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    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...

    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 ...

    Function Buttons

    ButtonExplanationAllows the user to pull up the last 100 sales and print recent transactions that have been processed at the POS.Allows the user to look up any unfinished sales that need to be checked...

    Temporary products (VAR-products)

    This plugin lets users create temporary products which are automatically archived when no longer needed.Plugin only supports regular products. Bundle, Assembly, Matrix and matrix variations are not su...

    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...

    Prepayment Invoices

    A prepayment invoice is an invoice that allows you to accept advance payments from your customers. Prepayments are used when customers will be making more than one payment on an order.Benefits of Prep...

    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...

    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...

    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...

    User Groups

    Benefits of User GroupsMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. User groups give your employees t...

    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...

    Change Bill To address on purchase documents

    This can be used to change the Bill To address on sales documents including Purchase Invoices, Purchase Orders, using Actual Reports document creator.We cover the following processes:How to add a new ...

    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...

    Dropshipping

    A dropshipped item is an item that is shipped directly from a supplier to a customer.This is a common fulfilment method used for online stores as you’ll never need to keep items stocked in a warehouse...

    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...

    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 ...

    Add an Employee

    Benefits of multiple usersMaintain secure systemsReduce administrative errors and protect business processes by grouping employees based on their daily responsibilities. For example: allow managers to...

    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 ...

    Transaction Junction Integration

    Transaction Junction integration is a card payment integration for Brazil POS used in the South Africa. The integration process consists of the following steps:Installer App Installation Junction micr...

    Linkly Integration for Brazil POS

    Linkly integration is a card payment integration for Brazil POS used in Australia. In this article, we focus on Linkly (pc-eftpos) micro-service installation and processing integrated card payments in...

    IV Selecting Third Parties

    Erply may involve and use authorized third parties to process personal data as part of providing our services; these third parties will be granted access to the customers’ data. All authorized data pr...

    Historic data import

    What is a Historical Data ImportHistorical Data Imports allow you to transfer data from your existing POS system into Erply. The following data types can be imported from your old POS or ERP system to...

    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...

    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...

    Manual Discount

    Benefits of Manual DiscountsBoost customer satisfactionNo matter your industry, there are going to be cases where a customer requests a discount on an item, perhaps due to the item’s condition. The ab...

    POS Brazil Version 4.05.2

    FeaturesClose day tenders no longer have TIPBack Office receipt footer supported in PatchScriptBack Office receipt announcement/message supported in PatchScriptPatchscript prices are rounded to 2 deci...

    Why use Purchase Waybills and Purchase Invoice-Waybills?

    By default in Erply for a purchase document you have the Purchase Order and Purchase Invoice. However, there's also the option of including the use of the Purchase Waybill and Purchase Invoice-Waybill...

    SMS Notifications Service

    Erply enables you to send out SMS notifications to your customers upon making a sale, an order or when an work order has been finished. For sending out text messages we are using Twilio.To start using...

    iPad and Swedbank Terminal Setup

    Why should i choose iPad and Swedbank terminal for my POS?Now it is possbile to connect your iPad that is using Erply PoS solution to Swedbank terminal, and that is all you need for functional lightwe...

    Self-service app

    Introducing the Erply self-service app!Erply self-checkout is a user-friendly POS that lets customers ring up their own orders. Free up your cashier staff and reduce lines at the register by introduci...

    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...

    Alert Client Notes

    What is the Alert Client Notes plugin? Erply Alert Client Notes plugin is used for displaying relevant information when creating a sales document in the back office. The purpose of the plugin is to no...

    Age Verification

    Erply has an available feature that checks and documents your customer’s age in every sale at your Point of Sale interface.Setting the Age Verification OptionCheck your current POS version:Berlin POS ...

    Full-Width Mode

    Erply POS has the configuration to use the full-width mode which can help you to make your sales process even easier.In order to do that, please navigate to POS Settings -> Configuration -> User Inter...

    POS Brazil Version 4.49.1

    Fixes:Restored custom translation plugin. The plugin was broken in 4.48.0 release.POS styles from popups no longer leak into browser-rendered printoutsApplied number formatting for product row's origi...

    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...

    FIFO method (first in, first out)

    What is FIFO pricing in Erply?Erply uses FIFO accounting method to manage inventory and financial details related to product costs, wholesale prices and warehouse prices. FIFO stands for First-in, Fir...

    Recent Sales

    Benefits of recent salesOne-click sales history for faster customer serviceNeed to quickly reprint a receipt or help a customer find an order that they recently purchased? Erply lets you view the last...

    Payments Configuration in Berlin POS

    POS Settings > Payments Configuration This is where you can configure allowed tenders on sales and returns (with and without receipts), as well as limiting amounts for each tender type. If the “Limit”...

    Sale options

    Button Explanation Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this. Use to save the total $ sales amount (customer, products, & quantities) in the shop...

    Purchase orders

    Benefits of purchase ordersPurchase orders are essential for keeping track of items you order from Suppliers. Purchase Orders can be utilized to keep track of items you’ve ordered, received, or plan o...

    Sales Documents

    Properties of a Sales DocumentA sales document is associated with a customer and a location. (The sale is made to one specific customer, in one specific location.)A sales document may be confirmed or ...

    Option buttons

    ButtonExplanationRemoves all products/discounts from the current sale to start over. Hotkey F4 will also do this.Saves the created shopping cart to finalize the sale later. Saved sale appears in the P...

    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...

    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...

    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...

    Berlin Back Office Version 5.28.0

    September 16, 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 > Configu...

    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 ...

    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...

    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 ...

    Shopify: Buy online pick up in-store

    Set sales document type in ShopifyIn the Shopify connector, you must make sure that all orders from Shopify sync into Erply as Orders, not as invoice-waybills. This will allow for the orders to be ava...

    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...

    WMS-2 Settings

    The first step for getting started with WMS system is language selection that can be done on the top left corner. Just click on the flag icon and select English, Estonian or Latvian. The rest of the s...

    Waybill Customer Document Type Change

    This plugin chooses waybills as the document type when creating a sales document from order when the customer has 'Always ship goods with waybills' checked. “Always ship goods with waybills” is an ext...

    Customer Duplicate Phone And Email Verification Plugin

    What is the Customer Duplicate Phone And Email Verification plugin?Erply’s customer duplicate phone and email verification plugin helps to prevent creating duplicate customers on your Erply account.Wh...

    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...