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    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...

    Minimum rights required to open and close the day

    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...

    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...

    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...

    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...

    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...

    POS Brazil Version 4.24.0

    Features(PBIB-1721) New setting to make notes field in close day mandatory when the counted amount is short of the expected amount by more than the allowed difference(PBIB-1781) 'notes' input for prod...

    V Security Measures We Encourage Our Customers to Use

    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...

    POS Brazil Version 4.50.3

    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...

    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 ...

    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...

    X-Report

    Benefits of the X-ReportThe day’s transactions at a glanceX-reports provide you with key information so you can get a stronger picture of day-to-day sales operations and can be filtered to generate sp...

    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 4.07.0

    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...

    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....

    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 4.47.0

    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** ...

    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...

    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...

    Recurring Billing

    Recurring billing is a module where it is possible to define an invoice that is going to be created for the customer every month. Navigate to Sales -> Recurring billing.Note: To see the module, the “B...

    API Version 1.51.2

    Sep 4, 2020 Fixes Fixed: API call POSCloseDay did not return the field "openedUnixTime" unless API client sent it as an input parameter. ...

    Price Lists

    Please note! Price lists have their own prioritization system that you can read about in the discount prioritization article.If you would like to know how to import a price list, be sure to read our g...

    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 4.18.4

    Fixes Stock info now correctly displayed when using POS in Retail View Close day Estonian translations are now much shorter and don't overlap other texts Pressing "enter" key when editing the quantit...

    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 4.49.6

    Fixes:Allow entering gift card number that contains spaces when paying with a gift cardFix Cayan not displaying the message of the failed payment / the "Unreferenced returns are currently not supporte...

    POS Brazil Version 4.50.2

    Features:Check date can now be in the futureCustomer specific payment deadline (days) is now applied to sale documents Fixes:Coupons applied to the sale will only get redeemed if they end up being 'us...

    POS Brazil Version 4.30.2

    Fixes: Fixed an issue where adding a product via scanning would incorrectly change the amount of a product in the cart POS supports OpenDay for mobile devices. OpenDay and CloseDay UI has been updated...

    Introduction to Swagger

    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...

    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 ...

    Set Up a Cash Drawer

    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...

    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 ...

    II Top-Level Data Processing

    Right to DataErply enables the customer’s authorized user to manage other users and their customers’ data. Erply believes that all data the customer enters using Erply’s services belongs to the custom...

    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...

    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...

    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...

    How to set-up Kenya

    Since Berlin POS 3.30.0 & EPSI 3.25.6 clients have the possibility of using the Tracom fiscal provider integration (Kenya). Step-by-step guide Install necessary driver + application provided by the fi...

    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...

    Cash In / Out

    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...

    POS Brazil Version 4.22.0

    FixesLegacy language identifiers should no longer cause mixups like Czech and Estonian being confused with each other (PBIB-1678)POS now reconnects to external customer display more reliably (PBIB-173...

    POS Brazil Version 4.22.4

    Fixes Default receipt data now references the employee related to the sale When "expected" amounts for tenders are not shown, the "counted" field is no longer prefilled with the "expected" amount on c...

    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 ...

    Multi-currency module in POS

    What is multi-currency module? Erply has an additional functionality to use the different currencies on your account. It will allow to have more detailed reports and the ability to accept payments in ...

    Self-service app

    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...

    Point of Sale System for iOS

    We are excited to announce the release of our new POS system for iOS. A convenient and simple POS with a modern and user-friendly interface will be a great solution for your business.Benefits of the n...