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