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    opening the day

    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...

    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...

    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...

    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...

    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...

    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...

    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'...

    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...

    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...

    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...

    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...

    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 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...

    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...

    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...

    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...

    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 ...

    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...

    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...