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2014 Release Modules Summary


Our 2014 menu gives you the ability to see a quick menu to drop down under each module, as you hover your mouse over the module. For example :



-To do this, click ‘My Settings’ on the right side under the Modules, and check the box next to “Menu Opens without mouse click”.

HOME

-The Home module is designed to give you a brief overview of your sales and other important information to start your day.  This module is somewhat customizable with the widgets in the widget bar, as well as the data in the sales graphs.

 

CUSTOMERS

 

-The Customers module is useful for entering your customers, and managing your customer groups.  You can find a particular customer’s purchase history, personal information, credit information, and contact information here.  You can see any tasks related to this customer.  Customer groups can be used to report on group sales, or assign special price lists to your favorite customers.

 

SALES

– This Sales Module is where you will find all of your sales documentation. Use the filters to find exactly the sale/sales you are looking for, alter invoices, add payments, or print duplicate receipts from here. This module also contains the ‘Sales Orders’ Functionality that lets you take an order form your customer, and build PO’s for your suppliers to fulfill those orders. useful for viewing transaction history.

 

INVENTORY

-The inventory module is the workhorse for most ERPLY users. Come here to add new inventory, check on stock levels or inventory information, receive inventory, transfer inventory, write off inventory, or do a physical stocktaking act. Additionally, you can set up price lists here, which can be store specific or customer group specific, or made to be used for a designated timeframe.

 

PURCHASE

-The Purchase module is to corral all of your purchases from your suppliers in one place.  This is where you pull together your purchase orders and receive incoming shipments. You can see what is out on order, here, and resent previously made purchase orders.

RETAIL CHAIN

 

-The Retail Chain Module is designed to to manage your company as a retail environment. You can broadly maintain your employees, locations, registers, promotions through this module. This is also where you can view reports, edit Day openings and Closings, and price lists.

 

REPORTS

Reports are where you can gather your information about your system. See who and what are your top sellers, look at your costs of goods and verify that all your cash drawers are balanced at the end of the day.  This is where you can look to see commission reports, as well as time clock/payroll reports as well.  Restock/reorder reports in this section will auto generate Purchase Orders for your commonly ordered items in the quantities you’ve specified as well.  This module helps you save time and resources by showing you where those are going.

 

SETTINGS

-The Settings module is used to manage settings for your entire POS (backend and frontend) You can manage your company information, staff and their commission rates, tax rates, currencies, configure receipt layouts, user groups, set time clock functionality. You can limit rights and functionality to users and locations.

 

POS


This is your web-based, sell anything anywhere Point Of Sale.  This is your register. From here you can make sales which will pull items from inventory and print out receipts.  You can configure whether your POS goes to the old WebPOS or to the new TouchPOS in settings-> configuration. Add your customers, add new products, tender the sale.  Credit card processing can be integrated through here.