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    inventory registration

    Inventory registrations

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

    Minimum rights required to confirm an inventory registration

    This guide covers:Minimum user group settings required to confirm an inventory registrationHow to make a user group with minimum rights to confirm an inventory registrationHow to add a user into a use...

    Product Packages

    A product can have multiple package sizes. These can be defined on product card, under the "Packages" tab: Only the "Amount" field is required. Others can be left empty. Packages are supported on: Pur...

    Physical Stocktaking

    Physical stocktaking are used to double-check and correct inventory counts in Erply. The stocktaking process consists of:Physically counting itemsConfirm that inventory count in Erply to account for d...

    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...

    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...

    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...

    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 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...

    Importing products

    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...

    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...

    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...

    All products don't have Product Cost on reports?

    You have realized that when looking at reports some of the products have the product cost/warehouse price/purchase price shown as 0. Here are some ways to figure out where that price is coming from. 1...

    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...

    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 4.51.0

    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...

    Save vs Confirm

    Benefiting of saving a sales document for laterWork cross-departmentallyHaving the ability to save documents for later opens the door to flexible workflow opportunities.For example: Invoices can be cr...

    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...

    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...

    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...

    Product search with floating window

    Product search with floating window plugin purpose is to add an option to search for products on sales or inventory documents with a floating window.For enabling this plugin on your Erply account, con...

    Assembly product

    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...

    Why did my inventory not get deducted?

    You have confirmed your Stocktaking but the stock levels have not been changed? After confirming the Physical StocktakingAfter counting your stock and and confirming the stock take, the system will cr...

    How to update matrix variation names with Erply product importer

    First, you need to prepare your spreadsheet.Once your spreadsheet is ready to be imported go to PIM > Import Products PIM > Import Products > Update Products*When you need to update fields on the matr...

    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 ...

    Matrix Inventory Report + Period Purchase and Sales

    The report can be found under "Reports" → "Inventory" and provides an overview of the purchase and sale of matrix products made during the period.To view the report, select Locatiom. You must select a...

    Enriched events

    Details Feature available starting from v1.8.0 webhook manager. These events guarantee that the reference id exists in the hook data. In addition to the id the hooks will contain data for the referenc...

    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...

    API Version 1.63.7

    April 12, 2021 New Features Support for attributes has been added to API calls saveInventoryRegistration, getInventoryRegistrations, saveInventoryWriteOff, and getInventoryWriteOffs. ...

    Import of Stock

    The import of stock quantities is ideal to use when you need to take into account many products at once. In order to import Erply system stock quantities, you must first arrange the data for the syste...

    Berlin Back Office Version 5.42.3

    July 13, 2021ImprovementsStock Replenishment Report can now be sorted by clicking on column headers.Sales document field "More precise status" in report generator now has a multiple-selection filter.F...

    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...

    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 ...

    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 ...

    API Version 1.41.0

    February 11, 2020 New Features New API call getIdentityToken has been added. This is part of the Identity integration project. For background information and for cases in which this API call may be us...

    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 ...

    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...

    Tuotteiden arkistointi

    Benefits of Archiving ProductsNever lose access to valuable product dataErply does not allow you to permanently delete items, which means you’ll never lose access to inventory or sales data related to...

    API Version 1.49.0

    Jun 3, 2020 New Features API now respects IP address access restrictions if account administrator has set those up in back office. API calls will return error code 1201 if user is not allowed to acces...

    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 ...

    Inventory write-off

    Why Use Inventory Write-Off decreases the stock level of items in ERPLY. It also includes a section on the reason codes that can be associated with such Write-Offs.Use to write-off returns, damaged go...

    Default Purchase Price: Algorithm

    When you pick an item to a Purchase Invoice or a Purchase Order, then the "Price" field is pre-populated with a default value:From a supplier price list — if the module has been enabled, and there is ...

    Mobile Physical Stocktaking

    How to conduct a mobile physical stocktaking What you needAny mobile device, tablet, or laptopA Bluetooth or USB barcode scanner Pair the mobile device with a Bluetooth scanner. Alternatively, you can...

    Zero out negative stock

    Benefits of zeroing out negative inventoryMany times businesses end up with negative inventory quantities especially during busy seasons. When the busy season is over, users tend to prefer to zero out...

    New Stocktaking Module In Back Office

    Regular recounting of inventory keeps on-hand quantities accurate. For an omnichannel business, knowing actual item availability in stores is extremely important. To make physical stocktakings as pain...

    Mobile stocktaking

    How to conduct a mobile physical stocktaking?What you need:Any mobile device, tablet, or laptopA bluetooth or USB barcode scannerPair the mobile device with a bluetooth scanner. Alternatively, you can...