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    Automatic Logout After Sale

    When the sale is finalized in POS the user remains logged in and can proceed with working with the POS. This is a default behavior.The user is able to enable automatic logout after every sale and then...

    Discount Prioritization

    TerminologyErply distinguishes:Price listsSimple discountsPromotionsAny kind of advanced discount, where the discount depends on the customer’s shopping cart.Manual discount (Made at the POS by the ca...

    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...

    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...

    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...

    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...

    POS End of Day Settings

    These settings manage the manner in which you close your register(s) to properly account for your day of operations. While logged into your POS, navigate to POS Settings -> Configuration -> End of Day...

    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 ...

    Classic Back Office Version 4.21.0

    January 16, 2020 New Features Identity Integration Logging in to Classic back office now automatically produces a JSON Web Token (JWT). The token is made available to Javascript plugins running in bac...

    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...

    Berlin Back Office Version 5.19.0

    January 20, 2020 New Features Identity Integration Logging in to Berlin back office now automatically produces a JSON Web Token(JWT). The token is made available to Javascript plugins running in back ...

    Customer Display Cloud Application (Berlin)

    Benefits of the Customer Display Application (Berlin)Stronger customer engagementsUse customer display app to create personalized in-store experiences and encourage customer purchases. Display rotatin...

    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...

    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 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...

    Enable and Disable Products in Your Webshop

    This guide covers how to enable and disable products in your webshop.Enable/disable specific productsEnable/disable product groups and subgroupsEnabling/disabling in bulk via product exportView all we...

    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...

    IP-Based Access Restrictions

    Account administrators can turn on a restriction that only users from a whitelisted set of IP addresses are allowed to access Erply. With this feature, employees can be prevented from logging into Erp...

    Star printers setup (Berlin POS)

    This guide explains how to install and set up Star printers for your Windows device. Please be advised that this guide is only applicable to Erply accounts using Berlin POS. Berlin POS currently supp...

    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. ...

    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...

    Physical Stocktaking

    OverviewA physical stocktaking is used to double-check and correct inventory counts in Erply. The physical stocktaking process consists of:Physically counting the items.Confirming the counts in Erply ...

    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...

    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...

    Login activity

    Benefits of checking login activityMaintain secure processesErply will provide you with detailed information of all employee logins, so you always know who accessed your account. The login activity fe...

    2. Authentication-Related Calls

    getSessionKeyUser getSessionKeyInfo getJwtToken getIdentityToken These are the calls you need when user is already logged-in (your application or service has obtained a session key from somewhere) and...

    3. JSON Web Tokens In Erply

    Overview As explained in a previous article, Erply uses both session keys and JSON Web Tokens (JWTs). There are two different "flavors" of JWTs in use: Identity JWTs and Erply JWTs. This article expla...

    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 ...

    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...

    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’...

    Promotions Module (NEW)

    How to setup promotions Login to Back Office AppGo to RETAIL CHAIN | Sales Promotion (New)Under Sales PromotionsCreate New Promotion - this will allow you to set up a new promotionOverviewPromotion Na...

    Building an Integration: FAQ

    I would like to integrate Erply with [a particular software], using [a particular technology]. Does Erply support it?The short answer would be: the integration likely needs to be custom-built, but it ...

    Can I see what was deleted?

    If you know something from your account was deleted here’s how you can check. Activity Log When you go Settings - Log of deleted items you are able to see if someone has recently deleted anything. You...

    Classic Back Office Version 4.41.1

    March 24, 2021 New Features Logouts from the login app will now also log out from back office. Improvements Precision improvements for invoice algorithms Chilean accounts can now use "Address line 2" ...

    POS Brazil Version 4.18.0

    FeaturesCurrency format (numberformat) now also used in:recent-: -layaways, -orders, -sales, -invoices, -offersgift card popupproduct informationemployee statsclose day main popup + tenderspayment mod...

    POS Brazil Version 4.20.0

    Fixes POS terminates each syncing worker when the user logs out Features Price embedded barcodes are now supported. New setting to show notification with the scanned code added Configuration for auto...

    Variable-Priced Products

    In the new product catalog module in back office (find it under the button "PIM (new)" or “PIM > New PIM > Manage Product Catalog”), products can be marked as having a variable price:Scanning the prod...

    POS Brazil Version 4.21.0

    FeaturesOffline locking (PBIB-1321)When in offline mode, POS can be locked with a temporary pin so that it can be logged back into without requiring a network connection.Due to the security implicatio...

    2. Cross-Franchise Users

    OverviewErply's franchises are groups of accounts that have been configured with a shared product catalog or a shared customer registry.A franchise lets each store owner see only their own data—but th...

    POS Brazil Version 4.31.0

    Features:Added logic to retrieve bsoft_code attribute and use it as warehouse ID when creating fiscal receipts.Added new setting for printing out automatically two layaway receipts after confirmation....

    POS Brazil Version 4.31.1

    Fixes:POS resets reason codes on logout and correctly displays the currently logged in user reason codesFixed issue with matrix products not being added in offline modeAdded logic to stop opening paym...

    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...

    Single Sign-On

    OverviewWith Single Sign-On (SSO), users can log in to Erply by authorizing through the company's existing identity platform, and users do not need a separate password for Erply. Disabling the user's ...

    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...

    EDI basics

    EDI has been used across many industries for decades and remains the most commonly used technology in B2B process automation. What is EDI?Electronic data interchange (EDI) is a computer-to-computer ex...

    Glossary

    Here is a list of terminology we use throughout the system, and documentation.Metric name is the caption used in the reports and forms. Technical name is used in API, reference this in order to store ...

    Force System Sign-Off After Period of Inactivity

    Brazil POSThe Brazil POS has the option to set a user logout in case of inactivity. It is a good idea to use this function if the cash register must not be left unattended and the customer service rep...

    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...

    Customer Display configuration (Brazil)

     Customer Display configurationBefore starting using the Customer display application it can be configured by the user's needs and wishes. In this articket you will find:How and where can the Customer...

    Using ID Cards as Loyalty Cards

    Before starting, make sure that your chosen payment terminal has the functionality to read ID-cards activated or simply connect an ID-Card reader to your POS.SetupNavigate to POS Settings -> POS Onboa...

    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...

    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...

    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...

    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...

    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...

    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 ...

    1. Session Keys and JSON Web Tokens

    Audience The following article is primarily oriented to both in-house and third-party developers who want to implement services or applications on top of Erply and need to call different APIs. Session...

    Product Archive

    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...

    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. ...

    Introduction

    Introduction Webhooks can be used to get notified when certain updates are done in Erply. These updates are either generated from database events automatically or by other event triggers in certain pr...

    E-Invoicing Version 3.7

    Jul 31, 2020 Validation: Enabled XSD schema validation for all the outcoming invoices. The Log section of the e-invoicing setup page: Error messages are now displayed, Invoice numbers of sent and upda...

    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...

    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...

    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...

    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 ...

    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...

    POS Brazil Version 4.17.0

    FeaturesWeighted barcode implementationPrinting coupons automatically if such a rule existsDefault coupon template addedNew setting in Configuration/General. Sort products in products group by: 'name'...

    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...

    LinklyPOS App Setup

    Download the Point of sale & Linkly application from the app store and log in to your Erply account.Go to POS Settings -> Configuration -> Select Payment configuration -> Setup Payment Gateway. From t...

    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...

    Password Policy

    Standard Password RequirementsThese requirements are enforced on all accounts, and are not configurable.A password must have a minimum length of 8 characters.A password must contain at least one small...

    POS Brazil Version 4.45.1

    FixesFixed issue with invalid store options in sign up view(fix) UI now unlocks for the "do you want to retry" dialog when saving a sale fails due to a non-network-related error (f.ex. a plugin error)...

    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...

    End-of-life notice for TLS v1.0 and v1.1 Web security protocols

    To comply with modern security practices, Erply will drop support for old web security protocols TLS v1.0 and TLS v1.1 on January 16, 2023.Support for the TLS protocol is typically built into operatin...

    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...

    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...

    POS Brazil Version 4.50.3

    Fixes:Fixed the unresponsiveness of "Done" button in Tender view in Close Day Modal. The issue was introduced by 4.50.2 releaseUpdated the "Employee edit" modal to have the same email validation as lo...

    XERO Integration

    XERO Integration SetupIn order to integrate your XERO account to Erply you must first reach out to our support represntatives who will activate the XERO Integraiton plugin on your Erply account. You c...

    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 ...

    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...

    Integrated & External Payment Overview

    This guide explains the difference between Integrated and Non-Integrated (standalone/external) credit card terminals. What is the process of Integrated Payments?Upon choosing Pay by Card, Erply will s...

    Error Handling Best Practices

    Erply API's response always contains a header block, named "status". Within that block, there is a field named "errorCode". If the field has a value of 0, the call has completed successfully. If it co...

    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...

    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 ...

    Product Importer (OLD)

    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...

    Cayan Microservice Setup

    Cayan Setup (BrazilPOS)Setting up Cayan microservice in your computer Place the file cayan-integration into any folder, you can download the file Linux (here) & Windows (here).Open a terminal and navi...

    Error code: Network is unreachable

    Why am I getting a “Network is unreachable” error?If your device is not connected to the internet when you access the point of sale, you’ll get a message saying “Network is unreachable, check your int...

    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...

    Product Groups

    Benefits of Product GroupsStronger inventory classificationProduct groups allow you to classify your inventory based on similar product type, brand, function, or anything else that makes sene for the ...

    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...

    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...

    Offline Mode

    Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. Benefits of Offline ModeNever lose valuable sales dataDuring an internet outa...

    Berlin Back Office Version 5.37.1

    March 24, 2021 New Features Product label printing now allows to specify products id's. Added support for the E-invoice integration "Intermediator code" field. Logouts from the login app will now also...

    Packages

    Benefits of Using PackagesFill purchase documents with easeIf your product card has package information attached to it, you can easily fill purchase invoices and orders. Instead of ordering by piece, ...

    POS Brazil Version 4.22.0

    FixesLegacy language identifiers should no longer cause mixups like Czech and Estonian being confused with each other (PBIB-1678)POS now reconnects to external customer display more reliably (PBIB-173...

    Setting up the New Customer Display

    Hardware requirements:To use ERPLY's new Customer Display app, one must have an additional screen. Usually, that would be a tablet computer.SetupNavigate to POS Settings -> Plugins -> Customer display...

    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...

    Drawer Count

    Cash-drawer-based day openings and closingsGeneral conceptDrawer count is typically used in store setups where cash-drawers are mobile within the store.With this setup, typically each employee is assi...

    Apply bulk change in PIM (new)

    There is a possibility in PIM (new) to bulk change products status or “Show in webshop” checkmarks. How to do it? Select PIM (new) or PIM→Manage product catalogUse different filters to sort out produc...