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    Open and Close the Day

    Benefits of Opening and Closing the DayEasy-to-follow processesOpening and closing the day shouldn’t be a chore, especially for retailers with multiple registers. POS tools such as popups and automate...

    Minimum rights required to open and close the day

    This guide covers:Minimum user group settings required to open and close the dayHow to make a user group with minimum rights to open and close the dayHow to add a user into a user group, and how to gr...

    Recurring Billing

    Recurring billing is a module where it is possible to define an invoice that is going to be created for the customer every month. Navigate to Sales -> Recurring billing.Note: To see the module, the “B...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    Point of Sale API

    This REST API implements operations for points of sale: day opening, day closing, cash in, cash out.This API also has endpoints for creating, updating and redeeming gift cards. UsageTo find the endpoi...

    PAX / Shift4 Setup Guide

    This article covers the PAX/Shift4 integration setup.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup paym...

    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...

    X-Report

    Benefits of the X-ReportThe day’s transactions at a glanceX-reports provide you with key information so you can get a stronger picture of day-to-day sales operations and can be filtered to generate sp...

    Set Up a Cash Drawer

    Benefits of Cash Drawers in ErplyThe Power of ChoiceCash drawers are incredibly easy to set up in Erply, giving you more flexibility when it comes to the setup of your store. Add or remove cash drawer...

    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...

    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...

    Reports API - Z Reports

    Reports API has a number of endpoints available that can be used to generate reports. This article shows some of the connections to the existing API/back office Z-report and how something similar coul...

    How to set-up Kenya

    Since Berlin POS 3.30.0 & EPSI 3.25.6 clients have the possibility of using the Tracom fiscal provider integration (Kenya). Step-by-step guide Install necessary driver + application provided by the fi...

    1. Overview

    What is an Erply back office Javascript plugin? A back office Javascript plugin is a piece of Javascript code that gets included (and executed) on every page load. In back office (Classic as well as B...

    Classic Back Office Version 4.28.2

    Sep 1, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". New column "Drawer identification" has been added to the ...

    Berlin Back Office Version 5.27.0

    Sep 2, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". The button "Point of Sale and Payments Report" / "Z Repor...

    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 4.17.0

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

    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...

    Brazil POS Overview

    OverviewBrazil POS has two environments that are available for the end users: production and sandbox. That gives the POS users an opportunity to test upcoming software updates and new features.Brazil ...

    What To Do if the POS Has Not Loaded Correctly?

    Short answer? Clear Cache. One of the main reasons the POS can fail to load data is due to web browser cache. Right-click on the screen. At the end of the opened menu, select Inspect. This will ope n ...

    Classic Back Office Version 4.62.0

    September 6, 2022New FeaturesConfiguration parameter "pos_custom_extra_payment_types" has been added. USe this parameter to make certain payment types always appear on the "Day opening and closing" fo...

    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...

    POS Brazil Version 4.50.5

    Features:Added multi currency support for offersAdded multi currency support for X-Report PatchScriptAdded close day functionality to Pax Payment IntegrationAdded support for partial tax exemption for...

    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 ...

    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...

    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. ...

    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...

    API Version 1.51.2

    Sep 4, 2020 Fixes Fixed: API call POSCloseDay did not return the field "openedUnixTime" unless API client sent it as an input parameter. ...

    POS Brazil Version 4.30.2

    Fixes: Fixed an issue where adding a product via scanning would incorrectly change the amount of a product in the cart POS supports OpenDay for mobile devices. OpenDay and CloseDay UI has been updated...

    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 ...

    POS Brazil Version 4.44.2

    Fixes: W** plugin: Customer view Membership renewal input minimum value is now based on the lastPurchaseStartDate field Membership end date is now set to 23:59:59 of the selected date Membership renew...

    POS Brazil Version 4.48.0

    New featuresOffers menu now shows only unfulfilled offersAdded keyboard navigation to customer results as wellOptimized workflow so that translations would not get lostAdded contacts table to customer...

    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...

    Limiting Access to POS Settings

    Benefits of Limiting Access to POS SettingsWhile the Erply built in Cashier user group comes pre-configured to now allow sales people to access more configurations in the POS, it is also possible to c...

    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...

    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...

    Point of Sale System for iOS

    We are excited to announce the release of our new POS system for iOS. A convenient and simple POS with a modern and user-friendly interface will be a great solution for your business.Benefits of the n...

    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...

    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 ...

    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...

    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...

    POS Brazil Version 4.35.1

    Fixes: Tenders are not being overwritten if using multi currency Day will not open twice for the same currency anymore ...

    POS Brazil Version 4.40.0

    New settings giftcard_period_of_validity: number of days from creation that a sold serial giftcard should be set to expire at - no expiration if setting missing, invalid, or 0 (PBIB-2572) pos_hide_add...

    Donation through the Customer display (Brazil)

    A donation is any kind of financial or humanitarian aid for those who need it. It is gaining popularity every day. Most companies try to take part in this as much as possible and help, depending on th...

    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...

    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...

    Microservice Log Files

    What are microservice log files?Erply microservices are used for hardware integrations in order to let the POS web based application communicate with a device (printer, card reader, etc).These microse...

    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 ...

    Historic data import

    What is a Historical Data ImportHistorical Data Imports allow you to transfer data from your existing POS system into Erply. The following data types can be imported from your old POS or ERP system to...

    PAX S300 iPad setup

    This guide covers the general setup for PAX on Erply Berlin POS using an iPadErply configurationYour registers must be configured in the back office to accept PAX.To do that, navigate to the Retail ch...

    Customer Balance

    If a customer does not have an overdue balance in Erply but actually owes your business money, you will need to correct their balance so it is properly reflected in balance reports.This guide covers t...

    POS Brazil Version 4.07.0

    Fixes POS data (such as vatRate) now correctly read from API, not stuck to old values from localStorage Brazil POS offline mode now calculates total correctly, it used to add tax to item price with V...

    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...

    Classic Back Office Version 4.46.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    Berlin Back Office Version 5.42.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    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....

    Self-service app

    Introducing the Erply self-service app!Erply self-checkout is a user-friendly POS that lets customers ring up their own orders. Free up your cashier staff and reduce lines at the register by introduci...

    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...