LEARN
1.
Welcome!
Minimum System Requirements - NEW
2.
The Back Office
Customers
Creating Customers - NEW
View Existing Customers
NEW Removing Customer Duplicates
Inventory vs. Product
Sales Document Types
PIM
Product Types
NEW Bundle Products
Creating Bundles
NEW Matrix Products
Product Catalog
Filters
Product Card
- Tabs
Suppliers
Filters
Supplier Card
- Addresses
- Contact Person
- Supplier - Person
Importing Suppliers
Product Groups
NEW Creating Product Groups
NEW Adding Products
NEW Price Lists
Product Card & Catalog Details - NEW
Importing Products - NEW
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
NEW Add & Adjust a Day Open/Close
Overview: Location Card - NEW
Promotions & Rewards Points - NEW
Customers, Promotions, and Loyalty Points
Promotions & Rewards - Berlin
Inventory
'Inventory' Section
- Column Headers
- Filter & Search
Warehouse Price, Wholesale Price, and Product Cost - NEW
NEW Inventory Transfer
Gift Card Set Up & Use - NEW
NEW Mobile Physical Stocktaking
Physical Stocktaking - NEW
Suppliers - NEW
NEW Archiving Inventory Guide
NEW Changing Status of an Inventory Item
NEW Assembly Products
Settings
Configuration
Configuring Receipt Layout - NEW
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
Purchase Orders & Invoices
Quotes
Reward Points
Sales Document Printouts
Sending Invoices by e-mail
NEW Creating Customer Groups
Inventory
Blocking Employees in ERPLY - NEW
NEW Inventory Module Setting
Creating User Groups - NEW
Time Clock & Employee Reports - NEW
Users
Adding Employees & Creating User Log In Credentials – NEW
NEW Employee and User Setup
Location Card
Creating a Company
Reports
User Groups
User Group Settings
- Basic Allowances
- Main Modules
- Settings
Tax Rates
New Create a Tax Rate
NEW Applying Taxes
Actual Reports
Actual Reports Data & Formatting
Getting Started with Actual Reports
Page Setup
Using Custom Templates in ERPLY
Sales
Adjusting Customer Account Balance - NEW
NEW Waybill Document
NEW Return to Store Credit
NEW Moving Payment Receipts
NEW Sales Order Process
NEW How to use Layaway Sales Document
NEW Sales Order to Purchase Order to Dropship - NEW
Making Sales and Returns In ERPLY Back Office - NEW
NEW Applying Payments to Invoice-Waybill
How to use Prepayment Sales Document - NEW
How to Use a Waybill Document - NEW
How to view deleted invoices - NEW
Purchase
Inventory Principle: Inventory Vs. Product - NEW
Shopify connector
Document-based Serial Numbers
3.
The Point of Sale
Using Quick Selection - NEW
Adding Store Credit Without Product – NEW
Cashier Views
Changing Prices From POS - NEW
Close the Day - NEW
NEW 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
Customers
Adding Customers (POS)
Editing Customers (POS)
Notes
View Transactions
Enabling Credit Card Type Selection & Authorization - NEW
Enabling Store Credit at POS - NEW
NEW Layaway Payments
NEW POS Shortcut Keys
Open the day - NEW
NEW 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 - NEW
NEW Settings
Erply Point of Sale Integrator
NEW 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 - NEW
Making a Return
NEW With A Receipt
NEW Without a Receipt
4.
Erply API
5.
Self Onboarding
Setting up your account
Creating Users
Inventory
Customers
The Point of Sale
6.
Setting up Commissions
7.
Custom Reports
8.
Setting up Vantiv TriPOS payments
9.
Inventory Write-Off
10.
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.
