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    Locations

    This guide explains how to:Configure locations in main company informationAdd a new locationChange existing locationAdd a registerConfiguring main company locationYou can view and edit your business’ ...

    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...

    Use Current Location as Home Store on Customer Creation

    Erply users are able to configure the Home store field in the Customer creation form to will show the current location selected automatically. Find this setting in POS Settings -> Configuration -> Cus...

    What should I do with a location I no longer use?

    If you have created a location that you are no longer using then you can hide it form your view. Location not is useThere’s no way to delete a location/warehouse from Erply. That is because otherwise ...

    Get Documents Only From Current Location

    In Brazil POS, the user is able to configure settings to be able to see documents that were made only in the current location. Documents from other locations will then be hidden in the current POS loc...

    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...

    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...

    Offline Warehouse

    Benefits of Offline WarehouseManage returned items to decrease inventory lossThe offline warehouse is a dedicated location to host damaged or broken items.When a customer returns an item, your team ma...

    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...

    CSV Inventory Transfer

    Benefits of CSV Inventory TransferCSV Inventory Transfer helps businesses transfer stock from one warehouse to multiple locations at the same time using a spreadsheet file shaved in a CSV format.For e...

    Channels / Assortments

    An assortment is for managing which products can be sold from a store and purchased into a store, on a more fine-grained level (separately for each store).An assortment would be a list of products. Ea...

    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...

    Sandbox Accounts

    Sandbox Accounts and Regular AccountsAn Erply account can be either a "regular account" or a "sandbox account".These two types of accounts only differ in hosting location: If an account is hosted in E...

    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...

    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...

    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...

    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 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...

    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...

    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...

    Registers

     This guide explains how to:Add a new register to your Erply accountGrant employees access to specific registers (required)Log into the register at the POSPS! Erply is billed on a per-location basis. ...

    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...

    Uuden myymälän/varaston luonti

    Add new store locationsThis step will enable you to make locations that are accessible at the POS for sales. Navigate to the Retail chain module and select Locations.Erply will display a list of all l...

    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...

    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...

    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...

    PIM API Version 1.44.2

    Oct 26, 2020 New Features Added create, delete Warehouse Locations endpoints, Added codes 5-8 to Products, Added management calls for Product Extra Fields (1-4), API has now limited default outputs. T...

    Go Microservice Printing Setup (Brazil)

    After completing the Installer App installation, please log into Erply Brazil POS. Open POS Settings -> Printing Configuration -> Printing Service -> Try printing using the go microservice.If you don’...

    API Version 1.65.0

    May 4, 2021New FeaturesField "deliveryAddressID" has been added to API calls savePurchaseDocument, getPurchaseDocuments, saveInventoryTransfer and getInventoryTransfers.Locations can have multiple del...

    Classic Back Office Version 4.43.0

    May 4, 2021New FeaturesLocations can now have multiple delivery addresses. There is a new section on location form, titled "Addresses".On purchase orders and inventory transfer orders, delivery addres...

    Berlin Back Office Version 5.39.0

    May 4, 2021New FeaturesLocations can now have multiple delivery addresses. There is a new section on location form, titled "Addresses".On purchase orders and inventory transfer orders, delivery addres...

    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 ...

    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 ...

    Central Purchasing

    Central Purchasing is an easier way to move stock if you have a lot of locations. With central purchasing, you will be able to order products to your "Main Warehouse" (which is set by moving that loca...

    Central Distribution Report

    Central distribution is used to help create inventory transfers from the warehouse to other locations based on who needs what.To access the central distribution report sign in to your Erply Back-Offic...

    Classic Back Office Version 4.47.0

    August 11, 2021 New Features Fields "List locations in selections" and "Ordering direction" have been added to the "My preferences" page. These fields can be used to set a sorting for order for the lo...

    Berlin Back Office Version 5.43.0

    August 11, 2021 New Features Fields "List locations in selections" and "Ordering direction" have been added to the "My preferences" page. These fields can be used to set a sorting for order for the lo...

    Account Administration API

    This REST API implements calls for managing registers (points of sale), locations (warehouses), users and employees.The API also returns information on whether an account belongs to a multi-account ch...

    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 4.34.0

    POS resets locations on logoutWhen making a referenced return and adding a new product with a o price, the new price will be added correctly to the item.New plugin: EFSTA \w German implementation...

    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...

    POS Brazil Version 4.44.7

    Fixes:Location name in the header now wraps its content on new line if the location name is too long to fitReferenced returns now contain save the returnReasonID correctly to sale document and are vis...

    POS Brazil Version 4.45.2

    FixesFixed issue with Customer Display showing outdated location nameFix for an empty button appearing between POS core buttons and custom buttons injected via pluginsFixed issue with load button disa...

    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 ...

    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...

    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...

    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...

    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...

    Dashboard app

    Introducing the Erply Dashboard appWe’re excited to announce the release of Erply Dashboard, the easiest way to get real-time business information sent straight to your mobile device.Whether you need ...

    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...

    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...

    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...

    Minimum required rights to make a return

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

    Minimum required rights to perform a physical stocktaking

    This guide covers:Minimum user group settings required to perform a physical stocktaingHow to make a user group with minimum rights to perform a physical stocktakingHow to add a user into a user group...

    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...

    Minimum rights required to create and confirm invoices

    This guide covers:Minimum user group settings required to create and confirm invoicesHow to make a user group with minimum rights to create and confirm invoicesHow to add a user into a user group, and...

    Minimum rights required to open and close the day

    This guide covers:Minimum user group settings required to open and close the dayHow to make a user group with minimum rights to open and close the dayHow to add a user into a user group, and how to gr...

    Minimum rights required to convert orders to purchase order

    This guide covers:Minimum user group settings required to convert orders to POsHow to make a user group with minimum rights to convert orders to POsHow to add a user into a user group, and how to gran...

    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...

    Parameters

    Benefits of Using ParametersMore filtering optionsCreate more filtering options for yourself as you need them.Filters specific to product groupsAdd filters specific to certain product groups, e.g. sho...

    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...

    Berlin Back Office Version 5.35.1

    February 18, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported.Location's ID and product's status have been added to the report generator.FixesFixed: "...

    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 1.86.4

    Jun 21, 2021New FeaturesPATCH warehouse location update call was introduced to enable warehouse locations updateImprovements & Bug FixesGET products endpoints performance was optimized....

    Add a New Country

    There is a list of available Countries in the Back Office that you can choose when it comes to capturing the origin/ source of your Product or to determine the country of location for your Customer. W...

    Classic Back Office Version 4.50.5

    November 9, 2021ImprovementsAs in version 4.49 and before, invoice form will now remember the selected location (and offer it next time by default) only if register has been selected, too.Version 4.50...

    Berlin Back Office Version 5.46.3

    November 9, 2021ImprovementsAs in version 5.45 and before, invoice form will now remember the selected location (and offer it next time by default) only if register has been selected, too.Version 5.46...

    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...

    Classic Back Office Version 4.66.0

    November 8, 2022New featuresAccount deletion has been implemented. The login page displays an error message when attempting to log into a deleted account.Field "GLN" has been added to the location for...

    Berlin Back Office Version 5.60.0

    November 8, 2022New featuresAccount deletion has been implemented. The login page displays an error message when attempting to log into a deleted account.Field "GLN" has been added to the location for...

    Hide Payment Currency

    This plugin hides the currency value in the payment screen. You can enable this functionality by location.Without the plugin:USD is visibleWith the plugin:No currency shownTo find this setting, go to ...

    Mobile Physical Stocktaking

    What You NeedAny mobile device, tablet, or laptopA Bluetooth or USB barcode scannerPair the mobile device with a Bluetooth scanner. Alternatively, you can plug a USB barcode scanner into a tablet or l...

    Difference between Products and Inventory

    Erply considers your items in two ways:ProductA product is the idea of what you’re selling and all of the information about it.For example:Product cards contain information on an inventory item.Your p...

    Set up Worldpay TriPOS payments

    This guide covers how to set up Worldpay TriPOS payments with Erply POS. The following steps will need to be repeated for each TriPOS device on each related point of sale terminal.PrerequisitesWorldpa...

    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...

    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...

    Partial order fulfillment

    Partial order fulfillmentPurchase orders that contain products that have not yet been received will be listed as partially received. For more information on the PO process, check out our full guide on...

    Stocktake Android v1.0.7+17

    January 19, 2020 What's new Initial release of ERPLY's Stocktake app v1.0 Perform physical stocktacking or cycle counts on your smartphone or tablet Create a new physical stocktaking, limit your activ...

    Stocktake iOS 1.0.7+17

    January 10, 2020 What's new Initial release of ERPLY's Stocktake app v1.0 Perform physical stocktacking or cycle counts on your smartphone or tablet Create a new physical stocktaking, limit your activ...

    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...

    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 ...

    Inventory write-off

    Why use the inventory write-off system? 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 ...

    Quick Select Keys

    Benefits of Quick Select keysCut checkout times in halfSkip the search bar. Quick Select buttons allow you to add items to an order at the touch of a button, no barcode scanner required. Common Quick ...

    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...

    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 ...

    Cash In / Out

    Benefits of Cash In/Cash Out:Painlessly balance registers16% of retail shrinkage is caused by administrative errors. Erply automatically tracks cash flow to reduce those errors with minimum effort. Wh...

    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...

    PIM API Version 1.69.0

    Feb 15, 2021 New FeaturesAdded Export: export/products, export/assortments endpoints,Added new endpoints to manage location specific tax rates: PATCH & DELETE /product/group/{id}/location-taxImproveme...

    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...

    Configuration API for Front-end Applications (CAFA)

    This is a REST API for storing and retrieving configuration settings — primarily for frontend applications.UsageTo find the endpoint specific for your account, use the "getServiceEndpoints" call. A fe...

    External Credit Card Payments (no integration)

    Also known as "External integration" or previously "standalone terminal" This setup is intended for processing card payment outside Erply and then manually input in the POS the ammount that was paid, ...

    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...

    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...

    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...

    Physical Stocktaking Import

    Importing Physical Stock-takingThe new feature of importing stock tacking makes it easy to import physical stock counts using spreadsheets provided by professional inventory services. To import a stoc...

    Pricing API

    This REST API contains calls for managing price lists.There is also a call for querying a product's sales price and tax rate. The GET /v1/products/price call consults all price lists that are currentl...

    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...

    Warehouse Management System (WMS)

    What is Erply’s Warehouse Management System (WMS)? WMS is an all-in-one tool to manage your warehouse that can be accessed from virtually any device. Rapidly fulfill orders, inventory transfers, and o...