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    5 Dec, 2022
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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

    PS! Erply is billed on a per-location basis. When you add a new location, an Erply consultant will contact you to discuss your account and any help you might need getting your new location going. 
    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.

    Adding 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.  

    Granting 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.

     

    Show all types of registers in POS

    Most customers are using several applications and services. Thus the user may have different types of registers and they can be created in Back Office (Retail - Registers - + Add a new register):

    • Regular POS
    • E-commerce channel
    • Self-service POS
    • mPOS app
    • Invoice app

    While logging into POS the user is able to see the list of registers and select what he needs to use. By default the POS will show all types of registers except e-commerce registers. If the user needs to have the e-commerce registers in the list as well, then the following setting should be enabled:

    1. Log into POS
    2. Go to the Settings > Configuration > General section
    3. Find the “Show all types of registers” and tick the checkbox that to get it enabled