Welcome to the Bright Market technical guide, designed to help you understand and maximize our platform's capabilities. This documentation covers everything from basic concepts to advanced technical details, providing you with the tools needed to integrate, configure, and optimize the features Bright Market offers.
In this guide, you'll find a step-by-step description of the onboarding process, detailed diagrams of the modules and their data, and a checklist to ensure all data is loaded correctly. We've also included a glossary of key terms and direct links to our user and API documentation, with clear explanations on authentication, data export, and more.
Onboarding process
This section covers the necessary steps to set up the system before beginning daily operations, from the initial configuration of key parameters to data integration and the customization of functionalities according to your business needs.
<aside> ⚠️ It is crucial to follow the onboarding process steps in the specified order to ensure the correct configuration of Bright Market. By adhering to this sequence, you will avoid issues related to module dependencies and data integrity.
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Step by step:
Step 2: User creation and permissions
Step 3: Review and upload organization data
Step 5: Store and Warehouse upload
Step 6: Catalog upload
Step 7: Historical Data Upload
Account Creation and Initial Access
Bright Market handles the initial setup of the organization's account, loading basic information.
Once the organization is created, access is granted to the first user, who will be designated as the administrator. This user will be responsible for creating and managing additional accounts within the system, assigning the appropriate permissions to each team member.
The administrator will receive an email with a link to set up their password and access the system for the first time.
User Creation and Permission Assignment
Roles
Before creating users in Bright Market, it is essential to first configure the roles in the system. Roles define the specific permissions and access each user will have. Once the roles are set up, they can be assigned to the appropriate users.
Roles can be created through the administration panel (see User Guide).
After creating the roles, the administrator can proceed to create user accounts and assign them the corresponding roles.
Users
Once the administrator has accessed the system, they can proceed to create additional accounts for other team members and define their access levels.
This process can be carried out through the administration panel (see User Guide).
When creating a new user from the panel, basic information must be provided. The system will automatically send an email to the new user with instructions on how to set up their password and access the system for the first time.
Review and Upload of Company Data
Once the organization is created in Bright Market, it is essential for the client to review the initially loaded basic data and complete any missing information. This review and data upload process ensures that all relevant company information is correctly registered in the system from the start.
The client can perform this task manually through the administration portal, allowing for a detailed verification and the addition of any necessary data (see User Guide).
After the organization’s data review and upload, the next step is creating business units and channels.
This process of creating business units and channels can be done manually through the portal (see User Guide).
The correct configuration of these units and channels is vital for the efficient organization and management of daily operations in Bright Market.
General Parameters
The next step is to load the system's general parameters.
Payment Methods (Required):
Configuring payment methods is an essential step to ensure that transactions are processed efficiently and without interruptions. Payment methods can be configured through the administration panel (see User Guide).
It is important to complete this configuration before starting operations.
Commercial Dates (Optional):
Commercial dates represent specific important days for the company, such as holidays, sales seasons, or promotional events. Although configuring these dates is optional, doing so can help plan and manage campaigns more effectively. Like payment methods, commercial dates can be configured through the administration panel (see User Guide).
Seasons (Optional):
Objectives (Optional):
Colors The color maintenance feature allows you to register and manage colors that can later be associated with items in Bright Market.
Store and Warehouse/Logistics Center Upload
The next step in the setup is the creation and association of stores (physical or eCommerce) and warehouses.
This process is essential for organizing logistics and inventory management within the system.
Store Creation
Creation of Logistics Centers/Warehouses
Point of Sale (POS) Setup:
Product Catalog Upload
Once the system configuration is completed, the next step is to upload the product catalog.