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    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 ...

    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...

    POS End of Day Settings

    These settings manage the manner in which you close your register(s) to properly account for your day of operations. While logged into your POS, navigate to POS Settings -> Configuration -> End of Day...

    Limiting Access to POS Settings

    Benefits of Limiting Access to POS SettingsWhile the Erply built in Cashier user group comes pre-configured to now allow sales people to access more configurations in the POS, it is also possible to c...

    Local Database Support Settings

    In Brazil POSToggleExplanationAllow offline modeIf checked, basic cash sales can be processed in the occurrence of an internet outage. Learn more about offline mode here.Enable resume on refreshWhile ...

    WMS-2 Bin Management

    Settings> quantities in bins Open the bin management module in order to add, edit, delete, import or export bin data/quantities. Adding a bin needs to be done one by one. Just enter the bin name and p...

    Add Logo to Sales Documents

    In the back office, navigate to Settings -> Configuration.Erply will allow you to upload separate logos for POS receipts and back office sales documents.Images must be uploaded as a .png, .jpeg, or .g...

    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 ...

    Tax Rates within Erply

    This guide explains how to set up and apply taxes with Erply. Erply supports multiple tax rates and tax scenarios.To find out what tax rates apply to you, please consult your city or state tax code, o...

    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...

    Adyen integration error codes

    Error Code Explanation and action steps A1 Cause: Unable to login to the ID admin API with the provided credentials. Solution: In the Adyen configuration settings verify that the email and password i...

    Locations

    This guide explains how to:Configure locations in main company informationAdd a new locationChange existing locationAdd a registerConfiguring main company locationYou can view and edit your business’ ...

    Actual Reports templates

    In Settings → Configuration, there is a new block of drop-down fields to associate each document type with an appropriate default Actual Reports template:It is possible to leave the field empty or add...

    Store regions

    This is installable as an extra moduleStore Regions module is used for grouping stores (locations) into regions.1. Regions moduleStore regions module can be found under Retail chainRegion has the foll...

    PAX Kiosk iPad setup

    This guide covers the general setup for PAX on Erply Berlin POS using an iPad.1. iPad setupDownload Erply PAX iPad app1. Download the Erply Point of Sale with PAX app from the app store. 2. Open the a...

    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...

    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...

    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”...

    Minimum rights required to make a sale

    This guide covers:Minimum user group settings required to make a saleHow to make a user group with minimum rights to make a saleHow to add a user into a user group, and how to grant them access to a s...

    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...

    Berlin Back Office Version 5.21.0

    April 14, 2020 New Features Account administrators can now enable two password policy settings: Users are required to regularly change their passwords.The password update interval is configurable. Imp...

    Minimum required rights to make a return

    This guide covers:Minimum user group settings required to make a return.How to make a user group with minimum rights to make a return.How to add a user into a user group, and how to grant them access ...

    Minimum required rights to perform a physical stocktaking

    This guide covers:Minimum user group settings required to perform a physical stocktaingHow to make a user group with minimum rights to perform a physical stocktakingHow to add a user into a user group...

    Minimum rights required to confirm an inventory registration

    This guide covers:Minimum user group settings required to confirm an inventory registrationHow to make a user group with minimum rights to confirm an inventory registrationHow to add a user into a use...

    Minimum rights required to create and confirm invoices

    This guide covers:Minimum user group settings required to create and confirm invoicesHow to make a user group with minimum rights to create and confirm invoicesHow to add a user into a user group, and...

    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...

    Shopify connector sync troubleshooting

    This guide covers syncing between your Erply account and your Shopify webstore. Shopify connector sync overview Syncing behavior Sync troubleshooting for products, orders, and more Starting an accoun...

    Minimum rights required to open and close the day

    This guide covers:Minimum user group settings required to open and close the dayHow to make a user group with minimum rights to open and close the dayHow to add a user into a user group, and how to gr...

    Minimum rights required to convert orders to purchase order

    This guide covers:Minimum user group settings required to convert orders to POsHow to make a user group with minimum rights to convert orders to POsHow to add a user into a user group, and how to gran...

    Minimum rights required to add new employees

    If your business has many different teams, it’s likely that there’s more than one person in charge of making new hires.We’ll explain how to give your employees access to add new workers to their speci...

    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...

    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...

    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 ...

    Givex manual setup

    You can choose to offer customers Givex gift cards.There are a few steps you must follow in order for Givex gift cards to work in Erply. You also must have a valid contract directly with Givex.The Giv...

    2. Development Tips

    How to develop plugins? On an ERPLY account, go to the Settings → Configuration page and click on the link "Edit plugins". A new page opens, containing a text field. Paste your Javascript code into th...

    POS payment buttons

    Activating / deactivating payment method buttons: Settings -> Payments configuration -> Allowed tenders on sale.You can also highlight full payment buttons in configuration settings.If you'd like to k...

    Units

    The module can be found, when double-clicking on SETTINGS menu - Settings module opens. On sidemenu bar, click on Inventory Settings -> Units. Units list opens with existing units. Units can be change...

    Change the Language in Erply

    Optimize customer communicationsSay you have a store when a majority of customers prefer to receive receipts in French, but your POS staff prefer to use English. Erply’s language settings can be confi...

    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...

    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...

    Go Microservice Printing Setup (Brazil)

    After completing the Installer App installation, please log into Erply Brazil POS. Open POS Settings -> Printing Configuration -> Printing Service -> Try printing using the go microservice.If you don’...

    Can I see what was deleted?

    If you know something from your account was deleted here’s how you can check. Activity Log When you go Settings - Log of deleted items you are able to see if someone has recently deleted anything. You...

    If Brazil POS external devices are not working, first make sure the micro serviced are working. To do this, go to posow-sb.erply.com or in the POS settings (gear mark) and select POS Onboarding Wizard...

    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 ...

    Central Purchasing

    Central Purchasing is an easier way to move stock if you have a lot of locations. With central purchasing, you will be able to order products to your "Main Warehouse" (which is set by moving that loca...

    POS Brazil Version 4.26.0

    Features POS has a new configuration in Settings/Configuration/Product Search called "Search product by all codes". When this setting is enabled, POS searches products by all codes. More info in manu...

    POS Brazil Version 4.27.0

    Features Settings → Configuration → User interface → “Hide recent sales” now also hides the print receipt button from the recent purchases list inside customer view.Without “Hide recent sales”With “Hi...

    Setting up the New Customer Display

    Hardware requirements:To use ERPLY's new Customer Display app, one must have an additional screen. Usually, that would be a tablet computer.SetupNavigate to POS Settings -> Plugins -> Customer display...

    Erply to Magento Integration Setup

    Create a Magento authorization tokenGo to your Magento admin section and navigate to: System -> IntegrationsAdd a new integrationFill in the integration name: “Erply Integration”Navigate to “API”Allow...

    Configuration API for Front-end Applications (CAFA)

    This is a REST API for storing and retrieving configuration settings — primarily for frontend applications.UsageTo find the endpoint specific for your account, use the "getServiceEndpoints" call. A fe...

    Classic Back Office Version 4.50.4

    November 4, 2021FixesSettings "Allow payments to be associated with prepayment invoices" and "Allow payments to be associated with sales orders" have been added to Settings > Configuration > "Associat...

    Berlin Back Office Version 5.46.1

    November 4, 2021FixesSettings "Allow payments to be associated with prepayment invoices" and "Allow payments to be associated with sales orders" have been added to Settings > Configuration > "Associat...

    Inventory.com setup and features

    Welcome to Inventory.com! Inventory is a webshop platform created as a free addition to Erply, our ERP system. All product, customer, pricelists, warehouse, company etc., information is located in Erp...

    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...

    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...

    Scanning Configuration

    Erply Brazil POS allows you to customize the search logic when scanning a barcode. You can define what records should be searched for a match, and based on what fields.This guide covers the different ...

    Change Tax Rates in the POS

    In the Tax Rates section in the POS Settings, the user can see list of all taxes that can be applied to the sale. By clicking on the one of them, it is possible to edit Name and Code fields. The field...

    Customer Display configuration (Brazil)

     Customer Display configurationBefore starting using the Customer display application it can be configured by the user's needs and wishes. In this articket you will find:How and where can the Customer...

    Linkly Setup Guide

    This article covers the Linkly integration setup. StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup payment...

    Cayan Setup Guide

    This article covers the Cayan integration setup with Cayan MX925 terminal.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configur...

    PAX / Shift4 Setup Guide

    This article covers the PAX/Shift4 integration setup.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup paym...

    Adyen Setup Guide

    This article covers the Adyen setup.StepsOpen POS Application from start page and open Settings by pressing on the cog in upper-right cornerPress payment configurationPress setup payment gatewaysSelec...

    Printer Setup Guide

    This article covers the Printer setup for ERPLY POS - Currently supported printer vendors - Star, Epson, Citizen. Steps Open POS Application from start page and open Settings by pressing on the cog in...

    Super Wrapper Misc. Features Guide

    How to send internal logs to ERPLY on SuperWrapper? Open POS application from start page and open Settings by pressing on the cog in upper-right corner Press payment configuration Open general tab Pr...

    Get Documents Only From Current Location

    In Brazil POS, the user is able to configure settings to be able to see documents that were made only in the current location. Documents from other locations will then be hidden in the current POS loc...

    Using ID Cards as Loyalty Cards

    Before starting, make sure that your chosen payment terminal has the functionality to read ID-cards activated or simply connect an ID-Card reader to your POS.SetupNavigate to POS Settings -> POS Onboa...

    Menu buttons

    ButtonExplainationPOS version control option. Here it is possible to select a needed POS version. Can be enabled in the Settings - Configuration - General section.Report a bug if you have any issue re...

    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...

    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...

    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 ...

    Change Prices at the POS

    Changing an item’s price at the POS requires proper user rights and permissions.Note: You can manage user rights in the back office Settings -> User Groups page.Changing the Price for a Specific SaleC...

    Custom Payment Types

    Custom Payment TypesSetting up custom payments at the POS and in the back officeErply has two plugins that allow you to add your own tender type at the POS and the back office. In this guide, we’ll co...

    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...

    TSYS Setup: MX915

    PrerequisitesTo set up your Erply account to accept payments through TSYS, users must have a TSYS merchant account. The following credentials are provided by TSYS.MerchantNameMerchantSiteIdMerchantKey...

    1. Session Keys and JSON Web Tokens

    Audience The following article is primarily oriented to both in-house and third-party developers who want to implement services or applications on top of Erply and need to call different APIs. Session...

    iOS 13 Transition to Brazil

    Addressing iOS 13 issuesiOS 13 is experiencing compatibility issues with Erply’s payment and printing integrators. If your device is not running iOS 13, please do not update your iPad and be sure to t...

    Rounding Cents

    Benefit of Rounding CentsFaster calculationsSkip the pennies - it’s easier to count with round numbers. Rounding cents on payments makes transactions easier to calculate and receipts more readable for...

    Physical Stocktakings (new)

    Physical Stocktaking is a process of counting products (whether all or some specific group; category etc) in a location. After the count in a location is done, then physical stocktaking report is crea...

    Shopify tags

    Shopify tags are used to label products so they’re easily searchable in your webstore. They may also be used to set up Collections in your Shopify webshop.How to set up Shopify tags in your Erply acco...

    Classic Back Office Version 4.25.0

    May 19, 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 a...

    How to set-up Poland

    In order to use Erply Berlin POS in Poland the following steps need to be taken: Set-up and configure the PosNet fiscal printer Change the required EPSI files Install the Poland Printing plugin Posnet...

    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...

    Star printers setup (Berlin POS)

    This guide explains how to install and set up Star printers for your Windows device. Please be advised that this guide is only applicable to Erply accounts using Berlin POS. Berlin POS currently supp...

    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...

    Default Customer in POS

    Benefits of setting a Default CustomerAny sale in Erply needs to be invoiced to a customer. We understand that you need to register sales for unregistered customers as well. Setting up a default custo...

    Loyalty Points

    Benefits of Loyalty PointsImprove customer retention with incentives83% of customers say loyalty programs improve their chances of continuing business with a retailer. Erply’s loyalty programs enable ...

    Parameters

    Benefits of Using ParametersMore filtering optionsCreate more filtering options for yourself as you need them.Filters specific to product groupsAdd filters specific to certain product groups, e.g. sho...

    Inventory transfers

    Benefits of Inventory TransfersInventory Transfers allow you to move products from one location to another within the same Erply account.With Transfer Orders and Inventory Transfers, you can track the...

    IPad POS Genius Mini Setup With Star Printer (Brazil)

    The guide will explain how to set up Erply POS on an iPad using Global Payments CC processing on a Genius Mini device and Star printing.Note: Global Payments is a payment processor formally known as T...

    Products

    Product TypesErply has five different product types.TypeDescriptionRegular ProductA regular product is the most common product that has stock and can be sold.Matrix ProductMatrix products can be used ...

    Payments

    View PaymentsThe Payments module allows you to see all payments that have added to Erply. It is possible to see an invoice that is connected to the payment, client, date, amount and print out the paym...

    POS Brazil Version 4.07.0

    Fixes POS data (such as vatRate) now correctly read from API, not stuck to old values from localStorage Brazil POS offline mode now calculates total correctly, it used to add tax to item price with V...

    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 →...

    Why are my products reserved?

    You can see that you have products in Lay-by? Here are the documents that keep products reserved.OrderWhen creating an order there’s a Lay-by option that you can tick for products to be reserved for y...

    Configuring External Card Payments

    You can use External Integration if you wish to use it separately from the cash register. You can set it up to differentiate between the types of payment cards used.SetupOpen POS Settings -> Payment c...

    Packages

    Benefits of Using PackagesFill purchase documents with easeIf your product card has package information attached to it, you can easily fill purchase invoices and orders. Instead of ordering by piece, ...

    Change the Default Email Content

    Default email content is created automatically for all accounts to speed up and simplify the process of sending emails. The default content can be modified in Settings -> Configuration in the section ...

    2. Cross-Franchise Users

    OverviewErply's franchises are groups of accounts that have been configured with a shared product catalog or a shared customer registry.A franchise lets each store owner see only their own data—but th...