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    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...

    Custom purchase order report (UPC)

    This guide will show how to create a basic, custom report that displays purchase orders with inventory UPC codes.Please note that this guide only includes minimum information, but more data can be add...

    Classic Back Office Version 4.57.0

    May 11, 2022New FeaturesReport generator:Fields "Twitter ID", "Facebook name" have been added to customer records.Fields "Survey Question ID", "Survey Answer ID" have been added to sales documents."Cu...

    Berlin Back Office Version 5.52.0

    May 11, 2022New FeaturesReport generator: fields "Twitter ID", "Facebook name" have been added to customer records.Quote printouts (standard and Actual Reports printouts) now support CDN product pictu...

    Classic Back Office Version 4.61.0

    August 11, 2022New FeaturesReport generator: field “Show in Webshop” has been added to products.Report generator: fields "EDI status" and "EDI text" have been added to sales documents.Filter "Location...

    Berlin Back Office Version 5.56.0

    August 12, 2022New FeaturesReport generator: field “Show in Webshop” has been added to products.Report generator: fields "EDI status" and "EDI text" have been added to sales documents.Filter "Location...

    Custom Reports

    Benefits of custom reportsReport on everything. That’s right. Everything.Whether you own one store or a multistore franchise, Erply’s powerful report builder means you can make data-driven decisions o...

    Items added to orders report

    This guide will explain how to create a basic report that shows Items added to orders on a specified date.Please note that this guide only includes minimum information, but more data can be added in t...

    Invoice notes report

    This guide will explain how to create a basic report that shows customer-facing and internal notes associated with an invoice.Please note that this guide only includes minimum information, but more da...

    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...

    Classic Back Office Version 4.50.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    Berlin Back Office Version 5.46.0

    October 27, 2021New FeaturesIn Reports > CRM, reward point balances can now be downloaded as a CSV file.In Sales > Orders, a filter "Show only orders with Web Shop Order Number" has been added.In repo...

    Berlin Back Office Version 5.35.1

    February 18, 2021ImprovementsCzech translation has been added.Invoice numbers with 11+ digits are now supported.Location's ID and product's status have been added to the report generator.FixesFixed: "...

    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...

    Classic Back Office Version 4.45.0

    June 2, 2021 New Features New check box "Break assemblies" has been added to Inventory Write-Offs. New field "Code" has been added to the "Component of VAT rate" form. New fields have been added to re...

    Berlin Back Office Version 5.41.0

    June 2, 2021 New Features Inventory registration, inventory write-off and inventory transfer custom printouts can now be sent by email. New check box "Break assemblies" has been added to Inventory Wri...

    Berlin Back Office Version 5.41.2

    June 7, 2021 Fixes Fixed: Report generator displayed an error related to project ID. ...

    Berlin Back Office Version 5.42.3

    July 13, 2021ImprovementsStock Replenishment Report can now be sorted by clicking on column headers.Sales document field "More precise status" in report generator now has a multiple-selection filter.F...

    Classic Back Office Version 4.52.0

    January 11, 2022New FeaturesNew tabs "Fulfilled" and "Unfulfilled" have been added the "Sales Orders" module.New configuration settings have been added:​​Settings > Configuration > "Store Credit" > "A...

    Berlin Back Office Version 5.48.0

    January 11, 2022New FeaturesIt is possible to assign a reason code to a promotion. On promotion form, there is a new drop-down field, titled "Reason code".Prepayments can now be filtered by "Not cance...

    Classic Back Office Version 4.55.0

    April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New filter "Supplier" has been added to pri...

    Classic Back Office Version 4.63.0

    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...

    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...

    Classic Back Office Version 4.49.0

    October 13, 2021 New Features New configuration setting "Creating an invoice from an assignment marks this assignment as completed" has been added. On purchase documents, it is now possible to select ...

    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...

    Projects

    ERPLY project accounting summarizes the offers and invoices submitted to the customer on a project card, which shows the conditions under which the contract has been drawn up and how the settlements a...

    Berlin Back Office Version 5.51.0

    April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New tab "Discounts to brands" has been adde...

    Berlin Back Office Version 5.54.0

    June 29, 2022New FeaturesBack office now produces enriched web hook events. (https://wiki.erply.com/article/1540-enriched-events)Report generator: fields "Credited invoice number", "Credited invoice d...

    Classic Back Office Version 4.26.0

    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 5.24.0

    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 ...

    Classic Back Office Version 4.45.2

    June 7, 2021 Improvements Sales document printouts: new fields "Number in Alcohol Registry" and "Alcohol" are available. Fixes Fixed: Report generator displayed an error related to project ID. ...

    Classic Back Office Version 4.46.3

    July 13, 2021ImprovementsStock Replenishment Report can now be sorted by clicking on column headers.Sales document field "More precise status" in report generator now has a multiple-selection filter....

    Classic Back Office Version 4.51.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Adds a new tax setup report in Reports > Location Tax Setup. This can be used to...

    Berlin Back Office Version 5.47.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Inventory write-off form and registration form now displays the inventory quanti...

    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 ...

    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...

    Berlin Back Office Version 5.61.0

    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...

    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...

    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 4.60.0

    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 > ...

    Berlin Back Office Version 5.55.0

    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 > ...

    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 ...