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    loyalty points

    Loyalty points

    This guide covers:How to set up loyalty pointsDefine loyalty point accrual by product groupCreate promotions that consume loyalty pointsCreate coupons that consume loyalty pointsGenerate a loyalty poi...

    Loyalty points and customer credit on Receipt

    In Brazil POS you are able to add on the customer receipt the loyalty points balance and earned points, but also customers credit balance. To do that open Settings in Brazil POS and enter Debug. Open ...

    Resetting loyalty points for all customers

    There are 2 ways to reset the loyalty point balance for all customers in Erply.Updating loyalty point balances for all customersUpdating loyalty points only for customers with a non-zero balanceUpdati...

    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...

    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...

    Product returns

    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...

    Coupon

    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...

    POS Brazil Version 4.26.2

    Features Loyalty points information can now be added to the receipt. Information available: Points balance before sale, Points gained through the sale, Total points after the sale ...

    Client Merge

    What is the client merge plugin? Erply’s client merge plugin allows you to combine two or more customer accounts into one. You can merge the following customer data within Erply: Customer accounts Rew...

    Customer Creation

    Benefits of creating a customer in the back officeUnderstand purchasing habits Adding customers in Erply gives you all of the benefits of a full retail CRM. Collect valuable customer data to inform yo...

    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...

    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...

    CRM tools

    Erply’s CRM allows you to view and manage all customers and their data. Here we’ll cover: Retail customers: Customers who shop at your retail stores. Companies as customers: Companies that make purcha...

    Manual discount

    How to use manual discounts Creating item-specific discounts POS > [Item] > Discount After an item is added to the cart, Erply allows you to apply a percent or flat discount to an individual item. Di...