Business Success Means Staying on Top of Your Data

Erply is a Point of Sale (POS) solution packed full of fantastic features that help you to help your customers in the best possible way – it’s what we do! A number of these features are optional, but utilising them will provide you with a major boost in organising and managing your business data.

In some business cases, basic POS services will suffice, but there’s always the option for more. At Erply, we are committed to offering small business and start-up companies the very same features that our enterprise customers enjoy.

Customers and Customer Groups

Did you know that your existing customers and their information can be transferred into your Erply database? The standard POS customer isn’t your only customer. By adding customers to a database as they make a purchase, you can start to build a sizable customer database, complete with contact and sales information, directly within Erply. Simply by keeping track of their transactions, you can view how often a specific customer visits, what they purchase, or take a glance at other trends through our extensive Reporting Module. With a database full of valuable information, you’ll have a huge list of customer insight ready to capitalise on when sale season hits. For example, you’ll be able to target specific customers with email campaigns, pushing your best deals out to a wide range of audiences. By limiting yourself to just targeting a single “Standard Customer,” (when in reality there is no such thing) you’ll miss out on this kind of opportunity. 

Product Groups and Categories

Erply comes built with a “Default Product Group” set up and ready to go. Nearly every user in Erply utilises Product Groups, as this is how items are managed in the POS. There are, of course, different ways of organising products; for example, Product Categories. Product Categories deliver accurate and highly specialised-organisation to your inventory, which is strictly for use in the Back Office. By using specific filters in reports, data for items in specific categories can be singled out, just like Product Groups. This additional layer of organisation is an excellent way to check any information regarding products and inventory.

Inventory Management

 Unlike customers and products, this area of Erply does not have a default option used as a “nudge” to remind users that it available. This is probably the most useful element of Erply that many our users fail to take advantage of. What they perhaps don’t realise is that Erply automatically keeps track of all sales information and subsequent stock levels. However, adding stock isn’t something that’s carried out automatically… we haven’t quite managed that yet. Purchase Orders are the recommended way of receiving stock, as you can record where it was purchased, when, and how much the product cost at the point of purchase. If you use this feature over the course of a year, you’ll then receive expected product costs, which will help you budget, restock/reorder, and highlight your most popular products by viewing sales trends. In order to have this information available when you need it, it needs to be recorded. Selling stock without following it up with a record of a sale is possible, but we strongly recommend that you don’t.

It’s no secret, organisation is one of the keys to success in any business. The best way to organise your business is to collect, manage and maintain data in an effective way. As a result, you can spend less time scratching your head over accounts and figures, and more time making your business the best it possibly can be.

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