NEW TO ERPLY? LEARN THE BASICS.
Be up and running in just minutes with these informative videos and articles.
Customers
Sales
- Put a Sale on Hold – Windows POS
- Quotes Module
- Sales Documents Definitions
- How to use Prepayment Sales Document
- Taking Payment for an Unpaid Balance in Payments Module
- How to use Layaway Sales Document
- Sales Orders process explained
- Applying payments to Invoice-Waybill (non integrated payment users)
- Adjusting Customer Account Balance
Inventory
- Assembled Products
- Exporting Inventory List
- Inventory Transfer
- Using Quick Selection
- Suppliers
- Product and Service Groups
- Warehouse Report
- Warehouse Price, Wholesale Price, and Product Cost
- Main Module Page
- Product Card Details
Purchase
Calendar
Retail Chain/Company Information
Reports
- Quickbooks Export
- Erply Report Generator
- Time Clock & Employee Reports
- Exporting ERPLY Reports to Excel
Settings
- Unblocking a Locked User
- Suggested Internet and Hardware Specs
- User Groups
- Creating & Applying Tax Rates
- Unblocking a Locked User
- User Groups
- Employee Clock in/out
- Employee and User Setup
Users & Employees
Point of Sale
- Getting Started in Retail View (LikePOS)
- How to Enable Store Credit for POS
- Receipt Logo
- Sales Promotions & Coupons
- Tendering Sale in POS view and shipping to different Address
- Using the NOTES field in POS
- Taking Payment for an Unpaid Balance in POS
- How to take Deposit in POS and later apply it to transaction
- Star TSP 650 POS Printer Setup (Ethernet Interface)
- iPad app set up/usage guide
- Taking Card Payment in iPad POS
- Making Return to CC card (integrated payment users) (US ONLY)
- Making a Return for Store Credit
- Installing Firefox Add-ons and Configuring Receipt Printer
- Gift Card Setup and Use
- Open and Close Day
- Cash IN/OUT
- UPS shipping Guide
- Put a Sale on Hold – Windows POS
- Employee Clock in/out
- Loyalty Programs/Points
