In Settings → Configuration, there is a new block of drop-down fields to associate each document type with an appropriate default Actual Reports template:It is possible to leave the field empty or add...

Benefits of Actual ReportsFaster service with automated documentsSmart templates save you manual work by automatically populating documents with data on sales, customer information, order status, and ...

This guide will cover basic information for creating and printing barcode labels. With Actual Reports you can:Accommodate for different label sizes by adjusting width, height.Create “safe spaces” for ...

 Actual Reports document editor allows you to export templates, then import them back into the system. Please note that only previously exported templates can be imported back into Actual Reports.To o...

To print completely custom POS receipts, contact Erply support to have the POS AR Receipt/Set Custom Printout for POS plugin added to your account.There are multiple ways for configuring a receipt in ...

What is FIFO pricing in Erply?Erply uses FIFO accounting method to manage inventory and financial details related to product costs, wholesale prices and warehouse prices. FIFO stands for First-in, Fir...

Erply Back Office Terminology CRM The CRM module is a solution to manage current and potential customer relationships. Use customer purchasing history to better understand your shopper’s habits and ke...

If a customer does not have an overdue balance in Erply but actually owes your business money, you will need to correct their balance so it is properly reflected in balance reports.This guide covers t...

This can be used to change the Bill To address on sales documents including Purchase Invoices, Purchase Orders, using Actual Reports document creator.We cover the following processes:How to add a new ...

Jul 7, 2020 New Features Filter "Ship To" has been added to sales reports. Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), p...

Benefits of the Report GeneratorCreate reports based on your needsSometimes the base reports a program offers don’t have the exact information you require. This is why we have the report generator - y...

July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

You can also create labels without using Actual ReportsHow to Print LabelsFrom Purchase Invoices ScreenNavigate to your Purchase invoice by going to Purchase -> Purchase Invoices.You have two means to...

December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Adds a new tax setup report in Reports > Location Tax Setup. This can be used to...

Here is a list of terminology we use throughout the system, and documentation.Metric name is the caption used in the reports and forms. Technical name is used in API, reference this in order to store ...

Reporting is an important part of every business. You need to understand how you performed on monthly, quarterly and yearly basis. In most cases, you also compare the reported data with earlier simila...

May 25, 2022New FeaturesActual Reports: fields "amountAvailable", "amountInStock", "amountReserved" have been added to inventory transfer printouts.Setting "Use a full-text index for searching product...

May 25, 2022New FeaturesActual Reports: fields "amountAvailable", "amountInStock", "amountReserved" have been added to inventory transfer printouts.Setting "Use a full-text index for searching product...

July 13, 2022New FeaturesNew setting: should Actual Reports template dropdowns list both predefined templates and user-created templates, or only the user-created ones? See Settings > Configuration > ...

July 13, 2022New FeaturesNew setting: should Actual Reports template dropdowns list both predefined templates and user-created templates, or only the user-created ones? See Settings > Configuration > ...

October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

Jun 3, 2020 New Features Erply now supports restricting access by IP address. The feature can be turned on and the list of allowed IP addresses can be configured from Settings > Configuration. Access ...

Jun 3, 2020 New Features Erply now supports restricting access by IP address. The feature can be turned on and the list of allowed IP addresses can be configured from Settings > Configuration. Access ...

September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

OverviewErply sales totals can be exported to QuickBooks. Erply can generate a .iif file that contains a set of journal entries for each day and location. For importing into Quickbooks, please consult...

December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Inventory write-off form and registration form now displays the inventory quanti...

April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New filter "Supplier" has been added to pri...

May 11, 2022New FeaturesReport generator:Fields "Twitter ID", "Facebook name" have been added to customer records.Fields "Survey Question ID", "Survey Answer ID" have been added to sales documents."Cu...

May 11, 2022New FeaturesReport generator: fields "Twitter ID", "Facebook name" have been added to customer records.Quote printouts (standard and Actual Reports printouts) now support CDN product pictu...

Erply's tax system supports two somewhat similar, but different concepts:Sales tax (commonly used in the US);Value-added tax (VAT, common in many other countries around the world).An Erply account can...

Features:Check date can now be in the futureCustomer specific payment deadline (days) is now applied to sale documents Fixes:Coupons applied to the sale will only get redeemed if they end up being 'us...

The Brazil POS has a feature where users are able to associate each document type with an appropriate default Actual Reports template. It can be enabled in the POS Settings -> Configuration -> Receipt...

February 28, 2020 New Features A simple "front page" has been added to Berlin back office. At the moment, it just displays a list of recently updated articles from Erply help and support center, manua...

Jul 7, 2020 New Features Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), please see API release notes. Fields "customerGLNCo...

December 8, 2020 New Features A new check box has been added to payment form: "Pending payment or reservation". This check box can be used to indicate in-progress payments that must not appear yet on ...

October 13, 2021 New Features New configuration setting "Creating an invoice from an assignment marks this assignment as completed" has been added. On purchase documents, it is now possible to select ...

October 13, 2021 New Features The "My Company Information" page now has a separate permission. User groups can now be configured to be able to manage employees, but not edit company information. Wareh...

April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New tab "Discounts to brands" has been adde...

January 16, 2020 New Features Identity Integration Logging in to Classic back office now automatically produces a JSON Web Token (JWT). The token is made available to Javascript plugins running in bac...

January 20, 2020 New Features Identity Integration Logging in to Berlin back office now automatically produces a JSON Web Token(JWT). The token is made available to Javascript plugins running in back ...

Erply APIIf you are new to Erply API development, then most likely what you need is "Erply API". It is an all-around, general-purpose API that supports all Erply's standard features and lets you do ev...

January 13, 2021 New Features Field "Reason" has been added to the Cash In / Cash Out form. French language support for Switzerland and Luxembourg has been added. Fields "netTotalWithFormat", "vatTota...

June 2, 2021 New Features New check box "Break assemblies" has been added to Inventory Write-Offs. New field "Code" has been added to the "Component of VAT rate" form. New fields have been added to re...

August 11, 2021 New Features Fields "List locations in selections" and "Ordering direction" have been added to the "My preferences" page. These fields can be used to set a sorting for order for the lo...

January 11, 2022New FeaturesNew tabs "Fulfilled" and "Unfulfilled" have been added the "Sales Orders" module.New configuration settings have been added:​​Settings > Configuration > "Store Credit" > "A...

January 11, 2022New FeaturesIt is possible to assign a reason code to a promotion. On promotion form, there is a new drop-down field, titled "Reason code".Prepayments can now be filtered by "Not cance...

EMS documentation contains in-depth examples how to assemble and send a message. See the documentation of the sandbox instance, for example — https://api-ems-eu10.erply.com/documentation/index.html#/ ...

Features:"Global Payments/TSYS/Cayan" Payment Integration - added support for unreferenced returnsAdded new fields (receiptInfoStreet, receiptInfoCity, receiptInfoState, receiptInfoAddress2, receiptIn...

January 13, 2021 New Features Field "Reason" has been added to the Cash In / Cash Out form. French language support for Switzerland and Luxembourg has been added. Fields "netTotalWithFormat", "vatTota...

March 17, 2021 New Features New field "Intermediator code" has been added to the company card. New field "Use two factor authentication" has been added to the user card. Improvements Actual Reports: l...

Benefits of Using PackagesFill purchase documents with easeIf your product card has package information attached to it, you can easily fill purchase invoices and orders. Instead of ordering by piece, ...

June 2, 2021 New Features Inventory registration, inventory write-off and inventory transfer custom printouts can now be sent by email. New check box "Break assemblies" has been added to Inventory Wri...

August 11, 2021 New Features Fields "List locations in selections" and "Ordering direction" have been added to the "My preferences" page. These fields can be used to set a sorting for order for the lo...

Purpose & Use CasesJSON API lets partner applications attach extra data to the records stored in Erply—"extend" the records with custom data.In Erply's data model, each record has one additional JSON ...

In Erply there is a possibility to add different translations for products. If your Erply account does not have wished language then please contact support@erply.com and if the desired language is ava...

February 27, 2020 Improvements Back office dashboard now displays a list of recently updated articles from Erply's help and support center, manual.erply.com. The application known as "Old Web POS" (a ...

Sep 23, 2020 New Features Stock Replenishment Report can now be configured to create one single Purchase Order for all products, not separate Purchase Orders per supplier. See Settings > Configuration...

November 16, 2020 New Features Tax rate archival. When a tax rate is no longer needed, it can be 'archived', to hide it from drop-down lists. A reorganized main menu. The new menu can be activated wit...

April 12, 2021 New Features New field "E-Invoice address" has been added to the company card. New field "Customer’s reference" has been added to the customer card. Actual Reports: new field "packages"...

April 12, 2021 New Features New field "E-Invoice address" has been added to the company card. New field "Customer’s reference" has been added to the customer card. Actual Reports: new field "packages"...

March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

Cashier applies a 5% discount but the receipt displays it as "4.9%" or "5.1%". Why is it showing inaccurate information?A discount changes the price. Prices, however, are always rounded: it is not pos...

November 8, 2022New featuresAccount deletion has been implemented. The login page displays an error message when attempting to log into a deleted account.Field "GLN" has been added to the location for...

Benefits of Account Sales Account sales feature is mostly used by Erply retailers dealing with wholesale customers who in many cases prefer to pay for the goods later, usually by bank transfer. Theref...

Benefits of Using ParametersMore filtering optionsCreate more filtering options for yourself as you need them.Filters specific to product groupsAdd filters specific to certain product groups, e.g. sho...

December 8, 2020 New Features Promotions "Spend and Get $ Off Your Purchase" and "Spend And Get % Off Everything" now support product and product group restrictions. The "Spend" requirement can be def...

The first step for getting started with WMS system is language selection that can be done on the top left corner. Just click on the flag icon and select English, Estonian or Latvian. The rest of the s...

Properties of a Sales DocumentA sales document is associated with a customer and a location. (The sale is made to one specific customer, in one specific location.)A sales document may be confirmed or ...

Erply allows an account administrator to define a policy that users must regularly change their passwords. This article explain how to configure the feature and how it works.Mandatory password changes...