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    x report

    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...

    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 ...

    Matrix Inventory Report + Period Purchase and Sales

    The report can be found under "Reports" → "Inventory" and provides an overview of the purchase and sale of matrix products made during the period.To view the report, select Locatiom. You must select a...

    Importing and exporting Actual Reports templates

     Actual Reports document editor allows you to export templates, then import them back into the system. Please note that only previously exported templates can be imported back into Actual Reports.To o...

    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...

    Weekly Retail Calendar

    Reporting is an important part of every business. You need to understand how you performed on monthly, quarterly and yearly basis. In most cases, you also compare the reported data with earlier simila...

    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...

    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...

    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...

    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 ...

    Actual Reports: Barcode template

    This guide will cover basic information for creating and printing barcode labels. With Actual Reports you can:Accommodate for different label sizes by adjusting width, height.Create “safe spaces” for ...

    Make a custom report

    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...

    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...

    Making a Return/Credit Invoice

    The credit invoice is used for returning the goods.Credit invoice:Returns the goods to the warehouseIs reflected in the Cost of sold goods report by the date of inventory transactionGenerates negative...

    Adding a Product

    This guide covers how to add a product in the Erply back office and POS, as well as a description of each product field.Adding a product in the back officeTo access the Product Catalog, go to the PIM ...

    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...

    Adjusting 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...

    Remove a layaway

    The following guide explains how to remove a layaway. This will remove layaway stock shown on stock replenishment reports as well as its respective inventory page.Please note that the term “layby” ref...

    Items added to orders report

    This guide will explain how to create a basic report that shows Items added to orders on a specified date.Please note that this guide only includes minimum information, but more data can be added in t...

    Custom purchase order report (UPC)

    This guide will show how to create a basic, custom report that displays purchase orders with inventory UPC codes.Please note that this guide only includes minimum information, but more data can be add...

    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...

    Change Bill To address on purchase documents

    This can be used to change the Bill To address on sales documents including Purchase Invoices, Purchase Orders, using Actual Reports document creator.We cover the following processes:How to add a new ...

    Invoice notes report

    This guide will explain how to create a basic report that shows customer-facing and internal notes associated with an invoice.Please note that this guide only includes minimum information, but more da...

    Berlin Back Office Version 5.25.0

    Jul 7, 2020 New Features Filter "Ship To" has been added to sales reports. Erply now emits an event if a product has been removed from price list. For more details (background, usage, event sample), p...

    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...

    Overdue invoices

    Benefits of using Overdue Invoices ReportIn certain retail cases, businesses allow their customers to go home with merchandise and pay back later at a date defined in the invoice. When these unpaid in...

    Bundle product

    Benefits of bundle productsEasily sell and track grouped inventoryBundle products are commonly used as gift baskets, promotions, or special pricing or grouped items. Each item in a bundled product is ...

    Report Generator

    Creating a new Report GeneratorStep 1: Go to the REPORTS module and select Report Generator in the dropdown menu.Step 2: Click on Create Report. Once you select this another window will open. This is ...

    Loyalty points

    This guide covers:How to set up loyalty pointsDefine loyalty point accrual by product groupCreate promotions that consume loyalty pointsCreate coupons that consume loyalty pointsGenerate a loyalty poi...

    Product catalog

    This guide covers how to add a product in the Erply back office, as well as a description of each product field. To access the Product Catalog, go to the PIM Module and select Product catalog. This wi...

    Coupon

    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...

    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...

    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....

    All products don't have Product Cost on reports?

    You have realized that when looking at reports some of the products have the product cost/warehouse price/purchase price shown as 0. Here are some ways to figure out where that price is coming from. 1...

    "On Order" Quantity

    The “On Order” or (“Ordered”) quantity can be seen on product card (under "Stock Levels"), in the Stock Replenishment Report and in several other places. The value shows the expected quantity to be re...

    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...

    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...

    Berlin Back Office Version 5.42.3

    July 13, 2021ImprovementsStock Replenishment Report can now be sorted by clicking on column headers.Sales document field "More precise status" in report generator now has a multiple-selection filter.F...

    Reports API

    This REST API implements calls for retrieving reports.It contains a much improved set of calls for assembling an X Report / Z Report (cashier's shift summary).There is an article that explains how the...

    Export to Accounting (Quickbooks)

    OverviewErply sales totals can be exported to QuickBooks. Erply can generate a .iif file that contains a set of journal entries for each day and location. For importing into Quickbooks, please consult...

    External Credit Card Payments (no integration)

    Also known as "External integration" or previously "standalone terminal" This setup is intended for processing card payment outside Erply and then manually input in the POS the ammount that was paid, ...

    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...

    Classic Back Office Version 4.51.0

    December 1, 2021 New Features Accounts in Saudi Arabia will now produce the required QR code on receipts automatically. Adds a new tax setup report in Reports > Location Tax Setup. This can be used to...

    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 ...

    Glossary

    Here is a list of terminology we use throughout the system, and documentation.Metric name is the caption used in the reports and forms. Technical name is used in API, reference this in order to store ...

    Forecasting

    Erply Introduction ForecastingApp by Erply is an analytics and forecasting solution for Erply. With ForecastingApp you can easily analyse your entire sales and inventory using a single dashboard and s...

    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...

    Berlin Back Office Version 5.52.0

    May 11, 2022New FeaturesReport generator: fields "Twitter ID", "Facebook name" have been added to customer records.Quote printouts (standard and Actual Reports printouts) now support CDN product pictu...

    Berlin Back Office Version 5.53.0

    May 25, 2022New FeaturesActual Reports: fields "amountAvailable", "amountInStock", "amountReserved" have been added to inventory transfer printouts.Setting "Use a full-text index for searching product...

    Classic Back Office Version 4.58.0

    May 25, 2022New FeaturesActual Reports: fields "amountAvailable", "amountInStock", "amountReserved" have been added to inventory transfer printouts.Setting "Use a full-text index for searching product...

    Classic Back Office Version 4.60.0

    July 13, 2022New FeaturesNew setting: should Actual Reports template dropdowns list both predefined templates and user-created templates, or only the user-created ones? See Settings > Configuration > ...

    Berlin Back Office Version 5.55.0

    July 13, 2022New FeaturesNew setting: should Actual Reports template dropdowns list both predefined templates and user-created templates, or only the user-created ones? See Settings > Configuration > ...

    Bundle markup

    For stores that sell bundle products, sales reports offer two different views: sales at component level, or sales at bundle level.Dropdown for selecting the view: by bundles or by components. When usi...

    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 ...

    Classic Back Office Version 4.65.0

    October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

    Berlin Back Office Version 5.59.0

    October 25, 2022New FeaturesActual Reports:Gift card redeemings are now available on sales document printouts.Field "inventoryTransactionDate" has been added to purchase documents.Field "employeeNatio...

    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...

    Adding and Editing 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...

    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...

    Realization Warehouse

    If you are interested in Realization Warehouse plugin, please contact support@erply.comRealization means that the goods issued to a customer are formalized as items moved into a realization warehouse....

    Customizing Your Receipts

    To print custom POS receipts, contact Erply support to have the POS AR Receipt/Set Custom Printout for POS plugin added to your account.This guide will cover:Creating a custom receipt templateRecommen...

    Historic data import

    What is a Historical Data ImportHistorical Data Imports allow you to transfer data from your existing POS system into Erply. The following data types can be imported from your old POS or ERP system to...

    API 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...

    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...

    Tuotteiden arkistointi

    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...

    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...

    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 ...

    Product Packages

    A product can have multiple package sizes. These can be defined on product card, under the "Packages" tab: Only the "Amount" field is required. Others can be left empty. Packages are supported on: Pur...

    Assembly product

    Benefits of assembly productsOffer a wider variety of productsAssembled products can be used to sell products that you have made, assembled, or bundled together into a secondary product. The component...

    Matrix product

    Benefits of matrix products Simplify complex inventory structures Organizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characte...

    Offline mode

    What is offline mode?Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. To be able to use offline mode, please have the owner of...

    This guide explains how to set an item’s restock and reorder points.For more information on the stocktaking process, check out our Stocktaking and Stock Replenishment Report guides.Stock replenishment...

    Cash In/ Out

    Benefits of Cash In/Cash Out: Painlessly balance registers 16% of retail shrinkage is caused by administrative errors. Erply automatically tracks cash flow to reduce those errors with minimum effort. ...

    Microsoft Dynamics GP integration with Erply

    Synchronization between systems is always a tailored service, it can not be a counter product. There are many details and all the businesses have different needs. Every business is different but the ...

    Unpaid invoices

    This module gives an overview and allows you to filter customer invoices and customer point balances.The report on unpaid invoices and customer balance notifications allows you to send a payment remin...

    API Version 1.53.0

    September 22, 2020 New Features Limited support for a new, more optimal product data model has been introduced. The new data model will be useful on accounts with a lot of non-stock products. Several ...

    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...

    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...

    POS Brazil Version 4.18.0

    FeaturesCurrency format (numberformat) now also used in:recent-: -layaways, -orders, -sales, -invoices, -offersgift card popupproduct informationemployee statsclose day main popup + tenderspayment mod...

    POS Brazil Version 4.18.1

    Fixes: Printing x report issue on v4.18.0, has been fixed. ...

    Berlin Back Office Version 5.41.2

    June 7, 2021 Fixes Fixed: Report generator displayed an error related to project ID. ...

    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 4.22.0

    FixesLegacy language identifiers should no longer cause mixups like Czech and Estonian being confused with each other (PBIB-1678)POS now reconnects to external customer display more reliably (PBIB-173...

    Classic Back Office Version 4.48.0

    September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

    Berlin Back Office Version 5.44.0

    September 8, 2021 New Features New field "Do not sell to this customer" has been added to the customer card. Actual Reports: Fields "linkedDocumentRows", "currencyRate", "assignmentNumber", "customerI...

    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...

    Drawer Count

    Cash-drawer-based day openings and closingsGeneral conceptDrawer count is typically used in store setups where cash-drawers are mobile within the store.With this setup, typically each employee is assi...

    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...

    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...

    Brazil POS offline mode

    What is offline mode?Erply’s offline mode allows you to continue store operations without interruption, even when you lose internet connection. To be able to use offline mode, please have the owner of...

    Product packaging material report

    Erply has an extra module for clients that need to track their purchased and sold packages. This is a module that needs to be activated by Erply support. When the module is activated two extra reports...

    Classic Back Office Version 4.55.0

    April 13, 2022New FeaturesNew configuration setting "Do not reuse a number when a POS transaction is canceled or a sales document is deleted" has been added.New filter "Supplier" has been added to pri...

    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...

    Classic Back Office Version 4.61.0

    August 11, 2022New FeaturesReport generator: field “Show in Webshop” has been added to products.Report generator: fields "EDI status" and "EDI text" have been added to sales documents.Filter "Location...

    Berlin Back Office Version 5.56.0

    August 12, 2022New FeaturesReport generator: field “Show in Webshop” has been added to products.Report generator: fields "EDI status" and "EDI text" have been added to sales documents.Filter "Location...