Get the 93ft high view

This week’s client focus in on Bike-Science.com, a Bristol based outfit selling top end bicycles and offering a custom fitting service to get your ride just right. Read the full story here.

Bike Science run their website on Brightpearl, and wanted to get something up and running fast. Andy, the business owner, doesn’t want to spend his time designing flash graphics and learning HTML/CSS, so he brought in a Sheffield design agency that he’s worked with before; 93ft.

Andy also uses BookingBug, an online booking system, to handle scheduling of his bike fitting diary. Website visitors can book slots online. We’ve got some cool stuff happening with BookingBug over the next month or so. If you manage places on classes or workshops for your members/customers, then definitely have a look.

The booking bug widget has been embedded into his Brightpearl website to provide a seamless view for his customers.

I spoke to Stephen at 93ft about their experience putting a website together for Bike Science. As a design house, they are familiar with Actinic, Shopify and a number of other ecommerce platforms. The Bike Science site was their first experience using Brightpearl, and everyone’s pretty stoked with the results.

“It really didn’t take that long to learn”, says Stephen. “There are a few areas where the platform could do with more features, such as more options in the RSS feeds and easier handling of custom javascript, but we found it easy to put the site together with the aid of the skeleton templates and CSS files.”

There’s no coding involved at all; all you need to design and launch a website on Brightpearl is some HTML and CSS knowledge. If you want, you can even use one of our pre-built themes to make your launch even simpler.

If your website is not yet running on Brightpearl, then why not add a website to your account, get in touch with 93ft and launch a sexy, fully integrated online presence.

We’re giving away an iPad!

Design a theme and Win an iPad …

To celebrate the launch of the Phase 2 web platform, we’re giving a 16GB Apple iPad to whoever designs the best ecommerce theme for inclusion in the theme library – a place where users can quickly and easily choose an attractive and suitable layout for their website.

Do you know your HTML and CSS?

Click here to read more

More video support

We’ve updated our video support, and added a few more for you. Don’t forget that you can subscribe to our YouTube channel!

importProductsSave time by bulk-uploading products

You can also use the Data manager to update product parameters like weight, web enabled, price etc.

Import from Excel to make data management quick and simple.

leadsFollowing up sales leads

A guideline procedure for following up new leads that arrive in your CRM, using the Pearl timeline.

reportsThe Pearl Report Centre

Exploring some of the features of the Report centre. Filter, view or export to Excel and PDF.

stockControlStock control in Pearl

An overview of the Basic stock control module in Pearl. Create an item, add some into stock, and then sell some on a sales order.

templatesQuote, Invoice and extra templates

Create and use extra document templates for a sale – in this example we look at creating a “request for payment” document and send it off to a client.

weeblyAdd a Smartform to a Weebly website

Need a website fast? Weebly offers an excellent way to get started, and with an embedded Pearl smartform all your new contacts will appear automatically in your contact management system.

The next generation of integrated ecommerce

We’re proud to announce the launch of our latest ecommerce client, bathroomvillage.com

Bathroom Village on Pearl

This site is one of the new breed of “phase 2″ Pearl websites, which we’re going to be talking more about next week. Have a browse around the site to see a number of new features, including the mega menu, and product filters.

You’ll spot a number of dynamic features, such as the home page slider carousel, the multi-option pricing for complex products, and the hover-over cart display. It’s not revolutionary by any means, but it’s a massive step forwards for us, and a superb quality ecommerce platform compared to the other fully integrated offerings. Any of our approved design companies have the ability to add jQuery and javascript to a website, and the structure allows a solid template to be built, whilst giving restricted access to only some parts for the client, so there’s no risk of the site being broken whilst entering data or changing sections. Of course the team at Bathroom Village have full access to all the content, so they can update anything without needing to pay for a designer to get involved.

Sure, if a super bling ecommerce website is your one and only priority, then you can use one of many excellent stand alone offerings, like Magento for example. The thing about Pearl is that it’s a totally seamless progression from first lead all the way through to your VAT return. The back office product administration systems allow you to handle tens of thousands of product lines, take sales on the phone, handle multiple complex pricing structures, manage order fulfilment, drop ship and warehouse locations, and so on.

It’s not just an ecommerce website either. It’s a full Business-To-Business portal, where users can log in to re print invoices, view statement, check on project progress, raise helpdesk support tickets and manage their account details.

We’ll be doing a full customer run-through video soon so that you can see how all this fits together with the Pearl back office.

So what’s next?

We’ve nearly finished adding a few more features to the filtering, so that customers can browse all your products by option, to view “all items in blue” for example, then filter the results to “all items in blue with 4 legs”.

Of course it’s all very well seeing all this gloss and shine, but how do you get your site onto Pearl? It’s pretty easy. We’ve got a load of free themes in the pipeline, and a stack of designers hungry to take on your project. Watch out for the news next week where we go into more detail of the process to going live with a new website.

Welcome to the next generation of integrated websites!

On the subject of change …

One of the things that takes up a large part of our operational and brain space here at Pearl is managing change. One of the biggest differences between Software-as-a-Service products (like Pearl or Salesforce.com) and the traditional giants like Sage, is our ability to update the software more often.

For a young company like ours, it’s vital to be able to evolve. If we were to wait until we had a perfect, finished, shrink wrapped end-to-end business system before anyone got to see anything, then we’d either have burnt £10million+ in VC funding or we’d have gone bust.

Delivering software over the web, “on demand”, also allows us to react to feedback from customers, both for bug reports and for feature requests. Users of Pearl have nothing to download, and any upgrades are automatically applied to their account. The more we watch people using Pearl, the more we learn about what’s easy, what’s hard and what’s useful in the application. We need to learn and react so that we can bring new clients on faster, and give them a better experience, which of course will also benefit all our existing clients.

SaaS software is by nature organic, and always evolving. A very young system will have updates as often as once a week, especially if it’s in beta release phase and there are enough developers behind it to keep up the pace. We’ve settled down, however, to releasing a major version around once a quarter, which is about the industry standard.

The way that the software is built will also define the way in which changes are rolled out. Pearl runs a method where we can have different clients on different versions of the system, which allows us to give certain users sneak previews of new features, and also get some real world beta testing on upcoming changes.

Change is good for progress, but bad for consistency. It’s unsettling to find that your working environment has been moved about by someone else, it would be like one of your work colleagues rearranging the keys on your keyboard … a hassle to relearn, even if the new position was better. It’s unusual to get major workflow changes in a Pearl update, though. We’ve been building the system for enough years to keep that one nice and stable.

On the odd occasion that you need to change the way that you work after an update, we make sure that we give everyone plenty of warning, and the opportunity to try out the new features on the demo system (which is always on the latest version of Pearl). A recent example is the new way that sales pre-payments are handled. It’s vastly improved, and undeniably a step forwards, but it’s different, so no doubt we’re going to get some flak for it. Please put your suggestions on our Uservoice forum.

So as not to be too disruptive, we aim to update people’s accounts as infrequently as possible. The tough part about this for us is that the longer we leave it between releases, the more change there is. This means more extensive testing, and more of a step up from the previous version which might involve data updates in the background too.

Over the next few months we’re going to be updating the UI (user interface) – the way that Pearl looks and “feels”. We’d like to do this all in one go, but it’s too big a job to catch between two releases, so stick with us whilst some buttons are yellow and some are green!

We’re going to be bringing more and more screens into the “report centre”, which means than you have the power to filter, then export to Excel and PDF as well as viewing on screen (with configurable column settings and a report template designer coming too). This is also part of a re-engineering project that we’re doing in preparation for the launch of our API in the new year.

Our compadres over at Mailchimp are leading the charge with a crazy flurry of new features being added all the time (some would say too fast, and I’m inclined to agree). A lot of changes can be rolled out unannounced – such as a new option for a report. If we told you every new feature that we’ve added, all you’d ever be doing was reading our release notes. You’ll find the handy stuff when you need it.

Here’s what Pearl looked like back in 2007:

Pearl 2007

Pearl 2007

… and a dashboard in 2008:

2008

2008

And as we near the end of 2009, with full Excel export, PDF reporting, configurable dashboards, Flash charts and a much easier to use interface:

2009

2009

Doug Richard BBC Dragon joins board of Pearl

Doug Richard Joins Pearl

We’re delighted to announce that Doug Richard from Dragons Den has joined the board of Pearl!

Doug is a successful entrepreneur with over 20 years’ experience in the development and leadership of technology and software ventures, Doug featured in the first two TV series of Dragon’s Den. Pearl has set new standards in cloud software for SMEs so we are really chuffed to have Doug as part of the Pearl team at a time when the web-based software market is booming.

Doug Richard said: “One of the biggest challenges facing UK startups is trying to find integrated software that delivers CRM, accounting, e-commerce and everything else they need all in the same place. Companies should no longer be running on traditional desktop software. I looked at more than 30 different cloud software products and decided that the only one that fit the requirements was Pearl… it’s the only one that offers a complete web based package at a decent price.”

We’re also pleased to announce that Chris Chapman, an experienced CFO who has worked with Doug for many years, is also joining the board. Chris helped Doug with the assessment of the web-based software.

Chris says “As soon as I saw the Pearl product I immediately knew that they were setting the bar for others to aim for. In reality, nobody came close to providing the same breadth of offering that was priced very attractively and that addressed so many small business processes under one roof. The sheer power of Pearl made the decision easy for us.”

Web Design with Pearl: Categories, Pages and Dynamic Navigation

Navigation is always a tricky issue when it comes to ecommerce sites where products can number in the thousands. Thankfully Pearl makes it super easy due to the underlying category structure, which takes care of sorting your products, filling your site with body content and, of course, the placement and positioning of your menus. Before we get that far however, it’s worth familiarising yourself with the administration side of things.

Categories & Pages (found under the ‘Website’ tab) are the real core of any website running on Pearl. Along with the Template Manager, you’ll find yourself spending a fair bit of time with them whilst in the build stage. Separated by a unique ID, a ‘category’ can be a simple page (such as ‘about us’); a category with other pages nested inside; and/or can contain products.

A single, standalone page is represented by a paper icon (About Us). A category with products attached has the grey folder icon, and those containing other categories is given a yellow folder icon (click to expand).

A single, standalone page is represented by a paper icon (About Us). A category with products attached has the grey folder icon, and those containing other categories is given a yellow folder icon (click to expand).

You can hard-link to any category within Pearl by using the following convention:

<a href=”/about-us-c-300.html”>About Us</a>

The important part there is the -c-300.html, where the 300 is the ID of the category in question, always preceded by –c-. You can put whatever you want before that however, so href=”/johnny-bobmore-danced-the-fantango-c-300.html” would take you to exactly the same page as the example above.

There are a number of controls for each category that affects its visibility and presentation. First off we’ve got Sort. The system sorts categories alphabetically by default, and again where they’re nested. You can override this by assigning an ascending numerical sort order (each new category is given a sort order of 10). The category with a sort order of –1 will be the first to load when the domain root is accessed (www.domainname.com/), in the instance below simply a category titled ‘home’.

All the top-level categories are sorted manually, whereas those nested within ‘Products’ are alphabetical.

All the top-level categories are sorted manually, whereas those nested within ‘Products’ are alphabetical.

Type’ and ‘Template’ define how the category displays its contents. Don’t worry about these for the moment – we’ll discuss them in more detail in the next post.

Live’ allows you to activate or hide a category from the website. So if we were to deactivate (by clicking on the red bang icon) ‘About Us’, it would simply disappear from any menus, effectively hiding it from the public. It is still there however, and accessible by using the hard-link link method mentioned above.

Finally, we have Actions:

image3

The pencil allows you to enter the edit screen for a category, the green arrow allows you to move a category, the trash can deletes it, the starred folder icon creates another category within it (turning it into a parent), and the landscape icon pops an image uploader which will attach an image to the category when it’s displayed in tabular form (for example, browsing products by category). Finally, the computer icon lets you preview the category in a new window.

Let’s take a look at editing a category. When you hit the pencil icon on any category, you’ll see the following screen:

Editing a category

Editing a category

On the left of the screen, you can upload a category icon (as per the landscape icon on the categories & pages list), change the sort order and the subcategory display type (which we’ll discuss in the next post), and enter the meta information for search engine optimisation. Upload Files and Upload Images both pop uploaders that allow you to add media that will be used within the category description – a PDF or a flash movie for instance. Category override URL allows you to redirect to another URL when the category is called. Registered Users Only, when checked, hides the page from any visitor who isn’t logged in. Hide Title removes the .pageHeading div from the processed HTML. The Template dropdown allows you to choose which template the system will pull in to wrap the category with – more on this next time. Menu Text is what will be displayed on any dynamic or static menus that pull the category in, whereas Page Title is the header, div.pageHeading, enclosed within the category description. Below this we have the main editor – which you can flip between WYSIWYG rich-text and HTML modes to fully customise the content (’Switch between HTML / designer mode‘).

The contents of your categories will be displayed wherever %CONTENT% occurs (and it should only occur once) within your index.html template. In a three-column ecommerce layout, for example, the central column would be the most likely candidate for the %CONTENT% widget, whereas the left column might be used for a dynamic menu, and the right for special offers, a shopping cart overview, featured items, and so on. Again, we’ll touch on this in more detail in the next post.

So now we’ve got Categories & Pages down, the next thing to figure out is how to actually drop them into a menu on the public-facing side of your website. There are a few options, and they’re all pretty simple. Take a look at this demo site (opens in new window), where we have two methods in action. First, static links using the hard-link method above:

Static links within a footer

Static links within a footer

Static links are great for dropping navigational elements that aren’t going to change into your index template – such as footer links. The real navigation in this instance comes from the dynamically generated menu sitting in the header:

%DYNAMIC_MENU% in use

%DYNAMIC_MENU% in use

This one is the clever menu – controlled by a number of classes, it can be positioned horizontally, vertically, and with mouse-over or mouse-click submenus. Its appearance is completely customisable and can be image-based or pure CSS, all controlled through c_config.js. Essentially an implementation of SmartMenus (opens in new window), we’re not going to attempt to rewrite the documentation when the guys over there have already done a fine job! Worth noting however is that Pearl automatically adds the category ID of each menu item to it’s <li> tag, allowing the easy attachment of scripting events, etc.:

<div id=”dynamic-menu”>
   <ul id=”SM1” class=”MM”>
      <li id=”cat_276”>
      <li id=”cat_299”>
      <li id=”cat_300”>
      <li id=”cat_301”>
      <li id=”cat_302”>
   </ul>
</div>

Simply add %DYNAMIC_MENU% to your template to pull in everything underneath Top. If you want to target a particular category – say, for example ‘Products’ with an ID of 299 – you’d use %DYNAMIC_MENU_299%, appending _[cid] before the closing % symbol.

The last method is a dynamically generated menu that delivers a category’s contents as an unordered list, one level deep only, assigned the ‘static menu’ widget name (the ‘static’ and ‘dynamic’ menus are so-called purely because the latter uses JavaScript). You call it by using %STATIC_MENU_[categoryID]%. Static menus are particularly handy, amongst other things, when it comes to splitting content up into presentational categories – as we’ve used on our own site to produce a ‘features’ menu.

That pretty much covers the way Pearl handles categories, pages and dynamic navigation. Simple and straightforward, but infinitely flexible – which means your site’s navigation can take on almost any form you can imagine.

Next time we’ll be taking a look at  templates in more detail, including the widgets available to us and how to tie multiple templates together. Until then!

-Jay.

Web Design with Pearl: an Introduction

web-design-with-pearl1

I’m sure, by now, that you’re aware of just how powerful a system Pearl really is. Having everything in one place wherever you go is, well, handy. But what most people don’t realise yet is that you can wrap it all up sweetly and present it to your own clients and customers ribbon-tied in the form of a website, be it for mere presence or actually as a platform to sell from. It makes total sense: a system that already takes care of your sales, purchases, stock, accounts, customers and comms is sitting pretty for a public face to be dropped on top of it, automating the entire process. And it works, too. (Did we mention that the future version 3 will make your morning tea for you?)

In all seriousness, Pearl is an immensely powerful content management system in itself. Only one side of a multi-faceted application yet completely interconnected with the rest of your business, it’s the logical place to put your site. Scrap that, it’s the only place to put your site. Sure, there are better CMS’s out there with richer WYSIWYG editing and so on (I’ve used, reviewed and developed on them all), but that’s all they do. Try asking your current system to integrate with your retail till, or let your B2B clients reprint invoices, view statements, or add comments to quotes. Besides, this particular face of Pearl isn’t fully grown up yet: we’re working on some pretty exciting advancements (all a bit hush hush at the moment but to keep you guessing: open themes, on-the-fly XHTML/CSS edits and a tasty graphical environment) that will allow even the non-technical user to build stunning W3C valid portals and ecommerce applications. But advancements aside, the system will always indulge the more adventurous amongst us by catering for raw code entry, and as a result the possibilities are nigh on endless.

Over the coming months we’re going to be writing a number of posts, each one focusing on one particular area of designing with Pearl. We’ll kick off with the way in which categories and pages are handled, and how to use the menu widget in your templates to pull through beautifully styled, fully dynamic and entirely customisable navigation. Looking forward, topics and tutorials will cover everything from the more practical – setting up client access areas and working with custom fields; to the more aesthetic – graphically heavy designs, multiple templates, intelligent layouts, and using jQuery to aid user experience. That’s just a taster – If you have any questions about site design with Pearl, a suggestion for a topic or even ideas for improving functionality, we’d love to hear it.

Stay tuned!

-Jay.