this down a little more, this is done by sales or account managers instead.
Henry filters and selects all orders that match his criteria of 'Due to ship' and 'Paid in full'
Selecting to fulfill the orders gives an option to update the sales status, which Henry does to ‘Processing’, and leaves the shipping method as 'Inherit from sale'
Tip: Any filters that you use on a regular basis can be set up as favorites, meaning that they are only one click away rather than having to build the filter every time!
2. Print packing notes and picking list
Next, Henry needs to kick off the next batch of goods out notes by producing the individual packing notes, and a consolidated picking list.
Under Goods out note > Due to Ship, Henry selects a batch of 50 goods out notes and selects to Print and Pick them
The result of this is that the goods out notes are marked as printed and picked; all packing notes are produced in one tab, and the picking list in another
Henry prints them all out, and hands them over to Justin who’s eagerly waiting with his trolley
Tip: If you select 'Show Filter', we have a range of other filters available so that you can find and select goods out notes as fits your prioritization. For example, if you’ve had a flash sale, you can opt to
just return single item shipments, to clear them out first.
Justin works from the pick list rather than the packing notes, meaning that he’s running around filling up his trolley with all the items required to fulfill the current batch of goods out notes.
Once he’s finished the run, the trolley is parked at the packing bay along with the stack of packing notes.
Time for the final step in order assembly, where the full trolley gets divided up into the individual packages and assigned shipping labels.
Picking one at a time from the batch of printed packing notes, Dawn works her way through each by selecting the items from the trolley and putting them into the packets
Once complete, she selects the goods out note in Brightpearl and hits 'Pack'
Outer Heaven Retail uses a carrier integration, such as ShipStation or Shiptheory (more on this later), and this is set to automatically generate and print the shipping label at this point
Dawn seals the package, adds the shipping label, then puts the package in the ‘awaiting pickup’ bay
Tip: Within the Pack modal, there are some optional features to alert the customer that their shipment is ready and awaiting carrier pickup, which is great for customer service. There’s also a field for capturing tracking references. Any references added by your packer, or via a carrier integration app, will be relayed back to your sales channel automatically.
This is the only compulsory step in the process.
Clicking ship in Brightpearl not only triggers inventory adjustments and accounting entries, but also sends updates back to your sales channels, letting your customer know their order is on the way to them.
When the carrier arrives, Dawn pulls up the goods out notes that are 'Due to Ship'
Selecting them all, she hits 'Ship'
The result is that these goods out notes will now be cleared from view, and locked from further editing. This will have also updated the sales order or warehouse transfer that they belonged to, as well as posting accounting entries for the inventory level adjustments.
Tip: If you’re using multiple carriers for any reason, we have a filter for 'Shipping method', so you can find the goods out notes that need updating as quickly as possible.
Power Ups and Integrations
Here, we've identified a few integrations that will help to power up your pick, pack and ship process.
As mentioned within the Pack stage above, Brightpearl can be integrated with your chosen carrier to remove the need for manually typing addresses and order weights into their software or websites.
Once you hit around 50 orders a day, even the most efficient member of staff will be spending an hour managing this, and that’s assuming no mistakes! There’s a range of apps that do just this for you, but our top recommendations are ShipStation for the US & Canada, and Shiptheory for the UK. Save some time, cut down on errors, and get integrated!
If you’re selling under multiple brands, or even just on multiple channels, you can setup individual packing note templates per channel to customize your messaging. This is particularly useful for chasing feedback from channels such as eBay or Amazon, without cluttering the stationery for your webstore orders. Learn more about how to set this up in your account here.
Warehouse management systems (WMS)
Using scanners in your warehouse? Great, it’s the way forward; it cuts down on mistakes whilst speeding everything up. Our integrated warehouse management system enables you to easily scan barcodes when picking, packing and shipping orders, and when performing inventory counts. Find out more about our WMS here.
So that covers the recommended workflow of getting items out of the door through our Pick, Pack and Ship process. This is a core area of Brightpearl, and should also be priority functionality within any back office or ERP solution you decide to implement.