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    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...

    Gift Cards

    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 ...

    Custom Payment Types

    Custom Payment TypesSetting up custom payments at the POS and in the back officeErply has two plugins that allow you to add your own tender type at the POS and the back office. In this guide, we’ll co...

    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 ...

    Pay for Back Office invoices at the POS

    Benefits of paying for an invoice in POSWith 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 payments...

    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...

    Payments Configuration in Berlin POS

    POS Settings > Payments Configuration This is where you can configure allowed tenders on sales and returns (with and without receipts), as well as limiting amounts for each tender type. If the “Limit”...

    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...

    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...

    POS Brazil Version 4.05.2

    FeaturesClose day tenders no longer have TIPBack Office receipt footer supported in PatchScriptBack Office receipt announcement/message supported in PatchScriptPatchscript prices are rounded to 2 deci...

    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....

    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...

    Printing and Payment Terminal Microservice Setup

    To connect external devices to Brazil POS, you need to check if your operating system is 32-bit or 64-bit. To check, go to Control Panel -> System and Security -> System -> System type.Download the in...

    iPad and Swedbank Terminal Setup

    Why should i choose iPad and Swedbank terminal for my POS?Now it is possbile to connect your iPad that is using Erply PoS solution to Swedbank terminal, and that is all you need for functional lightwe...

    Drawer Count

    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...

    POS Brazil Version 4.48.2

    Fixes:When clicking on a payment in the payment screen and pressing "OK" when the payment's amount is 0.00, the payment gets correctly removed from the payments list. 100% by card and by cash no longe...

    Highlight Full Payment Buttons

    Erply POS has the functionality to highlight full payment buttons to be able to see which full payment method is selected at the moment (card 100%, cash 100% buttons in POS Payment window). It can be ...

    Security FAQ

    Is payment data encrypted?Erply does not store sensitive payment data (no full credit card numbers, no payment authorization tokens) and is out of the scope of PCI DSS (https://en.wikipedia.org/wiki/P...

    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...

    POS Brazil Version 4.50.7

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

    POS End of Day Settings

    These settings manage the manner in which you close your register(s) to properly account for your day of operations. While logged into your POS, navigate to POS Settings -> Configuration -> End of Day...

    Erply Back Office Terminology

    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...

    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...

    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...

    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...

    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'...

    Setting up the Self-service Checkout Hardware

    You will need:Windows 10/11 operating system;Google Chrome browser, you can download it here;Java 8 ver. 251 32bit or Java 8 ver. 251 64bit (depends on your device);EPSI - you can download it here;Sel...

    QuickBooks Export File: Explanation

    This is a short description of how back office assembles the QuickBooks export file (IIF file).SpecificationThe generated file is a collection of General Ledger entries. Each entry contains:A sum of m...

    POS Brazil Version 4.50.4

    Features:Added close day functionality to pax payment integrationFixes:Fixed incorrect tenders difference calculation on EOD. The issue was initially introduced by version 4.50.2Optimised the loading ...

    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...

    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...

    Function Buttons

    ButtonExplanationAllows the user to pull up the last 100 sales and print recent transactions that have been processed at the POS.Allows the user to look up any unfinished sales that need to be checked...

    Berlin Back Office Version 5.27.0

    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...

    POS Brazil Version 4.16.0

    FixesAsk user for a cash in/out reason code if there are any reason codes with particular type in BOPrinting for wrapper printers which require prerendering (TSP-100 series)Fixed issue with NetsCloud ...

    Age Verification

    Erply has an available feature that checks and documents your customer’s age in every sale at your Point of Sale interface.Setting the Age Verification OptionCheck your current POS version:Berlin POS ...

    POS Brazil Version 4.42.0

    Fixes:Fixed sign-up & demo sign-upErrors when saving sales document now show more information & no longer imply connectivity errorCash denomination buttons no longer open number padPOS no longer uses ...

    Classic Back Office Version 4.28.2

    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 ...

    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...

    Brazil Services Troubleshoot

    Services Installation General InstructionsInstall the installer and open wizard web-app https://posow-sb.erply.com. Go to the Hardware -> Installer App -> Installation.Download the installer for your ...

    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 4.38.1

    Fixes:Customer creation form data is shown correctly nowPrices on returns are correct nowCheck and Card limits can no longer be bypassed by adding multiples of payments.If a payment is not within the ...

    API Version 1.75.1

    The Z Report now recognizes gift cards with different types and lets each type be counted separately at the end of the day.This workflow was mostly supported already. If the point of sale created gift...

    POS Brazil Version 4.43.1

    Fixes:Sales Document rounding is now conditional on the payments being cash-only...

    POS Brazil Version 4.47.0

    Plugins:Customer display pluginTexts in config can now be unset to make them use the default values. The default values now update to match the POS language if translations for that language existW** ...

    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...

    Berlin Back Office Version 5.19.0

    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 ...

    How to make a sale at the POS

    How to make a sale at the POS1. Add items to the cart. This can be done by:Scanning a barcodePressing a quick select keySearching for an item using the product search barEntering an item code in the p...

    Generic events

    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...

    POS Brazil Version 4.48.0

    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...

    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...

    Classic Back Office Version 4.44.0

    May 12, 2021New Features1. Inventory registration, inventory write-off and inventory transfer custom printouts can now be sent by email.2. User group permissions for sales documents, purchase document...

    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...

    Export to Accounting (Quickbooks)

    OverviewErply sales totals can be exported to QuickBooks. Erply can generate a .iif file that contains a set of journal entries for each day and location. For importing into Quickbooks, please consult...

    3. Shared-Data Franchise: Typical Setup

    Here is the typical setup of a "shared-data" franchise.A shared-data franchise is the model where some datasets, such as customers and products, are shared across all franchise accounts—with everyone ...

    Berlin Back Office Version 5.50.0

    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...

    POS Brazil Version 4.43.2

    FixesW** - hide renewal input if customer is non memberAsk for confirmation before coupon print if promptCashier attirbute is set to 1G**** - check for giftcard balance before charging itChanged forma...

    POS Brazil Version 4.07.0

    Fixes POS data (such as vatRate) now correctly read from API, not stuck to old values from localStorage Brazil POS offline mode now calculates total correctly, it used to add tax to item price with V...

    Go Microservice Printing Setup (Brazil)

    After completing the Installer App installation, please log into Erply Brazil POS. Open POS Settings -> Printing Configuration -> Printing Service -> Try printing using the go microservice.If you don’...

    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...

    POS Brazil Version 4.42.6

    Fixes:Fix for issue with same products not getting merged in one row in POS shopping cartFixed issue where return reason would not be updated for "unassigned" products on the return viewFixed product ...

    Open and Close the Day

    Benefits of Opening and Closing the DayEasy-to-follow processesOpening and closing the day shouldn’t be a chore, especially for retailers with multiple registers. POS tools such as popups and automate...

    API Version 1.42.0

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

    Classic Back Office Version 4.22.0

    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 ...

    Berlin Back Office Version 5.20.0

    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...

    Reports API - Z Reports

    Reports API has a number of endpoints available that can be used to generate reports. This article shows some of the connections to the existing API/back office Z-report and how something similar coul...

    POS Brazil Version 4.21.0

    FeaturesOffline locking (PBIB-1321)When in offline mode, POS can be locked with a temporary pin so that it can be logged back into without requiring a network connection.Due to the security implicatio...

    Customer display app (Brazil)

    New Customer Display applicationSave time and increase sales with Erply’s NEW Customer display app. Connect to any web-based device with a screen and display promotions, product advertisements, or any...