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
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 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
Purchase
Purchase Order Process
Importing Purchase Invoices
Purchase Return
Inventory Principle: Inventory Vs. Product
Shopify connector
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
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.
Troubleshooting
Setting up Vantiv TriPOS payments
Cayan Setup on Windows POS
7.
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
8.
Test Your Knowledge!
Users, User Groups, and Employees
Inventory & Product Catalog
Customers, Promotions, and Loyalty Points
GDPR
Clear History
Give Feedback
Contact Us
Sign Up
Give Feedback
Welcome!
The Back Office
PIM
Product Catalog
Product Catalog
In product catalog you can easily edit and add new products.
