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    purchase return

    Purchase return

    Purchase return is required if it is necessary to return certain goods because the goods are defective or the supplier has made a mistake in the price. Purchase return is in the credit invoice in the ...

    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...

    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 ...

    Layaways

    (Lay-by in Australia, New Zealand and South Africa)Benefits of Layaways Pick up now, pay laterLayaways encourage shoppers to follow through with a purchase by allowing them to pay in increments. Give ...

    Pickup Orders / 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 ...

    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 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...

    Store Credit

    Benefits of Store CreditSafer refundsStore credit can be used as an easy refund system. Payment processors charge extra for reverting a card transaction, and returning cash to customers may open up po...

    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...

    Sort Purchase Order

    Benefits of the Sort Purchase Order pluginEasier PO navigationIf you’re receiving large quantities of items from a purchase order, the Sort Purchase Order plugin enables you to sort PO columns by A-to...

    API Version 1.52.0

    Sep 11, 2020 New Features When saving a purchase invoice with savePurchaseDocument, API will now update the statuses of linked purchase orders to "partially received or "received", as appropriate. API...

    Purchase documents

    In order to see all purchase documents, please navigate to Purchase > All purchase documents. It is possible to apply different filters and also filter per purchase document type (purchase orders, pur...

    API Version 1.56.0

    November 12, 2020 New Features Session key can now be passed to API as a cookie as well, as an alternative to a POST parameter. Name of the cookie must be apisession_<account number>. New API call set...

    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...

    Classic Back Office Version 4.37.0

    February 1, 2021 New Features Feature "Copy user group" has been implemented. Feature "Reason code on purchase returns" has been implemented. The feature can be enabled from Settings → Configuration →...

    Berlin Back Office Version 5.34.0

    February 1, 2021 New Features Feature "Copy user group" has been implemented. Feature "Reason code on purchase returns" has been implemented. The feature can be enabled from Settings → Configuration →...

    Purchase document types

    The default purchase document types in Erply are as follows: Purchase Order - Order to Supplier. Purchase Invoice - The goods arrive at the warehouse on the basis of the purchase invoice. Purchase Ret...

    API Version 1.73.0

    December 01, 2021 New features API call savePurchaseDocument now can update existing purchase document numbers. API call subtractCustomerRewardPoints now returns the id of the subtraction record that ...

    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...

    API Version 1.86.0

    September 22, 2022New Features1. Support for purchase order permissions has been implemented. 2. Fields "supplierPriceListSupplierCode#", "supplierPriceListImportCode#" and "supplierPriceListNotes#" h...

    Classic Back Office Version 4.22.2

    March 9, 2020 Fixes Fixed: in module "Pick items to create an order", the resulting sales or purchase order was sometimes different from what user had selected — as if some of the "select" or "de-sele...

    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...

    Berlin Back Office Version 5.35.0

    February 9, 2021 New Features New configuration option "Reason code on purchase return is required" can be used to make reason codes mandatory on purchase returns. Improvements Version number is now d...

    Classic Back Office Version 4.38.0

    February 9, 2021 New Features New configuration option "Reason code on purchase return is required" can be used to make reason codes mandatory on purchase returns. New workflow for transfer orders whe...

    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'...

    API Version 1.68.0

    July 6, 2021 New Features A new API call updatePurchaseDocumentRows has been added, for updating the purchase prices on a confirmed purchase invoice. API call calculateShoppingCart can return prices t...

    Glossary

    Here is a list of terminology we use throughout the system, and documentation.Metric name is the caption used in the reports and forms. Technical name is used in API, reference this in order to store ...

    Classic Back Office Version 4.65.0

    October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

    Berlin Back Office Version 5.59.0

    October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

    POS Brazil Version 4.50.7

    Features:"Global Payments/TSYS/Cayan" Payment Integration - added support for unreferenced returnsAdded new fields (receiptInfoStreet, receiptInfoCity, receiptInfoState, receiptInfoAddress2, receiptIn...

    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 ...

    OverviewMost Erply accounts are using what is described here as the “new inventory system”; it has been the default on new accounts for many years already.However, there are a few older accounts where...

    WMS app

    Say hello to the Erply Warehouse Management System (WMS) app! Erply WMS is an all-in-one warehouse solution that increases accuracy and boosts employee productivity throughout the entire warehouse pro...

    API Version 1.62.0

    March 1, 2021 New Features API calls getAllLanguages and getActiveLanguages have been added. API call saveSalesDocument now respects the configuration parameter "save_applied_discounts_to_credit_invoi...

    POS Brazil Version 4.31.0

    Features:Added logic to retrieve bsoft_code attribute and use it as warehouse ID when creating fiscal receipts.Added new setting for printing out automatically two layaway receipts after confirmation....

    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...

    Offline Warehouse

    Benefits of Offline WarehouseManage returned items to decrease inventory lossThe offline warehouse is a dedicated location to host damaged or broken items.When a customer returns an item, your team ma...

    WMS API

    WMS (Warehouse Management Software) is a system to support warehouse management and optimize its functionality. This document is focused on the API side of WMS. For authentication, the following param...

    Classic Back Office Version 4.35.0

    December 8, 2020 Fixes Fixed: if an appliance / vehicle was linked to an archived product, the "Product" field on appliance form appeared empty. Fixed: purchase document printout links returned by API...

    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...

    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 ...

    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 ...

    Classic Back Office Version 4.46.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    Berlin Back Office Version 5.42.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    API Version 1.82.0

    June 29, 2022New Features1. API now produces enriched web hook events. (https://wiki.erply.com/article/1540-enriched-events)2. Filter parameter "campaignIDs" has been added to API call getCampaigns.3....

    API Version 1.89.0

    November 8, 2022New features1. Account deletion has been implemented. API will return error code 1220 when attempting to authenticate on a deleted account.2. Parameters issuedInvoiceIDs and redeemendI...

    Berlin Back Office Version 5.62.0

    January 18, 2023New FeaturesField "Peppol ID" has been added to the customer card.On coupon form, the drop-down field "Printing from POS" now offers "Never" as an option.ImprovementsA manual password ...

    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...

    Save vs Confirm

    Benefits of Saving a Document for LaterWork cross-departmentallyHaving the ability to save documents for later opens the door to flexible workflow opportunities.For example: Invoices can be created an...

    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...

    API version 1.57.0

    November 26, 2020 New Features Field "priceListProductID" has been added to the output of API call getProductsFromSupplierPriceLists. API call getCustomers, input parameter "searchNameIncrementally" n...

    Berlin Back Office Version 5.32.0

    December 8, 2020 New Features A new check box has been added to payment form: "Pending payment or reservation". This check box can be used to indicate in-progress payments that must not appear yet on ...

    Classic Back Office Version 4.68.0

    January 18, 2023New FeaturesFields "EDI status" and "EDI text" have been added to sales orders.Field "Peppol ID" has been added to the customer card.Configuration parameter "not_editable_product_prior...

    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 ...