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    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...

    How to Open Your Erply Account?

    Creating Erply account step by step: Go to https://login.erply.com/Click on “Create free account” A page with the registration form will open where all blanks must be filled and then click “Create Acc...

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    Promotions

    Benefits of PromotionsEncourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during holidays or seasonal changes...

    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 ...

    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...

    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 ...

    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...

    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...

    Actual Reports: Barcode template

    This guide will cover basic information for creating and printing barcode labels. With Actual Reports you can:Accommodate for different label sizes by adjusting width, height.Create “safe spaces” for ...

    Location in Warehouse

    Location in warehouse is a useful feature in making it easy to physically track your products in your warehouse. The use of locations in warehouse goes through 2 steps: creating locations in warehouse...

    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...

    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...

    User Groups

    Benefits of User GroupsMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. User groups give your employees t...

    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...

    Customer Duplicate Phone And Email Verification Plugin

    What is the Customer Duplicate Phone And Email Verification plugin?Erply’s customer duplicate phone and email verification plugin helps to prevent creating duplicate customers on your Erply account.Wh...

    Alert Client Notes

    What is the Alert Client Notes plugin? Erply Alert Client Notes plugin is used for displaying relevant information when creating a sales document in the back office. The purpose of the plugin is to no...

    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...

    API Version 1.50.0

    Jul 7, 2020 New Features API call saveSalesDocument now supports idempotency when creating new sales documents. API client can add input parameter "temporaryUUID" to the request. Subsequent calls with...

    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...

    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...

    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...

    Physical Stocktaking

    OverviewA physical stocktaking is used to double-check and correct inventory counts in Erply. The physical stocktaking process consists of:Physically counting the items.Confirming the counts in Erply ...

    Report Generator

    Benefits of the Report GeneratorCreate reports based on your needsSometimes the base reports a program offers don’t have the exact information you require. This is why we have the report generator - y...

    Add an Employee

    Benefits of multiple usersMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. For example: allow managers to...

    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...

    Coupons

    Coupons in Erply can be created with parameters and requirements. They also can be redeemed based on money or loyalty points.This guide covers:Creating a couponLinking a coupon to a promotionReporting...

    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...

    PIM API Version 1.56.1

    Jan 18, 2021 New FeaturesBackup & Restore. To create a backup you need to specify the backup_id field on the product when creating or updating it.To create a backup you need to specify the backup_id f...

    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...

    Berlin Back Office Version 5.35.2

    February 19, 2021ImprovementsWhen creating an invoice from a sales order, or copying a sales document, check box "Print discounts on invoice" will now be copied, too.FixesFixed: Back office now allows...

    Managing Ex-Employees

    With employees who no longer work for you we recommend creating a new user group for them and changing passwords. Don’t delete an old employee, that way the documents the employee has created before s...

    POS Brazil Version 4.31.0

    Features:Added logic to retrieve bsoft_code attribute and use it as warehouse ID when creating fiscal receipts.Added new setting for printing out automatically two layaway receipts after confirmation....

    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 ...

    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 ...

    Waybill Customer Document Type Change

    This plugin chooses waybills as the document type when creating a sales document from order when the customer has 'Always ship goods with waybills' checked. “Always ship goods with waybills” is an ext...

    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 ...

    Non Discountable Products

    Here are multiple ways to configure products which are supposed to be non discountable.The first way is to enable the “Promotion discounts do not apply to this product” option while creating or editin...

    Stocktake iOS 2.0.0+28

    March 2, 2020 Bug fix: Fixed the bug where selected Brands and Product groups weren’t displayed when creating a new stocktake. With v2.0 release we have added the support for counting products OFFLINE...

    Product Groups

    Benefits of Product GroupsStronger inventory classificationProduct groups allow you to classify your inventory based on similar product type, brand, function, or anything else that makes sene for the ...

    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,...

    Customer Balance

    If a customer does not have an overdue balance in Erply but actually owes your business money, you will need to correct their balance so it is properly reflected in balance reports.This guide covers t...

    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...

    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...

    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...

    Quotes / Offers

    The quote does not book products, does not move goods, or generate turnover - it is an offer. The quote will be sent to the customer after preparation and will be confirmed after receiving confirmatio...

    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...

    Why can't I delete a product? Stock levels on archived products?

    In Erply there’s no option to delete a product. If you are not using a product anymore or have created a product by mistake you have the option to archive it. That way the product doesn’t appear in yo...

    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...

    PIM API Version 1.74.7

    Mar 29, 2021New FeaturesAdded default var rate when creating a product with an empty vat rateImprovements & Bug FixesFixed turning matrix variation into a regular product...

    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...

    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...

    This is a Back Office plugin that lets users configure which of the predefined fields should be made mandatory when creating/changing a document.For enabling this plugin on your Erply account, contact...

    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** ...

    Point of Sale API

    This REST API implements operations for points of sale: day opening, day closing, cash in, cash out.This API also has endpoints for creating, updating and redeeming gift cards. UsageTo find the endpoi...

    Pickup Orders / Save as Order

    Benefits of pickup ordersReduce abandoned shopping carts63% of online shoppers have canceled a transaction due to high shipping fees. In-store pickups give customers more options to complete an order ...

    Product Extra Fields

    Product extra fields are an extra categorizing feature that do not need to be used.They are a secondary categorizing feature.This feature, alongside the Priority Groups, Product Families, and Product ...

    Prepayment Invoices

    A prepayment invoice is an invoice that allows you to accept advance payments from your customers. Prepayments are used when customers will be making more than one payment on an order.Benefits of Prep...

    Custom Reports

    Benefits of custom reportsReport on everything. That’s right. Everything.Whether you own one store or a multistore franchise, Erply’s powerful report builder means you can make data-driven decisions o...

    Stocktake Android v2.0.0+28

    March 2, 2020 What's new Count products OFFLINE - you can count your inventory in an areas of weak or not existing network connectivity. Product catalog is downloaded into your device and is synced wi...

    Stocktake iOS 2.0.0+27

    February 28, 2020 What's new Count products OFFLINE - you can count your inventory in an areas of weak or not existing network connectivity. Product catalog in your device is synced with Erply Back Of...

    Stock replenishment

    Benefits of stock replenishment within ErplyMaintain a lean inventory structureErply’s automated replenishment tools mean you never have to worry about ordering too much (or too little) of an item. Se...

    Stocktake Android v2.1.8+38

    April 6, 2020 What's new Weak connection? More support for OFFLINE mode: create new stocktake, access the list of “in progress” stocktakes in offline You can now add product category and supplier filt...

    Stocktake iOS 2.1.8+38

    April 6, 2020 What's new Weak connection? More support for OFFLINE mode: create new stocktake, access the list of “in progress” stocktakes in offline You can now add product category and supplier filt...

    Items added to orders report

    This guide will explain how to create a basic report that shows Items added to orders on a specified date.Please note that this guide only includes minimum information, but more data can be added in t...

    Minimum rights required to add new employees

    If your business has many different teams, it’s likely that there’s more than one person in charge of making new hires.We’ll explain how to give your employees access to add new workers to their speci...

    Change Bill To address on purchase documents

    This can be used to change the Bill To address on sales documents including Purchase Invoices, Purchase Orders, using Actual Reports document creator.We cover the following processes:How to add a new ...

    Invoice notes report

    This guide will explain how to create a basic report that shows customer-facing and internal notes associated with an invoice.Please note that this guide only includes minimum information, but more da...

    Bundle Products

    Benefits of Bundle ProductsEasily sell and track grouped inventoryBundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. Better overview in reportsEach ite...

    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...

    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...

    Classic Back Office Version 4.39.0

    March 11, 2021 New Features Support for the new login form has been added. The ability to select multiple invoices and download these as XML has been added to the invoice list. Improvements Back offic...

    Berlin Back Office Version 5.36.0

    March 11, 2021 New Features Support for the new login form has been added. Improvements Back office now supports email addresses with Internationalized domain names. Setting "Creating an invoice / ord...

    Classic Back Office Version 4.63.0

    September 22, 2022New FeaturesPurchase orders now have separate permissions.It is now possible to specify products with discount percentage on price list form. New tab "Product Discounts" has been add...

    Brands

    Benefits of BrandsCreate purchase orders easilyUnder Inventory -> Inventory, you can easily pick products to create orders. This is made even easier when brands are involved, since you can choose all ...

    Assembly Products

    Benefits of Assembly ProductsOffer a wider variety of productsAssembled products can be used to sell products that you have made, assembled, or bundled together into a secondary product. The component...

    Manual Discount

    Benefits of Manual DiscountsBoost customer satisfactionNo matter your industry, there are going to be cases where a customer requests a discount on an item, perhaps due to the item’s condition. The ab...

    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 ...

    Berlin Back Office Version 5.52.0

    May 11, 2022New FeaturesReport generator: fields "Twitter ID", "Facebook name" have been added to customer records.Quote printouts (standard and Actual Reports printouts) now support CDN product pictu...

    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...

    Disable Company Creation

    In Brazil POS a user is able to create a new customer (person) or customer-company. The user is able to disable creating a company in POS. In order to do that, please navigate to POS Settings -> Confi...

    Berlin Back Office Version 5.57.0

    September 22, 2022New FeaturesPurchase orders now have separate permissions.It is now possible to specify products with discount percentage on price list form. New tab "Product Discounts" has been add...

    Estonian Business Registry Autocomplete Plugin

    To speed up the process of adding new companies to your business (in Estonia), ERPLY has created a plugin, which is freely available in all Brazil POS versions. The plugin is called Estonian Business ...

    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...

    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 ...

    Berlin POS EPSI error (antivirus)

    If you use Berlin POS, an update to your antivirus software may cause you to run into issues with EPSI at the point of sale. This could result in issues opening the POS and connecting to peripherals. ...

    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 ...

    Units

    The module can be found, when double-clicking on SETTINGS menu - Settings module opens. On sidemenu bar, click on Inventory Settings -> Units. Units list opens with existing units. Units can be change...

    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...

    Service or Non-Stock product

    Benefits of Non-Stock ProductsEasy way of including a service in an invoiceNon-stock products, as the name suggests, do not have inventory. This means that it's a perfect way to add service fees to in...

    Classic Back Office Version 4.31.0, 4.31.1

    Oct 14, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mobile...

    Berlin Back Office Version 5.29.0

    October 21, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mo...

    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...

    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...

    Classic Back Office Version 4.57.0

    May 11, 2022New FeaturesReport generator:Fields "Twitter ID", "Facebook name" have been added to customer records.Fields "Survey Question ID", "Survey Answer ID" have been added to sales documents."Cu...

    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...

    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...

    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...

    Classic Back Office Version 4.21.0

    January 16, 2020 New Features Identity Integration Logging in to Classic back office now automatically produces a JSON Web Token (JWT). The token is made available to Javascript plugins running in bac...