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    Email: support@erply.com

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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...

    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...

    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...

    Client Merge Plugin

    What is the client merge plugin? Erply’s client merge plugin allows you to combine two or more customer accounts into one. You can merge the following customer data within Erply: Customer accounts Rew...

    Customer Import

    Benefits of customer import Upload thousands of recordsMaintain accurate, up-to-date customer records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and begi...

    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...

    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...

    Quantitive price lists

    It is possible to enable an extra feature that allows to define several prices for a product in a price list: the more customer buys, the cheaper price they get.This feature needs to be enabled by dev...

    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...

    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...

    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...

    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...

    Duplicate Clients

    This guide explains how to remove duplicate customer entries. Please note that duplicate customer entries can also be combined using the Client Merge plugin.In the back office, navigate to Customers -...

    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...

    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 ...

    Customer Export

    To get started, navigate to Customers -> Export customers.Erply will allow you to narrow down your export, if necessary. You can limit this information by customer group, customer country, etc.This st...

    Wholesaling With Erply

    Erply’s sales, inventory, order, and contact management tools are ideal for businesses that perform wholesaling operations. Powerful CRM ToolsGrow your CRM with valuable customer dataErply allows for ...

    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...

    2. Cross-Franchise Users

    OverviewErply's franchises are groups of accounts that have been configured with a shared product catalog or a shared customer registry.A franchise lets each store owner see only their own data—but th...

    Assignments

    The Assignments is a module with a calendar and activities. That includes device or vehicle maintenance and management.If you are interested in this extra feature, please get in touch with our custome...

    CRM (Customer) API

    CRM API contains calls for managing customers, addresses and customer groups.UsageTo find the endpoint specific for your account, use the "getServiceEndpoints" call.Each endpoint provides Swagger docu...

    POS Brazil Version 4.32.0

    Features: Plugin for preselecting customer groups implemented Scanning speed optimisation Added new setting for hiding x report on close day X-Report can now be saved (Is opened as browser printing wi...

    Inventory.com setup and features

    Welcome to Inventory.com! Inventory is a webshop platform created as a free addition to Erply, our ERP system. All product, customer, pricelists, warehouse, company etc., information is located in Erp...

    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...

    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...

    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...

    Sign In and Out of the POS

    Benefits of Unique POS LoginsEasily track employee actions at the POSEmployee logins give you a paper trail to follow for vital POS and back office functions. Keep track of employee sales and hours wo...

    Classic Back Office Version 4.21.1

    January 22, 2020 New Features It is now configurable whether Erply should automatically select the first contact person and first address when user picks a customer to a sales document. By default, bo...

    Minimum rights required to make a sale

    This guide covers:Minimum user group settings required to make a saleHow to make a user group with minimum rights to make a saleHow to add a user into a user group, and how to grant them access to a s...

    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...

    API Version 1.48.1

    May 19, 2020 Improvements API calls getCustomerGroups and saveCustomerGroup now support attributes. Filter "addressIDs" has been added to API call getAddresses. Fixes Fixed: API call saveIssuedCoupon ...

    API Version 1.54.0

    October 13, 2020 New Features API calls getCampaigns and saveCampaign now support multiple product groups and multiple product categories (instead of just one) and multiple brands (a new feature). Mul...

    POS Brazil Version 4.19.0

    Fixes Empty product groups will not maintain the loading spinner indefinitely When picking up a sale, container products are skipped and regenerated Return table select all checkbox no longer thinks ...

    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 ...

    Advanced Settings

    Default prefixesDefault prefixes are used in the following cases:Erply returns report with warehouse code not present in the Store dimension. This can only happen if the data load long time (i.e. lot ...

    POS Brazil Version 4.40.9

    FixesFixed hidden product groups visible in UIFixed empty default customer name display issueProduct's custom name is now correctly shown on printoutUpdated Nets Cloud endpoint for test/pre-production...

    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...

    Store regions

    This is installable as an extra moduleStore Regions module is used for grouping stores (locations) into regions.1. Regions moduleStore regions module can be found under Retail chainRegion has the foll...

    Berlin Back Office Version 5.21.0

    April 14, 2020 New Features Account administrators can now enable two password policy settings: Users are required to regularly change their passwords.The password update interval is configurable. Imp...

    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 ...

    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...

    1. Price List Algorithm

    This is a description of the "price list algorithm" as it has been currently implemented in Erply back office and API.This document has been written to provide insight into the algorithm, and help res...

    Promotion 'Buy one get one'

    This guide will cover how to create “buy one get one free,” or BOGO promotions in the Erply back office. How to create BOGO promotionsIn the back office, navigate to the Retail chain module and select...

    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...

    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...

    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...

    POS Brazil Version 4.38.0

    Features:POS Language preferences are stored in CAFA. Now if a user stores a language override, POS will use that language on any Register.BSoft integration now uses bsoft_local attribute of warehouse...

    Brazil POS Overview

    OverviewBrazil POS has two environments that are available for the end users: production and sandbox. That gives the POS users an opportunity to test upcoming software updates and new features.Brazil ...

    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...

    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...

    Making regular password changes mandatory

    Erply allows an account administrator to define a policy that users must regularly change their passwords. This article explain how to configure the feature and how it works.Mandatory password changes...

    Berlin Back Office Version 5.61.0

    December 1, 2022New features1. Currencies with a precision of other than 2 decimal places (such as Chilean peso, Japanese yen, Bahraini dinar) no longer require invoice calculation algorithm 5; algori...

    API Version 1.46.0

    April 13, 2020 New Features This API version introduces a new feature — promotion tiering. "Tiers" allow to organize promotions into groups, to affect the order in which promotions are applied. The ne...

    Classic Back Office Version 4.23.0

    April 14, 2020 New Features Promotions can now be grouped into "promotion tiers". Organizing promotions into tiers will affect the order in which promotions are applied. The new order is as follows: P...

    Importer Troubleshoot

    Sometimes importing products doesn't work and it's difficult to figure out why. Here are some troubleshooting steps.Upload the File as a Different FormatErply supports 3 file import types: .csv, .xls,...

    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 ...

    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...

    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...

    Promotions Module (NEW)

    How to setup promotions Login to Back Office AppGo to RETAIL CHAIN | Sales Promotion (New)Under Sales PromotionsCreate New Promotion - this will allow you to set up a new promotionOverviewPromotion Na...

    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 ...

    5. Reporting Account

    In a typical setup, we synchronize the following documents and records from store accounts to the reporting account:Sales DocumentsPurchase DocumentsInventory RegistrationsInventory Write-OffsInventor...

    Classic Back Office Version 4.67.0

    December 1, 2022New features1. Currencies with a precision of other than 2 decimal places (such as Chilean peso, Japanese yen, Bahraini dinar) no longer require invoice calculation algorithm 5; algori...

    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...

    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 ...

    POS Brazil Version 4.35.0

    Fixes:Product grid buttons now correctly include/exclude tax even when locally fetchedProducts get added with correct price when selecting a pending saleFixed default groups plugin overwriting iD*** c...