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Setting up Company, Location and Register

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.