Benefits of multiple usersMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. For example: allow managers to...

Benefits of PromotionsEncourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during holidays or seasonal changes...

Benefits of Gift CardsGift cards are a built-in option in Erply, accessible to all customers.Flexible payments to attract new business 61% of consumers prefer to receive gift cards during the holiday ...

Benefits of TimeclockBoost timeclock accuracyErply’s automated timeclock software eliminates manual data entry errors, keeping your records as accurate as possible. Employees can clock in at the POS w...

Benefits of Unique POS LoginsEasily track employee actions at the POSEmployee logins give you a paper trail to follow for vital POS and back office functions. Keep track of employee sales and hours wo...

Benefits of Stock & Price LookupStreamlined, accurate customer service79% of shoppers still prefer to shop in-store. Stock & Price lookup is a low-friction tool that updates in real-time, giving your ...

Benefits of Limiting Access to POS SettingsWhile the Erply built in Cashier user group comes pre-configured to now allow sales people to access more configurations in the POS, it is also possible to c...

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...

Benefits of Product ReturnsBoost store trafficCustomers are more likely to make a purchase once they enter your store. Enabling partial or full returns encourages them to add an item to their order, t...

Benefits of User GroupsMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. User groups give your employees t...

If your business has many different teams, it’s likely that there’s more than one person in charge of making new hires.We’ll explain how to give your employees access to add new workers to their speci...

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...

Account administrators can turn on a restriction that only users from a whitelisted set of IP addresses are allowed to access Erply. With this feature, employees can be prevented from logging into Erp...

 This guide explains how to:Add a new register to your Erply accountGrant employees access to specific registers (required)Log into the register at the POSPS! Erply is billed on a per-location basis. ...

Aug 11, 2020 New Features Field "Drawer identification" has been added to employee form. (This feature will be supported soon in Brazil POS.) The default text for the purchase document email is now co...

Aug 24, 2020 New Features Field "Drawer identification" has been added to employee form. (This feature will be supported soon in Brazil POS.) The default text for the purchase document email is now co...

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...

Benefits of unique POS loginsEasily track employee actions at the POSEmployee logins give you a paper trail to follow for vital POS and back office functions. Keep track of employee sales and hours wo...

Benefits of Manual DiscountsBoost customer satisfactionNo matter your industry, there are going to be cases where a customer requests a discount on an item, perhaps due to the item’s condition. The ab...

Benefits of checking login activityMaintain secure processesErply will provide you with detailed information of all employee logins, so you always know who accessed your account. The login activity fe...

Benefits of Cash In/Cash Out:Painlessly balance registers16% of retail shrinkage is caused by administrative errors. Erply automatically tracks cash flow to reduce those errors with minimum effort. Wh...

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...

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

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

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 ...

Cash-drawer-based day openings and closingsGeneral conceptDrawer count is typically used in store setups where cash-drawers are mobile within the store.With this setup, typically each employee is assi...

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...

Selecting Employees: Everybody Needs to Understand Their Responsibility to the Customer.Erply doesn’t select employees solely based on professional skills but also looks at a potential candidate’s gen...

Just like Erply needs to follow security requirements, so do our customers. Managers don’t often suspect that a disloyal employee might have little regard for the company’s security or even abuse blin...

In Brazil POSIn addition to a username and password, an employee can be set up with a PIN. A PIN must have a minimum length of six digits and can be set by a manager on the user card corresponding to ...

Benefits of Product ReturnsIncrease customer loyalty and long-term profits92% of customers will buy something again if the return process is easy. Customers are more likely to spend money at the store...

Benefits of Cash Drawers in ErplyThe Power of ChoiceCash drawers are incredibly easy to set up in Erply, giving you more flexibility when it comes to the setup of your store. Add or remove cash drawer...

What is the client merge plugin? Erply’s client merge plugin allows you to combine two or more customer accounts into one. You can merge the following customer data within Erply: Customer accounts Rew...

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 ...

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...

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...

Table of Contents Features Setup Usage FAQ covering the following topics: Multiple stores / warehouses Languages Multiple categories Product / category attributes Changes made in shop Non-stock, relat...

Benefit of Rounding CentsFaster calculationsSkip the pennies - it’s easier to count with round numbers. Rounding cents on payments makes transactions easier to calculate and receipts more readable for...

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 ...

Sep 1, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". New column "Drawer identification" has been added to the ...

Sep 2, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". The button "Point of Sale and Payments Report" / "Z Repor...

Benefits of purchase ordersPurchase orders are essential for keeping track of items you order from Suppliers. Purchase Orders can be utilized to keep track of items you’ve ordered, received, or plan o...

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...

OverviewWith Single Sign-On (SSO), users can log in to Erply by authorizing through the company's existing identity platform, and users do not need a separate password for Erply. Disabling the user's ...

Erply Introduction ForecastingApp by Erply is an analytics and forecasting solution for Erply. With ForecastingApp you can easily analyse your entire sales and inventory using a single dashboard and s...

If a user forgets a password or has multiple unsuccessful log-in attempts we recommend changing a password.How to change password?Employee has to have an email address filled or the user name needs to...

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...

Fixes:Fixed the unresponsiveness of "Done" button in Tender view in Close Day Modal. The issue was introduced by 4.50.2 releaseUpdated the "Employee edit" modal to have the same email validation as lo...

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

If the users have computers or tablets in the work shop area for technicians to use, they can now log into the Technician view. This will allow them to see what work is scheduled and what they need to...

February 25, 2020 New Features New API calls have been added for managing POS quick buttons: getPosGlobalQuickButtons getPosStoreQuickButtons insertPosGlobalQuickButton insertPosStoreQuickButton switc...

Introducing the Erply self-service app!Erply self-checkout is a user-friendly POS that lets customers ring up their own orders. Free up your cashier staff and reduce lines at the register by introduci...

This guide covers:Minimum user group settings required to make a saleHow to make a user group with minimum rights to make a saleHow to add a user into a user group, and how to grant them access to a s...

What is the Customer Duplicate Phone And Email Verification plugin?Erply’s customer duplicate phone and email verification plugin helps to prevent creating duplicate customers on your Erply account.Wh...

This guide covers:Minimum user group settings required to make a return.How to make a user group with minimum rights to make a return.How to add a user into a user group, and how to grant them access ...

This guide covers:Minimum user group settings required to open and close the dayHow to make a user group with minimum rights to open and close the dayHow to add a user into a user group, and how to gr...

This guide covers:Minimum user group settings required to convert orders to POsHow to make a user group with minimum rights to convert orders to POsHow to add a user into a user group, and how to gran...

Erply back office predefines the following context variables. Generally, these variables can be assumed to be present, but it would be a good practice to guard for the variables being undefined: if (t...

OverviewA physical stocktaking is used to double-check and correct inventory counts in Erply. The physical stocktaking process consists of:Physically counting the items.Confirming the counts in Erply ...

Add new store locationsThis step will enable you to make locations that are accessible at the POS for sales. Navigate to the Retail chain module and select Locations.Erply will display a list of all l...

January 11, 2022New Features1. API calls getSalesDocuments and saveSalesDocument now support three extra document types (SERVICE_INVOICE, SERVICE_CASH_INVOICE, SERVICE_INVOICE_WAYBILL). This is a Gree...

New settings giftcard_period_of_validity: number of days from creation that a sold serial giftcard should be set to expire at - no expiration if setting missing, invalid, or 0 (PBIB-2572) pos_hide_add...

This is a plugin wich can be added to your account by Erply support.The user-based default warehouse adds a "Default warehouse" field to the employee card. By assigning an employee a default warehouse...

Features:Added Account Sales button to mobile viewBack office and POS Onboarding Wizard links now open in a new tabCustom lock screen can now be set via touchpos_app_background_url parameterFixes:Payi...

This guide explains how to:Configure locations in main company informationAdd a new locationChange existing locationAdd a registerConfiguring main company locationYou can view and edit your business’ ...

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 ...

Say hello to the Erply Stocktaking App!Looking for a paperless stocktaking solution that synchronizes all warehouse operations across your entire retail chain? We’re excited to announce the release of...

This guide covers:Minimum user group settings required to perform a physical stocktaingHow to make a user group with minimum rights to perform a physical stocktakingHow to add a user into a user group...

This guide covers:Minimum user group settings required to confirm an inventory registrationHow to make a user group with minimum rights to confirm an inventory registrationHow to add a user into a use...

This guide covers:Minimum user group settings required to create and confirm invoicesHow to make a user group with minimum rights to create and confirm invoicesHow to add a user into a user group, and...

Jul 24, 2020 New Features API calls isPOSDayOpen and POSOpenDayV2 have been added. Field "drawerID" has been added to API calls saveEmployee and getEmployees. Filter "drawerID" has been added to API c...

Benefits of importing suppliersUpload thousands of recordsMaintain accurate, up-to-date supplier records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and b...

APIs are the programmatic way to "talk to Erply", and let you:Fetch the data you see in Erply back office — eg. the list of products or customers.Or, add and modify data — eg. create a new sales order...

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...

Standard Password RequirementsThese requirements are enforced on all accounts, and are not configurable.A password must have a minimum length of 8 characters.A password must contain at least one small...

Fixes:Restored custom translation plugin. The plugin was broken in 4.48.0 release.POS styles from popups no longer leak into browser-rendered printoutsApplied number formatting for product row's origi...

March 7, 2023New Features1. New field "stateGroup" has been added to API calls saveWarehouse and getWarehouses. 2. New fields "additionalCosts", "additionalCostsCurrencyId", "additionalCostsCurrencyRa...

Erply Reports explained This guide explains the data values in each of Erply’s reports. Sales reports Sales Summary report Sales Summary Period: The dates from which the information is gathered. This ...

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 ...

Benefits of the Customer Display Application (Berlin)Stronger customer engagementsUse customer display app to create personalized in-store experiences and encourage customer purchases. Display rotatin...

The Assignments is a module with a calendar and activities. That includes device or vehicle maintenance and management.If you are interested in this extra feature, please get in touch with our custome...

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...

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...

New Erply APIs offer a web interface called Swagger.A Swagger page:Contains the documentation of that API: which calls are available, what is the structure and meaning of the input and output.Serves a...

Features:Added visual shortcut hints to customer and product searchOption to show a "Change" field in Payment Modal component that shows to the user what the expected change value would be after the d...

Details These events are automatically generated based on database changes. It supports most object changes in the system on any application. Please note that these events do not guarantee that the ev...

July 13, 2022New FeaturesInput parameter getAddedTimestamp=1 has been added to API call getPurchaseDocuments.FixesFixed: for using the Clock In / Clock Out feature in Brazil POS, access permissions fo...

ButtonExplanationRemoves all products/discounts from the current sale to start over. Hotkey F4 will also do this.Saves the created shopping cart to finalize the sale later. Saved sale appears in the P...

This guide explains all of the terms and functions in the cart when ringing a customer up at the POS.Customer informationThe name of the customer making the purchaseThe customer group of the customer ...

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...

Promotions cab be found under “Retail” module. Encourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during hol...

Features Each tax is shown separately on the receipt PatchScript footer changes: If BO footer is set to "", patchscript footer value will be taken from translation file Otherwise the footer value is c...

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...

- Finnish translations updated- Serial number is saved to JSON API when entered for a product with a 'hasSerialNumbers' property- Block row amount edits for rows that have serial number when using iD*...

We have created a lot of additional solutions as (plugins) that are not installed on accounts by default. These solutions can be enabled for a one-time fee.This article lists the most used and needed ...

New featuresOffers menu now shows only unfulfilled offersAdded keyboard navigation to customer results as wellOptimized workflow so that translations would not get lostAdded contacts table to customer...

Features:Added multi currency support for offersAdded multi currency support for X-Report PatchScriptAdded close day functionality to Pax Payment IntegrationAdded support for partial tax exemption for...

Jul 7, 2020 New Features API call saveSalesDocument now supports idempotency when creating new sales documents. API client can add input parameter "temporaryUUID" to the request. Subsequent calls with...