Creating a Company:
Step 1: Click on to the “Home” icon located on the top left of the ERPLY account page.
Step 2: Scroll down to identify the “Finish Setting up your account” tab. (or just click on the “settings” line located on the blue ticker.
Step 3: Below this tab, you will see a list of checkboxes that will allow to customize your ERPLY account.
Step 4: Click on the line that states “Enter your company’s contact information. This will take you to the company card page.
Step 5: You will now be able to edit your company’s information consisting of, company name, type, address etc.
Step 6: 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:
Step 1: Click on the “Inventory” icon located on the top left of your ERPLY account page
Step 2: On the left side of this page you will see an inventory column with a list of entities below.
Step 3: Scroll down and click on the “Locations” menu.
Step 4: Once you are at the “Locations” menu you will need to click on the “new” icon located on the top right of this card.
Step 5: You may now select the name and address of your given location.
Note – The address from the drop down come from those added to the company card.
Step 6: Click on the “save” icon which is located on the top right of this card when you have completed your location information.
Step 7: You will now need to setup your Register.
Creating a Register:
Step 1: Click on “Inventory” as you have done before when adding a Location.
Step 2: Scroll down the left “Inventory” menu and click on “Registers”.
Step 3: You are now on the “Registers” page. Click on the “new” icon on the top right.
Step 4: Select the location the register should be associated to. Any items sold through this register will come out of stock from this location.
Step 5: You will now be able to add a name for your Register along with other settings related to this Register. You might consider setting your tax rate on this register at this point.
Step 6: Click on the “save” icon located on the top right of this card when you have completed these steps.