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Creating a Company, Location and Register – Berlin

This is where addresses on locations, emails, and sales documents are pulled from. The email address here is the only valid one for cancellation/changes/passwords for users without emails.

Step 1: Click on the “Settings” module (located on the black toolbar at the top of the page). Choose “My Company Information.”

Company

Step 2: You will now be able to edit your company’s information consisting of company name, type, address, etc. 

Step 3: Once you have entered your company’s contact information, be sure to click on the “Save” icon located on the top right of this card. You will now need to create a Location.

CREATING A LOCATION:

CreatingLocation

Step 1: Click on the “Retail Chain” module & select the “+” icon next to Locations

Locations

 

Step 2: You may now select the name and address of your given location (which is originally set on the company card information, under the “Settings” module).

Step 3: Click on the “Save” icon, located on the top right of this card, when you have completed your location information.

SaveButton

Step 4: You will now need to setup your Register. 

CREATING A REGISTER:

Step 1: Click on the “Retail Chain” icon & select the “+” icon next to Registers

RegistersPlus

Step 2:  Select the location the register should be associated to.  Any items sold through this register will come out of stock from this location.

Step 3: You will now be able to add a name for your Register along with other settings related to this Register.

Step 4: At this point, if you have already set up tax rates in ERPLY, you may consider setting your tax rate for this register. For more information about setting up taxes in ERPLY, see our document on creating and applying tax rates, located here.

Step 5: Click on the “Save” icon located on the top right of this card when you have completed these steps.

SaveButton