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    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...

    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...

    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...

    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’ ...

    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...

    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...

    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...

    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...

    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 ...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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 ...

    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...

    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...

    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, ...

    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...

    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...

    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...

    TSYS Setup: MX915

    PrerequisitesTo set up your Erply account to accept payments through TSYS, users must have a TSYS merchant account. The following credentials are provided by TSYS.MerchantNameMerchantSiteIdMerchantKey...

    Actual Reports Basics

    Benefits of Actual ReportsFaster service with automated documentsSmart templates save you manual work by automatically populating documents with data on sales, customer information, order status, and ...

    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 ...

    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...

    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,...

    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 ...

    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...

    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...

    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...

    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...

    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 ...

    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...

    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...

    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 ...

    Classic Back Office Version 4.54.0

    March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

    POS Brazil Version 4.49.1

    Fixes:Restored custom translation plugin. The plugin was broken in 4.48.0 release.POS styles from popups no longer leak into browser-rendered printoutsApplied number formatting for product row's origi...

    POS Brazil Version 4.50.7

    Features:"Global Payments/TSYS/Cayan" Payment Integration - added support for unreferenced returnsAdded new fields (receiptInfoStreet, receiptInfoCity, receiptInfoState, receiptInfoAddress2, receiptIn...

    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 ...

    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...

    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...

    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 ...

    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...

    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...

    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...

    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...

    Classic Back Office Version 4.48.0

    September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

    Berlin Back Office Version 5.50.0

    March 7, 2022New FeaturesNew column "Margin %" has been added to price list form.New check box "Send the e-invoice to the recipient of goods" has been added to invoice form.Fifth option for generating...

    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 ...

    POS Brazil Version 4.46.2

    Plugins:Custom buttons plugin: Fix product buttons getting stuck in loading state after a saleFixes:Adyen integration no longer shows success message in case of a failure during voidFixed tax exemptio...

    Function Buttons

    ButtonExplanationAllows the user to pull up the last 100 sales and print recent transactions that have been processed at the POS.Allows the user to look up any unfinished sales that need to be checked...

    POS Brazil Version 4.16.0

    FixesAsk user for a cash in/out reason code if there are any reason codes with particular type in BOPrinting for wrapper printers which require prerendering (TSP-100 series)Fixed issue with NetsCloud ...

    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...

    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 ...

    POS Brazil Version 4.48.1

    New features:Numberpad in payment modal now closes when selected payment is deletedPlugins:W** - Fixed issue where potential savings were not shown on customer badgeW** - Fixed an issue where temporar...

    Customize Your Receipts

    To print completely custom POS receipts, contact Erply support to have the POS AR Receipt/Set Custom Printout for POS plugin added to your account.There are multiple ways for configuring a receipt in ...

    Adyen integration error codes

    Error Code Explanation and action steps A1 Cause: Unable to login to the ID admin API with the provided credentials. Solution: In the Adyen configuration settings verify that the email and password i...

    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...

    Product Export

    Benefits of Exporting Your Product CatalogAbility to update all of your product cards at once in ExcelUpdating each individual field in your product card can be a pain. ERPLY has simplified this proce...

    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...

    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...

    Berlin Back Office Version 5.44.0

    September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

    POS Brazil Version 4.42.5

    NB: Previous deployed version was 4.42.3, there is no missing changelogs page for 4.42.4, those changes are included hereFixes:Settings/Configuration/User Interface/Hide Product Groups no longer opens...

    This guide explains how to set an item’s restock and reorder points.For more information on the stocktaking process, check out our Stocktaking and Stock Replenishment Report guides.Stock replenishment...

    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...

    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...