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    product catalog

    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 ...

    Product Categories

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

    Product Families

    Product families are an extra categorizing feature that do not need to be used.It is a secondary categorizing feature.This feature, alongside the Product Categories, Priority Groups, and Product Extra...

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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...

    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...

    Temporary products (VAR-products)

    This plugin lets users create temporary products which are automatically archived when no longer needed.Plugin only supports regular products. Bundle, Assembly, Matrix and matrix variations are not su...

    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...

    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 ...

    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...

    Stocktake Android v2.0.0+28

    March 2, 2020 What's new Count products OFFLINE - you can count your inventory in an areas of weak or not existing network connectivity. Product catalog is downloaded into your device and is synced wi...

    Stocktake iOS 2.0.0+27

    February 28, 2020 What's new Count products OFFLINE - you can count your inventory in an areas of weak or not existing network connectivity. Product catalog in your device is synced with Erply Back Of...

    Stocktake iOS 2.0.0+28

    March 2, 2020 Bug fix: Fixed the bug where selected Brands and Product groups weren’t displayed when creating a new stocktake. With v2.0 release we have added the support for counting products OFFLINE...

    Product Groups

    Benefits of Product GroupsStronger inventory classificationProduct groups allow you to classify your inventory based on similar product type, brand, function, or anything else that makes sene for the ...

    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...

    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...

    Enable and Disable Products in Your Webshop

    This guide covers how to enable and disable products in your webshop.Enable/disable specific productsEnable/disable product groups and subgroupsEnabling/disabling in bulk via product exportView all we...

    Locate a product's Shopify ID

    Locate a product's Shopify ID in the Erply back officeThis guide explains how to find a product’s Shopify ID in your Erply account. The Shopify ID can be used for various troubleshooting steps.In the ...

    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...

    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...

    Physical Stocktaking

    OverviewA physical stocktaking is used to double-check and correct inventory counts in Erply. The physical stocktaking process consists of:Physically counting the items.Confirming the counts in Erply ...

    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...

    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 can't I delete a product? Stock levels on archived products?

    In Erply there’s no option to delete a product. If you are not using a product anymore or have created a product by mistake you have the option to archive it. That way the product doesn’t appear in yo...

    Product Picture Import

    There are currently two ways to import product pictures to Pictures in Erply CDN. This module is connected to Erply's WooCommerce integration and the new PIM. Product Picture UploaderTo get to this mo...

    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, ...

    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...

    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...

    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...

    Apply bulk change in PIM (new)

    There is a possibility in PIM (new) to bulk change products status or “Show in webshop” checkmarks. How to do it? Select PIM (new) or PIM→Manage product catalogUse different filters to sort out produc...

    Berlin Back Office Version 5.57.0

    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...

    Brands

    Benefits of BrandsCreate purchase orders easilyUnder Inventory -> Inventory, you can easily pick products to create orders. This is made even easier when brands are involved, since you can choose all ...

    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...

    Priority Groups

    Priority Groups are an extra categorizing feature that do not need to be used.It is a secondary categorizing feature.This, alongside the Product Categories, Product Families, and Product Extra Fields,...

    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...

    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...

    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...

    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...

    Minimum rights required to make a sale

    This guide covers:Minimum user group settings required to make a saleHow to make a user group with minimum rights to make a saleHow to add a user into a user group, and how to grant them access to a s...

    Minimum required rights to perform a physical stocktaking

    This guide covers:Minimum user group settings required to perform a physical stocktaingHow to make a user group with minimum rights to perform a physical stocktakingHow to add a user into a user group...

    Minimum rights required to confirm an inventory registration

    This guide covers:Minimum user group settings required to confirm an inventory registrationHow to make a user group with minimum rights to confirm an inventory registrationHow to add a user into a use...

    5. Reporting Account

    In a typical setup, we synchronize the following documents and records from store accounts to the reporting account:Sales DocumentsPurchase DocumentsInventory RegistrationsInventory Write-OffsInventor...

    Stocktake Android v1.0.7+17

    January 19, 2020 What's new Initial release of ERPLY's Stocktake app v1.0 Perform physical stocktacking or cycle counts on your smartphone or tablet Create a new physical stocktaking, limit your activ...

    Stocktake iOS 1.0.7+17

    January 10, 2020 What's new Initial release of ERPLY's Stocktake app v1.0 Perform physical stocktacking or cycle counts on your smartphone or tablet Create a new physical stocktaking, limit your activ...

    This guide explains how to set an item’s restock and reorder points.For more information on the stocktaking process, check out our Stocktaking and Stock Replenishment Report guides.Stock replenishment...