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    price lists

    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...

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    Quantitive price lists

    It is possible to enable an extra feature that allows to define several prices for a product in a price list: the more customer buys, the cheaper price they get.This feature needs to be enabled by dev...

    Stock & Price Lookup

    Benefits of Stock & Price LookupStreamlined, accurate customer service79% of shoppers still prefer to shop in-store. Stock & Price lookup is a low-friction tool that updates in real-time, giving your ...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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 ...

    API version 1.57.0

    November 26, 2020 New Features Field "priceListProductID" has been added to the output of API call getProductsFromSupplierPriceLists. API call getCustomers, input parameter "searchNameIncrementally" n...

    Price List Import

    You can either add a new price list with import or edit an existing one.When importing, the price list has to be created in advance in Erply by going under Retail -> Price lists. The price list has to...

    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...

    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...

    Default Purchase Price: Algorithm

    When you pick an item to a Purchase Invoice or a Purchase Order, then the "Price" field is pre-populated with a default value:From a supplier price list — if the module has been enabled, and there is ...

    1. Price List Algorithm

    This is a description of the "price list algorithm" as it has been currently implemented in Erply back office and API.This document has been written to provide insight into the algorithm, and help res...

    2. Applying One Price List

    A price list can contain, in increasing order of priority:Percentage discounts to brands;Percentage discounts to product groups;Percentage discounts to individual products;Special prices for individua...

    Pricing API

    This REST API contains calls for managing price lists.There is also a call for querying a product's sales price and tax rate. The GET /v1/products/price call consults all price lists that are currentl...

    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...

    Store regions

    This is installable as an extra moduleStore Regions module is used for grouping stores (locations) into regions.1. Regions moduleStore regions module can be found under Retail chainRegion has the foll...

    OverviewMost Erply accounts are using what is described here as the “new inventory system”; it has been the default on new accounts for many years already.However, there are a few older accounts where...

    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...

    Wholesaling With Erply

    Erply’s sales, inventory, order, and contact management tools are ideal for businesses that perform wholesaling operations. Powerful CRM ToolsGrow your CRM with valuable customer dataErply allows for ...

    API Version 1.72.0

    October 27, 2021New FeaturesFilter parameter "active" has been added to API call getPriceLists.FixesAPI call saveProduct will now tag modified reorder points and restock levels with a last modificatio...

    API Version 1.86.0

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

    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...

    Erply configuration for webshop

    Webshop setup guide Add a new warehouse to your erply account.Add a new warehouse by going to Retail Chain -> Locations -> Add newName it Webshop, so the integration can understand where to take the i...

    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 1.67.0

    June 2, 2021 New Features Promotion restriction "Apply this promotion to already discounted items only" is now supported by "% off everything" or "$ off the purchase" promotions, too. Field "code" has...

    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...

    Classic Back Office Version 4.50.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    API Version 1.74.0

    January 11, 2022New Features1. API calls getSalesDocuments and saveSalesDocument now support three extra document types (SERVICE_INVOICE, SERVICE_CASH_INVOICE, SERVICE_INVOICE_WAYBILL). This is a Gree...

    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...

    API Version 1.81.0

    May 25New Features1. New API call getBrandDiscountsFromPriceLists has been added.Fixes1. Fixed: when a cashier in POS saved a sale as a pending sale (with API call saveSalesDocument), API did not allo...

    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...

    API Version 1.44.0

    March 19, 2020 New Features The following API calls have been added: getAllCustomerExternalIds getCustomerIdByExternalId getExternalIdsByCustomerId removeCustomerExternalId saveCustomerExternalId API ...

    Compare e-commerce offerings

    Get a bird’s eye view of Erply’s e-commerce offering sand determine the best solution for your business. Keep checking back for more updates! ShopifyWooCommerceMultiple stores per accountXXBuy online,...

    API Version 1.49.0

    Jun 3, 2020 New Features API now respects IP address access restrictions if account administrator has set those up in back office. API calls will return error code 1201 if user is not allowed to acces...

    API Version 1.50.0

    Jul 7, 2020 New Features API call saveSalesDocument now supports idempotency when creating new sales documents. API client can add input parameter "temporaryUUID" to the request. Subsequent calls with...

    Microsoft Dynamics GP integration with Erply

    Synchronization between systems is always a tailored service, it can not be a counter product. There are many details and all the businesses have different needs. Every business is different but the ...

    CRM

    Erply’s CRM allows you to view and manage all customers and their data.To get started, navigate to Customers -> All Customers. Click on a customer to view and edit their information.You can also searc...

    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...

    Berlin Back Office Version 5.46.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    POS Brazil Version 4.34.2

    FixesSwedbank payment integration now supports void paymentsPOS buttons respect "pos_allow_selling_only_from_pricelist1" settingPOS Quick selection buttons reflect price lists prices...

    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 ...

    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 ...

    Add and Edit Customers

    Erply allows you to create a customer both as a private customer and as a company. In the Back Office, the customer can create all the benefits of CRM. You can gather valuable information when creatin...

    Duplicate Clients

    This guide explains how to remove duplicate customer entries. Please note that duplicate customer entries can also be combined using the Client Merge plugin.In the back office, navigate to Customers -...

    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...

    API Version 1.70.0

    September 8, 2021 New Features Field "algorithmVersion" has been added to API call saveSalesDocument. Field "time" has been added to API call savePayment. Field "doNotSell" has been added to API calls...

    Classic Back Office Version 4.33.0

    November 17, 2020 New Features A reorganized main menu. The new menu can be activated with configuration parameter "use_menu_component" = 1. Emails can now be sent via EMS (Erply's new emailing servic...

    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...

    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...

    Berlin Back Office Version 5.31.0

    November 16, 2020 New Features Tax rate archival. When a tax rate is no longer needed, it can be 'archived', to hide it from drop-down lists. A reorganized main menu. The new menu can be activated wit...

    API Version 1.80.0

    May 18, 2022New FeaturesAPI calls savePurchaseDocument, updatePurchaseDocumentAdditionalCosts and updatePurchaseDocumentRows no longer allow two API clients to simultaneously edit the same document. I...

    Mobile Physical Stocktaking

    What You NeedAny mobile device, tablet, or laptopA Bluetooth or USB barcode scannerPair the mobile device with a Bluetooth scanner. Alternatively, you can plug a USB barcode scanner into a tablet or l...

    Classic Back Office Version 4.21.1

    January 22, 2020 New Features It is now configurable whether Erply should automatically select the first contact person and first address when user picks a customer to a sales document. By default, bo...

    3. Shared-Data Franchise: Typical Setup

    Here is the typical setup of a "shared-data" franchise.A shared-data franchise is the model where some datasets, such as customers and products, are shared across all franchise accounts—with everyone ...

    Enriched events

    Details Feature available starting from v1.7.0 webhook manager. These events guarantee that the reference id exists in the hook data. In addition to the id the hooks will contain data for the referenc...