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    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...

    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 ...

    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...

    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...

    Data Mapping Fields in Product Importer

    Regular ProductsProduct DetailsMapping ValueValueE.g.UseProduct IDID value is expected to be a valid whole number1Product ID is an internal ID given by Erply to the program. It's primary use is when w...

    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...

    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 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...

    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 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...

    Custom purchase order report (UPC)

    This guide will show how to create a basic, custom report that displays purchase orders with inventory UPC codes.Please note that this guide only includes minimum information, but more data can be add...

    Adjusting tax rates in bulk

    This guide covers two methods to adjust tax rates in bulk. Be sure to check out our guide on how to create a new tax rate.Adjust taxes by registerIn Erply, you can set apply a tax rate to individual r...

    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...

    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 ...

    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 4.17.0

    FeaturesWeighted barcode implementationPrinting coupons automatically if such a rule existsDefault coupon template addedNew setting in Configuration/General. Sort products in products group by: 'name'...

    WooCommerce FAQ

    Why has the product not reached the webshop or its information has not been updated?Check if the „show in webshop” box on the product card is ticked and the status is „active”. If the product has not ...

    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 ...

    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...

    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...

    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 ...

    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...

    Account Sales (Berlin POS)

    Benefits of Account Sales Account sales feature is mostly used by Erply retailers dealing with wholesale customers who in many cases prefer to pay for the goods later, usually by bank transfer. Theref...

    Beverage contaner tax

    In certain jurisdictions, certain items may be charged a flat tax rate. Good examples would be a bottle deposit, or the nicotine tax in North Carolina. For any tax that is charged as a non-percentage,...

    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...

    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...

    Sales Document Import

    Sales Import SheetThe format of the file to import sales documents should be the same as in the sample file, which you can download from HERE. File format must be CSV. The following columns are requir...

    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...

    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...

    Value Added Tax and Reverse Value Added Tax

    Value Added Tax (VAT)In the US, shoppers pay sales tax which is added to the sale at checkout. Price tags always display net price.In most other countries, shoppers pay value-added tax (VAT) which is ...

    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...

    Product Importer (OLD)

    Current module will not be updated. We recommend using Product importer which has more possibilities - you can find more information from here. Note! If you are using the new menu, you will only have...

    Simple products import

    This section will cover regular product imports and matrix product imports:Starting a new product importProduct typesUpload file and import optionsImport previewTest importProduct import process expla...

    Inventory Registration

    Keep up-to-date inventory recordsInventory registrations help you manage the restocking process and keep accurate inventory counts across all store locations and warehouses. Error-free, lean inventory...

    Classic Back Office Version 4.45.0

    June 2, 2021 New Features New check box "Break assemblies" has been added to Inventory Write-Offs. New field "Code" has been added to the "Component of VAT rate" form. New fields have been added to re...

    Berlin Back Office Version 5.41.0

    June 2, 2021 New Features Inventory registration, inventory write-off and inventory transfer custom printouts can now be sent by email. New check box "Break assemblies" has been added to Inventory Wri...

    Classic Back Office Version 4.51.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Adds a new tax setup report in Reports > Location Tax Setup. This can be used to...

    Berlin Back Office Version 5.47.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Inventory write-off form and registration form now displays the inventory quanti...

    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...

    3. Frequently Asked Questions

    Cashier applies a 5% discount but the receipt displays it as "4.9%" or "5.1%". Why is it showing inaccurate information?A discount changes the price. Prices, however, are always rounded: it is not pos...

    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 ...

    Tax Rates within Erply

    This guide explains how to set up and apply taxes with Erply. Erply supports multiple tax rates and tax scenarios.To find out what tax rates apply to you, please consult your city or state tax code, o...

    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...

    4. Synchronization From HQ

    Here is one example of a “Synchronize From HQ” setup.In this setup, the following items are kept in sync between HQ and store accounts. Changes made by HQ get copied to stores, typically every 5…10 mi...

    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...

    Tax Exemption in Brazil POS

    The POS has an option to remove tax from a sale if products in the shopping cart are being taxed. Full Tax ExemptionAdd taxed product(s) to the shopping cart and click on the Tax exempt button on 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...

    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 ...

    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...

    Why can't I change the Inventory Transaction Date?

    On sales documents like Invoice - Waybill, Receipt, Waybill and Credit Invoice plus purchase document Purchase Invoice or with separate document types Purchase Waybill and Purchase Invoice - Waybill a...

    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...

    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...

    Open To Buy

    Open to buy (OTB) is a merchandise planning system where a retailer operates with purchasing budget. In ForecastingApp, we use a specific implementation of the OTB system.In the OTB you operate with f...

    Change Tax Rates in the POS

    In the Tax Rates section in the POS Settings, the user can see list of all taxes that can be applied to the sale. By clicking on the one of them, it is possible to edit Name and Code fields. The field...

    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...

    Microsoft Dynamics GP integration with Erply

    Synchronization between systems is always a tailored service, it can not be a counter product. There are many details and all the businesses have different needs. Every business is different but the ...

    Purchase orders

    Benefits of purchase ordersPurchase orders are essential for keeping track of items you order from Suppliers. Purchase Orders can be utilized to keep track of items you’ve ordered, received, or plan o...

    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...

    Taxes

    Erply's tax system supports two somewhat similar, but different concepts:Sales tax (commonly used in the US);Value-added tax (VAT, common in many other countries around the world).An Erply account can...

    Shopify FAQ

    STORE AND LOCATIONSIs it possible to determine which warehouse online store to uses?Yes. When setting up the integration, you need to choose which warehouse to use. You can always change warehouse in ...

    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...

    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 ...