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    saving a sales

    Update Document Creator When Saving Pending Sales

    While the setting is DISABLED: the employee “A” starts a sale and saves it, the document is saved under the employee “A” name. If employee “B” retrieves the pending sales and completes it by taking a ...

    Pending Sales / Save Sale

    Benefits of Saving as SaleErply allows you to save a sale at the POS to be pulled up at a later time. Saved sales do not put stock on hold, and can be resumed and completed from any POS.Customer probl...

    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 1.52.0

    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...

    Classic Back Office Version 4.31.2

    October 21, 2020 Fixes Fixed: saving a sales document with a empty row between other rows produced an error. Fixed: "Confirm" buttons modified by a plugin just saved the document, instead of confirmin...

    POS Brazil Version 4.42.0

    Fixes:Fixed sign-up & demo sign-upErrors when saving sales document now show more information & no longer imply connectivity errorCash denomination buttons no longer open number padPOS no longer uses ...

    POS Brazil Version 4.48.1

    New features:Numberpad in payment modal now closes when selected payment is deletedPlugins:W** - Fixed issue where potential savings were not shown on customer badgeW** - Fixed an issue where temporar...

    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 4.26.0

    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 ...

    API Version 1.53.0

    September 22, 2020 New Features Limited support for a new, more optimal product data model has been introduced. The new data model will be useful on accounts with a lot of non-stock products. Several ...

    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...

    POS Brazil Version 4.50.0

    Features:Added French to the available language selection list. Added missing Traditional Chinese default translationMulti currency - Register amounts can be entered for each currencyActual Report Tem...

    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...

    Berlin Back Office Version 5.31.0

    November 16, 2020 New Features Tax rate archival. When a tax rate is no longer needed, it can be 'archived', to hide it from drop-down lists. A reorganized main menu. The new menu can be activated wit...

    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...

    POS Brazil Version 4.48.3

    Fixes:Fixed an issue where return of zero-priced item was saved as a regular saleUpdated patchscript-with-react package to version 0.6.4 (fixes for patchscript conditionals)Fixed an issue where paying...

    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...

    Bundle Products

    Benefits of Bundle ProductsEasily sell and track grouped inventoryBundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. Better overview in reportsEach ite...

    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 ...

    Coupons

    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...

    POS Brazil Version 4.42.6

    Fixes:Fix for issue with same products not getting merged in one row in POS shopping cartFixed issue where return reason would not be updated for "unassigned" products on the return viewFixed product ...

    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...

    Berlin Back Office Version 5.57.0

    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...

    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...

    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...

    All products don't have Product Cost on reports?

    You have realized that when looking at reports some of the products have the product cost/warehouse price/purchase price shown as 0. Here are some ways to figure out where that price is coming from. 1...

    POS Brazil Version 4.41.1

    Features:Added Turkish translationsFixes:Layaway prepayment amount and percentage are now calculated based on the outstanding/to-pay amountsPayments total will be send via sms instead of sale total in...

    API Version 1.83.0

    July 13, 2022New FeaturesInput parameter getAddedTimestamp=1 has been added to API call getPurchaseDocuments.FixesFixed: for using the Clock In / Clock Out feature in Brazil POS, access permissions fo...

    Realization Warehouse

    If you are interested in Realization Warehouse plugin, please contact support@erply.comRealization means that the goods issued to a customer are formalized as items moved into a realization warehouse....

    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...

    POS Brazil Version 4.16.0

    FixesAsk user for a cash in/out reason code if there are any reason codes with particular type in BOPrinting for wrapper printers which require prerendering (TSP-100 series)Fixed issue with NetsCloud ...

    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'...

    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...

    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. Navigate to Sales -> Recurring billing.Note: To see the module, the “B...

    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...

    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...

    Account Sales (Brazil)

    The Account Sales function lets you create an invoice-waybill straight from the POS. In order to use it, make sure to have this button enabled in your POS. Checking if the button is enabledCheck your ...

    1. Overview

    Articles in this section explain how Erply back office and APIs calculate the totals of sales documents.Things to keep in mind:There is no global invoice calculation standard, and hence there is no "r...

    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...

    Update Document Date When Saving a Pending Sale

    When the cashier saves the sale it will be saved with the date it was saved on. A customer paid for it on another day and: If the setting is DISABLED: the confirmed and paid sales document will be sav...