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    the point of sale

    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...

    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...

    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...

    Erply Reports explained

    Erply Reports explained This guide explains the data values in each of Erply’s reports. Sales reports Sales Summary report Sales Summary Period: The dates from which the information is gathered. This ...

    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...

    Adyen integration setup

    Adyen payment integration should ONLY be used with secure connection (https). This means that Erply POS must be running in https://app.erply.com/live/Register Adyen accountGo to Adyen's website and re...

    Set up Worldpay TriPOS payments

    This guide covers how to set up Worldpay TriPOS payments with Erply POS. The following steps will need to be repeated for each TriPOS device on each related point of sale terminal.PrerequisitesWorldpa...

    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...

    Data Mapping Fields in Product Importer

    Regular ProductsProduct DetailsMapping ValueValueE.g.UseProduct IDID value is expected to be a valid whole number1Product ID is an internal ID given by Erply to the program. It's primary use is when w...

    Error code: Network is unreachable

    Why am I getting a “Network is unreachable” error?If your device is not connected to the internet when you access the point of sale, you’ll get a message saying “Network is unreachable, check your int...

    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...

    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...

    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...

    Erply Point of Sale Integrator (EPSI)

    Erply Point of Sale Integrator (EPSI)Note! EPSI is needed for setting up direct receipt printing on Erply Berlin POS.Installer: Windows: https://app.erply.com/epsi/setup.exeMacOS: http://opos.erply.co...

    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...

    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...

    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...

    Berlin POS EPSI error (antivirus)

    If you use Berlin POS, an update to your antivirus software may cause you to run into issues with EPSI at the point of sale. This could result in issues opening the POS and connecting to peripherals. ...

    Restarting your Point of Sale

    Restarting the EPSI programIf your POS (point-of-sale) has issues with printing, card payments or any other integrated device, you might need to restart your program. To do this, please follow these s...

    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 ...

    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 4.16.0

    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 ...

    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 ...

    Berlin Back Office Version 5.42.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    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...

    Account Administration API

    This REST API implements calls for managing registers (points of sale), locations (warehouses), users and employees.The API also returns information on whether an account belongs to a multi-account ch...

    LinklyPOS App Setup

    Download the Point of sale & Linkly application from the app store and log in to your Erply account.Go to POS Settings -> Configuration -> Select Payment configuration -> Setup Payment Gateway. From t...

    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...

    Berlin POS Migration to HTTPS: 1 March 2022

    On March 1, 2022, Erply will make a configuration change in Berlin Point of Sale (https://app.erply.com/live/). From that point on, the application will only be served over secure (HTTPS) connections....

    POS Brazil Version 4.43.4

    FixesW** - show correct reward points data on receiptFixed POS crash when Age Verification Configuration page is openedAdded scrolling to sign up dialog and disabled password autocompletionW** display...

    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...

    Point of Sale API

    This REST API implements operations for points of sale: day opening, day closing, cash in, cash out.This API also has endpoints for creating, updating and redeeming gift cards. UsageTo find the endpoi...

    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...

    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...

    Star mPOP Printer (iPad)

    Follow Star Micronics' instructions to connect the iPad to mPOP. Download and install Erply Point of Sale from the app store onto your iPad.Open the iPad settings. Under the Printer section, select yo...

    POS Cart Information

    This guide explains all of the terms and functions in the cart when ringing a customer up at the POS.Customer informationThe name of the customer making the purchaseThe customer group of the customer ...

    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...

    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...

    2. Authentication-Related Calls

    getSessionKeyUser getSessionKeyInfo getJwtToken getIdentityToken These are the calls you need when user is already logged-in (your application or service has obtained a session key from somewhere) and...

    Berlin Back Office Version 5.27.0

    Sep 2, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". The button "Point of Sale and Payments Report" / "Z Repor...

    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....

    POS Global Hardware

    What hardware options do we have?Erply supports a wide range of hardware, from the most common to very specific and detailed solutions. This is point of sale hardware that we have integrated and know ...

    Customer Display Setup

    The Customer display is a plugin built into Brazil POS that allows you to use your tablet or other display as a Customer display. If you use a tablet as a client screen, a Customer display application...

    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...

    Classic Back Office Version 4.46.0

    July 5, 2021New Features1. Actual Reports sales document printouts: new fields.The dataset now contains customer's current amount of reward points, points earned with the current sale, and new point b...

    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...

    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...

    Single Sign-On

    OverviewWith Single Sign-On (SSO), users can log in to Erply by authorizing through the company's existing identity platform, and users do not need a separate password for Erply. Disabling the user's ...

    API Version 1.73.0

    December 01, 2021 New features API call savePurchaseDocument now can update existing purchase document numbers. API call subtractCustomerRewardPoints now returns the id of the subtraction record that ...

    API Version 1.77.0

    April 13, 2022New Features1. API call getPointsOfSale now supports configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted". 2. Support for disco...

    POS Brazil Version 4.43.2

    FixesW** - hide renewal input if customer is non memberAsk for confirmation before coupon print if promptCashier attirbute is set to 1G**** - check for giftcard balance before charging itChanged forma...

    Hourly quota

    Hourly limit is the maximum number of Erply API calls allowed from one Erply account per hour.The purpose of this limit is to establish a fair usage quota and encourage developers to optimize their ap...

    No Discount Stacking

    This plugin will prevent the use of more than one discount at the Point of Sale for a transaction. How To Enable In the POS, navigate to POS Settings -> Plugins, search “No discount stacking”, and ena...

    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...

    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 ...

    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...

    POS Product Groups

    Benefits of Product GroupsQuickly navigate complex inventory structuresRinging up a product without a barcode? POS product groups give you a cleaner, easier way to sort through inventory and add items...

    Offline Mode

    Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. Benefits of Offline ModeNever lose valuable sales dataDuring an internet outa...

    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 ...

    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...

    Promotion Tiers

    Overview 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: Promotions are appli...

    API Version 1.54.0

    October 13, 2020 New Features API calls getCampaigns and saveCampaign now support multiple product groups and multiple product categories (instead of just one) and multiple brands (a new feature). Mul...

    API Version 1.55.0

    October 23, 2020 New Features Input parameter "doNotAddRewardPoints" has been added to API call saveSalesDocument. Set this flag if you do not want the customer to earn reward points from this transac...

    Brazil integration checklist

    Make sure that hardware is compatible with Brazil POS. The most common hardware can be found here: https://wiki.erply.com/en/article/1088If your device is not listed, contact customer support for more...

    Classic Back Office Version 4.44.0

    May 12, 2021New Features1. Inventory registration, inventory write-off and inventory transfer custom printouts can now be sent by email.2. User group permissions for sales documents, purchase document...

    Berlin Back Office Version 5.40.0

    May 12, 2021New Features1. Product labels can now be printed from inventory registrations, inventory write-offs and inventory transfers.2. User group permissions for sales documents, purchase document...

    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 ...

    5. Reporting Account

    In a typical setup, we synchronize the following documents and records from store accounts to the reporting account:Sales DocumentsPurchase DocumentsInventory RegistrationsInventory Write-OffsInventor...

    API Version 1.75.1

    The Z Report now recognizes gift cards with different types and lets each type be counted separately at the end of the day.This workflow was mostly supported already. If the point of sale created gift...

    End-of-life notice for TLS v1.0 and v1.1 Web security protocols

    To comply with modern security practices, Erply will drop support for old web security protocols TLS v1.0 and TLS v1.1 on January 16, 2023.Support for the TLS protocol is typically built into operatin...

    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...

    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...

    Classic Back Office Version 4.28.2

    Sep 1, 2020 New Features New fields have been added to the "Day opening and closing" form: "Drawer identification", "Shift type", "Employees". New column "Drawer identification" has been added to the ...

    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 ...

    Setting up the Self-service Checkout Hardware

    You will need:Windows 10/11 operating system;Google Chrome browser, you can download it here;Java 8 ver. 251 32bit or Java 8 ver. 251 64bit (depends on your device);EPSI - you can download it here;Sel...

    Assignments

    The Assignments is a module with a calendar and activities. That includes device or vehicle maintenance and management.If you are interested in this extra feature, please get in touch with our custome...

    Classic Back Office Version 4.49.0

    October 13, 2021 New Features New configuration setting "Creating an invoice from an assignment marks this assignment as completed" has been added. On purchase documents, it is now possible to select ...

    Berlin Back Office Version 5.45.0

    October 13, 2021 New Features The "My Company Information" page now has a separate permission. User groups can now be configured to be able to manage employees, but not edit company information. Wareh...

    Receipt Printing workaround Berlin POS Chrome Version 99

    With the release of Chrome version 99, users running Berlin POS version may experience issues with receipt printing when using browser-based (non-EPSI) Printing method.Workarounds: 1.) Switch to a dif...

    3. Frequently Asked Questions

    Cashier applies a 5% discount but the receipt displays it as "4.9%" or "5.1%". Why is it showing inaccurate information?A discount changes the price. Prices, however, are always rounded: it is not pos...

    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...

    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 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...

    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...

    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...

    API Version 1.62.0

    March 1, 2021 New Features API calls getAllLanguages and getActiveLanguages have been added. API call saveSalesDocument now respects the configuration parameter "save_applied_discounts_to_credit_invoi...

    Brazil Services Troubleshoot

    Services Installation General InstructionsInstall the installer and open wizard web-app https://posow-sb.erply.com. Go to the Hardware -> Installer App -> Installation.Download the installer for your ...

    Additional plugins

    We have created a lot of additional solutions as (plugins) that are not installed on accounts by default.This article lists the most used and needed ones. If you are interested in additional features ...

    Berlin Back Office Version 5.47.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Inventory write-off form and registration form now displays the inventory quanti...

    Generic events

    Details These events are automatically generated based on database changes. It supports most object changes in the system on any application. Please note that these events do not guarantee that the ev...

    Security FAQ

    Is payment data encrypted?Erply does not store sensitive payment data (no full credit card numbers, no payment authorization tokens) and is out of the scope of PCI DSS (https://en.wikipedia.org/wiki/P...

    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...

    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...

    Star TSP650II & TSP100IIIW Printer Setup for iOS (Brazil)

    Hardware Setup You must ensure the printer is connected to your network, use the following instructions for that.Connect to the network.On the back of your printer locate the PAIR button, press and ho...

    Setting up Star PassPRNT

    This guide explains how to set up Star PassPRNT for use with your Star printer and Erply POS.The Star PASSPRNT app can be downloaded at the following link: https://apps.apple.com/us/app/star-passprnt/...

    Why use coupons?

    Why use coupons?Boost new and recurring sales48% of shoppers are more likely to make an immediate purchase if they have a coupon. Offer coupons during slow seasons or when you need to move inventory o...