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    Notes

    Benefits of the notes buttonKeep track of important sales informationSales notes improve order transparency to improve customer loyalty. Use external sales notes to indicate important order details, s...

    Sale Notes

    In Brazil POS it is possible to set notes for sales. The user can have up to 3 rows of notes. If the title was entered into at least one field, the notes option is already enabled.The option can be en...

    Invoice notes report

    This guide will explain how to create a basic report that shows customer-facing and internal notes associated with an invoice.Please note that this guide only includes minimum information, but more da...

    Quick Notes

    Quick notes can be used to leave comments on a receipt in a hurry. Simply press the % icon or name of the product you wish to leave a comment on, click on the note you're looking for, and Save.To enab...

    Alert Client Notes

    What is the Alert Client Notes plugin? Erply Alert Client Notes plugin is used for displaying relevant information when creating a sales document in the back office. The purpose of the plugin is to no...

    Display Popup if Customer Has Notes

    The businesses who work with Erply have a lot of customers. This setting helps the sales people find an approach to each customer or warn cashiers about troublemakers.The Brazil POS allows users to se...

    Givex manual setup

    You can choose to offer customers Givex gift cards.There are a few steps you must follow in order for Givex gift cards to work in Erply. You also must have a valid contract directly with Givex.The Giv...

    POS Brazil Version 4.24.0

    Features(PBIB-1721) New setting to make notes field in close day mandatory when the counted amount is short of the expected amount by more than the allowed difference(PBIB-1781) 'notes' input for prod...

    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 ...

    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 ...

    POS Cart Information

    This guide explains all of the terms and functions in the cart when ringing a customer up at the POS.Customer informationThe name of the customer making the purchaseThe customer group of the customer ...

    Classic Back Office Version 4.27.0

    Jul 7, 2020 New Features Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), please see API release notes. Fields "customerGLNCo...

    Berlin Back Office Version 5.25.0

    Jul 7, 2020 New Features Filter "Ship To" has been added to sales reports. Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), p...

    Berlin Back Office Version 5.26.3

    No user-visible changes in this version. See the release notes for version 5.26.2 instead: https://manual.erply.com/eng/release-notes/berlin-back-office-release-notes/berlin-back-office-version-5-26-2...

    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...

    POS Brazil Version 4.25.0

    Fixes Fixed layaways due date not being disaplayed correctly in the BO When picking up a sale, container products are skipped and regenerated Refunds on wrapper now contain employee, customer, curren...

    4. Synchronization From HQ

    Here is one example of a “Synchronize From HQ” setup.In this setup, the following items are kept in sync between HQ and store accounts. Changes made by HQ get copied to stores, typically every 5…10 mi...

    API Version 1.76.0

    March 7, 2022New Features1. Field "isHQPromotion" has been added to API call getCampaigns. 2. Filter parameter "isHQPromotion" has been added to API call getCampaigns. 3. Field "notes" has been added ...

    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...

    Classic Back Office Version 4.27.1

    No user-visible changes in this version. See the release notes for 4.27 instead: https://manual.erply.com/eng/release-notes/classic-back-office-release-notes/classic-back-office-version-4-27-0 ...

    Berlin Back Office Version 5.25.1

    No user-visible changes in this version. See the release notes for version 5.25 instead: https://manual.erply.com/eng/release-notes/berlin-back-office-release-notes/berlin-back-office-version-5-25-0...

    Berlin Back Office Version 5.26.1

    No user-visible changes in this version. See the release notes for version 5.26 instead: https://manual.erply.com/eng/release-notes/berlin-back-office-release-notes/berlin-back-office-version-5-26-0...

    Classic Back Office Version 4.28.1

    No user-visible changes in this version. See the release notes for 4.28 instead: https://manual.erply.com/eng/release-notes/classic-back-office-release-notes/classic-back-office-version-4-28-0...

    Classic Back Office Version 4.28.3

    No user-visible changes in this version. See the release notes for 4.28.2 instead: https://manual.erply.com/eng/release-notes/classic-back-office-release-notes/classic-back-office-version-4-28-2...

    Berlin Back Office Version 5.27.1

    No user-visible changes in this version. See the release notes for version 5.27 instead: https://manual.erply.com/eng/release-notes/berlin-back-office-release-notes/berlin-back-office-version-5-27-0...

    Classic Back Office Version 4.39.1

    No user-visible changes in this version. See the release notes for 4.39.0 instead: https://manual.erply.com/eng/release-notes/classic-back-office-release-notes/classic-back-office-version-4-39-0...

    Berlin Back Office Version 5.36.1

    No user-visible changes in this version. See the release notes for 5.36.0 instead: https://manual.erply.com/eng/release-notes/berlin-back-office-release-notes/berlin-back-office-version-5-36-0...

    POS Brazil Version 4.30.0

    Features: Setting, which enables the customer creation from to get opened when accepting customer creation message from Display New setting "Add products to end of shopping cart" which reverses the or...

    POS Brazil Version 4.43.2

    FixesW** - hide renewal input if customer is non memberAsk for confirmation before coupon print if promptCashier attirbute is set to 1G**** - check for giftcard balance before charging itChanged forma...

    API Version 1.86.0

    September 22, 2022New Features1. Support for purchase order permissions has been implemented. 2. Fields "supplierPriceListSupplierCode#", "supplierPriceListImportCode#" and "supplierPriceListNotes#" h...

    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...

    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...

    Suppliers

    List of SuppliersTo view all suppliers, navigate to Inventory -> Suppliers.Erply will display a list of your suppliers. Click on a supplier to view or edit their information. You can search for a spec...

    Classic Back Office Version 4.41.2

    March 31, 2021 No user visible changes. See release notes for 4.41.1 instead....

    Berlin Back Office Version 5.37.2

    March 31, 2021 No user visible changes. See release notes for 5.37.1 instead....

    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'...

    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 ...

    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...

    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...

    Sale options

    Button Explanation Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this. Use to save the total $ sales amount (customer, products, & quantities) in the shop...

    Sales Document Import

    Sales Import SheetThe format of the file to import sales documents should be the same as in the sample file, which you can download from HERE. File format must be CSV. The following columns are requir...

    Classic Back Office Version 4.31.0, 4.31.1

    Oct 14, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mobile...

    Berlin Back Office Version 5.29.0

    October 21, 2020 New Features "Customer Group" filter has been added to the "Invoices", "Orders" and "Quotes" modules. The page "Inventory > Physical stocktaking (mobile)" now contains links to new mo...

    API Version 1.63.4

    March 31, 2021 No user visible changes. See version 1.63.3 release notes instead....

    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 4.29.0

    Features:POS now prompts cashiers with a confirmation that the product, being added, is below minimum stock level. Product stock notifications are now also displayed when product's amount in the shopp...

    Security FAQ

    Is payment data encrypted?Erply does not store sensitive payment data (no full credit card numbers, no payment authorization tokens) and is out of the scope of PCI DSS (https://en.wikipedia.org/wiki/P...

    Option buttons

    ButtonExplanationRemoves all products/discounts from the current sale to start over. Hotkey F4 will also do this.Saves the created shopping cart to finalize the sale later. Saved sale appears in the P...

    2. Development Tips

    How to develop plugins? On an ERPLY account, go to the Settings → Configuration page and click on the link "Edit plugins". A new page opens, containing a text field. Paste your Javascript code into th...

    Importer Troubleshoot

    Sometimes importing products doesn't work and it's difficult to figure out why. Here are some troubleshooting steps.Upload the File as a Different FormatErply supports 3 file import types: .csv, .xls,...

    Berlin Back Office Version 5.45.0

    October 13, 2021 New Features The "My Company Information" page now has a separate permission. User groups can now be configured to be able to manage employees, but not edit company information. Wareh...

    Pending Sales / Save Sale

    Benefits of Saving as SaleErply allows you to save a sale at the POS to be pulled up at a later time. Saved sales do not put stock on hold, and can be resumed and completed from any POS.Customer probl...

    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...

    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 ...

    POS Brazil Version 4.39.0

    Scale support has been added for wrapper.Payment modal is now waiting for heavy calculations to finish.(fix) Wrapper payment integration now records REFUND transactions as negative payments.(W**) Prev...

    Projects

    ERPLY project accounting summarizes the offers and invoices submitted to the customer on a project card, which shows the conditions under which the contract has been drawn up and how the settlements a...

    POS Brazil Version 4.43.4

    FixesW** - show correct reward points data on receiptFixed POS crash when Age Verification Configuration page is openedAdded scrolling to sign up dialog and disabled password autocompletionW** display...

    POS Brazil Version 4.45.0

    Features:Added Account Sales button to mobile viewBack office and POS Onboarding Wizard links now open in a new tabCustom lock screen can now be set via touchpos_app_background_url parameterFixes:Payi...

    Client Merge Plugin

    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...

    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...

    Purchase-Invoice

    The purchase invoice takes the goods received from the supplier into the warehouse. The purchase invoice can be created either from a previous purchase order or from scratch as a standalone document.C...

    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...

    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...