Start here!
Open your ERPLY account; LINK
Minimum System Requirements; LINK
IF you are moving softwares
Customer Import; LINK
Supplier Import; LINK
Product Import
Product Importer; LINK
Data Mapping Fields In Importer; LINK
Import of Stock; LINK
Products
Add & Edit Products; LINK
Price Lists; LINK
Tax Rates (IF needed in your country); LINK
Customers
Add & Edit Customers; LINK
Locations
Locations; LINK
Registers; LINK
Sales Documents
Sales Documents; LINK
Add logo to documents; LINK
Purchase Documents
Purchase Documents; LINK
Inventory Documents
Inventory Documents; LINK
FIFO method (First in, first out); LINK
Physical Stocktaking; LINK
Employees
Add an employee; LINK
User groups; LINK
Point of Sale
Standard views; LINK
Sign in and out; LINK
Open and close the day; LINK
Switch cashier; LINK
Process Sale
- Select the products or items that the customer wants to purchase by scanning the barcode or searching for the product using the search bar.
- After selecting the items, you can adjust the quantities or add any discounts, if applicable.
- Once all items have been added, click Pay and select the payment method the customer is using, such as cash , credit card, or gift card, etc.
- Process the payment and provide the customer with a receipt.
- The created sales document is displayed under the Recent Sales.
Stock and price lookup; LINK
Process return; LINK
Troubleshooting; LINK
Reporting
Reporting; LINK
Creating your own reports; LINK
Miscellaneous
Change the default email content; LINK