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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’ ...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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 ...

    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...

    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...

    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...

    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 ...

    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...

    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...

    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...

    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 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...

    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...

    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...

    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...

    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...

    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 ...

    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...

    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,...

    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...

    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. ...

    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 ...

    Supplier Import

    Benefits of importing suppliersUpload thousands of recordsMaintain accurate, up-to-date supplier records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and b...

    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...

    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....

    Erply Service User

    First, you will need to create service user in your Erply account. All data integration will be performed with those credentials. Take note of the password here.Make sure the user has access to all yo...

    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...

    Performance Issues: Troubleshooting

    Erply's back office and Operations teams take system performance seriously. If you are experiencing slowness issues in Erply's applications, we are happy to investigate.Below is a list of questions th...

    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...

    Clock In/Out

    Benefits of TimeclockBoost timeclock accuracyErply’s automated timeclock software eliminates manual data entry errors, keeping your records as accurate as possible. Employees can clock in at the POS w...

    Temporary products (VAR-products)

    This plugin lets users create temporary products which are automatically archived when no longer needed.Plugin only supports regular products. Bundle, Assembly, Matrix and matrix variations are not su...

    Employee Info

    Employee stats at the POSBenefits of hours at work statsShift information at a glanceEmployees can easily see how long they’ve worked to ensure they don’t exceed or fall short of their weekly work hou...

    About the Stocktake app

    Say hello to the Erply Stocktaking App!Looking for a paperless stocktaking solution that synchronizes all warehouse operations across your entire retail chain? We’re excited to announce the release of...

    API Version 1.43.0

    March 10, 2020 New Features API call setStocktakingUncountedProductsToDefault has been added. Improvements A higher usage quota has been granted to customer importer. Fixes Fixed: API call createUserF...

    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...

    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 ...

    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 ...

    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...

    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 ...

    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...

    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...

    POS Brazil Version 4.41.3

    Fixes:Fixed issue with POS random freezing Fixed issue where customer name would not be shown in Recent Sales view when using customer MicroserviceFix 'Stock and Price' priceHide more of the POS from ...

    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...

    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...

    QuickBooks Online Integration

    QuickBooks Online Integration SetupIn order to integrate your QuickBooks Online account to Erply you must first reach out to our support represntatives who will activate the QuickBooks Online Integrai...

    Realization Warehouse

    If you are interested in Realization Warehouse plugin, please contact support@erply.comRealization means that the goods issued to a customer are formalized as items moved into a realization warehouse....

    Save vs Confirm

    Benefits of Saving a Document for LaterWork cross-departmentallyHaving the ability to save documents for later opens the door to flexible workflow opportunities.For example: Invoices can be created an...

    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...

    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...

    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...

    PIM API Version 1.28

    Aug 24, 2020 New Features Added management calls for Priority Groups + move endpoint, Added management calls for Attributes, Added management calls for Product Units, Added GET supplier type endpoint,...

    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 ...

    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 ...

    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 ...

    WMS app

    Say hello to the Erply Warehouse Management System (WMS) app! Erply WMS is an all-in-one warehouse solution that increases accuracy and boosts employee productivity throughout the entire warehouse pro...

    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...

    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...

    Brazil POS Version Control

    Updates! While you most often like them for the new features and stability they bring to your applications, sometimes you may prefer to test them ahead of time before being able to deploy them to prod...

    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 ...

    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...

    WMS-2 Bin Management

    Settings> quantities in bins Open the bin management module in order to add, edit, delete, import or export bin data/quantities. Adding a bin needs to be done one by one. Just enter the bin name and p...

    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...