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    adding products

    Disable Notifications for Adding Products to the Cart

    When adding a product to the shopping cart, the POS will give a notification message regarding the action. This setting allows users to disable that.Find this setting in POS Settings -> Configuration ...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    Inventory transfers

    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...

    Products

    Product TypesErply has five different product types.TypeDescriptionRegular ProductA regular product is the most common product that has stock and can be sold.Matrix ProductMatrix products can be used ...

    Product Importer

    Benefits of the Product ImporterAdd large amounts of products at onceOur product importer makes it very easy to add new items with low effort.Mass edit product informationIf you need to edit the infor...

    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 4.19.0

    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 ...

    Stock Notifications

    Display Product’s Stock Is Close to Minimum ConfirmationIf you want the store members to get notifications about products that are below the minimum quantity set in back office, apply the following co...

    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 ...

    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...

    Group Rows in Document

    The Brazil POS now allows the user to select how the identical products in the shopping cart should be merged.The user can disable grouping products in the shopping cart by ticking the Disable rows gr...

    Group Related Products in Shopping Cart

    This setting allows users to highlight related products while adding them to the shopping cart. When the customer has a long shopping cart and it contains the related products it is easier to follow p...

    Show Prices per Row Instead of per Unit

    When adding products to the shopping cart, the product price depends on the quantity. The price field in the product row shows the total price of the product.When the setting is enabled, the price fie...

    Add Products to End of Shopping Cart

    Generally, when adding products to the shopping cart, every latest added product is always on the top, before added products will go down in turn. When the “Add products to the end of shopping cart” i...

    Option buttons

    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...

    Add Bulk Products Button

    Allows for adding multiple products at once. You can set the amount to add at one time and the interval speed in which they are uploaded.Once configured, add multiple products to your current order wi...

    Parameter Import

    TableYour table structure for importing parameters has to be very precise, and it has to be in CSV UTF-8 format.Your table needs to have five columns.product_identifierInto this column you need to add...

    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...

    Importing purchase invoices

    How to import purchase invoicesThere are two steps to importing purchase invoices within Erply:Adding a blank purchase invoiceImporting purchase invoice details into a blank PIPlease note that any inv...

    Erply configuration for webshop

    Webshop setup guide Add a new warehouse to your erply account.Add a new warehouse by going to Retail Chain -> Locations -> Add newName it Webshop, so the integration can understand where to take the i...

    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...

    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...

    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 ...

    POS Brazil Version 4.23.2

    Fixes Reason codes are now translated correctly Scanner now searches for products using code after searching by code2 and finding no results Customer display no longer shows sale completion screen whe...

    Price List Import

    You can either add a new price list with import or edit an existing one.When importing, the price list has to be created in advance in Erply by going under Retail -> Price lists. The price list has to...

    POS Brazil Version 4.41.0

    Fixes‘Save sale’ no longer marks the document as ready if it's being saved a second timeReason codes of unspecified type no longer offered as options for return or discount reasonProduct search field ...

    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 ...

    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...

    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...

    Inventory write-off

    Why use the inventory write-off system? Inventory Write-Off decreases the stock level of items in Erply. It also includes a section on the reason codes that can be associated with such Write-Offs.Use ...

    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...

    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 ...

    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...

    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...

    Do Not Calculate Shopping Cart Automatically

    This setting is good for those who is using different promotions at the store and would like to see the final prices and total amounts when the customer finalizes with his choice.Cashiers will not see...

    Attributes

    AttributesThe simplest way to extend product records is to attach attributes. Attributes are just arbitrary key-value pairs; you can make up an attribute name on the spot.The value of an attribute can...

    Erply Reports explained

    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 ...

    Invoice Android 1.2.6

    April 2, 2020 What's new add items by scanning barcode using device camera create Waybills new setting (for those who use paired scanner for product lookup): activate product search input field automa...

    Invoice iOS 1.2.6

    April 3, 2020 What's new add items by scanning barcode using device camera create Waybills new setting (for those who use paired scanner for product lookup): activate product search input field automa...

    Orders

    Creating an OrderSales orders in Erply are mainly used for managing webstore orders received from your online platform or when managing instore orders where the stock on hand is insufficient. It is po...

    Configuring External Card Payments

    You can use External Integration if you wish to use it separately from the cash register. You can set it up to differentiate between the types of payment cards used.SetupOpen POS Settings -> Payment c...

    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...

    POS Brazil Version 4.38.0

    Features:POS Language preferences are stored in CAFA. Now if a user stores a language override, POS will use that language on any Register.BSoft integration now uses bsoft_local attribute of warehouse...

    POS Brazil Version 4.46.1

    Fixes:Fix for product/group adding modal being closed after unsuccessful saveFix for POS crashing after deleting 0 priced itemFix for customer not being createdPOE: Discount disables/enabled with base...

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    Classic Back Office Version 4.28.0

    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...

    Payments

    View PaymentsThe Payments module allows you to see all payments that have added to Erply. It is possible to see an invoice that is connected to the payment, client, date, amount and print out the paym...

    Suppliers

    List of SuppliersTo view all suppliers, navigate to Inventory -> Suppliers.Erply will display a list of your suppliers. Click on a supplier to view or edit their information. You can search for a spec...

    Purchase-Invoice

    The purchase invoice takes the goods received from the supplier into the warehouse. The purchase invoice can be created either from a previous purchase order or from scratch as a standalone document.C...

    POS Brazil Version 4.36.0

    Fixes:​"Allow selling only from pricelist 1" setting now respected by matrix product view.Matrix product view now works for all accounts (previously was dependent on the order of dimensions which coul...

    XERO Integration

    XERO Integration SetupIn order to integrate your XERO account to Erply you must first reach out to our support represntatives who will activate the XERO Integraiton plugin on your Erply account. You c...

    Save vs Confirm

    Benefits of Saving a Document for LaterWork cross-departmentallyHaving the ability to save documents for later opens the door to flexible workflow opportunities.For example: Invoices can be created an...

    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 ...

    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...

    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...

    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...

    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 4.50.5

    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...

    Regular product

    A regular product is the most common product that has stock and that we can sell. The typical product type Erply is called Product and is the default type selected when creating a new product. Additio...

    POS Brazil Version 4.48.1

    New features:Numberpad in payment modal now closes when selected payment is deletedPlugins:W** - Fixed issue where potential savings were not shown on customer badgeW** - Fixed an issue where temporar...