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    product groups

    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 ...

    POS Product Groups

    Benefits of Product GroupsQuickly navigate complex inventory structuresRinging up a product without a barcode? POS product groups give you a cleaner, easier way to sort through inventory and add items...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    Physical Stocktakings (new)

    Physical Stocktaking is a process of counting products (whether all or some specific group; category etc) in a location. After the count in a location is done, then physical stocktaking report is crea...

    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...

    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...

    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...

    Importer Troubleshoot

    Sometimes importing products doesn't work and it's difficult to figure out why. Here are some troubleshooting steps.Upload the File as a Different FormatErply supports 3 file import types: .csv, .xls,...

    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...

    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...

    API Version 1.54.0

    October 13, 2020 New Features API calls getCampaigns and saveCampaign now support multiple product groups and multiple product categories (instead of just one) and multiple brands (a new feature). Mul...

    PIM API Version 1.50.3

    Nov 16, 2020 New Features New product field: "age_restriction" - to be used to add products that are for limited age groups. For example only from 16 years old, only from 18 years old and so on. Added...

    API Version 1.58.0

    December 8, 2020 New Features Promotions "Spend and Get $ Off Your Purchase" and "Spend And Get % Off Everything" now support product and product group restrictions. The "Spend" requirement can be def...

    PIM API Version 1.56.1

    Jan 18, 2021 New FeaturesBackup & Restore. To create a backup you need to specify the backup_id field on the product when creating or updating it.To create a backup you need to specify the backup_id f...

    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....

    PIM API Version 1.69.0

    Feb 15, 2021 New FeaturesAdded Export: export/products, export/assortments endpoints,Added new endpoints to manage location specific tax rates: PATCH & DELETE /product/group/{id}/location-taxImproveme...

    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 ...

    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 ...

    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...

    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 4.35.0

    Fixes:Product grid buttons now correctly include/exclude tax even when locally fetchedProducts get added with correct price when selecting a pending saleFixed default groups plugin overwriting iD*** c...

    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...

    POS Brazil Version 4.40.9

    FixesFixed hidden product groups visible in UIFixed empty default customer name display issueProduct's custom name is now correctly shown on printoutUpdated Nets Cloud endpoint for test/pre-production...

    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 ...

    RACS Setup

    These instructions Include how to set up JUUL Products in ERPLY Back Office so that RACS is configured properly for Brazil POS.ERPLY / JUUL RACS CertificationCompliant ERPLY POS Version:Brazil POS V 4...

    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...

    POS Brazil Version 4.49.2

    Fixes:Product Creation form awaits for the tax rates to be fetched before allowing the user to edit the product input fieldsFix for issue Product Order Edit Form - the user was not able to edit produc...

    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...

    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...

    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...

    Classic Back Office Version 4.23.0

    April 14, 2020 New Features Promotions can now be grouped into "promotion tiers". Organizing promotions into tiers will affect the order in which promotions are applied. The new order is as follows: P...

    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...

    PIM API Version 1.12.5

    Jun 25, 2020 New Features Added pagination, sorting and filtering for Product Groups, Categories, Brands, Suppliers and Families. Added GET /v1/product/parameter/option/{id}/products endpoint to get a...

    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...

    PIM API Version 1.99.0

    Sep 15, 2021New FeaturesA new endpoint has been added to get the linked products in bulk: POST product/linked-products/bulk/get2 new fields have been added to the product and the product exports:sugge...

    PIM API Version 1.101.0

    Sep 20, 2021New FeaturesProduct groups and product categories got new permission system - user-level permissions.The permission checks have been added to the product group and product category managem...

    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 ...

    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...

    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...

    Advanced Settings

    Default prefixesDefault prefixes are used in the following cases:Erply returns report with warehouse code not present in the Store dimension. This can only happen if the data load long time (i.e. lot ...

    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 4.50.0

    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...

    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...

    API Version 1.41.2

    February 17, 2020 Fixes Fixed: API call getProducts returned error code 1000 on franchisee accounts if input parameters "getFIFOCost" or "groupIDsWithSubgroups" were used. ...

    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...

    PIM API Version 1.14

    Jul 24, 2020 New Features Added management calls for Cross-Sell & Substitute (linked) products, Added GET Product Countries endpoint, Added GET Priority Groups endpoint, Added Move Matrix Dimension en...

    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...

    PIM API Version 1.31.1

    Sep 7, 2020 New Features Added GET indented list calls for Product Groups & Categories, Added bulk create, update, update type calls for Products, Added unknown request JSON fields validation errors. ...

    PIM API Version 1.37.2

    Oct 5, 2020​ New Features Added Request-Time-Unix header to every endpoint, it contains server UNIX time, Added new field to the product: product_reorder_multiples, Added bulk endpoints for managing B...

    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...

    PIM API Version 1.79.0

    May 10, 2021New FeaturesMulti-language description has been added to the product groups.Multi-language description has been added to the brands....

    Central Distribution Report

    Central distribution is used to help create inventory transfers from the warehouse to other locations based on who needs what.To access the central distribution report sign in to your Erply Back-Offic...

    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...

    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...

    POS Brazil Version 4.43.4

    FixesW** - show correct reward points data on receiptFixed POS crash when Age Verification Configuration page is openedAdded scrolling to sign up dialog and disabled password autocompletionW** display...

    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...

    Taxes

    Erply's tax system supports two somewhat similar, but different concepts:Sales tax (commonly used in the US);Value-added tax (VAT, common in many other countries around the world).An Erply account can...

    Menu buttons

    ButtonExplainationPOS version control option. Here it is possible to select a needed POS version. Can be enabled in the Settings - Configuration - General section.Report a bug if you have any issue re...

    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...

    Promotion 'Buy one get one'

    This guide will cover how to create “buy one get one free,” or BOGO promotions in the Erply back office. How to create BOGO promotionsIn the back office, navigate to the Retail chain module and select...

    Report Generator

    Benefits of the Report GeneratorCreate reports based on your needsSometimes the base reports a program offers don’t have the exact information you require. This is why we have the report generator - y...

    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 ...

    Orders

    Creating an OrderSales orders in Erply are mainly used for managing webstore orders received from your online platform or when managing instore orders where the stock on hand is insufficient. It is po...

    How to Open Your Erply Account?

    Creating Erply account step by step: Go to https://login.erply.com/Click on “Create free account” A page with the registration form will open where all blanks must be filled and then click “Create Acc...

    POS Brazil Version 4.38.0

    Features:POS Language preferences are stored in CAFA. Now if a user stores a language override, POS will use that language on any Register.BSoft integration now uses bsoft_local attribute of warehouse...

    Generic events

    Details These events are automatically generated based on database changes. It supports most object changes in the system on any application. Please note that these events do not guarantee that the ev...

    Standard POS Views

    The standard Erply POS has two views, which you can be toggled in at POS menubar.Quickserve viewRetail viewQuickserve view, toggle to retail view by clicking to the “three lines” button on the POS men...

    PIM API Version 1.28

    Aug 24, 2020 New Features Added management calls for Priority Groups + move endpoint, Added management calls for Attributes, Added management calls for Product Units, Added GET supplier type endpoint,...

    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 -...

    Classic Back Office Version 4.48.2

    September 22, 2021New FeaturesThe "My Company Information" page now has a separate permission. User groups can now be configured to be able to manage employees, but not edit company information.FixedF...

    Introduction to Swagger

    New Erply APIs offer a web interface called Swagger.A Swagger page:Contains the documentation of that API: which calls are available, what is the structure and meaning of the input and output.Serves a...

    Classic Back Office Version 4.60.0

    July 13, 2022New FeaturesNew setting: should Actual Reports template dropdowns list both predefined templates and user-created templates, or only the user-created ones? See Settings > Configuration > ...

    XERO Integration

    XERO Integration SetupIn order to integrate your XERO account to Erply you must first reach out to our support represntatives who will activate the XERO Integraiton plugin on your Erply account. You c...

    Assignments

    The Assignments is a module with a calendar and activities. That includes device or vehicle maintenance and management.If you are interested in this extra feature, please get in touch with our custome...

    Berlin Back Office Version 5.45.0

    October 13, 2021 New Features The "My Company Information" page now has a separate permission. User groups can now be configured to be able to manage employees, but not edit company information. Wareh...

    Classic Back Office Version 4.67.0

    December 1, 2022New features1. Currencies with a precision of other than 2 decimal places (such as Chilean peso, Japanese yen, Bahraini dinar) no longer require invoice calculation algorithm 5; algori...

    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...

    Promotions Module (NEW)

    How to setup promotions Login to Back Office AppGo to RETAIL CHAIN | Sales Promotion (New)Under Sales PromotionsCreate New Promotion - this will allow you to set up a new promotionOverviewPromotion Na...

    PIM API Version 1.59.0

    Jan 25, 2021 New FeaturesMade all DELETE calls capable of deleting up to 100 recordsImprovementsAdded displayed names generation after create/update for suppliersCall to get additional groups by now a...