Wiki

    add a product

    Add product/product group at the POS

    Benefits of adding a product in POSProduct management the flyReceive a shipment of items that aren’t in your product database yet? The ability to add products at the POS lets your employees get sellin...

    Adding products manually

    Adding products manuallySelect PIM -> Products (it opens product catalog) select ,,new" or open PIM menu and then select ,,new product"Using PIM(new) Open PIM(new)-> Manage product catalog-> add a pro...

    Add a product

    This guide covers how to add a product in the Erply back office, as well as a description of each product field. To access the Product Catalog, go to the PIM Module and select Products. This will navi...

    Adding a product to several product groups

    New PIM allows adding additional product groups to a product.To do this, the product card must be opened via new PIM. Under “Product Details” we can modify and see the main product group.Scroll down t...

    POS Brazil Version 4.09.0

    FixesProducts and Groups created in the POS are saved to correct groupsStock & Price Lookup and POS Product Card now show price list price, fi such exists, and if not they fall back to product cart pr...

    Product Importer allows you to import related products on the product card. To do this, it is necessary to compile an Excel spreadsheet, where the first column contains the product code or some other ...

    Product search with floating window

    Product search with floating window plugin purpose is to add an option to search for products on sales or inventory documents with a floating window.For enabling this plugin on your Erply account, con...

    Error Handling Best Practices

    Erply API's response always contains a header block, named "status". Within that block, there is a field named "errorCode". If the field has a value of 0, the call has completed successfully. If it co...

    Difference between Product Group and Product Category

    What’s the difference between product groups and product categories?Product groupsThe main way to categorize products. Product groups are used for POS navigation and are required when adding new produ...

    Temporary products (VAR-products)

    This plugin lets users create temporary products which are automatically archived when no longer needed.This workflow of "temporary products" is useful if:Your sales process typically begins with givi...

    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, Fi...

    Supplier price lists

    To get started, ask Erply support to add the Supplier Price Lists module to your Erply account. We can be contacted at support@erply.com This guide covers:Creating a new price listIndividual product d...

    CSV Inventory Transfer

    Benefits of CSV Inventory TransferCSV Inventory Transfer helps businesses transfer stock from one warehouse to multiple locations at the same time using a spreadsheet file shaved in a CSV format.For e...

    Stock & Price Lookup

    Stock & Price Lookup for efficient, informed salesBenefits of Stock & Price LookupStreamlined, accurate customer service79% of shoppers still prefer to shop in-store. Stock & Price lookup is a low-fri...

    Value Added Tax and Reverse Value Added Tax

    Value Added Tax (VAT)In the US, shoppers pay sales tax which is added to the sale at checkout. Price tags always display net price.In most other countries, shoppers pay value-added tax (VAT) which is ...

    API Error codes

    This is a list of error codes that API calls may return.An error code is always returned in the "status" block, in field "errorCode". If the error is related to a specific input parameter, you will fi...

    Assortments

    An assortment is for managing which products can be sold from a store and purchased into a store, on a more fine-grained level (separately for each store).An assortment would be a list of products. Ea...

    Extra product card fields

    Enabling this extra module will add four new drop-down fields to product card, for creating additional classification systems for products.Each one of the for fields can be individually enabled (to no...

    Quantitive price lists

    It is possible to enable an extra feature that allows to define several prices for a product in a price list: the more customer buys, the cheaper price they get.This feature needs to be enabled by dev...

    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 ...

    Importing products

    Current module will not be updated. We recommend using Product importer which has more possibilities - you can find more information from here. Note! If you are using the new menu, you will only have...

    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 ...

    Location in Warehouse

    Location in warehouse is a useful feature in making it easy to physically track your products in your warehouse. The use of locations in warehouse goes through 2 steps: creating locations in warehouse...

    Customer Display Cloud Application

    Benefits of the Customer Display ApplicationStronger customer engagementsUse customer display app to create personalized in-store experiences and encourage customer purchases. Display rotating ads and...

    Pay for Back Office invoices at the POS

    Benefits of paying for an invoice in POS With the new “Pay for an invoice in POS” plugin, you can maximise productivity by creating invoices on any computer and heading over to the POS to take payment...

    Make a custom report

    Benefits of custom reportsReport on everything. That’s right. Everything.Whether you own one store or a multistore franchise, Erply’s powerful report builder means you can make data-driven decisions o...

    POS Product groups

    Benefits of Product GroupsQuickly navigate complex inventory structuresRinging up a product without a barcode? POS product groups give you a cleaner, easier way to sort through inventory and add items...

    Dashboard app

    Introducing the Erply Dashboard appWe’re excited to announce the release of Erply Dashboard, the easiest way to get real-time business information sent straight to your mobile device.Whether you need ...

    WMS app

    Say hello to the Erply Warehouse Management System (WMS) app! Erply WMS is an all-in-one warehouse solution that increases accuracy and boosts employee productivity throughout the entire warehouse pro...

    Unique product codes

    By default, product and EAN (or UPC) codes must be unique (there are no 2 active products with the same product/EAN code). The reason of having unique code, is to prevent shipping the wrong product to...

    Physical Stocktakings (new)

    Physical Stocktaking is a process of counting products (whether all or some specific group; category etc) in a location. After the count in a location is done, then physical stocktaking report is crea...

    Making a return/ credit

    The credit invoice is used for returning the goods.Credit invoice:Returns the goods to the warehouseReflected in the Cost of sold goods report by the date of inventory transactionGenerates negative sa...

    Stocktake iOS 2.0.0+28

    March 2, 2020 Bug fix: Fixed the bug where selected Brands and Product groups weren’t displayed when creating a new stocktake. With v2.0 release we have added the support for counting products OFFLINE...

    Product groups

    Benefits of product groupsStronger inventory classificationProduct groups allow you to classify your inventory based on similar product type, brand, function, or anything else that makes sene for the ...

    WMS API

    WMS (Warehouse Management Software) is a system to support warehouse management and optimize its functionality. This document is focused on the API side of WMS. For authentication, the following param...

    Product types

    In Erply we have following product types: Product(Regular product): A regular product is the most common product that has stock and that we can sell. Matrix product: Matrix products can be used for se...

    Which API To Use?

    The term "API" stands for "Application Programming Interface". Erply API is the programmatic way to "talk to Erply", and lets you: Fetch the data you can see in back office (eg. the list of products o...

    How to use the Stocktake app

    Log into the Stocktaking app Login with your Erply username, password, and account code. Contact support@erply.com if you forgot your credentials.User rightsUsers must have the right to view “Physical...

    Erply to WooCommerce Setup Guide

    To be ready for data sync between Erply Back Office (BO) and WooCommerce integration, first of all, we need to prepare data in Erply BO. Parameter Sets in PIMIt is possible to create custom attributes...

    Shopify connector sync troubleshooting

    This guide covers syncing between your Erply account and your Shopify webstore. Shopify connector sync overview Syncing behavior Sync troubleshooting for products, orders, and more Starting an accoun...

    Shopify connector features and setup

    Shopify connector requirementsA paid Shopify planAn Erply accountThe Shopify connector plugin enabled on your Erply account*to have this added, please get in touch with our customer support at support...

    Shopify tags

    Shopify tags are used to label products so they’re easily searchable in your webstore. They may also be used to set up Collections in your Shopify webshop.How to set up Shopify tags in your Erply acco...

    Introduction

    Introduction Webhooks can be used to get notified when certain updates are done in Erply. These updates are either generated from database events automatically or by other event triggers in certain pr...

    PIM API Version 1.8.21

    June 2, 2020 New Features Added filtering for GET /v1/product, GET /v1/product/count. "and" and "or" operands are supported, Added new call GET /v1/assortment/{id}/products/data to get assortment's pr...

    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 5.25.0

    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...

    Configuring the integration for existing woocommerce stores

    Configuring the integration for existing woocommerce storesImportant: Please always do a backup of your existing WooCommerce products as this will enable you to restore your previous state if somethin...

    Import Picture Links plugin

    The Import Picture Links plugin is used to add product picture URLs to your account in bulk.Please note that the Import Picture Links plugin cannot update existing product picture links. It can only a...

    WMS-2 Bin Management

    Settings> quantities in bins Open the bin management module in order to add, edit, delete, import or export bin data/quantities. Adding a bin needs to be done one by one. Just enter the bin name and p...

    Simple products import

    This section will cover regular product imports and matrix product imports:Starting a new product importProduct typesUpload file and import optionsImport previewTest importProduct import process expla...

    Assembly product

    Benefits of assembly productsOffer a wider variety of productsAssembled products can be used to sell products that you have made, assembled, or bundled together into a secondary product. The component...

    Matrix product

    Benefits of matrix productsSimplify complex inventory structuresOrganizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characteri...

    Report Generator

    Creating a new Report GeneratorStep 1: Go to the REPORTS module and select Report Generator in the dropdown menu.Step 2: Click on Create Report. Once you select this another window will open. This is ...

    Sale options

    Button Explanation Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this. Use to save the total $ sales amount (customer, products, & quantities) in the shop...

    Parameter groups

    It is possible to add parameters to products to define products more precisely. Parameters are added to the parameter groups. The module can be found from PIM (Inventory in Classic) -> Parameter group...

    Product sales history

    A button has been added to each row of a sales document. Clicking the button opens a list of 10 most recent transactions containing that product.This is an extra plugin. For adding it to your account,...

    Inventory transfers and Inventory transfer order

    Benefits of Inventory TransfersInventory Transfers allow you to move products from one location to another within the same Erply account.With Transfer Orders and Inventory Transfers, you can track the...

    Product catalog

    This guide covers how to add a product in the Erply back office, as well as a description of each product field. To access the Product Catalog, go to the PIM Module and select Product catalog. This wi...

    Price List

    This guide covers:Creating a new price listIndividual productsProduct groupsAssociating a price listLocation-basedCustomer groupSpecific customerSpecific time rangeIf multiple price lists are applicab...

    Commissions

    Benefits of setting up commissionsMotivate employees to sell moreBoost sales across your business by rewarding employees who make additional sales.Employees: Add a commission rate by product salesMana...

    Combine Loyal Customer Discount With Promotions

    1. Scenario Many businesses have a loyalty program where loyal customers get small discount on all purchases (eg. 5% off everything). Occasionally, though, the store may run special promotion events (...

    Import sales documents

    This guide covers the following:How to fill out a sales import sheetStarting a new sales importHow to fill out a sales import sheetThe format of the file should be the same as in the sample file below...

    Creating a Quote

    The quote does not book products, does not move goods or generate turnover. The quote will be sent to the customer after preparation and will be confirmed after receiving confirmation from the custome...

    API Version 1.54.0

    October 13, 2020 New Features API calls getCampaigns and saveCampaign now support multiple product groups and multiple product categories (instead of just one) and multiple brands (a new feature). Mul...

    POS Brazil Version 4.08.1

    Features Bigger images in Product order View. Product view image now has optional image navigation under the currently previewed picture - it is minimized by default. The user can expand it by clicki...

    PIM API Version 1.44.2

    Oct 26, 2020 New Features Added create, delete Warehouse Locations endpoints, Added codes 5-8 to Products, Added management calls for Product Extra Fields (1-4), API has now limited default outputs. T...

    PIM API Version 1.46.4

    Nov 02, 2020 New Features Added PATCH /v1/matrix/product/{productId}/variation/{variationId}/dimension-values to edit Matrix Variations dimension values, Added GET /v1/ui/product endpoint to fetch the...

    PIM API Version 1.50.3

    Nov 16, 2020 New Features New product field: "age_restriction" - to be used to add products that are for limited age groups. For example only from 16 years old, only from 18 years old and so on. Added...

    API version 1.57.0

    November 26, 2020 New Features Field "priceListProductID" has been added to the output of API call getProductsFromSupplierPriceLists. API call getCustomers, input parameter "searchNameIncrementally" n...

    PIM (New) Overview

    Benefits of PIM (New) Fast and intuitive tool for managing your product database with less clicks and enhanced filtering features. Customisable product catalogue view for each back office user. Advan...

    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...

    POS Brazil Version 4.14.0

    FixesMatrix selection menu refactored - now works correctly with the setting to only allow variations that are in stockProductOrderEdit inputs now allow cursor key navigation againProductOrderEdit inp...

    PIM API Version 1.56.1

    Jan 18, 2021 New FeaturesBackup & Restore. To create a backup you need to specify the backup_id field on the product when creating or updating it.To create a backup you need to specify the backup_id f...

    Product Importer

    The new Product Importer allows products to:Add Products, Update Products, Enrich Products, Add Matrix Products, Update Matrix Products, Enrich Matrix ProductsHow the Product importer works:In order t...

    How To Create a Store Report With Erply APIs

    A “Store Report” is an overview of store operations. Such a report typically contains multiple tables of data, not just a single dataset. The report can cover only one day, or a longer period of time....

    PIM API Version 1.69.0

    Feb 15, 2021 New FeaturesAdded Export: export/products, export/assortments endpoints,Added new endpoints to manage location specific tax rates: PATCH & DELETE /product/group/{id}/location-taxImproveme...

    Parameter Sets - PIM (NEW)

    Creating Parameter Sets Parameters allow you to create additional product attributes for web-shop. Unlimited values can be added under one set. All parameter sets must be associated with a product gro...

    Matrix main product has stock levels?

    You can see that your matrix main product has stock levels, but none of the variations have any stock. Or you can see that the Matrix product stock level is higher then all variation stock added up. H...

    Why are my products reserved?

    You can see that you have products in Lay-by? Here are the documents that keep products reserved.OrderWhen creating an order there’s a Lay-by option that you can tick for products to be reserved for y...

    Berlin Back Office Version 5.37.1

    March 24, 2021 New Features Product label printing now allows to specify products id's. Added support for the E-invoice integration "Intermediator code" field. Logouts from the login app will now also...

    Product recipe import

    Product Importer allows you to Import recipes for Bundle and Assembly products. You must first have created a Bundle or Assembly product. Once the product has been created in Erply, you need to make ...

    POS Brazil Version 4.17.0

    FeaturesWeighted barcode implementationPrinting coupons automatically if such a rule existsDefault coupon template addedNew setting in Configuration/General. Sort products in products group by: 'name'...

    POS Brazil Version 4.18.0

    FeaturesCurrency format (numberformat) now also used in:recent-: -layaways, -orders, -sales, -invoices, -offersgift card popupproduct informationemployee statsclose day main popup + tenderspayment mod...

    Import Product Pictures

    It is possible to import product pictures to "Pictures in Erply CDN”. This module is connected to Erply WooCommerce integration and new PIM. PIM → Product Picture UploaderThis module allows users to u...

    Berlin Back Office Version 5.40.0

    May 12, 2021New Features1. Product labels can now be printed from inventory registrations, inventory write-offs and inventory transfers.2. User group permissions for sales documents, purchase document...

    Packages

    Defining the packaging on the product card allows you to buy and sell products using packages. By default, we have three types of packages. If there isn’t one that suits your needs or you need to add ...

    PIM API Version 1.83.1

    May 20, 2021New FeaturesNew PATCH product update call was introduced to enable product updated field-by-field,Product IDs were added to the assortment export file,Improvements & Bug FixesExcel export ...

    Regular product

    A regular product is the most common product that has stock and that we can sell. Typical product type Erplys is called "Product" and is the default type selected when creating a new product. Addition...

    POS Brazil Version 4.19.0

    Fixes Empty product groups will not maintain the loading spinner indefinitely When picking up a sale, container products are skipped and regenerated Return table select all checkbox no longer thinks ...

    How to update matrix variation names with Erply product importer

    First, you need to prepare your spreadsheet.Once your spreadsheet is ready to be imported go to PIM > Import Products PIM > Import Products > Update Products*When you need to update fields on the matr...

    Shopify FAQ

    STORE AND LOCATIONSIs it possible to determine which warehouse online store to uses?Yes. When setting up the integration, you need to choose which warehouse to use. You can always change warehouse in ...

    Import of Stock

    The import of stock quantities is ideal to use when you need to take into account many products at once. In order to import Erply system stock quantities, you must first arrange the data for the syste...

    Central Purchasing

    Central Purchasing is an easier way to move stock if you have a lot of locations. With central purchasing, you will be able to order products to your "Main Warehouse" (which is set by moving that loca...

    2. Cross-Franchise Users

    OverviewErply's franchises are groups of accounts that have been configured with a shared product catalog or a shared customer registry.A franchise lets each store owner see only their own data—but th...

    Adding a New Country

    There is a list of available Countries in the Back Office that you can choose when it comes to capturing the origin/ source of your Product or to determine the country of location for your Customer. W...

    WooCommerce FAQ

    Why has the product not reached the webshop or its information has not been updated?Check if the „show in webshop” box on the product card is ticked and the status is „active”. If the product has not ...

    POS Brazil Version 4.25.0

    Fixes Fixed layaways due date not being disaplayed correctly in the BO When picking up a sale, container products are skipped and regenerated Refunds on wrapper now contain employee, customer, curren...

    POS Brazil Version 4.26.0

    Features POS has a new configuration in Settings/Configuration/Product Search called "Search product by all codes". When this setting is enabled, POS searches products by all codes. More info in manu...

    Notify store members that stock is running low

    If you want the store members to get notifications about products that are below the minimum quantity set in back-office then apply the following configuration. The feature is meant for staff, who wou...

    POS Brazil Version 4.29.0

    Features:POS now prompts cashiers with a confirmation that the product, being added, is below minimum stock level. Product stock notifications are now also displayed when product's amount in the shopp...