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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...

    Adding a product to several product groups

    New PIM allows adding additional product groups to a product.To do this, the product card must be opened via new PIM. Under “Product Details” we can modify and see the main product group.Scroll down t...

    Tuotteen suodattimet

    Products can be sorted and organized based on the information that was set up in the Product Cards. Filters are a great way to view similar products at a glance and compare information. FilterExplanat...

    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...

    Difference between Product Group and Product Category

    What’s the difference between product groups and product categories?Product groupsThe main way to categorize products. Product groups are used for POS navigation and are required when adding new produ...

    API 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...

    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...

    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...

    Importing products

    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...

    Add product/product group at the POS

    Benefits of adding a product in POSProduct management the flyReceive a shipment of items that aren’t in your product database yet? The ability to add products at the POS lets your employees get sellin...

    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...

    Add a product

    This guide covers how to add a product in the Erply back office, as well as a description of each product field. To access the Product Catalog, go to the PIM Module and select Products. This will navi...

    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...

    Enabling and disabling 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...

    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 product

    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...

    Product returns

    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...

    Loyalty points

    This guide covers:How to set up loyalty pointsDefine loyalty point accrual by product groupCreate promotions that consume loyalty pointsCreate coupons that consume loyalty pointsGenerate a loyalty poi...

    Parameter groups

    It is possible to add parameters to products to define products more precisely. Parameters are added to the parameter groups. The module can be found from PIM (Inventory in Classic) -> Parameter group...

    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...

    Product catalog

    This guide covers how to add a product in the Erply back office, as well as a description of each product field. To access the Product Catalog, go to the PIM Module and select Product catalog. This wi...

    Price List

    This guide covers:Creating a new price listIndividual productsProduct groupsAssociating a price listLocation-basedCustomer groupSpecific customerSpecific time rangeIf multiple price lists are applicab...

    Combine Loyal Customer Discount With Promotions

    1. Scenario Many businesses have a loyalty program where loyal customers get small discount on all purchases (eg. 5% off everything). Occasionally, though, the store may run special promotion events (...

    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...

    PIM (New) Overview

    Benefits of PIM (New) Fast and intuitive tool for managing your product database with less clicks and enhanced filtering features. Customisable product catalogue view for each back office user. Advan...

    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...

    Parameter Sets - PIM (NEW)

    Creating Parameter Sets Parameters allow you to create additional product attributes for web-shop. Unlimited values can be added under one set. All parameter sets must be associated with a product gro...

    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

    ERPLY / JUUL RACS CertificationCompliant ERPLY POS Version:Brazil POS V 4.43.0 or laterHardware Requirements: 2D Barcode Scanner for Drivers License ScanThese instructions Include how to set up JUUL P...

    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...

    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...

    Benefits of price lists

    Why set up price lists? Price lists can be used to discount items in the system. The highest price charged for inventory should always be the price indicated on the product card. For any other sale pr...

    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...

    Price list troubleshooting

    This guide explains common troubleshooting steps for price lists as well as frequently asked questions.General price list troubleshootingEnsure the price list is activeClick into a price list to check...

    How to open your Erply account?

    Creating Erply account step by step: Go to https://login.erply.com/Click “Sign Up” A page will open where you can create a new account. You can select either "Full Account" or "Demo account". There ar...

    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 ...

    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. The module can be found Sales -> Recurring billing To see the module,...

    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...

    Physical Stocktaking

    Physical stocktaking are used to double-check and correct inventory counts in Erply. The stocktaking process consists of:Physically counting itemsConfirm that inventory count in Erply to account for d...

    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...

    Minimum requirements for sales return

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

    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...

    Creating Assortments in New PIM

    Open PIM (New) → select “Channels / Assortments” → “+ New” on the left. Add a code and name to the assortment and save. For example: To edit an created assortment, select it from the list. Then click ...

    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...

    Create a Buy One Get One Free promotion

    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...

    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 viewRetail view, toggle to quickserveQuickserve viewThis vi...

    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...

    Import troubleshooting

    In this guide, we’ll explain common troubleshooting steps when running into errors during a data import. Upload the file as a different format (.csv, .xls, or .xlsx.)Check if the file has a header row...

    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...

    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 ...

    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 but does not guarantee any exact references to items that w...

    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,...

    Removing Duplicated 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.How to remove duplicate customersNavigate t...

    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...

    Rajota pääsyä POS asetuksiin

    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...

    Creating a promotion

    This guide explains the Erply promotion builder tool so you can build your own store promotions.You may also want to check out these promotion-specific guides:Create a BOGO promotionCreate a Buy One G...

    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...

    Creating an Order

    Sales 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 possible to create ...

    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...

    Export to Accounting (Quickbooks)

    OverviewErply sales totals can be exported to QuickBooks. Erply can generate a .iif file that contains a set of journal entries for each day and location. For importing into Quickbooks, please consult...

    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...