Keeping Up by Keeping Track
When signing up for ERPLY, there may be a few things that you choose not to use, and that’s okay! There are a handful of features available that, while optional, greatly increase organization and ease of use when it comes to managing your data.
While a basic Point of Sale may be enough, there’s always the option for more! We strive to give small stores and start-up companies the same features that our enterprise customers have.
Customers & Customer Groups
Did you know that customers and customer information can be added into your ERPLY database? The Default POS Customer isn’t the only person you have to sell to. By adding customers as they make sales, you can build a large customer database complete with contact and sales information directly in ERPLY. By keeping track of their recent sales, you can view how often a specific customer visits, what they buy or see other trends through our extensive Reporting Module. When those big sales come around, you’ll have a list of customer contact information so you can email them upcoming deals. By limiting yourself to only a single “Default Customer,” you’ll miss out on both of these opportunities.
Product Groups & Categories
Just like with customers, there is a “Default Product Group” set up in ERPLY right away. Nearly every user in ERPLY uses the Product Groups because this is how items are managed in the Point of Sale. If you’d like an additional method of organizing products, you can use Product Categories. With Product Categories, your inventory can be organized on another level, strictly for use in the Back Office. Using filters in our reports, data for items in specific categories can be singled out, just like Product Groups. This extra level of organization is a great way to double and triple check any information regarding products and inventory.
Unlike customers and products, this area of ERPLY does not have a default option used as a “nudge” to remind the users it’s available. Keeping track of inventory is a huge portion of ERPLY that is largely overlooked. We automatically keep track of sales information and stock depletion, but adding stock is not something that happens by default. Purchase Orders are the recommended way of receiving stock as you can record where it was purchased, when, and what the product cost is. By using this area over the course of a year, expected product costs will be created to help the budget, restock/reorder points can be created by viewing sales trends. In order to have this information, it needs to be recorded somehow. Selling stock without adding any stock information is possible, but we strongly recommend against it.
The organization is the key to success. By gathering and using data in an effective way less time can be spent scratching your head and more time can be spent making your business the best it can be.