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    configuration

    Configuration API for Front-end Applications (CAFA)

    This is a REST API for storing and retrieving configuration settings — primarily for frontend applications.UsageTo find the endpoint specific for your account, use the "getServiceEndpoints" call. A fe...

    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”...

    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...

    Scanning Configuration

    Erply Brazil POS allows you to customize the search logic when scanning a barcode. You can define what records should be searched for a match, and based on what fields.This guide covers the different ...

    Customer Display configuration (Brazil)

     Customer Display configurationBefore starting using the Customer display application it can be configured by the user's needs and wishes. In this articket you will find:How and where can the Customer...

    Product Search Configuration

    Search Product by All CodesWhile this setting is enabled, Search product code from the middle will be disabled automatically. The POS does not find the results until you enter the correct product code...

    Serial Number Configuration

     The Erply users who use Brazil POS can sell products, which must be accompanied by serial numbers. The serial number can be entered manually when the product which requires a serial number was added ...

    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...

    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 ...

    Adyen integration setup

    Adyen payment integration should ONLY be used with secure connection (https). This means that Erply POS must be running in https://app.erply.com/live/Register Adyen accountGo to Adyen's website and re...

    Adyen integration error codes

    Error Code Explanation and action steps A1 Cause: Unable to login to the ID admin API with the provided credentials. Solution: In the Adyen configuration settings verify that the email and password i...

    Actual Reports templates

    In Settings → Configuration, there is a new block of drop-down fields to associate each document type with an appropriate default Actual Reports template:It is possible to leave the field empty or add...

    PAX S300 iPad setup

    This guide covers the general setup for PAX on Erply Berlin POS using an iPadErply configurationYour registers must be configured in the back office to accept PAX.To do that, navigate to the Retail ch...

    Limiting Access to POS Settings

    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...

    POS Plugins: Troubleshooting

    In Berlin POS, some of the less common functionality has sometimes been provided in the form of "plugins".One way to add a plugin is the "Javascript plugin URL" field on the "Configuration" screen 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...

    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 ...

    Star printers setup (Berlin POS)

    This guide explains how to install and set up Star printers for your Windows device. Please be advised that this guide is only applicable to Erply accounts using Berlin POS. Berlin POS currently supp...

    2. Development Tips

    How to develop plugins? On an ERPLY account, go to the Settings → Configuration page and click on the link "Edit plugins". A new page opens, containing a text field. Paste your Javascript code into th...

    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...

    Berlin Back Office Version 5.28.0

    September 16, 2020 New Features Stock Replenishment Report can now be configured to create one single Purchase Order for all products, not separate Purchase Orders per supplier. See Settings > Configu...

    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...

    Classic Back Office Version 4.30.0, 4.30.1

    Sep 23, 2020 New Features Stock Replenishment Report can now be configured to create one single Purchase Order for all products, not separate Purchase Orders per supplier. See Settings > Configuration...

    Berlin Back Office Version 5.31.0

    November 16, 2020 New Features Tax rate archival. When a tax rate is no longer needed, it can be 'archived', to hide it from drop-down lists. A reorganized main menu. The new menu can be activated wit...

    Classic Back Office Version 4.33.0

    November 17, 2020 New Features A reorganized main menu. The new menu can be activated with configuration parameter "use_menu_component" = 1. Emails can now be sent via EMS (Erply's new emailing servic...

    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’...

    Linkly Integration for Brazil POS

    Linkly integration is a card payment integration for Brazil POS used in Australia. In this article, we focus on Linkly (pc-eftpos) micro-service installation and processing integrated card payments in...

    New menu

    It is possible to activate the new main menu for Erply Classic and Berlin back office accounts. In order to do so, please contact Erply customer support team and ask to enable the configuration parem...

    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 ...

    Berlin Back Office Version 5.35.0

    February 9, 2021 New Features New configuration option "Reason code on purchase return is required" can be used to make reason codes mandatory on purchase returns. Improvements Version number is now d...

    Classic Back Office Version 4.38.0

    February 9, 2021 New Features New configuration option "Reason code on purchase return is required" can be used to make reason codes mandatory on purchase returns. New workflow for transfer orders whe...

    Classic Back Office Version 4.38.3

    February 19, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported on all accounts, and no longer require a configuration parameter.Enabling or disabling p...

    API Version 1.62.0

    March 1, 2021 New Features API calls getAllLanguages and getActiveLanguages have been added. API call saveSalesDocument now respects the configuration parameter "save_applied_discounts_to_credit_invoi...

    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 4.20.0

    Fixes POS terminates each syncing worker when the user logs out Features Price embedded barcodes are now supported. New setting to show notification with the scanned code added Configuration for auto...

    POS Brazil Version 4.26.0

    Features POS has a new configuration in Settings/Configuration/Product Search called "Search product by all codes". When this setting is enabled, POS searches products by all codes. More info in manu...

    POS Brazil Version 4.27.0

    Features Settings → Configuration → User interface → “Hide recent sales” now also hides the print receipt button from the recent purchases list inside customer view.Without “Hide recent sales”With “Hi...

    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...

    Setting up the New Customer Display

    Hardware requirements:To use ERPLY's new Customer Display app, one must have an additional screen. Usually, that would be a tablet computer.SetupNavigate to POS Settings -> Plugins -> Customer display...

    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 4.32.1

    Fixes: Fixed Infinity loading for Printing Configuration and Plugins Quantity field should no longer get auto-focused for scanned products Application state caching is now optional. By default the fun...

    Classic Back Office Version 4.49.0

    October 13, 2021 New Features New configuration setting "Creating an invoice from an assignment marks this assignment as completed" has been added. On purchase documents, it is now possible to select ...

    POS Brazil Version 4.32.5

    - Added new minimum code length configuration field in Scanning Configuration. If not configured, POS would replicate the POS Berlin behaviour and detect search for codes longer or equal to 2 - Fixed ...

    Classic Back Office Version 4.52.0

    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...

    Berlin Back Office Version 5.48.0

    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...

    Berlin POS Migration to HTTPS: 1 March 2022

    On March 1, 2022, Erply will make a configuration change in Berlin Point of Sale (https://app.erply.com/live/). From that point on, the application will only be served over secure (HTTPS) connections....

    Classic Back Office Version 4.55.0

    April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New filter "Supplier" has been added to pri...

    Berlin Back Office Version 5.51.0

    April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New tab "Discounts to brands" has been adde...

    POS Brazil Version 4.43.4

    FixesW** - show correct reward points data on receiptFixed POS crash when Age Verification Configuration page is openedAdded scrolling to sign up dialog and disabled password autocompletionW** display...

    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** ...

    Microservice Log Files

    What are microservice log files?Erply microservices are used for hardware integrations in order to let the POS web based application communicate with a device (printer, card reader, etc).These microse...

    POS Brazil Version 4.48.6

    Fixes:Fixed issue with missing Configuration inputs for Moneris Payment IntegrationPromotions button is now disabled if user has no rights to view or apply promotionsExpiration dates of coupons are no...

    Full-Width Mode

    Erply POS has the configuration to use the full-width mode which can help you to make your sales process even easier.In order to do that, please navigate to POS Settings -> Configuration -> User Inter...

    Hide Product Commission

    Current configuration prevents assigning commission to employees. When the configuration is enabled the assignment commission possibility will be hidden from the product information view.In order to d...

    Disable Automatic Product View Popup

    When the current configuration is enabled while selecting the product from the product dropdown field the product details view will not appear on the right display section. The product will be just ad...

    Classic Back Office Version 4.62.0

    September 6, 2022New FeaturesConfiguration parameter "pos_custom_extra_payment_types" has been added. USe this parameter to make certain payment types always appear on the "Day opening and closing" fo...

    PAX / Shift4 Setup Guide

    This article covers the PAX/Shift4 integration setup.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup paym...

    Adyen Setup Guide

    This article covers the Adyen setup.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup payment gatewaysSelec...

    Printer Setup Guide

    This article covers the Printer setup for ERPLY POS - Currently supported printer vendors - Star, Epson, Citizen. Steps Open POS Application from start page and open Settings by pressing on the cog in...

    Super Wrapper Misc. Features Guide

    How to send internal logs to ERPLY on SuperWrapper? Open POS application from start page and open Settings by pressing on the cog in upper-right corner Press payment configuration Open general tab Pr...

    Menu buttons

    ButtonExplainationPOS version control option. Here it is possible to select a needed POS version. Can be enabled in the Settings - Configuration - General section.Report a bug if you have any issue re...

    API Version 1.91.0

    January 18, 2023New Features1. New configuration parameter "invoice_number_series_starting_id" has been implemented. 2. New configuration parameter "not_editable_product_priority_group_ids" has been i...

    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 ...

    Add Logo to Sales Documents

    In the back office, navigate to Settings -> Configuration.Erply will allow you to upload separate logos for POS receipts and back office sales documents.Images must be uploaded as a .png, .jpeg, or .g...

    Set up Worldpay TriPOS payments

    This guide covers how to set up Worldpay TriPOS payments with Erply POS. The following steps will need to be repeated for each TriPOS device on each related point of sale terminal.PrerequisitesWorldpa...

    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...

    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...

    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...

    How to set-up Poland

    In order to use Erply Berlin POS in Poland the following steps need to be taken: Set-up and configure the PosNet fiscal printer Change the required EPSI files Install the Poland Printing plugin Posnet...

    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...

    Introduction

    Introduction Webhooks can be used to get notified when certain updates are done in Erply. These updates are either generated from database events automatically or by other event triggers in certain pr...

    IP-Based Access Restrictions

    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...

    Dropshipping

    A dropshipped item is an item that is shipped directly from a supplier to a customer.This is a common fulfilment method used for online stores as you’ll never need to keep items stocked in a warehouse...

    POS payment buttons

    Activating / deactivating payment method buttons: Settings -> Payments configuration -> Allowed tenders on sale.You can also highlight full payment buttons in configuration settings.If you'd like to k...

    Default Customer in POS

    Benefits of setting a Default CustomerAny sale in Erply needs to be invoiced to a customer. We understand that you need to register sales for unregistered customers as well. Setting up a default custo...

    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 ...

    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 ...

    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...

    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...

    POS Brazil Version 4.10.0

    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...

    Classic Back Office Version 4.37.0

    February 1, 2021 New Features Feature "Copy user group" has been implemented. Feature "Reason code on purchase returns" has been implemented. The feature can be enabled from Settings → Configuration →...

    Berlin Back Office Version 5.34.0

    February 1, 2021 New Features Feature "Copy user group" has been implemented. Feature "Reason code on purchase returns" has been implemented. The feature can be enabled from Settings → Configuration →...

    Glancetron 8035/8036/HP LM940

    How to present data in client screen?In order to establish a connection between the POS and external devices, we have an Installer app and external device microservice. Now the last step is to edit co...

    Why are my products reserved?

    You can see that you have products in Lay-by? Here are the documents that keep products reserved.OrderWhen creating an order there’s a Lay-by option that you can tick for products to be reserved for y...

    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...

    Berlin Back Office Version 5.38.1

    April 12, 2021 New Features Support for a newer Greek Type A fiscal checksum ("stream line") has been added. This format can be activated with configuration parameter fiscal_print_new_streamline = typ...

    Change the Default Email Content

    Default email content is created automatically for all accounts to speed up and simplify the process of sending emails. The default content can be modified in Settings -> Configuration in the section ...

    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...

    POS Brazil Version 4.25.0

    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...

    Berlin Back Office Version 5.45.0

    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...

    External Credit Card Payments (no integration)

    Also known as "External integration" or previously "standalone terminal" This setup is intended for processing card payment outside Erply and then manually input in the POS the ammount that was paid, ...

    POS Brazil Version 4.33.3

    Fixes:Fixed issue with POS Scanning Configuration crashing the POS. Issue introduced with release of 4.33.0...

    Classic Back Office Version 4.50.4

    November 4, 2021FixesSettings "Allow payments to be associated with prepayment invoices" and "Allow payments to be associated with sales orders" have been added to Settings > Configuration > "Associat...

    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 4.40.0

    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...

    POS Brazil Version 4.42.1

    Fixes:Fixed issue with Finnish translation for Settings/Configuration introduced by v4.42.0Attributes will not be passed down to the next invoice when making a return or a follow up document (orders, ...

    POS Brazil Version 4.42.5

    NB: Previous deployed version was 4.42.3, there is no missing changelogs page for 4.42.4, those changes are included hereFixes:Settings/Configuration/User Interface/Hide Product Groups no longer opens...

    When you pick an item to an Inventory Registration, then the “Price” field is pre-populated with a default value:If configuration parameter inventory_registration_use_fifo_cost_as_default = 1 has been...

    API Version 1.77.0

    April 13, 2022New Features1. API call getPointsOfSale now supports configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted". 2. Support for disco...

    Custom events

    Details These events are created by specific triggers in certain applications. Most of these guarantee the resource ID in the hook data. The configurations for these events are specific and are not su...