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    Email: support@erply.com

    27 Sep, 2021
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    Locations

    This guide explains how to:

    Configure main company location
    Add new store locations (accessible at the POS)
    Be sure to contact us at sales@erply.com whenever you need to add or remove a location.

    Don’t forget to associate a register with all new locations.

    Configure main company location

    You can view and edit your business’ main location in the back office. Navigate to the Settings module and select My company information.

    Here you can view and configure a wide variety of company information.  

    If you have multiple locations, scroll down to the Address section. If you want to add a new brick-and-mortar POS location, you’ll need to add its address here.

    Click the blank line to add a new address. Make sure to hit the Save icon on the address’ line item to save that additional location in your company information.

    Add new store locations

    This step will enable you to make locations that are accessible at the POS for sales. Navigate to the Retail chain module and select Locations.
    Erply will display a list of all locations. You can click on a location to edit it, or click New to add a new location.
    Name your location so you ad your employees can easily identify it, and add other contact information. 

    When you click the “Address” field, a dropdown bar will appear with all addresses added to your “company information.” If the correct address does not appear, please repeat the steps listed in the “Configure main company address” section above.

    Scroll down to the section titled The following users will get access to new location. Check off all users that you want to have access to this location at the POS.

    If a user is unchecked, they will not be able to open this location or make sales at the POS.

    Save when you are done.