Erply Retail Software Tue, 23 Nov 2021 12:23:50 +0000 en-US hourly 1 Erply Retail Software 32 32 New ERPLY user manuals page Tue, 23 Nov 2021 12:23:01 +0000
We are glad to announce that the ERPLY user manuals page has a new face. Introducing you to

How do I? Why? What is?
To find answers to your question type in a key word and wiki will give you all the articles that contain the word you are searching for.

We are regularly updating all existing articles and adding new articles, so ERPLY customers have the resources to successfully use the ERPLY system. Find out more about ERPLY’s functions and features at

If wiki is missing a topic or an article that you are interested in, please send an email to and we’ll make sure to create one.

Notification Service Mon, 25 Oct 2021 11:44:33 +0000
ERPLY’s SMS Notifications Service

We are excited to announce that we have completed development on the first version of ERPLY’s Notifications Service!

The first version allows customers to send out SMS notifications for sales documents and completed work orders. The service is currently using a Twilio integration.
Customers are able to create predefined notification templates and use variables inside the templates to send out personalised notifications (customer name, document number, document sum etc).

E-Mail Notifications

It is possible to set up automated emails for:

  • Orders
  • Invoice-Waybills
  • Receipts (POS Sales)

For each document type the user can create a separate template, set the “from” name, define what the status of the document must be, enable/disable including of PDF order/invoice/receipt.
Variables can also be used in the email body, the same way as it is with SMS notifications.

Currently the services will be added to ERPLY accounts based on customer´s request. If interested, please contact our Customer Support team at

Newsletter: June 2021 Thu, 17 Jun 2021 10:58:09 +0000
Need a helping hand with customer checkouts? Try Erply Self Checkout (SCO) – a user-friendly retail POS software that lets customers checkout on their own!

Your company can benefit from our new self service software in all stores, warehouses and agencies. It will help you save time for employees and also for customers.

With Erply Self Checkout, employees can now invest all their energy into assisting customers and driving sales.

Erply Self Checkout is particularly suitable for businesses where representation must be constant, but sales per hour are not very high. Erply software allows the customer to make a purchase, get a receipt and register sales and inventory for the company, all through self-service. All of these features and much more are included in the Erply standard package.

More information here. To request a demo, please contact our Customer Support (

Focus on selling, not billing!

Newsletter: May 2021 Mon, 10 May 2021 09:48:19 +0000
ERPLY is thrilled to bring you some more exciting news – introducing you to the new Brazil POS!

Brazil POS is more user-friendly and also has some totally new functionalities:

  • Customize your POS receipt
  • Enable Plugins yourself
  • Configure the view to be full-width
  • Add colours to your product groups to make them stand out
  • Make stock transfers in POS
  • POS buttons are linked to a user manual

Have a look at the Brazil POS Demo video or read the Berlin vs Brazil manual article to find out more.

If you have any further questions or you would like to transfer over to the new Brazil POS, please do not hesitate to contact our customer support by email to

Newsletter: March 2021 Mon, 22 Mar 2021 14:04:38 +0000
ERPLY is excited to introduce some great new features. Our team has been working on these modules to benefit your everyday workflow and offer more functionalities.

New PIM (Product Information Management)
A new improved module to manage your products:

  • Edit your quick look of products
  • Assortments for POS and webshop channels
  • Multiple product groups (beneficial for webshops)
  • Product families
  • Parameter sets
  • Browse product catalogue with pictures
  • Set up automatic product codes
  • Organise your matrix dimensions

Already available on all user accounts. Check out our Manual page on the use of new PIM or have a look at the introductional video.

But that’s not all – have a look at our new menu feature below.

New Menu
Get a new look for your back office with New Menu bar.

  • Customise what is visible
  • Position the menu on the side
  • Hide options not in use
  • Rename menu options
  • Available for Berlin and Classic back office

But of course it’s better to have a look yourself. Here’s the Manual page introducing New Menu and also a video.

To activate the new Menu on your account or in case you have any further questions, please contact our support team

Shopify Connector Update (January 2021) Mon, 25 Jan 2021 09:11:33 +0000
  • Multi-Integration Support: One Erply account can have multiple Shopify integrations – meaning that you can set up different Shopify stores, associate them with different assortments and therefore can sell different products in different stores from one Erply account. Product updates only work with assortments in the new PIM module.
  • Returns: All returns made in Shopify will now be reflected to Erply (including partial returns). All payments and invoices will be associated with the original sales document and with the payer information.
  • Language Selection: It will be possible to select which language from Erply the integration will use. (This is an advanced setting and requires our support team to change it from the advanced settings)
  • Stock reserve value: If value is different from zero – stock amount synchronised to Shopify will be decreased by it to reduce possibility of oversell. If stock value is less than decrease value – Shopify amount will be set to 0. (This an advanced setting and can be applied by the support team.)
  • Import products in “Draft” status: It is possible to choose if new products that are created to Shopify are published or in Draft. Being in draft enables the customers to manage some aspects of their product data in Shopify and once done they can publish them.
  • Barcode export: Users can select from the connector settings, which code from Erply they would like to import to Shopify as barcode.
  • ]]>
    Newsletter: February 2021 Tue, 19 Jan 2021 07:37:07 +0000
    We are happy to share ERPLY’s most important updates, coolest features and shiniest modules with you. And this is all to help you to improve your business and simply sell more.

    We are excited to introduce the Erply New Promotions Module.

    Creating campaigns has never been easier:

    • Quickly maintain your (in)active campaigns
    • Set up a new promotion with as little as few clicks
    • Effectively track the campaign performance

    Take a peek at our manuals page or check the video instructions.

    Email us at and provide your Erply ID for quicker module activation.
    Read up on staying safe and healthy, and protecting your customers by keeping your POS equipment clean and sanitized. Read here.

    You’ll hear from us soon with more updates.

    Lots of successful campaigns!

    How To Maintain Cleanliness In Your Shop Tue, 17 Nov 2020 12:58:13 +0000
    You already know that first impressions matter. So whether it is a habit or a shopping trip, keeping your shop clean will elevate your customers’ experience. Keep in mind that the first impression a customer has is a direct reflection of your brand. And nothing makes customers as happy as shopping in a clean shop.

    Moreover, a clean shop sends a message that you do want your client’s business. It also shows that you take pride in your business. Besides, your shop’s hygiene and health standards will save you from penalization and raise your business and property value. But to clean correctly, you need a daily cleaning checklist. 

    A cleaning checklist that meets your cleaning needs has the following areas to consider:

    • Exits and entrances
    • Store area
    • Service or a checkout area
    • Restrooms
    • Stairways
    • Storerooms or backhouse
    • Back office
    • Breakroom
    • Kitchen or pantry

    Before we elaborate on how you can clean these areas sufficiently, let’s look at the tips that will help you start cleaning. 

    Tips To Get You Started

    De-clutter your store

    Don’t start the cleaning process until you assume the eyes of the shopper. Then look at your shelves and racks. Expect Customers to pass your shop if they window gaze and find it to be dirty. Customers do not like to go through items that are not nicely displayed when they shop. And when you de-clutter, you make it easy for the shoppers to find the things they would otherwise leave. So,

    • Make sure you collect every litter or garbage that is to be thrown away
    • Make sure you collect and keep away any tags, paper, shelf wobblers, and empty trash bins. 

    Floor and carpet cleaning

    The floor gets massive foot traffic in any space. This means your floors are the areas customers are more likely to identify things like gum and stain. Clean your floors thoroughly weekly. Wax or strip your laminates, clean the carpets, and any other flooring types every six months. And don’t forget to clean them daily as well. 

    Dusting spaces

    It’s not easy to spot dust, but it builds up fast on countertops and shelves. Ensure you have excellent lighting in your shop as it will make it easy to spot the dirt. Then get a professional cleaner to get rid of all the dusty areas from top to bottom. Do this regularly without leaving the display cases, the racks, and the shelves.

    Sparkling glass and mirrors

    Expect to find a lot of fingertips around your shop at closing time every day. Expect dust on glass and mirror surfaces as well. So what can you do? Schedule a specific time each day to clean your store. Take special care to clean the sparkling mirrors and glass items to keep them bright. Clean glasses will give your shop a new spark of cleanliness.

    Tidy breakrooms

    Another critical group you haven’t thought about is your employees. They, too, love to work in a clean shop. Recognize their hard work by giving them a working area that feels clean and smells good when they are resting or working. Hire someone to wipe the shop down, take the trash out, and dust the shop often throughout the day.

    Check restrooms

    Now, this is one part of your shop space that you cannot afford to ignore. From unpleasant smells to the unsatisfied customer, you ought to keep your restrooms clean at all times. The only way to do this is to inspect the rooms several times in a day, no matter how busy the shop. Leaving your restrooms untidy can cost you your customers, old and new. Besides, they are excellent turnoff for people. So when you clean, make sure you touch on all areas with commercial cleaning products, clean your floors, and refill the supplies. This will keep your restrooms looking clean and smelling fresh.


    Making sure your shop is sanitized is very important. Did you know that people carry a lot of dirt, germs, and bacteria that get transferred when they touch surfaces or other people? This mostly happens in places like door handles, restrooms, and fitting rooms. The items in the lounging areas and the register space are also susceptible. 

    Speaking of sanitization, it has become increasingly necessary during the coronavirus period. Therefore, paying extra attention to the cleaning details is crucial, which means you require a comprehensive cleaning checklist. With regard to sanitization, this mini-checklist will help you keep things on track with your regular cleaning and an added CDC guideline. 

    • Clean high tough surfaces
    • Clean soft surfaces
    • Disinfect correctly
    • Keep the POS and electronics clean
    • Clean outdoor spaces
    • If someone is sick, take precaution
    • Make your daily checklist routine

    Clean high tough surfaces

    The areas in your shop that get the most traffic are the most important to clean and sanitize. Places people touch the most are more likely to pass germs from one person to the next. These areas include:

    • Handles and doorknobs
    • Counter surfaces
    • Toilets and sinks
    • Bathroom doors
    • Shopping carts and baskets
    • Credit card pin pad
    • POS machine

    Make sure you or your cleaner has gloves on when they are cleaning these areas. Start cleaning with water and soap to kill germs and remove dirt. Once you are done, disinfect the areas to ensure effective cleaning. This should be done frequently throughout the day because the rooms are also touched often.

    Clean soft surfaces

    To ensure proper sanitization, ensure that you clean every apparel, window drapes, towels, chairs, carpets, couches, and rugs once every shopper is done trying them. This might be a lot of work if you have traffic in your shop, but it is a preventative measure against the possible spread of disease and germs. Use water and soap or another disinfectant cleaner to clean large items. This will keep them clean and preserve their appearance. 

    On the other hand, you can use a washing machine to clean and sanitize small individual items with hot water. Ensure your cleaners have gloves on every time they handle the dirty things. Try not to shake the dirty items before you clean. Don’t forget to clean the containers that contain dirty items as well. Once you are done, vacuum your rugs and carpets. 

    Disinfect correctly

    You will get many disinfectant solutions in the market. Nevertheless, clean your shop with water and soap before you disinfect. Water and soap reduce the amount of grime and dirt, making it much easier for the disinfectant to work. So, clean your shop with a lot of water and give it a couple of minutes before disinfecting. 

    The water will breakdown anything that was left behind after cleaning. Always assume there is a significant amount of grime lying all over your shop because there is – so clean exceptionally before you use the disinfectant. Also, follow all the directions indicated in the disinfectant label since some can be very toxic in concentrated solutions. Additionally:

    • Ensure your cleaners have gloves on 
    • Do not breathe in the fumes
    • Always use the recommended amount of disinfectant
    • Ensure you have proper ventilation
    • Unless indicated otherwise, your water should be at room temperature
    • Make sure all your solutions are labeled
    • Do not mix disinfectants or chemicals 
    • Store all your disinfectants properly and safely away from children

    You also have the option of getting a diluted bleach solution as long as you ensure it is meant for cleaning purposes, and you follow all the instructions correctly.

    Keep the POS and electronics clean

    If you have electronics at your point of sale area, then expect that region to be a garden of germs. Pos hardware and payment terminal are mostly touched here. So clean all your point of sale hardware. This includes keyboards, tablets, receipt printers, cash drawers, desktops, scanners, credit card machines, and keypads. Keep a strict schedule for cleaning these items and ensure the cleaners have gloves on every time. 

    A good schedule is cleaning every 15 to 30 minutes. One other way of making this area clean is by using contactless payments through modern tap and pay machines. They are convenient, fast, and they reduce the amount of hand to hand contact between cashiers and the shoppers. Just ensure the method of payment integrates well with your hardware technology. 

    Clean outdoor spaces

    Did you know that your outdoor area is safer than your indoor area? But this doesn’t mean you should ignore the space. Give it some cleaning attention by cleaning the area with disinfectant. Clean the areas that are usually cleaned using water and soap like the outdoor seating areas, railings, or sidewalk signage. Clean and disinfect anything at your storefront that customers or passersby can touch. It will help reduce the risk of transmission. However, do not spray the area since it does nothing concerning sanitization. 

    If someone is sick, take precaution

    It’s not uncommon for employees to fall sick once in a while. You, too, can fall ill when you are at the shop. Or a customer can walk in with sickly symptoms. If this happens, take great precaution and:

    • Clean any areas that the sick person has come into contact with
    • Disinfect and clean the entire shop after 24 hours
    • Ensure you have more circulation of fresh air by opening the windows and doors
    • Make sure any employees that came in contact with the sick person watch their help for the possible occurrence of symptoms

    If you suspect the patient has a contagious disease like the coronavirus, contact local health authorities for advice on ways to proceed. Then ensure you follow all the regulations offered by the medical experts. 

    Make your daily checklist routine

    So you have a cleaning checklist that works perfectly for you, but do you have a routine to implement it on schedule? You should always ensure that cleaning is a habit and a routine for your staff and cleaners. For instance, make sure there are frequent handwashing and mask-wearing. If any new changes are made to effect cleanliness, ensure they are continuously implemented until they become a habit. 

    You can start by organizing a meeting with all your employees and giving them your cleaning policy and guidelines. Don’t forget to tell them that the cleaning procedures are also for their benefit. Once you are done, print the cleaning policy and put it in an accessible place to all your employees. 

    Also, post your cleaning checklists in opportune spaces around the shop. Work with your shop managers and shift leaders to ensure the cleaning schedule is enforced. Then get feedback at the end of each shift, especially at the beginning of new cleaning procedures, to ensure the checklist works.

    You Daily Cleaning Checklist

    Now that we are talking about checklists, a good one should always be organized. This means dividing your shop cleaning into different regions and spaces. As mentioned in the introduction, you have about eight shop areas to put in your checklist. But this depends on the size of your shops and the number of spaces you have. 

    So when creating your cleaning checklist, start with these common areas, then add any existing spaces in your store. Make sure every region of your shop is covered so that individual listing tasks will be easy. 

    Make it easy for your employees as well by dividing the cleaning duties and assigning different areas. Remember, your shop is different from others, so your checklist should be customized to what you have. 

    Cleaning for a grocery store is quite different from that of an automotive shop. Also, consider the type of style you have in your shops, like whether you have concrete or VCT tiles. Each of these factors will affect your cleaning tasks. 

    So, looking for some inspiration for your cleaning checklist? Here is something you can use to start your cleaning checklist:

    Exits and entrances

    • Clean the glass on every interior and exterior doors and windows
    • Clean every sign that is around your doorways
    • Ensure you keep your exterior grounds like planters and benches tidy
    • Your grounds should be free of stray trash
    • Clean and then disinfect your knobs and door handles
    • Your inside and outside trash should be emptied often
    • Make sure you have no cobwebs on your entryway
    • Clean, sweep or vacuum your doormats and entry area

    Store area

    • Start by dusting the shelves and arranging the display items
    • Dust your décor items and fixtures
    • Your furniture should be vacuumed
    • Make sure your cabinets and display cases are wiped down
    • De-streak and clean your mirrors, surfaces, and partitions, 
    • Make sure your merchandise is displayed to improve aesthetics
    • Take any misplaced merchandise and place it on the correct shelves and racks
    • Look for any new stains on your walls, furniture, and carpets
    • Get rid of litter
    • Wipe any hard surface furniture
    • Mop, sweep or vacuum your floors
    • Replace your liners and empty your trash cans

    Service or a checkout area

    • Wipe, dust, and clean your checkout counters and any areas surrounding this space
    • Your display cases should be cleaned
    • Remove your trash and empty your ashtrays
    • Wipe and spray any of your glass surfaces
    • Make sure your merchandise displays are tidy
    • Remove stains and spills from your glass surfaces
    • Sanitize and wipe your telephones
    • Make sure your windows and their panes and sills are clean
    • Clean any stains on the walls
    • Organize your desks and tables by removing unnecessary papers, registers, stack magazines, and records. 
    • Clean and dust all your décor, switches, lights, and fixtures
    • Make sure your carpet areas around and below chair and tables are vacuumed
    • Your soft furniture should be vacuumed
    • Clean and mop the hard floors


    • Replace your liners and empty your trash containers
    • Disinfect and wipe your fixtures and sinks
    • Wipe and spray your glass and mirrors
    • Disinfect and clean your urinals, seats, and toilet bowls
    • Your cabinet fronts should be disinfected
    • Mop and sweep your floors
    • Make sure your toilet paper, soap, and paper towels are refilled
    • Your drains should be unclogged
    • Scrub your backsplash
    • Make sure your baby changing stations are clean and disinfected
    • Make sure your doorknobs and doors are sanitized
    • Your faucets should be clean


    • Your trash should be clean
    • Dust and then polish your banisters, ledges, and railings
    • Your glass should be clean
    • Vacuum, mop, or clean your landings and stairs

    Storerooms or backhouse

    • Replace your liners and empty your trash cans
    • Clean your sills and windows
    • Your air vents should be dusted
    • Also, dust your fixtures, furniture, and shelves
    • Your doorknobs and handles should be sanitized
    • Mop and sweep your floors

    Back office

    • Your trash receptacles should be empty
    • Your tables, desks, and chairs should be wiped down
    • The back office area should be decluttered
    • Your soft furniture should be vacuumed and spot cleaned
    • Your glass surfaces, windows, and sill should be clean
    • Make sure your light switches, telephones, and door handles are sanitized
    • Vacuum, mop, or sweep your floors
    • Your carpets should be vacuumed


    • Your trash should be empty
    • Make sure your dishwasher is loaded, and then start
    • Then make sure your dishwasher is unloaded, and your dishes are put away
    • Your sinks and countertops should be disinfected
    • Make sure you clean your microwave inside and out
    • Mop, sweep and vacuum the floors
    • Remove any food that might be spoilt in the refrigerator
    • Your appliances, cabinets, and drawers should be wiped on the outside
    • Your door handles and doors should be sanitized

    Keep In Mind

    A cleaning checklist will tell you what you do, but you need cleaners to get your shop clean. Assess your shop to see whether your employees can do the cleaning every day. However, if your store is too big and has too much traffic, it will suffer excessive exposure to grime and dirt. In this case, you might need to hire professional cleaners to do the work for you.

    Do not assume that your daily cleaning will be enough; you need to have periodic cleaning more in-depth – more on this later.  Only a professional will make sure that any spots you miss during your daily routine are adequately cleaned. 

    Therefore, give your shop an excellent cleaning foundation by getting a professional once in a while. Then let your cleaners or employees build up on the shop cleaning every day. Now, when it’s that time to get a professional, get one with experience and knowledge to tackle all your cleaning needs. 

    Getting a professional is especially prudent when you are starting a shop. Why? The process of setting up your cleaning checklist will take time. Getting a professional will make the task much more comfortable to implement.

    The professionals will show you how to clean, organize, and label products in the stockroom. They will also show you how to throw away the damaged products and clutter. Moreover, they can show you how to create a system where you can put return products. 

    Nevertheless, to get the best out of your cleaning maintenance, have a daily and monthly or yearly cleaning checklist.

    Periodic Cleaning

    When it comes to cleaning your shop, you have two options, assign tasks to your employees or get a professional cleaning service. Either way, you should have a system that makes sure your shop is clean every time. 

    The best way to do this is to organize your cleaning periodically. For instance, you can have daily, weekly, monthly, quarterly, and yearly cleaning checklists. Reserve the monthly and annual cleaning to the professionals. 

    These types of cleaning should be in-depth and very thorough. Here is an example of the things you should expect in your quarterly cleaning checklist, for example:

    Quarterly cleaning checklist

    • Your floors can be re-polished and buffed
    • All your air vents will be cleaned
    • Your bulbs and light fixtures will be washed out: any replacements needed will be made as well
    • Any missing or chipped paint will be touched
    • The professional will also take this time to revise your cleaning checklist. 

    Think of this phase of cleaning like a new remodel to your shop. This also includes an analysis of whether your old checklist worked and how things can be changed to improve your shop’s cleanliness. As an added advantage, you’ll get to see just how much your cleaning maintenance has affected your store sales and customer loyalty.

    But what about your daily cleaning checklist? What tasks should you expect to do every day?

    Your daily cleaning checklist

    This is how you ensure that your shop is well cleaned, organized, and maintained every day.

    • Make sure your clutter is tidied up during the day. Clutter includes things like used paper, garbage, bins, and tags
    • Make sure your windows and glass doors and polished. Remember, the first thing your customer sees is your display window. If you have any marks or smudges, your unpolished look is likely to cost you some customers. So make sure you clean any present spot on your windows. 
    • Always sweep your floors. Focus on the areas that have the most dirt, like your door entrance. When you frequently clean these places throughout the day, you keep your store looking pleasant.
    • Ensure you mop and vacuum your floors every day as well. This will enhance your presentation at the shop. You can do this every morning when you open the shop and at night when you close the shop.
    • The next thing to look at is your shelves and furniture. Make sure you have them polished and dusted. You do not want your customers sneezing as they shop for products. Keep them happy by keeping your shelves clean. Use a vacuum or a clean sponge to clean your shelves.
    • Do not forget your restrooms. This is a sensitive area that should keep clean at all times. We know that this is the most dreaded area by employees, but it has to be done every day, several times throughout the day. So, clean the toilets, scrub the fixtures, and wipe down the mirrors. 

    When washing your windows, use a mix of warm water and dishwashing liquid as a cleaning solution. Or, buy some window cleaner from the store to keep your display windows clean and smelling fresh. This is a task that you cannot afford to miss every day. Also, make sure the windows are cleaned multiple times during the day. One more tip, vinegar is an effective solution for getting stains out of your glass. 

    For your fixtures, use warm water and soap to scrub. Once you are done using this mixture, dry the surfaces with a towel or a cloth. In your restrooms, go for anti-bacterial spray. Let it sit for a few minutes to kill any present germs, then clean your toilet seats with a cloth. Once you are done, use a cleaner, and a toilet brush to scrub the toilet bowl. 


    Cleaning your shop will pay dividends because your customers will keep coming back for more. No customer will go back to a messy shop full of rubbish with no maintenance. Therefore, make your basic maintenance essential for your health and as a duty to your customers. You want them to have the most pleasant experience, after all. 


    Wholesale with Erply ERP Wed, 02 Sep 2020 14:17:29 +0000

    What is wholesale?

    Wholesaling invoices the sale of bulk goods to a retailer. The retailer will then resell (and oftentimes repackage) these goods to shoppers for profit.

    Wholesale typically deals with bulk products and distribution — it’s not uncommon for a wholesaler to act as the middleman between a supplier and a retailer.

    If your business performs wholesale operations, Erply is a fit for you. From a robust ERP backend to supper and customer management tools, Erply helps wholesalers sell effectively through every step in the distribution process. 

    Powerful CRM tools for customer and supplier management

    Selling wholesale goods means you might be dealing with a wide variety of customers. You may work with individual contacts, or serve multiple departments within a business.

    No matter your process, you’ll need to fill your CRM with valuable customer data to effectively track and manage all client relations. This data can be used to keep track of a customer’s history with you and boost retention.

    Erply starts you off strong by providing you with multiple customer data entry types:

    Individual Person


    Maintain a database of individual shoppers.

    Keep track of entire companies, and add departments/contact persons within each company.


    What’s more, these customers can be segmented into groups and subgroups based on your business processes. Do you have VIP or loyalty customers? Work with nonprofits? Easily organize all groups in Erply’s CRM.

    segment customers in erply for wholesale

    You can also store virtually any type of customer information including:

    • Multiple billing and shipping addresses
    • Net payment terms 
    • Delivery preferences
    • Payment information
    • Notes
    • And more

    Tracking customer payments is a key feature to any wholesale CRM.

    Storing customer contact information and other related data is important, but you also need a place to see customer invoices and payments at a glance.

    Open balance statements to get a full picture of past due invoices, or dive individually into a customer’s invoices and payments for even more detailed information. When a payment does come in, it can be applied to specific invoices, or automatically distributed amongst multiple unpaid invoices.

     Erply ensures you and your customers never lose track of bills. 

    Group-specific pricing tools

    We mentioned customer grouping above, but segmentation should offer you more than just a way to organize demographic and payment data.

    Not all customers are equal. Some may get special discounts (like loyalty members!) on some or all products.

    Erply takes the manual work out of discounting by allowing you to assign price lists to a customer or a customer group.

    Customer-based price lists allow you to offer specific discounts and can be:

    • Product-based: limited to specific products or product groups
    • Time-based: expires after a specific period of time
    • Location-based; only applies to certain warehouses or store locations

    Price lists don’t stop there! You also can assign price lists to your suppliers based on their product prices. This is incredibly useful if you order a product from multiple suppliers.

    When placing an order, Erply will automatically show you which supplier is offering the best deal for that product, ensuring you get the most for your money.

    Finally, Erply’s easy-to-use data import tools make bulk editing easier than ever. Make edits to customers, suppliers, or the products you purchase from suppliers in a spreadsheet, upload the file into Erply, and you’re ready to go. This is helpful when you need to adjust product pricing or assign new price lists. 

    Flexible sales and ordering tools

    No two wholesaling processes are exactly the same. You may quote customers and convert those into orders, dropship goods to customers directly from your suppliers, or accept prepayments and partial payments on orders.

    Erply’s wide range of sales documents support all wholesale processes. Sales documents can be used to:

    • Track payments
    • Create a paper trail of stock movements
    • Simultaneously track payments AND stock movements in one document

    Also perform retail operations? 

    Create quotes and sales orders right from the point of sale, then edit and confirm them in the back office.

    Erply’s built-in document creation tool can be used to create custom sales documents by inserting data fields from the back office, including order information and customer information.

    flexible sales document types

    You can also use the Actual Reports document creator to design and customize documents based on the recipient. Add logos, images, tables, and more in an easy-to-use drag-and-drop interface.

    Automatic low-stock notifications

    Do you make purchases from suppliers when stock levels run low? Auto-stock notifications during a stock replenishment eliminates the need to keep track of stock levels manually — a lifesaver when you manage hundreds or thousands of SKUs.

    restocking for wholesale with ERP

    Erply handles this by allowing you to set restock levels and reorder points for a product.


    • Restock level: A product’s low stock threshold.
    • Reorder point: A product’s suggested restock number. 


    For example, say you sell Sneakers with a restock level of 10 and a reorder point of 25.

    If the sneaker’s stock levels reach 9, Erply will prompt you to order 16 sneakers. 9 (current stock) + 16 (suggested stock) = 25 (reorder point).

    Recurring billing

    If you manage multiple customers that make recurring monthly orders, automated invoicing tools ensure you never miss an invoice — or make errors in invoice creation.

    Erply can be configured to automatically generate customer invoices. Choose invoice details such as:

    • Recurring bill date
    • Period (monthly or annually)
    • Items to bill
    • Item costs
    • Invoice notes

    Erply will auto-generate invoices for you at the start of each bill period. All you need to do is confirm and send them off to your customers. 

    A suite of data reports

    The ability to report on your day-to-day operations is key to identifying company pain points and growing your wholesale business.

    Different departments have different data needs as well! Purchasing may want to see stock levels and sales reports, while a salesperson may want to see what products are most popular with each customer group.

    Common reports include:

    • Sales by product
    • Customer group purchasing habits
    • COGS reports
    • Inventory movement during a certain period of time

    While Erply has over 100 reports to choose from, you might not see the exact report that you need. That’s where our custom report generator comes in.

    The custom report generator allows you to compare any number of datasets across your business to create unique or highly specific reports. 

    Warehousing tools from any device

    As a wholesaler, you’re likely dealing with large quantities of products during the receiving and shipping processes. Erply saves you time in the warehouse (and money on expensive warehousing equipment) with two mobile warehouse options:

    Erply WMS (Warehouse management software)

    WMS is an all-in-one tool to manage your warehouse, streamline operations, and scale your business.

    Hook up a scanner to a tablet or other device and you’re ready to rapidly:

    • Fulfill orders
    • Transfer inventory
    • Receive inventory

    Erply Stocktake app

    Receive goods right from your mobile device.

    stocktaking from mobile device

    • Rapid scanning functionality – up to 12 shelves high
    • Pause and resume work
    • Handle multiple simultaneous stocktaking at once
    • Offline stocktaking supported
    • Maintain accurate inventory counts across your retail chain

    Check out the Stocktake app on the Google Play store or the App store.

    Erply Stocktaking app: Everything you need to know about taking stock Thu, 09 Jul 2020 18:30:03 +0000

    Wondering what is a stocktaking app? This is a tool designed to manage stock easily and improve inventory. 

    There is no doubt that manual stocktaking is labor-intensive and time-consuming. Also, due to lack of computerization, it is hard to share inventory information. 

    That’s why small and large business owners have turned to digital stocktaking because the process is fast and accurate. 

    If you need to keep track of your stock, you need the best inventory management tool like Erply stocktaking app. Manage your stock like never before with this tool. 

    Stocktaking app overview

    If you operate or own a store, you know the importance of taking stock. Depending on the volume of products your company handles, you might need to carry out stocktaking weekly, bi-weekly or monthly. 

    You need to conduct stock takes regularly to ensure you know exactly what you have in hand. You do not want to send away your clients because you are out of stock. Also, stock taking is a crucial undertaking for any business that deals with goods.

    You do not want to risk overstocking too. 

    How to perform a stocktaking in easy steps

    Stocktaking needs to be executed properly in order to be of significant help. Follow these easy steps and your process will go smoothly. We are experienced pros when it comes to managing stock. 

    Also, we have our own stocktaking app so we know the stocktaking process than anybody else. 

    Choose a good time for stocktaking

    Choose a suitable time to record your stock. You can choose day and time when sales flow is low or can set aside some hours to accomplish this process. You do not want unnecessary distractions that can lead to miscalculated figures.

    Prepare your stock

    Check your products to ensure that they are correctly labeled. If your products use barcodes, make sure that they are easy to read with a barcode scanner. If they have labels, one can read a good description of the product. 

    enter stock levels right from the appWith the Erply stocktaking app, you can scan a barcode right from your phone. This eliminates external hardware costs and streamlines the warehousing process by ensuring all product scans are 100% accurate.

    Get the right software or app

    Get the right tool such as Erply to take your stock. Use the app to add and edit items in your inventory.  It comes with an inbuilt barcode reader to add items. It will automatically enter date and can categorize your products easily depending on their characteristics, usage, etc. You can access the software via web or have the app in your smartphone or tablet. 

    It is worth noting that the tool has a detailed sorting system to help with locating your items easier. 

    Set alerts 

    Many inventory management programs, like ERply’s stocktaking tools, have an alert feature that you can use to inform when your stock is running low. 

    Importance of stocktaking and how it can help retail processes

    Just like I mentioned before, stocktaking is extremely useful to any business that wants to grow. 

    You will be able to identify stock issues and rectify them before they become a big problem, measure how your products are performing, know how many products you have, eliminate theft in your business, discover dead stock, just to name a few. 

    Correct stock issues with Erply’s Stocktaking app

    The Stocktaking app will help discover and fix stock issues. Common issues include;

    • Misplaced stock
    • Poorly labeled items
    •  Un scanned items
    • Missing items

    A good stocktaking app will help uncover and fix these issues. It is crucial to fix these problems before they become bigger problems such as expired stock, stock-outs or overstocking. 

    scan abrcodes with your device camera

    While the Stocktaking app allows for inventory rapid scanning, you can also enter the amount of items being received after scanning one barcode. Custom item entry means your warehouse workers don’t need to scan 100 barcodes during a large shipment — they can scan one code, enter the number of items received and move on to the next product.

    Increase profit for your business

    It is a fact that stocktaking will increase profit for your business by reducing discrepancies and loss. When everything is organized, it is easy to tell which products are fast selling so you can order more and which products are slow-moving so you can order less. 

    This will save you money in the long run. 

    Reduce inventory shortage costs

    A stocktaking app will reduce inventory shortage costs. Inventory shortage costs include missing sales due lack of stock, etc. A great inventory management app will inform which products are at risk of running out. 

    Uncover theft

    This is a threat to your retail store. There are many employees who steal from their work. They might steal products, steal gift cards, and steal customer identity. Stocktake will help prevent and detect theft. 

    Ensure your business is meeting targets

    Conducting regular stock takes will provide valuable information like fast and slow moving products, show where there are discrepancies, etc. 

    If you have items that have been on the shelves for a long time, this is a sign that they are not popular hence you need to cut their price so as to sell them.

    On the other hand, fast-selling items shows the products are popular. This means you can order more plus their related products. By doing this, you will meet your business’ targets. 

    Stocktaking and covid-19

    Why during the coronavirus stocktaking is more important now than ever before 

    No matter what kind of business you have, stock taking is extremely important especially now we have been affected by coronavirus. All businesses have felt the impact of this disease. 

    Many stores remain shut down. For those that are open, stock is moving slowly. Knowing what you have in stock is crucial.  

    By taking stock, you will keep your stores well stocked with fast moving products. 

    Work closely with suppliers

    There are shipping delays due to this pandemic of covid-19. Therefore, you need to keep in close contact with your suppliers so as to secure the items that you need most. 

    Discover and fix stock issues

    Because of the effects of the coronavirus, many products have increased in demand while others have decreased in demand. It is vital to note these changes so as to reduce overstocking of products that are not in demand. 

    Also, stocktaking will highlight any shortages that you did not know of. Regular stocktaking alone will help you monitor stock with expiry dates plus help you see if there is a dead stock or not. 

    Adapting to the changing times Mon, 18 May 2020 17:51:00 +0000
    Retailers are rapidly adapting their businesses as covid-19 continues to hinder sales. The most successful are shifting towards online experiential retail. 

    As a business owner, you’re probably hearing a lot of ways that small businesses can adapt to the changing times. 

    The most common that we’ve seen are:

    • Move your store online, or improve your online sales processes.
    • Offer on-the-go product deals
    • Shift product focus to hands-on usage and activities.

    While these are definitely great starting points, they aren’t really specific to any industry. 

    We’ll cover different ways you can adapt your retail business using the tools from right within your Erply account. We’ll even cover examples specific to a variety of industries so you can be inspired to change up or improve your covid-19 sales strategies. 

    The strategy: Adapting your retail business

    Retail adaptation can seem overwhelming at first, especially if you’ve never undergone large-scale product changes before. 

    A good place to start to is to think: what would you want to see in a retailer during the covid-19 shutdown?

    Think about yourself as a consumer, not a store owner. Life might be slowing down, but it’s not coming to a standstill — you probably want to find more ways to maintain safe, healthy protocols when shopping for necessities, looking for gifts, or seeking entertainment.

    As a retailer, your customers will be looking to you for ways to do all of these, while also minimizing the risk of coming into contact with covid-19.

    There are plenty of creative ways to shift your business offerings to fit these fast-changing times. We’ll first give examples of how your existing Erply tools can be used to adapt your business, then will cover industry-specific examples. 

    Create special deals

    Remember, short-term value translates into long-term customer relationships!

    Loyalty points

    Looking to boost sales without discounting your products? Try offering loyalty points at an increased rate to encourage shopper support during covid-19.

    Loyalty programs are a great way to encourage repeat business by incentivizing customers to repeatedly choose your store over competitors in exchange for rewards.

    Bundles and assemblies

    Product bundles and assemblies can be used to sell items together in a group. Product bundles can be used to sell large items together at a slightly discounted price or to help sell slow-moving inventory.

    Think subscription boxes, holiday-themed gift sets, or even items commonly purchased together.

    create product bundles in Erply POS


    Seasonal, event-based, or brand collaborations; there’s never a bad time for a sales promotion! They’re a great way to encourage customer sales by offering enticing product discounts. 

    Erply’s powerful promotions builder enables you to set up flat discounts, percent discounts, BOGO-type deals, and more. 

    Price lists

    An alternative to promotions, price lists allow you to create highly specific discounts for any sales campaign. Price lists can target specific product groups, store locations, or even customer segments (think VIP pricing).


    Coupons can offer one-time, redeemable rewards. They tie into promotions, but aren’t available to every customer, only the ones who have a coupon or a coupon code. 


    Improve customer service

    Customer service is more than just employee-to-customer interaction; it also includes accessibility and streamlined shopping.

    Buy online,  pickup in-store

    Offer flexible, health-conscious ways for your customers to purchase products in your store. Our e-commerce options allow customers to buy products online, then purchase them in-store. 

    Flexible retail tools mean you can offer a variety of pickup order options that suit the needs of you and your customers. Purchases can be paid in full, partially paid, or can be paid once the customer arrives for pickup. 

    Offline mode for sales anywhere

    Covid-19 regulations might mean that you’re not able to sell out of your store as you normally would. Maybe you need to make sales on-the-go or from an outside location.

    Erply’s offline POS ensures that all sales are accounted for, even if you have no internet access. Once connection resumes, all sales data will sync up to your back office to keep your records accurate.

    The ability to make sales and perform basic POS actions without wifi connection means you can think up creative ways to service your customers outside of your physical store. 

    Contactless payments

    Depending on your payment hardware, you may be able to accept contactless payments like NFC tap-to-pay, ApplePay, GooglePay, and SamsungPay.

    This allows you to offer flexible payment options for your customers, while also protecting them (and your employees) from physical contact. 

    See if you own a contactless payment-enabled device.

    E-commerce for paid online classes and services

    Webstores are a great opportunity to boost sales when your physical store locations are closed or operating at limited capacity. 

    Can’t sell your products in-store? Try demoing them online instead. Maybe you occasionally host in-store events. Those can be moved to the web, with an e-commerce solution to help you keep track of attendance (online passes can be sold for $0, if needed!)

    Right now, you can get set up with Shopify, WooCommerce, or ShopZ

    sell online with Erply

    Remote payments

    If you’re offering curbside pickup or phone orders, you can charge customers remotely through your payment processor. 

    This can be done for curbside pickup phone orders, deliveries, or other unique payment processes that you might be implementing. 

    Right now, customers using Global Payments (formally TSYS, Cayan) as their payment processor have access to the Genius Vault to charge customers remotely.

    Recurring billing

    If you’re setting up subscription services, you might want to set up recurring billing in your Erply account. 

    Recurring billing automatically creates product invoices at set increments, which can be billed for any predetermined length of time. Erply does the hard work for you so you can focus on servicing your customers. 

    Industry-specific retail adaptation ideas

    Below, we’ll list some industry-specific ideas on how you can adapt your retail business to the changing times. Be sure to check out all of the sections, even if an industry does not match your business, you might gain inspiration on how certain ideas can be adapted to your specific store!

    Most, if not all of these ideas can be implemented online or in-store. Be sure to contact our team if you need e-commerce set up on your Erply account,

    Remember, although people are spending more time indoors, those numbers will decrease as states open up and as the weather improves. Try to envision how your products can be used outdoors or during seasonal events while still adhering to social distancing policies. 

    Fireworks stores

    Areas particularly affected by stay-at-home orders are seeing an increase in one-off fireworks usage, This will, of course, only increase as the weather warms up and we inch closer to summer holidays.

    Recommend setting up fireworks bundles to encourage sales, to new and existing customers. Starter packs can be used to help sell slower moving items and introduce new audiences to your store.. 

    Depending on your state’s fireworks regulations, you might also want to set up subscription boxes, or a “fireworks of the month” bundle. Customers can pick up a box each month or sign up for delivery. Both options can take advantage of contactless payments or recurring billing.

    Finally, don’t forget to take advantage of promotions and coupons during those summer holidays to increase sales! 

    Gardening stores

    Quarantined or not, your green-thumbed customers will still be looking for your expertise on plant care and gardening tips.

    We recommend providing online gardening classes with Q&A sessions. These can be paid for in your online store, which may also encourage customers to make additional online purposes. 

    You also can set up bundle and assembly products in your Erply account to create planter kits or herb sets. Some gardening stores have been offering creative options too, such as a paint your own planter kit.

    Sports stores

    Sporting events might be cancelled, but that doesn’t mean your customers won’t have a need for your merchandise in the future. Warm weather encourages at-home practice, even if full on competitions are off the table.

    Now is a great time to take advantage of sales and coupons to keep inventory moving in preparation for season reopenings. These can come bundled with online training classes that give customers tips and tricks for different sport techniques, stretches, etc. 

    Online video game sporting alternatives, like NBA 2K and FIFA, can be used to keep your customers engaged with your brand. Try partnering with local schools or recreational leagues to form online brackets, then charge online entry fees for players looking to participate. 

    Arts and crafts shops

    The arts have seen a huge boom during state-wide quarantines. From therapeutic activities to creating artwork that supports good causes, such as Healthcare Heros or Rainbow Hunt, there’s a place for craft shops in every home. You might also want to consider bundling items that can be used to create drive-by signage. 

    Online classes or video tutorials are a popular indoor activity that you can sell to your customers through an online webshop. Maybe your shop hosted paint and sip nights. You can either take these to the web, or provide customers with resources and ideas to host their own. 

    Apparel stores

    Did you know that the color red is the hardest color to capture on photo and video? As more and more people adjust to working from home, promotions and coupons can be used to highlight webcam-friendly clothing and accessories. 

    If you want to take on a more hands-on response to covid-19, you can try to repurpose inventory items to create protective face masks. What’s more, you can offer online classes on how to transform different clothing items into face masks.

    All of the above can be done using a basic e-commerce platform! 

    Beauty brands

    Wellness is a huge focus during these coronavirus times, which means you can attract new customers by offering different wellness-themed bundles and packages. You may want to set up subscription boxes using Erply’s recurring billing tools. 

    Brainstorm creative ideas for your products, such as webcam beauty tips for women and men. Bonus points if you can partner with actual customers or a local influencer and work a creative social hashtag to build a sense of community. You can even use coupon codes to encourage more of these sales, and commission an influencer from right within Erply.

    ERP downtime: Retail as a Service Tue, 21 Apr 2020 16:10:19 +0000
    Closed stores does not have to mean inactive businesses.

    From community building tactics, hands-on product demos, and much more, we cover several ways to engage and sell to new and existing customers using Retail as a Service tactics.

    Retail as a Service: getting creative

    Below, we outline solutions that can be set up through your Erply account or from your own preferred marketing platforms.

    Pickup and dropoff orders

    The most common option we’re seeing is the order online, pick up in-store module.

    Retailers are taking online orders, then offering the following:

    • Curbside pickup
    • Socially distanced in-store pickup
    • Designated pickup/drop off boxes
    • Deliver products to customers

    Contact our team to learn how you can set up online in-store pickup orders with your e-commerce platform.

    Not ready for e-commerce? The Genius Vault can be used to securely and remotely pay for orders over the phone.

    Expand online resources

    Just because your customers can’t physically shop in your store, that doesn’t mean they’re not reliant on the services your store provides.

    Do your products have multiple uses? Can you find creative ways to transform the functionality of your products? Online video consumption is on the rise, which means it’s great time to take advantage of the expanded audience potential and showcase your products.

    From creative projects to health-forward initiatives, there are plenty of ways you can share product expertise with your customers. A good place to start is by thinking: what are your favorite quarantine activities? 

    • Create product how-to videos
    • Give a demo of alternate product uses (5 ways to…)
    • Explain how your products can fill in the gaps caused by quarantine
    • Show products that promote small, quality of life improvements (baby steps)

    Product demonstrations can tie into your webshop to encourage online sales and are a great way to raise awareness for uncommon products.

    iMovie, live social media feeds, or even TikToks can be used to reach your customers and show off your product expertise.

    Some retailers might take to creating VIP-only content to improve customer loyalty and potentially create an additional revenue stream.

    Community building

    It seems like every day spent in quarantine reveals a new social media trend. More and more people are sharing themed photos and videos, then tagging their friends challenging them to do the same.

    You can take a creative spin off of these trends to grow your community of shoppers, raise brand awareness, and learn more about your customers.

    • Creative hashtags and profile tagging
    • User-submitted content – photos and storytelling
    • Social media stories and polling opportunities

    People love sharing; figure out how your products can be used in fun and interactive customer social shares.

    Some retailers, for example, have turned engaging social campaigns into product giveaways to build stronger customer relationships.

    Encourage community communication 

    This section draws off of the last two Retail as a Service ideas.

    Social connection is more important now than it ever was before. While you might not be able to host in-store events, you can take to the web to offer interactive webinars to your customers. 

    Maybe you’ll host a product demonstration online where customers that own the product can follow along. You can provide step-by-step instructions and tips, then follow up with a Q&A session.

    You also may want to consider hosting causal product feedback sessions, sort of like a book club. These can invite customers to share their favorite uses of a product — such as creating a facemask with a t-shirt — in an open forum environment. 

    Think about the needs of your customers and brainstorm ideas they might respond best to.

    You won’t just get a better handle on your customer-base, you’ll also be offering customers a much needed platform to connect and learn from people with similar needs and interests.

    Gift card sales

    If your store doesn’t already, now is a great time to set up gift cards.

    Gift cards provide short-term revenue for your stores while providing long-term value to your customers — not to mention the increased loyalty perks. 

    Online gift card codes completely eliminate the need for in-store shopping, and can even be redeemed online.

    We recommend holding off on gift card expiration dates until stores reopen at full capacity!


    Do you have a particularly loyal customer-base? You may want to consider setting up a donation site.

    It’s not uncommon to see retailers setting up GoFundMe campaigns or Venmo business accounts to accept customer donations.

    We know it can be hard to ask for money during these crazy times, which is why some stores have been offering loyalty points or entering customers into a prize raffle for every X-dollar donation they make.

    Even if your customers are unable to provide immediate support, this can also be used as a helpful reminder to shop local when things are up and running again.

    How to optimize your webshop and boost online sales Thu, 09 Apr 2020 16:19:49 +0000
    We all know that retail is moving online.  E-commerce presents a great sales opportunity for retailers moving their brick-and-mortar shop to the web and brand new online businesses alike.

    However, it’s not enough to just create a webshop. The most successful retail webshops are optimized to reflect their products, brand, and customer interests. It’s an important part of the digital sales process.

    Think about it: when you search for “clothing store,” you’ll get tons of search results. Have you ever wondered why certain websites are the top 3 search results, while others are listed all the way on page 28?

    That’s because those top companies did a great job optimizing their webshop! This is done through SEO tactics, also known as “search engine optimization.”

    There are plenty of reasons to strive for an optimized webshop:

    • Boost store performance
    • Improve webshop visibility and reach
    • Convert viewers into buyers
    • Minimize cart abandonment

    With thousands of webshops out there, you need to do everything that you can to rank your store towards the top of those search engine pages. Webshop optimization builds up your webshop’s domain authority, which is a fancy way of saying it will improve your chances of moving your webshop to the front page of Google.

    build a high performing webshop

    We cover a few ways you can boost your webshop rankings, including: 

    • Keyword research
    • Webshop titles and descriptions
    • Image optimization

    ERP downtime is the best time to beef up your webshop. Not only will you have more time to optimize your shop, but your business is likely already in a position where it’s relying on online sales.

    While webshop optimization can be an extremely in-depth process (there are entire careers dedicated to the job!), we’re here to help you build a high performing webshop.


    The first step to optimizing your webshop is to identify and target keywords.

    What are keywords?

    Keywords are words and phrases that allow people to find your website or webshop.

    Say you’re searching the web for “women’s cropped sweatshirt.” 

    Shops that frequently mention the words “apparel” or “clothing” are much more likely to appear on a Google search, than, say, a pet shop. That’s because an online clothing shop probably uses the words “apparel” and “clothing” fairly often throughout their webstore.

    To figure out what keywords you want associated with your webshop, you may want to consider the following categories:

    • Brand
    • Location
    • Customer purchasing intent
    • Types and use of products

    Good starting examples might be “golf apparel,” “children’s shoes,” or “winter clothing.”

    Stores with wide varieties of products and customer types might think it’s a good idea to target as many keywords as possible. In actuality, it’s wiser to aim for a well-thought-out, smaller subset of keywords for your e-commerce shop.

    Identifying and narrowing down webshop keywords

    To narrow down your keyword search, you’ll want to shoot for keywords more specific to your business. A great way to do this is to target long tail keywords.

    Long tail keywords are phrases, rather than single words. They capture the intent of the buyer, improving the chances that they’ll make a purchase at your webshop.

    Examples of long tail keywords:

    • “Where to buy vegan clothes”
    • “Comfortable wedge heels”
    • “Jeans with real pockets”

    As mentioned above, it’s bad practice to try and rank for too many keywords. If there are too many conflicting keywords in your webshop, search engines won’t be able to hone in on anything specific, and your store likely won’t be a Google first-pager.

    Each page of your webshop, for example, should not target more than 3-4 keywords.

    Not sure where to start?

    If your website is linked to Google Analytics, there’s a keyword planner tool that can help you figure out the best keywords for your webshop. Ahrefs or SEMRush are other great alternatives.

    It’s okay if you don’t have high-end marketing tools! You can get creative with your keyword research. Search for various phrases, products, and industries on the web and see what comes up. Competitors are a great source of inspiration, too! 

    How to rank your webshop for important keywords

    Now that we have a better idea of what kind of buyers you want to find and shop at your e-commerce site, it’s time to fill your webshop with those keywords.

    There are a few different ways that you can inject your e-commerce shop with keywords:

    • Webpage titles
    • Webpage descriptions
    • Images

    Depending on the level of your e-commerce platform subscription, you’ll have access to varying levels of webpage SEO tools. 

    These will provide you with the means to optimize your webpages and images. We’ll provide you with tips to make the most out of those tools.

    Before we begin, it’s important to note that you should never spam any page with repetitive keywords.

    Search engines are smart. They prefer natural language. A webpage that contains the words “organic pet food” several times in a sentence will not perform well.

    Try to sneak in those keywords where they’re relevant (without sounding like a spam bot) and your webshop will be just fine.

    Titles and descriptions

    Each page of your webshop should have a relevant title and description that ideally contain keywords you want to rank for.

    understanding webshop optimization

    Descriptions may also be referred to as “meta description” in your e-commerce platform.

    A good title should be 50-60 characters long, while a good description should be 155–160 characters long. Anything larger may be cut off by the search engine, especially for mobile viewers.

    There are two different types of titles and descriptions that you’ll need to take into consideration:

    • Regular webpage 
    • Product pages

    Regular pages in your webshop will be your homepage, the contact us page, blog posts, or even category pages (such as “accessories”). Including the name of your business in the title of these pages is usually a good idea. 

    Product pages refer to the individual page of a product for sale. For example, if a customer is on the webpage that enables them add a shirt or a pair of sneakers to their virtual shopping cart.

    For product pages, you’ll want the title and descriptions to describe the product for sale. Maybe your description will include information on the product’s style, design, materials, or color. You might include sizes, or if the product is intended for adults vs children.

    There are thousands of ways to name your product descriptions. Feel free to get creative with them, just be sure to include those relevant product keywords! 

    optimize your e-commerce store

    You’ll notice in the above photo that Google bolds the terms in the product description that the user searched for. The webpage’s breadcrumb trail also contains relevant keywords! These are represented in Erply as your product groups.

    You can start optimizing product descriptions right from your Erply account by filling out the Product short description and Product long description fields. Our e-commerce integration tools allow you to easily transfer product descriptions in bulk from your Erply account to your webshop.

    Other places to add keywords

    Your e-commerce platform will provide you with many text-based tools to add keywords to your webshop. Many of these can be explored in greater detail, but we’ll gloss over them to give you basic webshop optimization inspiration.


    Try to make your web URLs as helpful to the customer as possible by adding product keywords. This doesn’t just improve webshop optimization, it can help customers easily navigate your product groups.

    optimizing webshop URLs

    Remember, your Erply product groups can be imported over into your webshop. Your current Erply product group structure might already be a great starting point for your webshop URLS!

    Out of stock items

    Depending on the product, you may want to simply mark these as “out of stock” rather than closing their pages via your e-commerce platform. 

    Doing so keeps those keywords associated with your webshop (again, this might depend on the product) and creates a better customer experience by improving visibility. 


    Blogs — just about everyone is doing it. No matter what website you’re on, it’s likely that they have a blog of some sort. 

    That’s because blogging represents an opportunity to add long tail keywords to your website. It’s also worth noting that search engines prefer websites that contain helpful content. 

    An easy way to get started is to write about store updates, lookbooks, or highlight product promotions, both of which can be used to include target keywords.

    Image optimization

    Webpage text isn’t the only thing you should focus on when optimizing your webshop. Images are also an extremely important factor, and they can also be used to help you rank for those target keywords!

    Images in your webshop should be:

    • Properly sizes
    • Properly named
    • Contain meaningful alt text

    Product images range from your logo and homepage designs to the product images that appear when a customer is shopping at your webshop.

    We know this might initially seem like a lot of work. Not only do you need to upload all of these photos, but you need to optimize them, too? This is especially true for if you’re selling hundreds of products, or matrix products with multiple variations.

    Luckily, Erply’s importer tools take some of the manual work out of uploading and optimizing your images. It’s likely that your e-commerce platform will assist you with some of the work, too!

     You don’t need to implement all of these changes at once, either. If it’s easier, try optimizing your webshop’s images in batches during different periods of store downtime.

    Sizing your images

    You want your webshop images to be high quality, so they can’t be too small. At the same time, images that are too large will hurt your webshop loading speed, which will hurt your search engine rankings.

    It’s a paradox that we’ll help you work around.

    Each e-commerce platform has its own image sizing guides designed to ensure your webshop contains images that you, your customers, and internet search engines can all agree on.

    how to optimize webshop images

    For example, Shopify accepts photos that are as large as 4472 x 4472 pixels but recommends uploading images that are 2048 x 2048 pixels. On the other hand, WooCommerce gives a minimum file recommendation at 800×800 pixels to ensure photos are good viewing quality.

    Along with internal image sizing guidelines, your e-commerce platform may even help you resize images when needed.

    Naming your image file

    The file name of your image should include keywords that you want to rank for.

    There are plenty of ways you can name your images that will boost the performance of your webshop. You may want to include your company name if it’s a branded item, or the city of your store’s location. Basic words explaining what a product is works great, too.

    Image name examples:

    • Good: red-cropped-sweatshirt
    • Good: retail-NY-YourStoreName
    • Good: YourStoreName-logo
    • Bad: screenshot092364

    Important! Instead of using spaces, use the dash symbol, also known as the minus sign “-”

    Search engines have an easier time reading the dash symbol, and the whole purpose of webshop optimization is to make a search engine-friendly e-commerce experience! 

    When exporting product images into your webshop, the image name is usually found under the “src” field. This derived from the HTML tag to load an image on a page: <img src=”your-file-name-here.jpg”>

    If you’re manually moving images into your webshop, you can rename them using your computer’s file explorer program (the Finder application in Apple devices).

    Image alt text

    What is alt text?

    Alt text is a small description used to describe an image. If for some reason a webshop customer is unable to open images, an image’s alt text will display instead.

    optimizing webshop image alt text

    If somebody searches a phrase on the web that matches one of your image’s alt text, there’s a chance that your webshop or product photos will show up as a related image (The likeness depends on the relevance of the search, your webshop’s level domain authority, as well as other factors).

    That person might click on your image, then will be directed to your webshop. In short, image optimization also increases the odds that potential customers will stumble upon your shop.

    Concluding this webshop optimization lesson

    We’ve covered the basics of webshop optimization, but remember that there are plenty of other steps you can take ranging from backend coding to frontend design. You can dive deeper into each of the e-commerce topics listed in this guide, too.

    Be sure to consider e-commerce optimization when integrating your Erply account with a Shopify or WooCommerce webstore to maximize store performance.

    Remember, e-commerce builder services like ShopZ can be used to build and optimize your existing webshop, or lay out the groundwork so you can start your webshop off on the right foot.

    ERP prep: Contactless and socially distanced payments Tue, 31 Mar 2020 17:47:02 +0000
    The Covid-19 outbreak has forced retailers to become creative. Although large-scale social distancing measures and brick-and-mortar cutbacks are very new for most of us, we’re here to help you get adjusted to the new normal. 

    Whether you’re offering on-the-go product sales, doorstep pickup, or even some sort of delivery service, it’s essential for retailers like yourself to find solutions that protect the health of their employees and their customers.

    Erply is compatible with plenty of payment solutions that can reduce or completely eliminate human contact when customers shop at your business.

    take secure contactless payments with Erply

    Contactless payments

    For retailers deemed essential, it’s likely that you and your employees are in constant, face-to-face communication with your customers. 

    Contactless payments are a great way to reduce the risks associated with interpersonal interactions. You probably already have hardware equipped to handle contactless payments!

    Erply is compatible with payment devices that support the following:

    • NFC payments
    • Apple Pay
    • Google Pay
    • SamsungPay
    • Pin and chip

    These payment options mean you can make sales without handling a customer’s credit card or physically exchanging money —  both of which could potentially expose you to covid-19. 

    Instead, customers can tap their card or mobile device to your card reader, and the transaction will process in just a few seconds. Payment hardware can be disinfected when all is said and done.

    Are contactless payments secure?

    Great question! Contactless payments are more secure than Magstripe or EMV transactions. They’re encrypted, PCI compliant, and more durable than magstripe (card swipe) transactions. 

    That means you can offer cleaner ways for your customers to pay without compromising their security. 

    Tech giants offering mobile contactless payments have their own security layers in place to ensure all transactions are authorized by the user — such as fingerprint, face ID, or pin code verification. 

    Global Payments: Genius Vault

    Global Payments (formally TSYS) is a payment processing company that a majority of Erply customers use. 

    The Genius Value is a secure way to store customer credit card information and charge them remotely whenever a transaction is made. Some retailers might be familiar with this as a “card not present” transaction.

    This is an excellent way to facilitate doorstep pickups, product drop-offs, or other solutions outlined above.

    remotely charge customerss in Erply

    Cards stored in the Genius Vault are accessible within your Erply account at any time for:

    • Recurring billing
    • One-time payments

    Customers have the option to upload as many cards as they’d like and can remove them at any time. This means that you must create a customer profile in your Erply account for any customer wishing to participate in this service.

    Why is this important? Email communication is becoming increasingly important for retailers who need to get the news out to customers regarding online product offerings, service changes, or inevitable store reopening dates. We encourage you to take advantage of this service to collect customer email addresses and enrich future communications. 

    Retailers that set up Genius Vault before May 31st, are eligible for one free year of e-commerce through Global Payments. Reach out to your Global Payments representative to learn more. 

    How do I use the Genius Vault?

    In order for the Genius Vault to work with Erply, you’ll first need to “board” a customer credit or debit card.

    Boarding a customer’s card is simple, all you need to do make an in-person transaction. The card that the customer wishes to save on file with you must be present. Erply will give you instructions from there.

    Cards can be boarded from any device, including portable or mobile payment devices. Once boarded, your customer is ready for remote charges!

    Contact us for more information, or check out our guide on how to use the Genius Vault within Erply.

    Is the Genius Vault secure?

    Yes! The Genius Valuit is a secure solution that encrypts all card information. It also exceeds the minimum standards required for merchant PCI compliance.

    On the Erply side, only the last 4 digits of a customer’s card are visible, ensuring that their sensitive data is not seen by the wrong eyes.

    While the Vault is a secure solution, we do want to note that a card-not-present solution can increase the risk of credit card decline. This could even be due to customer banks increasing security measures and requiring customers to manually approve unfamiliar transactions.

    In these instances, Erply is not responsible for lost funds; they will need to be reconciled with your merchant or your customers. To minimize the likelihood of declines, we recommend only providing products to customers after a successful transaction.

    ERP downtime: A time for process improvement Fri, 27 Mar 2020 18:39:13 +0000
    When you’re spending all day tending to your store and customers, it can be difficult to find time to streamline your current ERP setup or perform certain business-related tasks.

    Store downtime opens an opportunity to complete those tasks or improve upon your existing ERP processes, so you and your employees can hit the ground running when business picks back up — all without the fear of interrupting your day-to-day processes.

    We’ll cover various ways to assess and reorganize the data within your Erply account.

    A WFH-friendly solution

    Quarantining and social distancing may prevent you and your employees from working at full capacity — you might not be permitted to operate your brick-and-mortar location at all.

    Retail downtime does not have to mean your business processes come to a halt. Because Erply is a cloud-based POS and ERP solution, all back office tasks can be completed from any location. 

    We understand the fear and uncertainty that comes with remote work — we’re all working from home ourselves! 

    Remember that Erply was built for remote work, which means you’ll never have to worry about:

    • Server overload – Whether you’re working from your store, office, or home,  it all processes the same in Erply.
    • Work transparency and accountability –  Employees can clock in remotely and most actions are reportable!

    No matter how large or small your team is, everyone can perform their duties from the comfort and safety of their own homes.

    Data cleanup

    There’s never a bad time to organize and prepare your account data.

    Whether you’re a new customer coming to Erply from an existing system (welcome!), or an existing customer that needs to make bulk changes to your account, we’ll help you find ways to maximize your Erply data.

    Importing your data

    Data imports are extremely helpful tools for new and existing customers alike. Erply’s data import tools can be used to push out bulk updates to existing data or to add large quantities of new data into your Erply account.

    Please see the following guides on how to import various datasets into Erply:

    Importing data into Erply is an easy, straightforward process that can be managed with any spreadsheet editor, such as Microsoft Excel or Google Docs.

    Existing customers

    Even if you’re already an established Erply customer, data imports can spare you the tediousness and human error associated with manual data entry. 

    We recommend using data import tools for making mass updates to your Erply account. This is useful for organizing your data, adding details to your existing data, or implementing structural changes that you’ve been meaning to set up.

    Continue reading to learn tips on how to use data imports to reorganize and restructure the data in your Erply account.

    New Erply customers

    Hello, new customers! Unless you’re starting your business from the ground up, you’ll need to import various types of data into your Erply account.

    Luckily, ERP downtime represents a great opportunity to dive deep into your data and scrub out anything you don’t need. Part of that process also includes reformatting your data.

    The format of your existing data might not perfectly align with Erply’s data fields, and that’s okay! Erply makes this process easy by allowing you to remap all data columns from right within our data import tools, ensuring your upload is accurate the first time around.

    As always, our team is here to help you figure out the best importing practices. 

    Removing old data entries

    It’s very important to note that we never recommend deleting anything in Erply. Deletion permanently removes important information from your account. Instead, we recommend archiving — more on that below!

    Are there numerous old products in your system that you no longer sell? Maybe your account is filed with duplicate customer entries?

    “Removing” these entries allows you to:

    • Clean up your systems
    • Generate, more organized reports
    • Reduce processing time for massive reports

    Old products should be archived. Archiving a product will remove it from your POS screen and all back office processes, but will retain its data in case you need to run a retroactive report. Archived products can be viewed in the back office and can even be unarchived at any time.

    For employees, we recommend creating a “Former employees” group. This has the benefit of blocking all access to your Erply account for any employee in that group, ensuring you maintain secure processes. The former employee will still appear in reports, cash as day openings and closings, or cash movement reports.

    Do you have duplicate customer entries? Our client merge plugin will move customer information, invoices, etc, to one entry. While you must take care to merge the correct customers, ERP downtime can ensure your team has enough time to get it done and get it done correctly!

    Data reorganization

    You know that great feeling of coming home to a clean house? Reassessing and reorganizing your data structures during operational downtime can be considered the ERP digital equivalent. 

    Data reorganization during ERP downtime also ensures your team is working at maximum efficiency when business is back in full swing.

    Your Erply account is probably filled with all kinds of valuable data, but is it all organized as efficiently as it should be? Erply gives you many different ways to group and organize your data, let’s make sure you’re taking full advantage of what your account has to offer.

    maintain a detailed prouct catalog with Erply

    Assessing your ERP data structure

    If you haven’t done so before, we recommend taking some time to asses all of the data within your Erply account

    Tools like product exports, sales reports, and a detailed, filterable CRM can give an overarching view of your data structure.

    Setting up product groups, customer segments, or even defining different POS registers within your store provides your team with comprehensive, trackable data points. Defining details or attributes can (and should) be used to paint a detailed picture of your business whenever you need to perform an analysis.

    Below we’ll discuss a few ways you can evaluate the structure of your Erply data.  

    Data grouping

     A great first step is to look at the way your data is grouped.

    Here are some jumping-off points which you may want to keep in mind when considering the structure and organization of your data.

    Product groups

    • Do sales reports give you a clear, detailed breakdown of sales by product group?
    • Are product groups too broad? Too specific?
    • Can employees efficiently navigate the POS with your current product group setup?

    Customer groups

    • Are all of your customers accurately represented in customer groups?
    • Do sales reports give you a clear understanding of what customer shopping preferences? 
    • Does your store have a VIP or loyalty program? Is it represented in your groups?

    Employee groups

    • Do employee groups accurately represent all roles?
    • Are there employees with access to features (such as back office access) that they shouldn’t have?

    If you didn’t have a clear answer to any of these questions, you may have just identified a potential area of improvement!

    Data in your Erply account should make organizational sense when you’re zoomed out, and provide enough details to help you make data-driven decisions when zoomed in.

    A wide variety of data values to choose from

    Because Erply was originally built as an ERP, we offer a lot of data fields to define your products, as well as your customers, sales documents, and more.

    Here’s a quick example of some additional data fields:

    • Product categories
    • Product brands
    • Product description (for e-commerce)
    • Code 3 or MFR code (additional code fields can be added)
    • Customer demographic information
    • Customer notes

    Maximizing your account data helps improve team communication, especially for cross-functional or remote employees, and can boost your analytical capabilities by filling in informational gaps.

    Make use of this ERP downtime to test out fields that you don’t currently use, and see if they have a place in future nomenclature processing or reporting methods.

    Looking for something else? Contact our team at to have additional searchable fields added to your account. We also can advise you on best practices for each back office data field.

    Product types

    Products are not one-size-fits-all! 

    stronger product organization using Erply POS

    If you sell products with multiple variations, do you have each variation listed as its own unique product? Setting up a product matrix will save you a lot of time when replenishing stock, making sales, and viewing sales reports.

    Product bundles and assemblies can also be used for when selling grouped items. These help clarify grouped item sales and, like matrix products, give you deeper product insights for a variety of inventory processes and reports.

    Don’t forget that you can streamline your inventory reports by marking appropriate products as a non-stock item or a service.

    Keep on the lookout for more tips on how to revamp your ERP processes during store downtime.

    How to clean and sanitize POS equipment Wed, 25 Mar 2020 14:24:25 +0000
    There are important Do’s and Don’ts to keep in mind when sanitizing your point of sale and payment hardware.

    Do not:

    • Spray your POS equipment directly (Spray onto a cloth, first!).
    • Use a touch screen before it dries.
    • Use alcohol-based cleaners on screens. (Use a solution made for device screens!).


    • Use a soft cloth to wipe down screens.
    • Wipe the dust off the screen before sanitizing.
    • Wear gloves when cleaning.
    • Use a stylus instead of a touchpad, when possible.
    • Encourage contactless payments.

    These cleaning and sanitation steps apply to everything from your tablet screens to your payment devices.

    For smaller devices, like credit card keypads, you can use a cotton swab to clean those nooks and crannies.

    How often should you clean POS equipment?

    It’s normally recommended that all POS equipment is wiped down on a daily basis. However, the covid-19 pandemic may require your team to sanitize your point of sale hardware much more frequently, especially for federally-deemed “essential” stores with heavy traffic.

    To ensure the safety of your employees and your customers, POS equipment should be cleaned hourly.

    Some retailers have even set up rotating cleaning stations that sanitize POS devices each hour. A clock-in software can help ensure employees keep up with cleaning schedules.

    As a store owner, you may be concerned that frequent POS cleanings may be disruptive to the sales process. Health and sanitation is a priority until Covid-19 is under control; we’re willing to bet that your customers would prefer the hardware they interact with is actively sanitized.

    Have any questions on how to sanitize your POS equipment? Contact your hardware provider for recommended point of sale hardware cleaning processes and hardware-approved cleaning products.

    Sanitize and clean your point of sale

    Remember: properly cleaning and sanitizing your POS equipment also has the added benefit of prolonging the hardware’s lifespan!

    Boost online sales with the Erply x WooCommerce integration Thu, 19 Mar 2020 19:36:34 +0000

    erply integrates with woocommerce ecommerce platform

    Great news for Erply customers! We’ve partnered with WooCommerce to offer a stronger e-commerce experience.

    It’s no secret that shoppers are shifting towards personalized, online shopping experiences. See how WooCommerce can be used to bolster business with online sales and provide an omnichannel experience that you and your customers will love.

    Erply seamlessly integrates with WooCommerce so you can get your online store up and running with as little effort as possible.

    The Erply x WooCommerce integrator is free for all existing Erply customers.


    • An active Erply account
    • An active WooCommerce account

    Tools you already know and love

    Our WooCommerce integration takes everything from Erply and syncs it over to WooCommerce.

    What does that mean for you? All logistical updates to your webshop can be made directly from your Erply account.

    • Product adds, edits, and deletions
    • Product prices (synced from existing price lists)
    • Inventory availability (synced from warehouse associated with your store)

    These syncs save you time in inventory management and prevent errors in your ordering and replenishment processes. 

    Multi-store sales for stronger customer targetting

    You can create multiple Woo stores using your Erply account to ensure all products are marketed to their fullest potential.

    All stores can pull from the same warehouse inventory, or you can sell different items in each webshop by assigning each Woo store a unique warehouse.

    If a customer creates a login, WooCommerce will remember them anytime they enter your webshop. Codes like Woo secret and store keys ensure that your customers can access your stores through a secure and controlled login.

    Flexible sales documents

    WooCommerce offers many types of sales documents, which allows your customers to determine which option best suits their needs. 

    Configure WooCommerce sales documents to convert to an order or an invoice-waybill within your Erply account.

    Erply document type


    Charges the customer and pulls the item out of inventory.


    Books items for stock after a customer makes a purchase but does not automatically take the item out of stock.

    If you have any questions, feedback, or feature requests, let us know at

    Erply’s Covid-19 resources for retailers Wed, 18 Mar 2020 13:37:16 +0000
    The times they are a-changin’.

    Whether you run a brick-and-mortar shop, a franchise chain, or an online-only business, there’s no doubt that the Covid-19 crisis has affected the way you sell to your customers.

    We’re here to help you not only make it through this crisis, but grow stronger once things begin to return to normal.

    See how you can adapt your retail business using the tools already in your arsenal. 

    Be sure to keep checking back, we’ll keep updating and adding to this list as we release new features geared towards helping retailers. 

    Erply Stocktake app: your newest stocktaking solution Tue, 10 Mar 2020 15:17:51 +0000
    Say hello to the Erply Stocktaking App!

    Looking for a paperless stocktaking solution that synchronizes all warehouse operations across your entire retail chain?  We’re excited to announce the release of Erply Stocktake, a fast, accurate stocktaking app that improves the way you handle inventory.


    Erply Stocktake easily fits into your existing workflows to prevent duplicate inventory entities and streamline warehouse and stocktaking processes.

    Our favorite stocktaking features include:

    • Count products offline
    • Automatic, hardware-agnostic warehouse processing
    • Smart scan history for faster stocktaking
    • Low-stock notifications

    Read on to learn how the Stocktaking app can improve the speed and accuracy of your stocking processes.

    Intuitive mobile stocktaking tools

    Physical stocktakings don’t need to be laborious; the right tools can empower your warehouse team to handle multiple orders in an error-free environment. 

    Simply scan a product barcode and Erply will automatically add it to your stocktake. Can’t find a barcode? Search from your existing product database to be added to your stocktake. Visual and audio cues improve scanning speed while low-stock notifications ensure your inventory levels never hit zero.

    We know it can be hard to complete massive stocktakes all in one go. That’s why all stocktakes can be paused, reopened, and completed by any employee with access to the app. Item quantities can be easily edited in the event of an accidental scan.

    Compatible with any warehouse workflow

    The Stocktake app can handle your preferred warehouse workflows. Conduct partial stocktakes if full shipments are unavailable, or quickly initiate inventory transfers between store locations.

    Stocktakes are updated in real-time, which means two things:

    1. Inventory counts across your retail chain are always up-to-date
    2. Multiple employees can tackle a single stocktake at once

    Newly created stocktakes are easily limited to specific locations to ensure all inventory is virtually sorted into the correct areas.

    Full offline functionality

    Working in a warehouse with limited or no internet access? Don’t let connectivity issues put your business on hold.

    All documents created from the Stocktake app are saved locally, which allows for offline app access. Create and complete a stocktaking or inventory transfer, then physically move the inventory without needing to wait for the system come back online.

    When internet connection is regained, the Stocktake app will automatically sync with your Erply account and update all changes made to your stock and inventory levels.

    How do I get the Stocktake app?

    In order for Erply Dashboard to work, you’ll need to be an Erply POS user. Log into your Erply account from the Dashboard app to sync your business data.

    If you’re not already an Erply user, you can sign up here, or learn more on our website.

    Download Erply’s Stocktake app from the Google Play store or the App store.

    Use case: Erply Netsuite ERP integration Fri, 14 Feb 2020 15:47:57 +0000
    Your ERP and POS should be a dynamic duo, but it’s hard to find (and switch to) a cloud-based system that can accommodate your existing business processes.

    Erply was built with flexibility and scalability in mind. Our POS integrates with your ERP to unify your front and back offices. Powerful retail tools including an advanced CRM, full-business data analytics, and mobile POS functionality keep your business ahead of the curve.


    Use case: Erply ERP integration

    The customer’s ERP setup

    CounterPoint POS with a Netsuite ERP.


    What was the issue with their setup?

    The customer’s ERP and POS did not connect automatically, which meant:

    • Daily import files lead to unnecessary manual labor.
    • Human error occurred in the form of duplicate data and incorrect information.
    • Store managers wasted hours on clunky business processes.

    The client also wanted the ability to go mobile, but was unable to due to their rigid POS setup.


    How Erply solved the overarching issue

    Our robust API and integration tools allowed us to connect Erply POS with the customer’s Netsuite ERP. This cloud-based connection allows data to flow seamlessly between the two systems. 


    Extra development to fine-tune the solution

    We also integrated an e-commerce solution to the new setup that streamlined the customer’s inventory process.

    Product catalog updates pushed immediately to the POS and the website any time a sale was made, meaning inventory entries remained consistent across their entire ERP/POS setup without any extra manual work.


    Training and data transfers for a smooth transition

    Netsuite’s data fields were mapped to fit Erply’s format, allowing data to automatically transfer over from the ERP to the POS over the API.

    All staff were trained according to user-group, which ensured they knew how to use Erply in accordance to their day-to-day responsibilities. Training starts with admins and trickles all the way down to end-users. 


    End result

    The customer’s ERP, POS, and e-commerce were seamlessly integrated into one solution, creating a streamlined workflow across all 3 systems. They now have the flexibility of going mobile with a cloud-based POS, and all of the advantages that come with it.

    A fully integrated system eliminated the need for manual HQ-to-manager data transfers, resulting in a huge drop in human error. Reduced manual work gave managers more time to focus on running their stores.


    Support for current solution and existing peripherals 

    Erply supports all legacy hardware, making the barrier of entry low and ensuring a smooth transition process. Technical support is available 7 days a week for users across all levels of the business. 

    Release Notes: New Location Mon, 20 Jan 2020 09:44:51 +0000
    This page is no longer updated. Release notes are now posted to the Erply User Manuals site; please find them on the following pages:

    Erply API version 1.40.0 Tue, 07 Jan 2020 15:58:13 +0000
    New Features
    1. Identity Integration

      Every API call that creates a new session (verifyUser, changePassword,switchUser), now also returns a JSON Web Token (JWT). This token can be used to authenticate with the various Erply services that require a JWT.

      These services include, for example:

      • Erply Cloud apps (FNE, Builder apps);
      • Erply CDN (beta);
      • Erply Identity;
      • Erply Service Engine;
      • and others.

      The new returned field is "identityToken".

      If you 1) have a company in Identity, 2) have integrated that company with your Erply account and 3) have a user account with the same name (same email address) in both Identity and Erply back office, the returned token will belong to that Identity user account and will contain all its permissions.

      If you do not have an Identity company integrated with your Erply account yet, one will be created automatically.

      If you do not have a user account with the same name in Identity yet, a user account will be created automatically. That user will have only a limited default permission set (eg. the permission to query CDN), additional permissions can then be added in Identity as usual.

    2. API calls addInvoiceAlgorithmChange, getInvoiceAlgorithmChanges and removeInvoiceAlgorithmChange have been added.

      These API calls allow to migrate from one “invoice calculation algorithm” to another. The algorithms in Erply are by convention designated with version numbers. Classic back office supports versions 2, 3 and 4; Berlin back office supports versions 2 and 3. The default version for all accounts is 2. Algorithms 3 and 4 are typically meant for more specific use cases.

      Changes can only be made for future dates (a change cannot be retroactive). However, it is also possible to go back to a lower version; previously this was not supported.

      Using these API calls requires support from back office, too. Support for these algoritm changes comes in Classic back office version 4.21 and also in a future Berlin back office version.

      Unless your account is on a supported back office version, you should not use these API calls. Otherwise, the algorithm changes will not be enforced anywhere else than in API.

    3. Various preparations have been made to support Web Hooks. Erply Web Hooks are a new feature that will soon be available; more detailed information will be announced separately. This API version contains just the following changes:

      1. New API call “wmGetSalesDocuments”.

      2. Support for events "posTransactionConfirmed", "salesOrderCreated" and"salesOrderConfirmed".

    4. Input parameter "shipToContactID" has been added to API call saveSalesDocument.

    5. Fields "shipToContactID" and "shipToContactName" have been added to the output of API call getSalesDocuments.


    1. Fixed: field "rightMakePOSReturnsWithoutReceipt" in API call getUserRights, which sometimes was returned as a string and sometimes as an integer, is now always an integer.

    2. Fixed: API call getInventoryTransferReport did not respect the date filters (input parameters) when requesting a report of inventory transfer orders (type=TRANSFER_ORDER).

    3. Fixed: API call saveStocktaking no longer adds matrix and bundle products to the created stocktaking sheet.

    4. Security improvements.

    Erply API version 1.38.4 Mon, 30 Dec 2019 14:21:04 +0000
    1. Fixed: When re-saving a sales document with a bulk “saveSalesDocument” request and setting a custom attribute’s value to 0, API deleted the respective attribute (instead of updating its value to 0).
    Erply API version 1.38.3 Thu, 12 Dec 2019 14:19:44 +0000
    • New configuration parameter "apply_promotions_to_zero_price_products" has been added. When this parameter is applied, products with the check box “Cashier must enter price in POS” and a zero price can be discounted by promotions. (Formerly, promotions never applied to such products.)
    Erply API version 1.39.0 Thu, 05 Dec 2019 18:36:35 +0000
    New Features
    1. New API call findProductForStocktaking has been added.

    2. Field "addedByUserName" has been added to API call getStocktakings. The same API call now also accepts input parameters "productGroupID", "productCategoryID","brandID"and "supplierID".