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    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...

    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...

    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’ ...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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...

    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 ...

    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 ...

    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...

    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...

    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...

    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...

    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, ...

    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...

    E-Documents

    Docura EDI module in ERPLY Back Office supports:sending the sales invoice as an e-invoice,2DOC: receiving the sales order and sending the sales invoice.The interchange of e-data is entirely automatic,...

    Account Sales (Berlin POS)

    Benefits of Account Sales Account sales feature is mostly used by Erply retailers dealing with wholesale customers who in many cases prefer to pay for the goods later, usually by bank transfer. Theref...

    Customer Display Cloud Application (Berlin)

    Benefits of the Customer Display Application (Berlin)Stronger customer engagementsUse customer display app to create personalized in-store experiences and encourage customer purchases. Display rotatin...

    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...

    Change codes in Purchase Orders

    This guide explains how to change the ”Code” field on a Purchase Order printout. Please be advised this does not edit the PO itself, only a printout.The Code field can be changed to any of the followi...

    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...

    Change a user's password

    How to change a user’s passwordThere are a few ways that you can change a user’s password. Please note that only users with proper user rights can reset employee passwords.In the back office, navigate...

    Commissions

    Benefits of setting up commissionsMotivate employees to sell moreBoost sales across your business by rewarding employees who make additional sales.Employees: Add a commission rate by product salesMana...

    New menu

    It is possible to activate the new main menu for Erply Classic and Berlin back office accounts. In order to do so, please contact Erply customer support team and ask to enable the configuration parem...

    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 ...

    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...

    Add a New Country

    There is a list of available Countries in the Back Office that you can choose when it comes to capturing the origin/ source of your Product or to determine the country of location for your Customer. W...

    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 ...

    WMS In-Transit warehouse

    In-Transit warehouse allows keeping track of goods that are being moved between warehouses.If you are interested in this extra feature, please get in touch with our customer support at support@erply.c...

    Password Policy

    Standard Password RequirementsThese requirements are enforced on all accounts, and are not configurable.A password must have a minimum length of 8 characters.A password must contain at least one small...

    Tax Exemption in Brazil POS

    The POS has an option to remove tax from a sale if products in the shopping cart are being taxed. Full Tax ExemptionAdd taxed product(s) to the shopping cart and click on the Tax exempt button on the ...

    Open and Close the Day

    Benefits of Opening and Closing the DayEasy-to-follow processesOpening and closing the day shouldn’t be a chore, especially for retailers with multiple registers. POS tools such as popups and automate...

    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...

    Genius Mini

    This guide covers how to set up your Genius Mini with Erply POS. The following steps will need to be repeated for each Mini device on each related point of sale terminal. Please note the Genius Mini i...

    Change Starting Numbers for Sales Documents

    Benefits of Changing Starting Numbers for Sales DocumentsImprove internal document sortingCreate a document numbering system that allows your employees to identify documents at a glance. For example, ...

    Product Groups

    Benefits of Product GroupsStronger inventory classificationProduct groups allow you to classify your inventory based on similar product type, brand, function, or anything else that makes sene for the ...

    Classic Back Office Version 4.23.0

    April 14, 2020 New Features Promotions can now be grouped into "promotion tiers". Organizing promotions into tiers will affect the order in which promotions are applied. The new order is as follows: P...

    Global Payments (Cayan) device setup (Brazil)

    This guide covers the following setup steps for A Global Payments (Cayan) device on iPad for Brazil POS:iPad setupErply back office setupPOS setupOn your iPadInstall the POS for Cayan & Star app.In th...

    Registers

     This guide explains how to:Add a new register to your Erply accountGrant employees access to specific registers (required)Log into the register at the POSPS! Erply is billed on a per-location basis. ...

    Login activity

    Benefits of checking login activityMaintain secure processesErply will provide you with detailed information of all employee logins, so you always know who accessed your account. The login activity fe...

    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...

    Why does every page in back office suddenly open very slowly?

    In general, back office slowness can be caused by a variety of issues. If you are not happy with Erply back office's responsiveness, we recommend in touch with customer support. Customer support will ...

    EDI module in ERPLY

    The ERPLY users can now easily start using a high-quality electronic document interchange tool – Docu-EDI. You can send electronic orders, order confirmations, despatch and receiving advices, invoices...

    Taxes

    Erply's tax system supports two somewhat similar, but different concepts:Sales tax (commonly used in the US);Value-added tax (VAT, common in many other countries around the world).An Erply account can...

    Multi-currency module in POS

    What is multi-currency module? Erply has an additional functionality to use the different currencies on your account. It will allow to have more detailed reports and the ability to accept payments in ...

    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 ...

    Client Merge Plugin

    What is the client merge plugin? Erply’s client merge plugin allows you to combine two or more customer accounts into one. You can merge the following customer data within Erply: Customer accounts Rew...

    Berlin Back Office Version 5.20.0

    February 28, 2020 New Features A simple "front page" has been added to Berlin back office. At the moment, it just displays a list of recently updated articles from Erply help and support center, manua...

    How to use the Stocktake app

    Log into the Stocktaking app Login with your Erply username, password, and account code. Contact support@erply.com if you forgot your credentials.User rightsUsers must have the right to view “Physical...

    Log of Deleted Items

    Benefits of log of deleted itemsMaintain secure processesNever get stuck wondering what happened to an invoice. Erply gives you a paper trail of all deleted items in your account.The deleted item feed...

    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...

    Clock In/Out

    Benefits of TimeclockBoost timeclock accuracyErply’s automated timeclock software eliminates manual data entry errors, keeping your records as accurate as possible. Employees can clock in at the POS w...

    Cash In / Out

    Benefits of Cash In/Cash Out:Painlessly balance registers16% of retail shrinkage is caused by administrative errors. Erply automatically tracks cash flow to reduce those errors with minimum effort. Wh...

    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...

    PAX S300 iPad setup

    This guide covers the general setup for PAX on Erply Berlin POS using an iPadErply configurationYour registers must be configured in the back office to accept PAX.To do that, navigate to the Retail ch...

    Beverage contaner tax

    In certain jurisdictions, certain items may be charged a flat tax rate. Good examples would be a bottle deposit, or the nicotine tax in North Carolina. For any tax that is charged as a non-percentage,...

    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...

    Classic Back Office Version 4.27.0

    Jul 7, 2020 New Features Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), please see API release notes. Fields "customerGLNCo...

    Quotes / Offers

    The quote does not book products, does not move goods, or generate turnover - it is an offer. The quote will be sent to the customer after preparation and will be confirmed after receiving confirmatio...

    Variable-Priced Products

    In the new product catalog module in back office (find it under the button "PIM (new)" or “PIM > New PIM > Manage Product Catalog”), products can be marked as having a variable price:Scanning the prod...

    Customer Import

    Benefits of customer import Upload thousands of recordsMaintain accurate, up-to-date customer records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and begi...