LEARN

  • 1. Welcome!
    • Minimum System Requirements
  • 2. The Back Office
    • Customers
      • Creating Customers
      • View Existing Customers
      • Removing Customer Duplicates
      • Creating Customer Groups
      • Prepaid Store Credit
      • Resetting loyalty points for all customers
    • Inventory vs. Product
    • Sales Document Types
    • PIM
      • Product Types
        • Bundle Products
          • Creating Bundles
        • Matrix Products
      • Product Catalog
        • Filters
        • Product Card
          • - Tabs
      • Suppliers
        • Filters
        • Supplier Card
          • - Addresses
          • - Contact Person
          • - Supplier - Person
        • Importing Suppliers
      • Product Groups
        • Creating Product Groups
        • Adding Products
      • Price Lists
      • Product Card & Catalog Details
      • Importing Products
    • Retail Chain
      • Locations
        • Setting Up Locations
        • Location Card
          • Adding an Address
          • Tabs
        • Quick Selection
      • NEW Setting Up Registers
      • Promotions & Reward Points
        • Accruing Points at POS
        • Creating Promotions
        • Ringing out a Promotion
      • Add & Adjust a Day Open/Close
      • Overview: Location Card - NEW
      • Promotions & Rewards Points - NEW
      • Customers, Promotions, and Loyalty Points
      • Promotions & Rewards
    • Inventory
      • 'Inventory' Section
        • - Column Headers
        • - Filter & Search
      • Warehouse Price, Wholesale Price, and Product Cost
      • Gift Card Set Up & Use
      • Mobile Physical Stocktaking
      • Physical Stocktaking
      • Suppliers
      • Archiving Inventory Guide
      • Changing Status of an Inventory Item
      • Assembly Products
      • Inventory Write-Off
      • Inventory Transfer
    • Settings
      • Configuration
        • Configuring Receipt Layout
        • NEW Changing Emailed Receipt Origin
        • Balance Statement & Payment Reminder Letters
        • Commission
        • Company Logo on Invoices
        • Extra Features
        • General
        • Inventory
        • Inventory Transfers
        • Invoices and Sales
        • Matrix Products
        • POS - barcodes with embedded weight or price
        • POS
          • Extending Store Credit
          • Enabling Tips at POS
          • Finding Your Software Version
          • Settings
          • Integrated & External Payment Methods
        • Purchase Orders & Invoices
        • Quotes
        • Reward Points
        • Sales Document Printouts
        • Sending Invoices by e-mail
      • Inventory
      • Blocking Employees in ERPLY
      • Inventory Module Setting
      • Creating User Groups
      • Time Clock & Employee Reports
      • Users
      • Adding Employees & Creating User Log In Credentials
      • Employee and User Setup
      • Location Card
    • Creating a Company
    • Reports
      • Reports
        • Custom Reports
      • Report Generator
      • X-Report and Z-Report
    • User Groups
      • User Group Settings
        • - Basic Allowances
        • - Main Modules
        • - Settings
    • Tax Rates
      • Create a Tax Rate
      • Applying Taxes
    • Actual Reports
      • Actual Reports Data & Formatting
      • Getting Started with Actual Reports
      • Page Setup
      • Using Custom Templates in ERPLY
    • Sales
      • Adjusting a Customer Account Balance
      • Waybill Document
      • Return to Store Credit
      • Moving Payment Receipts
      • How to use Layaway Sales Document
      • Sales Order to Purchase Order to Dropship
      • Making Sales and Returns In ERPLY Back Office
      • Applying Payments to Invoice-Waybill
      • How to use Prepayment Sales Document
      • How to Use a Waybill Document
      • How to view deleted invoices
      • Sales Order Process
      • Quotes / Offers
      • E-Invoicing
    • Purchase
      • Purchase Order Process
      • Importing Purchase Invoices
      • Purchase Return
    • Inventory Principle: Inventory Vs. Product
    • Shopify connector
    • Using a Different Currency
  • 3. The Point of Sale
    • Using Quick Selection
    • Cashier Views
    • Changing Prices From POS
    • Close the Day
    • Making a Sale
      • Cashier Buttons
        • Payment Window Buttons
        • Function Buttons
        • Option Buttons
        • Information Buttons
      • Integrated & External Payment Methods
      • Cash Payment
      • Debit/Credit Payment
      • Gift Card/Store Credit Payment
      • Splitting a Sale
    • Making a Return
      • With Receipt
      • Without a Receipt
    • Customers
      • Adding Customers (POS)
      • Editing Customers (POS)
      • Notes
      • View Transactions
    • Enabling Credit Card Type Selection & Authorization
    • Enabling Store Credit at POS
    • Layaway Payments
    • Quotes / Offers
    • Opening the day
    • Logging In
      • Clocking In/Out
      • Switching Users
        • User PIN
      • Log out
      • Clock in/out
    • POS Offline Mode
    • Products
      • Product Groups
      • Product Card Buttons
      • Adding a Product
      • Weighing Products
      • Replacement Products
      • Saving a Sales
    • Setting Up Sales Orders Through the POS
    • Settings
      • Erply Point of Sale Integrator
      • Offline Mode
      • Company & Location
      • Configuration
        • Display Application
        • End of Day
        • Local Database Support
        • Payment
        • Sale
        • Visual
      • Device Specific
      • Employees
      • Payment Configuration
        • General
        • Allowed Tenders on Return with Receipt
        • Allowed Tenders on Return without Receipt
        • Allowed Tenders on Sale
      • Tax Rates
    • Starting the Day
    • Customer Display Application - Berlin
    • Adding Store Credit Without Product
    • Setting up Commissions
  • 4. Erply API
  • 5. Self Onboarding
    • Setting up your account
    • Creating Users
    • Inventory
    • Customers
    • The Point of Sale
  • 6. Plugins
    • Plugin: Temporary Products (VAR Products)
    • Back office improvement: Default Actual Reports templates
    • Back office improvement: Product transaction history on sales documents
    • Plugin: Keyboard-based product search
    • Back office improvement: Product pictures
    • Quantities in Bins API: Warehouse Address Guide
  • 7. Installation
    • Setting Up Cayan on BerlinPOS (Windows, Mac, iOS, Android)
    • Setting up Vantiv TriPOS payments
    • Cayan Setup on Windows POS
    • Cayan Mini Setup
    • How to connect mPOP to your iPad running ERPLY
  • 8. Test Your Knowledge!
    • Users, User Groups, and Employees
    • Inventory & Product Catalog
    • Customers, Promotions, and Loyalty Points
    • GDPR

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Welcome! The Back Office Inventory 'Inventory' Section - Filter & Search

Filter & Search

There are a few ways you can organize your inventory. By clicking Code, EAN Code, or Name, your products will sort accordingly.

You can also sort you through you inventory by using filters. Filters narrow down the listed items to only the ones you’re looking for. These allow you to use this module to investigate and edit your inventory and stock. To access the full list filters, under the Inventory page, click the blue arrow underneath Product Code and Name.[]

Label Explanation
Product code Search for a specific product, or groups of products with similar codes
Name Search for product(s) by name
Product Group Show products from specified product group
Supplier see only items from specified supplier
Brand narrow results by brand
Priority Group Show products depending on if they’re a Stock item, item to be ordered, or no longer made
Category see items in particular Category
All Products See every product, only those available in the webshop, or those not available in the webshop
Type Show only products, bundles, matrix products, or assembly
Location Sort products by location sold. Leaving blank shows every location. To view multiple locations, click ‘Select other locations to be displayed…’ below
Status Shows items based on their active/archived or otherwise status.
Show Only Items in Stock Check box to view only in stock items, leave unchecked to show all.
Matrix variations hidden Expand Matrix items to view all variations.