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    Product Card Buttons

    Users can click on products in the cart to get more information, change the quantity, or a number of other things.ButtonExplanationDeletes the product from the sale (any amount)Closed card and brings ...

    Product Extra Fields

    Product extra fields are an extra categorizing feature that do not need to be used.They are a secondary categorizing feature.This feature, alongside the Priority Groups, Product Families, and Product ...

    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 ...

    POS Brazil Version 4.09.0

    FixesProducts and Groups created in the POS are saved to correct groupsStock & Price Lookup and POS Product Card now show price list price, fi such exists, and if not they fall back to product cart pr...

    Related Products Import

    Product Importer allows you to import related products on the product card.In the POS, this function will open a popup after the product is added to the cart, offering related products.In e-commerce, ...

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    Sales Returns in the POS

    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...

    Gift Cards

    Benefits of Gift CardsGift cards are a built-in option in Erply, accessible to all customers.Flexible payments to attract new business 61% of consumers prefer to receive gift cards during the holiday ...

    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 ...

    Difference between Products and Inventory

    Erply considers your items in two ways:ProductA product is the idea of what you’re selling and all of the information about it.For example:Product cards contain information on an inventory item.Your p...

    FIFO method (first in, first out)

    What is FIFO pricing in Erply?Erply uses FIFO accounting method to manage inventory and financial details related to product costs, wholesale prices and warehouse prices. FIFO stands for First-in, Fir...

    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...

    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 ...

    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...

    Channels / Assortments

    An assortment is for managing which products can be sold from a store and purchased into a store, on a more fine-grained level (separately for each store).An assortment would be a list of products. Ea...

    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 ...

    Actual Reports: Barcode template

    This guide will cover basic information for creating and printing barcode labels. With Actual Reports you can:Accommodate for different label sizes by adjusting width, height.Create “safe spaces” for ...

    Location in Warehouse

    Location in warehouse is a useful feature in making it easy to physically track your products in your warehouse. The use of locations in warehouse goes through 2 steps: creating locations in warehouse...

    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...

    Product Archive

    Benefits of Archiving ProductsNever lose access to valuable product dataErply does not allow you to permanently delete items, which means you’ll never lose access to inventory or sales data related to...

    Product Return / Credit Invoice

    Benefits of Product ReturnsBoost store trafficCustomers are more likely to make a purchase once they enter your store. Enabling partial or full returns encourages them to add an item to their order, t...

    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 sync troubleshooting

    This guide covers syncing between your Erply account and your Shopify webstore. Shopify connector sync overview Syncing behavior Sync troubleshooting for products, orders, and more Starting an accoun...

    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...

    Import Picture Links plugin

    The Import Picture Links plugin is used to add product picture URLs to your account in bulk.Please note that the Import Picture Links plugin cannot update existing product picture links. It can only a...

    Bundle Products

    Benefits of Bundle ProductsEasily sell and track grouped inventoryBundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. Better overview in reportsEach ite...

    Assembly Products

    Benefits of Assembly ProductsOffer a wider variety of productsAssembled products can be used to sell products that you have made, assembled, or bundled together into a secondary product. The component...

    Matrix Products

    Benefits of Matrix ProductsSimplify complex inventory structuresOrganizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characteri...

    Parameters

    Benefits of Using ParametersMore filtering optionsCreate more filtering options for yourself as you need them.Filters specific to product groupsAdd filters specific to certain product groups, e.g. sho...

    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...

    Commissions

    Benefits of setting up commissionsMotivate employees to sell moreBoost sales across your business by rewarding employees who make additional sales.Employees: Add a commission rate by product salesMana...

    Berlin Back Office Version 5.28.0

    September 16, 2020 New Features Stock Replenishment Report can now be configured to create one single Purchase Order for all products, not separate Purchase Orders per supplier. See Settings > Configu...

    Service or Non-Stock product

    Benefits of Non-Stock ProductsEasy way of including a service in an invoiceNon-stock products, as the name suggests, do not have inventory. This means that it's a perfect way to add service fees to in...

    How To Create a Store Report With Erply APIs

    A “Store Report” is an overview of store operations. Such a report typically contains multiple tables of data, not just a single dataset. The report can cover only one day, or a longer period of time....

    All products don't have Product Cost on reports?

    You have realized that when looking at reports some of the products have the product cost/warehouse price/purchase price shown as 0. Here are some ways to figure out where that price is coming from. 1...

    Why are my products reserved?

    You can see that you have products in Lay-by? Here are the documents that keep products reserved.OrderWhen creating an order there’s a Lay-by option that you can tick for products to be reserved for y...

    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'...

    "On Order" Quantity

    The “On Order” or (“Ordered”) quantity can be seen on product card (under "Stock Levels"), in the Stock Replenishment Report and in several other places. The value shows the expected quantity to be re...

    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...

    Berlin Back Office Version 5.40.0

    May 12, 2021New Features1. Product labels can now be printed from inventory registrations, inventory write-offs and inventory transfers.2. User group permissions for sales documents, purchase document...

    Packages

    Benefits of Using PackagesFill purchase documents with easeIf your product card has package information attached to it, you can easily fill purchase invoices and orders. Instead of ordering by piece, ...

    How can I change my variation dimension´s value?

    I have a product with dimensions: color and size -> blue and M; I would like this to be now navy and M. You can change a dimension value name in Erply. Although it will change for all products that ha...

    Regular product

    A regular product is the most common product that has stock and that we can sell. The typical product type Erply is called Product and is the default type selected when creating a new product. Additio...

    POS Brazil Version 4.19.0

    Fixes Empty product groups will not maintain the loading spinner indefinitely When picking up a sale, container products are skipped and regenerated Return table select all checkbox no longer thinks ...

    Variable-Priced Products

    In the new product catalog module in back office (find it under the button "PIM (new)" or “PIM > New PIM > Manage Product Catalog”), products can be marked as having a variable price:Scanning the prod...

    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 ...

    Shopify FAQ

    STORE AND LOCATIONSIs it possible to determine which warehouse online store to uses?Yes. When setting up the integration, you need to choose which warehouse to use. You can always change warehouse in ...

    Add a New Country

    There is a list of available Countries in the Back Office that you can choose when it comes to capturing the origin/ source of your Product or to determine the country of location for your Customer. W...

    WooCommerce FAQ

    Why has the product not reached the webshop or its information has not been updated?Check if the „show in webshop” box on the product card is ticked and the status is „active”. If the product has not ...

    POS Brazil Version 4.29.4

    Fixes: Fixed issue with product price being always 0 Fixed issue with returns with free priced items not working Fixed issue with layaway reset on payment window close Fixed issue with gift card seria...

    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...

    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 Brazil Version 4.46.2

    Plugins:Custom buttons plugin: Fix product buttons getting stuck in loading state after a saleFixes:Adyen integration no longer shows success message in case of a failure during voidFixed tax exemptio...

    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...

    Disable Automatic Opening of Related/Substitute Product View

    In Brazil POS it is possible to create products that can be related with other products. Generally, when the user selects a product with a related product attached, a window with a list of related pro...

    Classic Back Office Version 4.63.0

    September 22, 2022New FeaturesPurchase orders now have separate permissions.It is now possible to specify products with discount percentage on price list form. New tab "Product Discounts" has been add...

    POS Brazil Version 4.50.6

    Fixes:Products, marked as "Tax free" on the product card in the Back Office no longer get taxed. Issue introduced with 4.50.5 release...

    Attributes

    AttributesThe simplest way to extend product records is to attach attributes. Attributes are just arbitrary key-value pairs; you can make up an attribute name on the spot.The value of an attribute can...

    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 ...

    Tax Rates within Erply

    This guide explains how to set up and apply taxes with Erply. Erply supports multiple tax rates and tax scenarios.To find out what tax rates apply to you, please consult your city or state tax code, o...

    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...

    Importing purchase invoices

    How to import purchase invoicesThere are two steps to importing purchase invoices within Erply:Adding a blank purchase invoiceImporting purchase invoice details into a blank PIPlease note that any inv...

    Beverage contaner tax

    In certain jurisdictions, certain items may be charged a flat tax rate. Good examples would be a bottle deposit, or the nicotine tax in North Carolina. For any tax that is charged as a non-percentage,...

    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...

    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...

    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...

    Berlin Back Office Version 5.23.0

    May 14, 2020 New Features New section "Administrator Password Requirements"has been added to Settings > All Settings > Users > Account Security Settings. Check box "Non-refundable product" has been ad...

    Loyalty Points

    Benefits of Loyalty PointsImprove customer retention with incentives83% of customers say loyalty programs improve their chances of continuing business with a retailer. Erply’s loyalty programs enable ...

    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 4.10.0

    Features Each tax is shown separately on the receipt PatchScript footer changes: If BO footer is set to "", patchscript footer value will be taken from translation file Otherwise the footer value is c...

    POS Brazil Version 4.16.0

    FixesAsk user for a cash in/out reason code if there are any reason codes with particular type in BOPrinting for wrapper printers which require prerendering (TSP-100 series)Fixed issue with NetsCloud ...

    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...

    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...

    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 ...

    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...

    POS Brazil Version 4.41.0

    Fixes‘Save sale’ no longer marks the document as ready if it's being saved a second timeReason codes of unspecified type no longer offered as options for return or discount reasonProduct search field ...

    Scanning Configuration

    Erply Brazil POS allows you to customize the search logic when scanning a barcode. You can define what records should be searched for a match, and based on what fields.This guide covers the different ...

    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...

    POS Brazil Version 4.49.1

    Fixes:Restored custom translation plugin. The plugin was broken in 4.48.0 release.POS styles from popups no longer leak into browser-rendered printoutsApplied number formatting for product row's origi...

    POS Brazil Version 4.49.7

    Fixes:Fixed exploit in Clock in / Clock out where the pin of one employee could be used on anotherFixed an issue where exchanged product was not returnableFixed an issue where if user logs in after co...

    POS Brazil Version 4.50.0

    Features:Added French to the available language selection list. Added missing Traditional Chinese default translationMulti currency - Register amounts can be entered for each currencyActual Report Tem...

    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...

    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...

    Change Prices at the POS

    Changing an item’s price at the POS requires proper user rights and permissions.Note: You can manage user rights in the back office Settings -> User Groups page.Changing the Price for a Specific SaleC...

    Account Sales (Berlin POS)

    Benefits of Account Sales Account sales feature is mostly used by Erply retailers dealing with wholesale customers who in many cases prefer to pay for the goods later, usually by bank transfer. Theref...

    API Version 1.45.0

    New Features All API calls now allow to optionally specify which fields must be returned. By default, API returns the whole dataset as always; but if a list of fields is specified, the records will be...

    Stock replenishment

    Benefits of stock replenishment within ErplyMaintain a lean inventory structureErply’s automated replenishment tools mean you never have to worry about ordering too much (or too little) of an item. Se...

    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...

    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...

    Inventory write-off

    Why use the inventory write-off system? Inventory Write-Off decreases the stock level of items in Erply. It also includes a section on the reason codes that can be associated with such Write-Offs.Use ...

    How to make a sale at the POS

    How to make a sale at the POS1. Add items to the cart. This can be done by:Scanning a barcodePressing a quick select keySearching for an item using the product search barEntering an item code in the p...

    Units

    The module can be found, when double-clicking on SETTINGS menu - Settings module opens. On sidemenu bar, click on Inventory Settings -> Units. Units list opens with existing units. Units can be change...

    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...

    WMS-2 Settings

    The first step for getting started with WMS system is language selection that can be done on the top left corner. Just click on the flag icon and select English, Estonian or Latvian. The rest of the s...

    Berlin and Brazil POS Comparison

    Erply has two main POS versions that are currently used by lots of our clients all over the world. Both solutions are cloud based and can be run in any hardware devices with internet connection and a...

    "Best Before" date to Telema

    To do this, a special interface must be activated on your account (the so-called alcohol interface). Adding this module is a paid service. To do so please contact abi@erply.com.This interface adds an ...

    POS Brazil Version 4.42.5

    NB: Previous deployed version was 4.42.3, there is no missing changelogs page for 4.42.4, those changes are included hereFixes:Settings/Configuration/User Interface/Hide Product Groups no longer opens...

    Product packaging material report

    Erply has an extra module for clients that need to track their purchased and sold packages. This is a module that needs to be activated by Erply support. When the module is activated two extra reports...

    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...