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    waybill document

    Waybill Customer Document Type Change

    This plugin chooses waybills as the document type when creating a sales document from order when the customer has 'Always ship goods with waybills' checked. “Always ship goods with waybills” is an ext...

    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 ...

    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...

    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...

    Save vs Confirm

    Benefits of Saving a Document for LaterWork cross-departmentallyHaving the ability to save documents for later opens the door to flexible workflow opportunities.For example: Invoices can be created an...

    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...

    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, ...

    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...

    Shopify: Buy online pick up in-store

    Set sales document type in ShopifyIn the Shopify connector, you must make sure that all orders from Shopify sync into Erply as Orders, not as invoice-waybills. This will allow for the orders to be ava...

    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...

    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...

    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...

    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...

    Sales Document Import

    Sales Import SheetThe format of the file to import sales documents should be the same as in the sample file, which you can download from HERE. File format must be CSV. The following columns are requir...

    Purchase documents

    In order to see all purchase documents, please navigate to Purchase > All purchase documents. It is possible to apply different filters and also filter per purchase document type (purchase orders, pur...

    Purchase orders

    Benefits of purchase ordersPurchase orders are essential for keeping track of items you order from Suppliers. Purchase Orders can be utilized to keep track of items you’ve ordered, received, or plan o...

    Why can't I change the Inventory Transaction Date?

    On sales documents like Invoice - Waybill, Receipt, Waybill and Credit Invoice plus purchase document Purchase Invoice or with separate document types Purchase Waybill and Purchase Invoice - Waybill a...

    Why use Purchase Waybills and Purchase Invoice-Waybills?

    By default in Erply for a purchase document you have the Purchase Order and Purchase Invoice. However, there's also the option of including the use of the Purchase Waybill and Purchase Invoice-Waybill...

    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 ...

    Purchase document types

    The default purchase document types in Erply are as follows: Purchase Order - Order to Supplier. Purchase Invoice - The goods arrive at the warehouse on the basis of the purchase invoice. Purchase Ret...

    API Version 1.74.0

    January 11, 2022New Features1. API calls getSalesDocuments and saveSalesDocument now support three extra document types (SERVICE_INVOICE, SERVICE_CASH_INVOICE, SERVICE_INVOICE_WAYBILL). This is a Gree...

    POS Brazil Version 4.50.2

    Features:Check date can now be in the futureCustomer specific payment deadline (days) is now applied to sale documents Fixes:Coupons applied to the sale will only get redeemed if they end up being 'us...

    Product Return / Credit Invoice

    Benefits of Product ReturnsBoost store trafficCustomers are more likely to make a purchase once they enter your store. Enabling partial or full returns encourages them to add an item to their order, t...

    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...

    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...

    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...

    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...

    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...

    POS Brazil Version 4.17.0

    FeaturesWeighted barcode implementationPrinting coupons automatically if such a rule existsDefault coupon template addedNew setting in Configuration/General. Sort products in products group by: 'name'...

    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 4.57.0

    May 11, 2022New FeaturesReport generator:Fields "Twitter ID", "Facebook name" have been added to customer records.Fields "Survey Question ID", "Survey Answer ID" have been added to sales documents."Cu...

    2. Two Methods: Prices With Tax / Without Tax

    Erply supports two different principles for calculating invoice totals.Calculation based on net prices ("NetPrice" for short);Calculation based on prices with tax ("PriceWithTax" for short).These two ...

    POS Brazil Version 4.50.5

    Features:Added multi currency support for offersAdded multi currency support for X-Report PatchScriptAdded close day functionality to Pax Payment IntegrationAdded support for partial tax exemption for...

    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...

    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...

    Berlin Back Office Version 5.57.0

    September 22, 2022New FeaturesPurchase orders now have separate permissions.It is now possible to specify products with discount percentage on price list form. New tab "Product Discounts" has been add...

    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...

    Prepayment Invoices

    A prepayment invoice is an invoice that allows you to accept advance payments from your customers. Prepayments are used when customers will be making more than one payment on an order.Benefits of Prep...

    Invoice Android 1.2.6

    April 2, 2020 What's new add items by scanning barcode using device camera create Waybills new setting (for those who use paired scanner for product lookup): activate product search input field automa...

    Invoice iOS 1.2.6

    April 3, 2020 What's new add items by scanning barcode using device camera create Waybills new setting (for those who use paired scanner for product lookup): activate product search input field automa...

    Sale options

    Button Explanation Removes all products/discounts from the current sale to start over. Hotkey F4 will also do this. Use to save the total $ sales amount (customer, products, & quantities) in the shop...

    Option buttons

    ButtonExplanationRemoves all products/discounts from the current sale to start over. Hotkey F4 will also do this.Saves the created shopping cart to finalize the sale later. Saved sale appears in the P...

    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 ...

    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...

    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...

    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...

    Berlin Back Office Version 5.22.0

    April 24, 2020 New Features Javascript variable "erplyJwt" has been added, along with 1) a recommendation to use it in place of "jwt" wherever possible, and 2) a warning that "jwt" and "erplyJwt" may ...

    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...

    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...

    Account Sales (Brazil)

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

    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...