30 Sep, 2021
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    Registers

    This guide explains how to:

    Add a new register to your Erply account

    Grant employees access to specific registers (required)

    Log into the register at the POS

     

    Be sure to contact us at sales@erply.com whenever you need to add a register.

     

    Please note that registers must be associated with a location. Check out our guide on how to add a new location in Erply.

    How to add a register

    In the back office, navigate to the Retail chain module and select Registers.

      

     

    Erply will display a list of all registers. Click on a register name to edit it, or press New to add a new register.

     

    This screen will also list all registers that have been opened for the day and what time they were opened.

      

    Name your register so it can be easily identified at the POS, and fill in other important information. You also can configure some receipt settings here for register-specific printouts.

     

    All registers must be associated with a location. Clicking on the “Location” field will generate a list of locations added to your account. If you do not see the correct location listed,  please read our guide on how to add a new location.

      

     

    Save when you are done.

      

    Grant employees access to specific registers

    In the back office, navigate to the Settings module and select Employees.

      

     

    Erply will display a list of all employees. Click on the employee who you want to change POS register access levels.

     

    Scroll down to the User information section. Check off all registers that you want to grant the employee access to.

      

     

    Save when you are done.

      

    Logging into a register at the POS

    When a user signed into the POS, they’ll see a list of all locations and registers that they have access to.

     

    Each register will be listed as a separate item under the parent location.