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    promotions

    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...

    Why set up promotions?

    Promotions cab be found under “Retail” module. Encourage repeat business 90% of customers look for coupons when making online and offline purchases. Offering flat or percent-based discounts during hol...

    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 (...

    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...

    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...

    Customer Display Cloud Application

    Benefits of the Customer Display ApplicationStronger customer engagementsUse customer display app to create personalized in-store experiences and encourage customer purchases. Display rotating ads and...

    Discount ordering logic

    This guide covers the prioritization of different discounts within your Erply account.Table of Contents:TerminologyOrder of applicationOrder of price listsOrder of promotionsManual operations in POS1....

    API Version 1.46.0

    April 13, 2020 New Features This API version introduces a new feature — promotion tiering. "Tiers" allow to organize promotions into groups, to affect the order in which promotions are applied. The ne...

    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...

    Classic Back Office Version 4.24.0

    April 24, 2020 New Features Check box "Each customer can use the promotion only once per day" has been added to promotions, to be able to restrict customers to just one daily purchase. Requires also A...

    Bundle product

    Benefits of bundle productsEasily sell and track grouped inventoryBundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. Each item in a bundled product is ...

    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...

    Promotion 'Buy one get one 20% off'

    This guide will cover how to create a “buy one get one20% off” promotion in the Erply back office. For general information regarding promotions in Erply, check out our promotions guide.How to create b...

    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...

    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...

    Promotion Tiers

    Overview 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: Promotions are appli...

    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...

    Save as Order

    Benefits of pickup ordersReduce abandoned shopping carts63% of online shoppers have canceled a transaction due to high shipping fees. In-store pickups give customers more options to complete an order ...

    Pickup Orders

    Benefits of pickup ordersReduce abandoned shopping carts63% of online shoppers have canceled a transaction due to high shipping fees. In-store pickups give customers more options to complete an order ...

    Which API To Use?

    The term "API" stands for "Application Programming Interface". Erply API is the programmatic way to "talk to Erply", and lets you: Fetch the data you can see in back office (eg. the list of products o...

    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...

    Pickup orders

    Benefits of pickup ordersReduce abandoned shopping carts63% of online shoppers have canceled a transaction due to high shipping fees. In-store pickups give customers more options to complete an order ...

    Classic Back Office Version 4.38.3

    February 19, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported on all accounts, and no longer require a configuration parameter.Enabling or disabling p...

    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...

    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...

    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...

    API Version 1.41.0

    February 11, 2020 New Features New API call getIdentityToken has been added. This is part of the Identity integration project. For background information and for cases in which this API call may be us...

    Why use coupons?

    Why use coupons?Boost new and recurring sales48% of shoppers are more likely to make an immediate purchase if they have a coupon. Offer coupons during slow seasons or when you need to move inventory o...

    Classic Back Office Version 4.43.0

    May 4, 2021New FeaturesLocations can now have multiple delivery addresses. There is a new section on location form, titled "Addresses".On purchase orders and inventory transfer orders, delivery addres...

    Berlin Back Office Version 5.39.0

    May 4, 2021New FeaturesLocations can now have multiple delivery addresses. There is a new section on location form, titled "Addresses".On purchase orders and inventory transfer orders, delivery addres...

    Sales Documents API

    This REST API contains calls for modifying sales documents, fetching printouts and sending the printouts by email.In the future, it will also let create new sales documents. At the moment, please use ...

    API Version 1.75.0

    February 2, 2022 New Features The "Partial Tax Exempt" feature is now supported on US accounts. Improvements Input parameter "name" in API call getCampaigns now returns all promotions where beginning ...

    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...

    API Version 1.65.0

    May 4, 2021New FeaturesField "deliveryAddressID" has been added to API calls savePurchaseDocument, getPurchaseDocuments, saveInventoryTransfer and getInventoryTransfers.Locations can have multiple del...

    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...

    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...

    Classic Back Office Version 4.21.0

    January 16, 2020 New Features Identity Integration Logging in to Classic back office now automatically produces a JSON Web Token (JWT). The token is made available to Javascript plugins running in bac...

    Ringing out a promotion

    There are three possible options a promotion can be applied, which means there are three possible ways for it to be applied at the POS. An applied promotion will be shown on the transaction list.Optio...

    API Version 1.48.0

    May 14, 2020 New Features API now enforces the policies "Administrators' passwords must be longer than regular users' passwords" and "Administrators' passwords must contain a special character" if tho...

    Coupon

    Coupons in Erply can be created with parameters and requirements. They also can be redeemed based on money or loyalty points.This guide covers:Creating a couponLinking a coupon to a promotionReporting...

    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...

    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...

    API Version 1.47.0

    April 24, 2020 New Features Field "token" has been added to API calls verifyUser,changePassword, getSessionKeyUser, switchUser, andverifyOAuthToken. This is intended as an eventual replacement for the...

    Berlin Back Office Version 5.24.0

    Jun 3, 2020 New Features Erply now supports restricting access by IP address. The feature can be turned on and the list of allowed IP addresses can be configured from Settings > Configuration. Access ...

    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...

    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'...

    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 ...

    POS Brazil Version 4.43.2

    FixesW** - hide renewal input if customer is non memberAsk for confirmation before coupon print if promptCashier attirbute is set to 1G**** - check for giftcard balance before charging itChanged forma...

    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...

    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...

    Manual discount

    How to use manual discounts Creating item-specific discounts POS > [Item] > Discount After an item is added to the cart, Erply allows you to apply a percent or flat discount to an individual item. Di...

    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...

    API Version 1.59.0

    January 13, 2021 New Features Field "reasonID" has been added to API calls POSCashIN, POSCashOut, and getCashIns. Fields "startTime" and "endTime" have been added to API calls saveCampaign and getCamp...

    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...

    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...

    Brazil POS offline mode

    What is offline mode?Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. To be able to use offline mode, please have the owner of...

    Weekly Retail Calendar

    Reporting is an important part of every business. You need to understand how you performed on monthly, quarterly and yearly basis. In most cases, you also compare the reported data with earlier simila...

    Berlin Back Office Version 5.19.0

    January 20, 2020 New Features Identity Integration Logging in to Berlin back office now automatically produces a JSON Web Token(JWT). The token is made available to Javascript plugins running in back ...

    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...

    Offline mode

    What is offline mode?Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. To be able to use offline mode, please have the owner of...

    Classic Back Office Version 4.30.0, 4.30.1

    Sep 23, 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 > Configuration...

    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...