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ERP & Inventory

Connect Brightpearl

The B2B quoting layer for your Brightpearl operations.

Category
ERP & Inventory
Setup time
Under 15 minutes
Sync
Scheduled (2h) pull · sales-order push

Overview

Brightpearl + TackQuote

TackQuote connects to Brightpearl, the retail operations platform, through its REST API so quotes are built from live products and stock, and accepted quotes are written back as Brightpearl sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders and contacts are created the moment a quote is accepted.

TackQuote connects to Brightpearl via its REST API using account and app credentials. Products and stock refresh every two hours; sales orders are pushed on acceptance.

Where to connect. Setup happens in the seller portal — most connectors under Integrations, the rest on the Settings page named in the setup steps below.

Before you start

What you'll need

  • Brightpearl account with API access
  • Private/staff app credentials (account code and API token)
  • TackQuote Starter plan or above

Setup

How to connect Brightpearl

  1. Create Brightpearl app credentials

    In Brightpearl, register a private app / staff app and obtain the account code and API token with product, contact, and order access.
  2. Connect in TackQuote

    Enter your account code and API token in TackQuote Integrations → Brightpearl. TackQuote verifies access and begins the product sync.
  3. Map products and order defaults

    Confirm price list and warehouse mapping and set the sales order defaults used when quotes are accepted.
  4. Go live

    Build quotes from live Brightpearl products. Accepted quotes create sales orders and matched contacts automatically.

Capabilities

What you get

Product & Price Sync

TackQuote pulls Brightpearl products, price lists, and units into the quote builder on a scheduled cadence.

Sales Order Creation

Accepted quotes create Brightpearl sales orders with products, quantities, contact, and terms mapped across.

Contact Sync

TackQuote matches buyers to Brightpearl contacts and creates new records where needed.

Inventory Awareness

Warehouse stock pulls into TackQuote so reps quote against real availability.

FAQ

Brightpearl questions

Does TackQuote replace Brightpearl order management?

No. Brightpearl remains your operations system of record. TackQuote adds the quoting and buyer-portal experience and writes accepted quotes back as Brightpearl sales orders.

What do I need to connect TackQuote to Brightpearl?

Private/staff app credentials (account code and API token) with product, contact, and order access. TackQuote Starter plan or above is required.

How current is the inventory data used in quotes?

Products, price lists, and warehouse stock refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Brightpearl immediately on acceptance.

See the Brightpearl overview page