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    the back office

    Pay for Back Office invoices at the POS

    Benefits of paying for an invoice in POSWith the new “Pay for an invoice in POS” plugin, you can maximise productivity by creating invoices on any computer and heading over to the POS to take payments...

    What's the difference between Berlin and Classic back office?

    The main difference lies in the appearance of the version. We recommend the classic version for large companies and companies where the company's processes are more complex and may require additional ...

    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 ...

    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...

    Add and Edit Customers

    Erply allows you to create a customer both as a private customer and as a company. In the Back Office, the customer can create all the benefits of CRM. You can gather valuable information when creatin...

    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...

    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...

    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 ...

    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...

    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...

    Gift Card Import

    Benefits of the gift cards import toolUpload thousands of recordsMaintain accurate, up-to-date gift card records with minimum effort. Choose your import file, map your data, and begin importing. The g...

    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...

    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...

    Sign In and Out of the POS

    Benefits of Unique POS LoginsEasily track employee actions at the POSEmployee logins give you a paper trail to follow for vital POS and back office functions. Keep track of employee sales and hours wo...

    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 ...

    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 Basics

    Benefits of Actual ReportsFaster service with automated documentsSmart templates save you manual work by automatically populating documents with data on sales, customer information, order status, and ...

    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...

    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...

    Classic Back Office Version 4.22.0

    February 27, 2020 Improvements Back office dashboard now displays a list of recently updated articles from Erply's help and support center, manual.erply.com. The application known as "Old Web POS" (a ...

    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...

    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...

    Importing purchase invoices

    How to import purchase invoicesThere are two steps to importing purchase invoices within Erply:Adding a blank purchase invoiceImporting purchase invoice details into a blank PIPlease note that any inv...

    Sales In ERPLY Back Office

    Create a Sales Document in Erply Back OfficeNavigate to Sales -> Create an Invoice.Follow these steps to configure the sales document.Step 1: Select the invoice type.Step 2: Select the customer.Step 3...

    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...

    Customer Balance

    If a customer does not have an overdue balance in Erply but actually owes your business money, you will need to correct their balance so it is properly reflected in balance reports.This guide covers t...

    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...

    Which API To Use?

    Erply APIIf you are new to Erply API development, then most likely what you need is "Erply API". It is an all-around, general-purpose API that supports all Erply's standard features and lets you do ev...

    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...

    Enable and Disable Products in Your Webshop

    This guide covers how to enable and disable products in your webshop.Enable/disable specific productsEnable/disable product groups and subgroupsEnabling/disabling in bulk via product exportView all we...

    Locate a product's Shopify ID

    Locate a product's Shopify ID in the Erply back officeThis guide explains how to find a product’s Shopify ID in your Erply account. The Shopify ID can be used for various troubleshooting steps.In the ...

    Reports API - Z Reports

    Reports API has a number of endpoints available that can be used to generate reports. This article shows some of the connections to the existing API/back office Z-report and how something similar coul...

    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...

    How to export sales data

    Below we’ll cover two different ways to export sales data in the Erply back office:Sales reportsExport to accounting (Quickbooks)Sales reportsSales reports allow you to pull detailed sales information...

    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...

    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 ...

    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...

    1. Overview

    What is an Erply back office Javascript plugin? A back office Javascript plugin is a piece of Javascript code that gets included (and executed) on every page load. In back office (Classic as well as B...

    4. Context Variables

    Erply back office predefines the following context variables. Generally, these variables can be assumed to be present, but it would be a good practice to guard for the variables being undefined: if (t...

    Sales Reports

    Sales reports in Erply can be used to view and track sales made in the back office and at the POS. All sales reports can be opened as an HTML table or downloaded as a .xls file.Creating a sales report...

    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...

    Duplicate Clients

    This guide explains how to remove duplicate customer entries. Please note that duplicate customer entries can also be combined using the Client Merge plugin.In the back office, navigate to Customers -...

    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...

    Matrix Products

    Benefits of Matrix ProductsSimplify complex inventory structuresOrganizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characteri...

    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 ...

    Promotion 'Buy one get one 20% off'

    This guide will cover how to create a “buy one get one20% off” promotion in the Erply back office. For general information regarding promotions in Erply, check out our promotions guide.How to create b...

    Promotion 'Buy one get one'

    This guide will cover how to create “buy one get one free,” or BOGO promotions in the Erply back office. How to create BOGO promotionsIn the back office, navigate to the Retail chain module and select...

    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...

    Logins

    Benefits of unique POS loginsEasily track employee actions at the POSEmployee logins give you a paper trail to follow for vital POS and back office functions. Keep track of employee sales and hours wo...

    6. Authenticating an App

    If you are building an interactive application, you have two options how to authenticate users: Make your application appear in Erply back office, inside an iframe. A piece of Javascript glue code can...

    Price Lists

    Please note! Price lists have their own prioritization system that you can read about in the discount prioritization article.If you would like to know how to import a price list, be sure to read our g...

    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...

    Classic Back Office Version 4.29.0

    September 10, 2020 Improvements Back office is now compatible with API calls addInvoiceAlgorithmChange and removeInvoiceAlgorithmChange; if invoice algorithm version is changed using those API calls, ...

    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...

    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...

    Orders

    Creating an OrderSales orders in Erply are mainly used for managing webstore orders received from your online platform or when managing instore orders where the stock on hand is insufficient. It is po...

    Supplier Import

    Benefits of importing suppliersUpload thousands of recordsMaintain accurate, up-to-date supplier records with minimum effort. Choose your import file, map your data with intuitive dropdown bars, and b...

    Promotions Module (NEW)

    How to setup promotions Login to Back Office AppGo to RETAIL CHAIN | Sales Promotion (New)Under Sales PromotionsCreate New Promotion - this will allow you to set up a new promotionOverviewPromotion Na...

    How To Create a Store Report With Erply APIs

    A “Store Report” is an overview of store operations. Such a report typically contains multiple tables of data, not just a single dataset. The report can cover only one day, or a longer period of time....

    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...

    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...

    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 ...

    Central Distribution Report

    Central distribution is used to help create inventory transfers from the warehouse to other locations based on who needs what.To access the central distribution report sign in to your Erply Back-Offic...

    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...

    POS Brazil Version 4.27.3

    Fixes: "Back Office button" in POS opens the Back Office page in a new tab Card payment's type is saved correctly to the API when using Swedbank payment integration ...

    Stock Notifications

    Display Product’s Stock Is Close to Minimum ConfirmationIf you want the store members to get notifications about products that are below the minimum quantity set in back office, apply the following co...

    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...

    APIs: Overview

    APIs are the programmatic way to "talk to Erply", and let you:Fetch the data you see in Erply back office — eg. the list of products or customers.Or, add and modify data — eg. create a new sales order...

    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...

    Announcement: IP Address Change in US and AU clusters on 9 Dec 2021

    On December 9, 2021, Erply will add new IP addresses for back office and API services in the US and AU regions.This will affect clients who have a restricted local network where outbound traffic is al...

    QuickBooks Export File: Explanation

    This is a short description of how back office assembles the QuickBooks export file (IIF file).SpecificationThe generated file is a collection of General Ledger entries. Each entry contains:A sum of m...

    RACS Setup

    These instructions Include how to set up JUUL Products in ERPLY Back Office so that RACS is configured properly for Brazil POS.ERPLY / JUUL RACS CertificationCompliant ERPLY POS Version:Brazil POS V 4...

    This is a Back Office plugin that lets users configure which of the predefined fields should be made mandatory when creating/changing a document.For enabling this plugin on your Erply account, contact...

    POS Brazil Version 4.45.0

    Features:Added Account Sales button to mobile viewBack office and POS Onboarding Wizard links now open in a new tabCustom lock screen can now be set via touchpos_app_background_url parameterFixes:Payi...

    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...

    1. Price List Algorithm

    This is a description of the "price list algorithm" as it has been currently implemented in Erply back office and API.This document has been written to provide insight into the algorithm, and help res...

    Performance Issues: Troubleshooting

    Erply's back office and Operations teams take system performance seriously. If you are experiencing slowness issues in Erply's applications, we are happy to investigate.Below is a list of questions th...

    Physical Stocktaking Import

    Importing Physical Stock-takingThe new feature of importing stock tacking makes it easy to import physical stock counts using spreadsheets provided by professional inventory services. To import a stoc...

    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...

    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,...

    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...

    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 ...

    X-Report

    Benefits of the X-ReportThe day’s transactions at a glanceX-reports provide you with key information so you can get a stronger picture of day-to-day sales operations and can be filtered to generate sp...

    Set Up a Cash Drawer

    Benefits of Cash Drawers in ErplyThe Power of ChoiceCash drawers are incredibly easy to set up in Erply, giving you more flexibility when it comes to the setup of your store. Add or remove cash drawer...

    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...

    How To Use Erply Self-service POS?

    Benefits of Erply Self-service POSSelf-service points of sale are becoming more and more common in the 2020s. They are incredibly useful if you want your customers to access information or services wi...

    Mobile Physical Stocktaking

    What You NeedAny mobile device, tablet, or laptopA Bluetooth or USB barcode scannerPair the mobile device with a Bluetooth scanner. Alternatively, you can plug a USB barcode scanner into a tablet or l...

    Non Discountable Products

    Here are multiple ways to configure products which are supposed to be non discountable.The first way is to enable the “Promotion discounts do not apply to this product” option while creating or editin...

    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...

    Channels / Assortments

    An assortment is for managing which products can be sold from a store and purchased into a store, on a more fine-grained level (separately for each store).An assortment would be a list of products. Ea...

    Sandbox Accounts

    Sandbox Accounts and Regular AccountsAn Erply account can be either a "regular account" or a "sandbox account".These two types of accounts only differ in hosting location: If an account is hosted in E...

    Rate limiting (error 429)

    Rate limiting is a protective feature that Erply uses in all APIs. If too many requests have been sent from one IP address in a given time frame, the services will temporarily respond with HTTP status...

    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...

    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...

    Product Archive

    Benefits of Archiving ProductsNever lose access to valuable product dataErply does not allow you to permanently delete items, which means you’ll never lose access to inventory or sales data related to...

    Stocktake Android v2.0.0+28

    March 2, 2020 What's new Count products OFFLINE - you can count your inventory in an areas of weak or not existing network connectivity. Product catalog is downloaded into your device and is synced wi...

    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 ...