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    Filtering Customers in Customer Search

    The user is able to filter customers in the customer search by 3 different filters:Disabled - customers would be shown in default order;By home store - the user will see only customers who are assigne...

    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...

    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...

    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...

    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 ...

    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 ...

    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 ...

    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...

    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...

    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...

    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...

    Customer Transaction History

    Benefits of viewing transaction history Customer data at a glance Pull up a customers’ purchase history with the click of a button. The customer transaction history feature allows you to answer specif...

    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...

    Emailing From Erply

    In Erply, it is possible to send certain types of documents (receipts, invoices, purchase orders) to customers and suppliers by email.When an email is sent from Erply, the “From” field in the message ...

    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...

    Product Return / Credit Invoice

    Benefits of Product ReturnsBoost store trafficCustomers are more likely to make a purchase once they enter your store. Enabling partial or full returns encourages them to add an item to their order, 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...

    Genius Vault

    Benefits of the Genius VaultCharge a customer anywhereThe Genius Vault gives your customers more ways to pay. Store customer card information, then charge their card anywhere, anytime. Remote payments...

    Store Credit

    Benefits of Store CreditSafer refundsStore credit can be used as an easy refund system. Payment processors charge extra for reverting a card transaction, and returning cash to customers may open up po...

    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...

    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...

    Classic Back Office Version 4.24.0

    April 24, 2020 New Features Check box "Each customer can use the promotion only once per day" has been added to promotions, to be able to restrict customers to just one daily purchase. Requires also A...

    Why set up promotions?

    Promotions cab be found under “Retail” module. Encourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during hol...

    Givex manual setup

    You can choose to offer customers Givex gift cards.There are a few steps you must follow in order for Givex gift cards to work in Erply. You also must have a valid contract directly with Givex.The Giv...

    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...

    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...

    Sharing Payment

    Erply allows customers to split a sale at the POS, enabling them to share payment with someone else, or pay for a balance using multiple payment methods. Select the first method of payment. Enter the ...

    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 ...

    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...

    Change the Language in Erply

    Optimize customer communicationsSay you have a store when a majority of customers prefer to receive receipts in French, but your POS staff prefer to use English. Erply’s language settings can be confi...

    CRM

    Erply’s CRM allows you to view and manage all customers and their data.To get started, navigate to Customers -> All Customers. Click on a customer to view and edit their information.You can also searc...

    SMS Notifications Service

    Erply enables you to send out SMS notifications to your customers upon making a sale, an order or when an work order has been finished. For sending out text messages we are using Twilio.To start using...

    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...

    APIs: Overview

    APIs are the programmatic way to "talk to Erply", and let you:Fetch the data you see in Erply back office — eg. the list of products or customers.Or, add and modify data — eg. create a new sales order...

    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...

    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 ...

    How to change Person to Company?

    This can be done by using a customer import. Customers-> export customers. If you do not want to have all the customers exported then after pressing export customers there are some filtering options. ...

    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...

    Display Popup if Customer Has Notes

    The businesses who work with Erply have a lot of customers. This setting helps the sales people find an approach to each customer or warn cashiers about troublemakers.The Brazil POS allows users to se...

    I Internal Procedures

    Selecting Employees: Everybody Needs to Understand Their Responsibility to the Customer.Erply doesn’t select employees solely based on professional skills but also looks at a potential candidate’s gen...

    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...

    IV Selecting Third Parties

    Erply may involve and use authorized third parties to process personal data as part of providing our services; these third parties will be granted access to the customers’ data. All authorized data pr...

    Customer display app (Brazil)

    New Customer Display applicationSave time and increase sales with Erply’s NEW Customer display app. Connect to any web-based device with a screen and display promotions, product advertisements, or any...

    Credit Limit

    Set Up Credit Limits for CustomersTo set a credit limit for a customer, navigate to Customers -> All customers. Click on the customer you would like to set a credit limit for. On the left-hand gray me...

    Customer Creation Duplicate Warnings

    How to avoid having duplicate customers being added through POS by different users? We have a solution for that with the ‘Customer creation duplicate warnings’ plugin.You can configure what informatio...

    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...

    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...

    Stock & Price Lookup

    Benefits of Stock & Price LookupStreamlined, accurate customer service79% of shoppers still prefer to shop in-store. Stock & Price lookup is a low-friction tool that updates in real-time, giving your ...

    Historic data import

    What is a Historical Data ImportHistorical Data Imports allow you to transfer data from your existing POS system into Erply. The following data types can be imported from your old POS or ERP system to...

    Change Starting Numbers for Sales Documents

    Benefits of Changing Starting Numbers for Sales DocumentsImprove internal document sortingCreate a document numbering system that allows your employees to identify documents at a glance. For example, ...

    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...

    API Version 1.44.0

    March 19, 2020 New Features The following API calls have been added: getAllCustomerExternalIds getCustomerIdByExternalId getExternalIdsByCustomerId removeCustomerExternalId saveCustomerExternalId API ...

    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...

    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...

    Covid-19 resources for retailers

    Whether you run a brick-and-mortar shop, a franchise chain, or an online-only business, there’s no doubt that the Covid-19 crisis has affected the way you sell to your customers. We’re here to help yo...

    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...

    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 ...

    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...

    API version 1.57.0

    November 26, 2020 New Features Field "priceListProductID" has been added to the output of API call getProductsFromSupplierPriceLists. API call getCustomers, input parameter "searchNameIncrementally" n...

    API Version 1.66.0

    May 12, 2021New FeaturesFilters homeStoreID and signUpStoreID (and ability to sort results by these fields) have been added to API call getCustomers.Support for Classic back office 4.44 / Berlin back ...

    POS Brazil Version 4.25.1

    Fixes Fixed issue with Nets Payment Integration charging customers instead of refunding them during unreferenced returns and exchanges. Features Added possibility to switch to offline/online modes ma...

    JSON API

    Purpose & Use CasesJSON API lets partner applications attach extra data to the records stored in Erply—"extend" the records with custom data.In Erply's data model, each record has one additional JSON ...

    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 ...

    Configurable Customer Form

    Configurable customer form allows you to specify which fields should be visible on the customer creation form and which of them should be required. You can also customize their names to be more descri...

    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 ...

    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 ...

    Loyalty Points and Customer Credit on Receipt

    In Brazil POS you are able to add on the customer receipt the loyalty points balance and earned points, but also customers credit balance. To do that open Settings in Brazil POS and enter Debug. Open ...

    Pending Sales / Save Sale

    Benefits of Saving as SaleErply allows you to save a sale at the POS to be pulled up at a later time. Saved sales do not put stock on hold, and can be resumed and completed from any POS.Customer probl...

    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...

    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 4.22.0

    February 27, 2020 Improvements Back office dashboard now displays a list of recently updated articles from Erply's help and support center, manual.erply.com. The application known as "Old Web POS" (a ...

    OverviewMost Erply accounts are using what is described here as the “new inventory system”; it has been the default on new accounts for many years already.However, there are a few older accounts where...

    About the Invoice app

    The Erply Invoicing app is here!Mobile invoicing just got a lot easier. Erply’s Invoicing app allows you to quickly send invoices and other sales documents via your mobile device. Get Erply Invoice fo...

    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...

    Partner Keys

    If you are building a high-profile API integration, we recommend you to get in touch with us and request a "partner key". The partner key is a small value that identifies your application or service. ...

    Contactless payment-enabled devices

     Why choose contactless payments?Simply tap, pay, and go. Let’s discuss some of the benefits of contactless payments.Stronger security protocols compared to EMV paymentsAvoid handling money: reduce or...

    Logins

    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...

    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...

    API Version 1.70.0

    September 8, 2021 New Features Field "algorithmVersion" has been added to API call saveSalesDocument. Field "time" has been added to API call savePayment. Field "doNotSell" has been added to API calls...

    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...

    Whats New in Brazil Point of Sale

    Welcome to Brazil, our latest POS software.Built on a new engine and sporting a very similar interface to Berlin, Brazil is a powerful tool to help you manage your business effectively. Supported by o...

    POS Brazil Version 4.43.2

    FixesW** - hide renewal input if customer is non memberAsk for confirmation before coupon print if promptCashier attirbute is set to 1G**** - check for giftcard balance before charging itChanged forma...

    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...

    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...

    Customer search and registration on the Customer display (Brazil)

     In this article you can find the following information:How to register a new customer in Customer displayHow to find an existing customer by the email addressHow to find an existing customer by the p...

    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...

    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 5.20.0

    February 28, 2020 New Features A simple "front page" has been added to Berlin back office. At the moment, it just displays a list of recently updated articles from Erply help and support center, manua...

    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...

    Why use coupons?

    Why use coupons?Boost new and recurring sales48% of shoppers are more likely to make an immediate purchase if they have a coupon. Offer coupons during slow seasons or when you need to move inventory o...

    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...

    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...

    Sales Documents

    Properties of a Sales DocumentA sales document is associated with a customer and a location. (The sale is made to one specific customer, in one specific location.)A sales document may be confirmed or ...

    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...

    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...

    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...

    API Version 1.74.0

    January 11, 2022New Features1. API calls getSalesDocuments and saveSalesDocument now support three extra document types (SERVICE_INVOICE, SERVICE_CASH_INVOICE, SERVICE_INVOICE_WAYBILL). This is a Gree...