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    Actual Reports templates

    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...

    Actual Reports Basics

    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 ...

    Actual Reports: Barcode template

    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 ...

    Importing and exporting Actual Reports templates

     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...

    Customize Your Receipts

    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 ...

    FIFO method (first in, first out)

    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

    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...

    Customer Balance

    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...

    Change Bill To address on purchase documents

    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 ...

    Berlin Back Office Version 5.25.0

    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...

    Report Generator

    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...

    Classic Back Office Version 4.46.0

    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...

    Berlin Back Office Version 5.42.0

    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...

    Label Printing

    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...

    Classic Back Office Version 4.51.0

    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...

    Glossary

    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 ...

    Weekly Retail Calendar

    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...

    Berlin Back Office Version 5.53.0

    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...

    Classic Back Office Version 4.58.0

    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...

    Classic Back Office Version 4.60.0

    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 > ...

    Berlin Back Office Version 5.55.0

    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 > ...

    Classic Back Office Version 4.65.0

    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...

    Berlin Back Office Version 5.59.0

    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...

    Classic Back Office Version 4.26.0

    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 ...

    Berlin Back Office Version 5.24.0

    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 ...

    Classic Back Office Version 4.48.0

    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...

    Berlin Back Office Version 5.44.0

    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...

    Export to Accounting (Quickbooks)

    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...

    Berlin Back Office Version 5.47.0

    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...

    Classic Back Office Version 4.55.0

    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...

    Classic Back Office Version 4.57.0

    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...

    Berlin Back Office Version 5.52.0

    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...

    Taxes

    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...

    POS Brazil Version 4.50.2

    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...

    Receipt Templates in POS

    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...

    Berlin Back Office Version 5.20.0

    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...

    Classic Back Office Version 4.27.0

    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...

    Berlin Back Office Version 5.32.0

    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 ...

    Classic Back Office Version 4.49.0

    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 ...

    Berlin Back Office Version 5.45.0

    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...

    Berlin Back Office Version 5.51.0

    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...

    Classic Back Office Version 4.21.0

    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...

    Berlin Back Office Version 5.19.0

    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 ...

    Which API To Use?

    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...

    Classic Back Office Version 4.36.0

    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...

    Classic Back Office Version 4.45.0

    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...

    Classic Back Office Version 4.47.0

    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...

    Classic Back Office Version 4.52.0

    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...

    Berlin Back Office Version 5.48.0

    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...

    Sending emails with EMS: sender address

    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#/ ...

    POS Brazil Version 4.50.7

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

    Berlin Back Office Version 5.33.0

    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...

    Classic Back Office Version 4.40.0

    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...

    Packages

    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, ...

    Berlin Back Office Version 5.41.0

    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...

    Berlin Back Office Version 5.43.0

    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...

    JSON API

    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 ...

    When changing Erply language product names does not change on the printout

    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...

    Classic Back Office Version 4.22.0

    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 ...

    Classic Back Office Version 4.30.0, 4.30.1

    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...

    Berlin Back Office Version 5.31.0

    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...

    Classic Back Office Version 4.42.0

    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"...

    Berlin Back Office Version 5.38.0

    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"...

    Classic Back Office Version 4.54.0

    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...

    Berlin Back Office Version 5.50.0

    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...

    3. Frequently Asked Questions

    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...

    Classic Back Office Version 4.66.0

    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...

    Account Sales (Berlin POS)

    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...

    Parameters

    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...

    API Version 1.58.0

    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...

    WMS-2 Settings

    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...

    Sales Documents

    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 ...

    Making regular password changes mandatory

    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...