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Settings

To access the Settings on the POS, first make sure you have enough permissions to do so, then, select the settings icon on the top right of the screen. This will give you a list of different settings to change.

Settings

 

Company & Location

Allows you to change your company information such as company name, phone number and address without having to access the back office.

Company settings

 

Employees

Add new employees to your account as well as edit any information on existing employees such as email, phone number, password/pin reset, user group change.

 

Note: Employees can be set up to earn commission on the sales they make. For more information on how to set up commission, please see http://support.erply.com/setting-up-commissions/.

Add Employees

Existing Employee

 

Tax Rates

Allows you to add a tax rate or edit the Name and Code of existing tax rates.

tax rates

 

Configuration

This is the central hub for your POS and is where you can apply settings that affect the POS only. Keep in mind that these settings will affect all registers at all locations for this account. From setting Sales Notes, changing the color of your POS screen, to End Of Day settings.

Config

Payments Configuration

This is where you can configure Allowed Tenders on Sales, Returns with and without receipts, as well as limiting amounts for each tender type.

Payments Config

 

EPSI (ERPLY Point Of Sale Integrator)

A downloadable Windows Desktop app which allows you to seamlessly print receipts and swipe credit cards without the print dialog box from popping up. Click on configuration>>external device integration in the POS System to download EPSI.

epsi

 

Associate POS for device

This feature allows you designate a device for a register. Whoever logs in on this device can only log into the selected register.

associatepos