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    adding customers from the pos

    Sales Returns in the POS

    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...

    Layaways

    (Lay-by in Australia, New Zealand and South Africa)Benefits of Layaways Pick up now, pay laterLayaways encourage shoppers to follow through with a purchase by allowing them to pay in increments. Give ...

    Add and Edit Customers

    Erply allows you to create a customer both as a private customer and as a company. In the Back Office, the customer can create all the benefits of CRM. You can gather valuable information when creatin...

    How To Use Erply Self-service POS?

    Benefits of Erply Self-service POSSelf-service points of sale are becoming more and more common in the 2020s. They are incredibly useful if you want your customers to access information or services wi...

    Shopify connector setup and features

    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...

    Store Credit

    Benefits of Store CreditSafer refundsStore credit can be used as an easy refund system. Payment processors charge extra for reverting a card transaction, and returning cash to customers may open up po...

    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...

    Sales Reports

    Sales reports in Erply can be used to view and track sales made in the back office and at the POS. All sales reports can be opened as an HTML table or downloaded as a .xls file.Creating a sales report...

    Matrix Products

    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...

    Loyalty Points

    Benefits of Loyalty PointsImprove customer retention with incentives83% of customers say loyalty programs improve their chances of continuing business with a retailer. Erply’s loyalty programs enable ...

    Additional plugins

    We have created a lot of additional solutions as (plugins) that are not installed on accounts by default.This article lists the most used and needed ones. If you are interested in additional features ...

    Credit Limit

    Set Up Credit Limits for CustomersTo set a credit limit for a customer, navigate to Customers -> All customers. Click on the customer you would like to set a credit limit for. On the left-hand gray me...

    Rounding Cents

    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...

    Minimum rights required to make a sale

    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...

    How to use the Invoice app

    Log into the Invoice appLogin with your Erply username, password,and account code. Contact support@erply.com if you forgot your credentials.Select a store location where the sales documents will be se...

    Coupons

    Coupons in Erply can be created with parameters and requirements. They also can be redeemed based on money or loyalty points.This guide covers:Creating a couponLinking a coupon to a promotionReporting...

    OverviewMost Erply accounts are using what is described here as the “new inventory system”; it has been the default on new accounts for many years already.However, there are a few older accounts where...

    Erply to Magento Integration Setup

    Create a Magento authorization tokenGo to your Magento admin section and navigate to: System -> IntegrationsAdd a new integrationFill in the integration name: “Erply Integration”Navigate to “API”Allow...

    Whats New in Brazil Point of Sale

    Welcome to Brazil, our latest POS software.Built on a new engine and sporting a very similar interface to Berlin, Brazil is a powerful tool to help you manage your business effectively. Supported by o...

    POS Brazil Version 4.44.2

    Fixes: W** plugin: Customer view Membership renewal input minimum value is now based on the lastPurchaseStartDate field Membership end date is now set to 23:59:59 of the selected date Membership renew...

    4. Algorithm Versions

    Over time, we have made modifications to the calculations. Each of these modifications has created a new "version".In each version, both the "NetPrice" and "PriceWithTax" methods are implemented.Curre...

    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...

    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 ...

    Inventory.com setup and features

    Welcome to Inventory.com! Inventory is a webshop platform created as a free addition to Erply, our ERP system. All product, customer, pricelists, warehouse, company etc., information is located in Erp...

    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...

    1. Franchising Basics

    Benefits of Erply’s Franchise ToolsFlexible franchisingNo two franchises are alike. Erply’s cloud-based franchising tools allow you to choose how much control your franchisees have over business proce...

    Offline Mode

    Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. Benefits of Offline ModeNever lose valuable sales dataDuring an internet outa...

    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 ...

    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...

    POS Brazil Version 4.49.1

    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...

    POS Brazil Version 4.50.0

    Features:Added French to the available language selection list. Added missing Traditional Chinese default translationMulti currency - Register amounts can be entered for each currencyActual Report Tem...