ERPLY Classic Back Office version 4.18.1

Fixes

  1. Fixed: in report generator, the “Warehouse value” column for purchase invoice rows was empty.
  2. Fixed: on accounts with customer registry integration, the fields “Card purchased by” and “Card redeemed by” on Gift Card form were empty.

ERPLY Classic Back Office version 4.18.0

New Features

  1. Products and product groups can now be marked with a flag that prevents transaction-level promotion discounts (eg. “Get 10% off the whole transaction” or “Get $5 off the whole transaction”) from applying to these items.

    A new check box “Promotion discounts do not apply” has been added to both product card and product group form.

    Support for this flag has been implemented in API version 1.33.

Improvements

  1. Back office now displays a warning when creating a purchase invoice from multiple purchase waybills, and the waybills have different suppliers.

Fixes

  1. Fixed: clicking the button “Enter zeros for the rest of items” on a stocktaking sheet did not update the “Difference” column.

  2. Fixed: an error in FIFO inventory when deleting a purchase invoice containing the same product twice.


Erply API version 1.33.0

New Features

  1. New API calls verifyIdentityToken and createUserFromIdentityToken have been added.

  2. Support for the product card check box “Promotion discounts do not apply to this product” has been added to calculateShoppingCart. (This check box was added in Classic back office 4.18.0.)

  3. New account creation (API call createInstallation) and API calls saveUser and changePassword now require passwords to contain at least one small letter, one capital letter and one digit. For passwords that do not meet that requirement, error code 1102 is returned.

Improvements

  1. Field "bankTransactionID" has been added to the output of API call getPayments.

Fixes

  1. Fixed: API call getProductPricesInPriceLists only supported retrieving active price lists. Retrieving all price lists (with input parameter "active" = 0) failed with a fatal error.

  2. Fixed an issue where data (eg. products) added into a franchise account with partly-shared and partly-local data would get assigned incorrect IDs.

  3. Fixed: when integrated with a standalone customer registry, several API calls (such as saveGiftCard) still attempted to validate a customer ID using the local database and thus failed.


Erply API version 1.32.6

Fixes

  1. Fixed: POS day closing screen will no longer freeze if there have been payments with more complicated payment type names or card type names.

ERPLY Berlin Back Office version 5.17.1

Fixes

  1. Fixed: searching for a product or a supplier in report generator did not work.

Erply API version 1.32.5

Fixes

  1. Fixed: signups to US server did not work because of incorrect routing.

Erply API version 1.32.4

Fixes

  1. Fixed: the savePayment call now allows field "giftCardVatRateID" to be set to an empty value. Formerly, this triggered error code 1016 (invalid value).

ERPLY Berlin Back Office version 5.17.0

Improvements

  1. Searching sales documents by notes now works with “notes” field.

  2. Invoice totals and unpaid amounts on the “Payment Reminder” are now displayed with currency symbol. (All figures are always shown in default currency; the currency symbol has now been added for clarification.)

  3. Configuration setting "touchpos_allow_customers_to_redeem_regular_giftcards_with_tax"will now be applied to all new EU accounts.

  4. Zambian kwacha (ZMW) added to the list of currencies.

  5. Field “GLN Code” added to customer card.

  6. Field "customerNotes" (contents of the “Notes” field from customer card) has been added to the Actual Reports sales documents dataset.

Fixes

  1. Fixed: the tab “Price lists” on product card displayed information from price lists that had already been deleted.

  2. Fixed: In Sales Report, sales tax / VAT columns containing only negative amounts were not displayed.

  3. Fixed: in a list of invoices, clicking on a document that the user did not have access permissions to, opened a different document (instead of just doing nothing).

  4. Fixed: on Document form, it was not possible to delete or reorder the files attached to the document.

  5. Fixed: in certain cases, the recipient of goods in Hansa export file was handled incorrectly.

  6. Fixed: in certain cases, warehouse price was not displayed on the first row of purchase invoice.

  7. Fixed: a main menu layout issue in Chrome 76.

  8. Fixed: a Javascript error “Uncaught ReferenceError: code is not defined at HTMLDocument.func”occurring in browser console.


ERPLY Classic Back Office version 4.17.0

New Features

  1. The subject line and message body for e-mailed Payment Reminders and Balance Statements is now configurable. See the subsections “Balance Statements” and “Payment Reminders” on the Settings → Configuration page.

Improvements

  1. Field "customerNotes" (contents of the “Notes” field from customer card) has been added to the Actual Reports sales documents dataset.

Fixes

  1. Fixed: “Payment Summary Report” must show the total of cash in and cash out operations even if the day in POS has not been closed yet.

Erply API version 1.32.2

Improvements

  1. API call getProductPrices has been improved. Input parameter "productIDs" will accept at most 10 000 IDs and otherwise returns error 1162.
  2. Searching by attributes has been improved. Input parameters "searchAttributeName" and "searchAttributeValue" or "searchAttributeName#" and "searchAttributeValue#" will return error 1030 when they are defined as an array.

Fixes

  1. Fixed: API call getBilledUntilDate didn’t return the correct date, when there were multiple readings with the same date for the same billing statement.
  2. Fixed: API call getProductCategories contained duplicate records on different pages in specific cases.

ERPLY Classic Back Office version 4.16.2

Improvements

  1. Searching sales documents by notes now works with “notes” field.
  2. Configuration setting "touchpos_allow_customers_to_redeem_regular_giftcards_with_tax" will now be applied to all new EU accounts.
  3. Report “Payments Summary (Cash Audit)” now respects the currency filter and shows data for selected currency only.
  4. Columns “Initial amount in register”, “Day Income”, “Cash in & Out”, and “Day income + all cash in & out” have been added to “Payments Summary (Cash Audit)” report.
  5. A status filter has been added to the tax rate list.

Fixes

  1. Fixed: in certain cases, the recipient of goods in Hansa export file was handled incorrectly.
  2. Fixed: in certain cases, warehouse price was not displayed on the first row of purchase invoice.
  3. Fixed: configuration setting "Show weight on purchase and sales invoice printouts" did not work on purchase document printouts.
  4. Fixed: layout issue on assignment printouts.
  5. Fixed: incorrect label in product export. A filter was labeled “Show only items in stocks” when it should have actually been “Export only items with a non-zero quantity”.

Erply API version 1.32.1

Fixes

  1. Fixed: API call getSalesDocuments returned row totals as nulls. This was a regression from API version 1.32.0.

ERPLY Classic Back Office version 4.16.1

Fixes

  1. Fixed: “Enter default amounts for the rest of items” & “Enter zeros for the rest of items” buttons on physical stocktaking did not work. This was a regression from Classic back office 4.16.0.

Erply API version 1.32.0

New Features

  1. New API call has been added: getSalesDocumentActualReportsDataset

Improvements

  1. Error code 1030 will be returned when input parameter priceListIDs is defined as an array in API call getPriceLists.
  2. Configuration of server clusters were simplified.

Erply API version 1.31.6

Fixes

  1. Fixed: API call verifyUser did not return coupon microservice endpoint and token.

ERPLY Classic Back Office version 4.16.0

New Features

  1. New field has been added to Actual Reports sales document dataset – selectedBatch. This field is available only when Alcohol Wholesale module is installed and it contains the currently selected batch number on invoice row.

Improvements

  1. Security improvements.

  2. Product descriptions in English (if English is not the default language), Russian and Finnish are now more easily installable. To get them installed, please contact our customer support.

  3. Password requirements have been made stricter. Now every new password has to contain one lowercase character, one uppercase character and one digit.

  4. Customer registry URL has been added as a global JavaScript variable. This improvement affects only customers who use customer registry microservice.

Fixes

  1. Fixed: When adding a new product to an assignment, the default amount will be 1 instead of 0.

  2. Fixed: Product name field in default language disappeared when back office displayed a validation error. This is a regression from Classic back office 4.4.19.

  3. Fixed: When stocktakings with pallets was enabled, then 0 was added to columns that were supposed to be empty.

  4. Fixed: “Custom card payment types” were handled incorrectly on “Day opening and closing” form.


Erply API version 1.31.5

Improvements

  1. Detailed logging has been removed because this feature is not used.

  2. Configuration of Berlin POS assets URL has been simplified.

Fixes

  1. Fixed: calls to customer registry did not work. This was a regression from API version 1.31.0.

Erply API version 1.31.4

Improvements

  1. Configuration of per-account hourly limits has been simplified.

Fixes

  1. Fixed: changing password through Password Reminder did not work.
  2. Fixed: on a Z Report, the “Day income” and “Counted amount” for a custom card payment type (configured via "pos_custom_extra_card_payment_types") were shown in separate blocks. (The report did not recognize that both values belong to the same payment type.)

Berlin POS version 3.32.1-3.32.3

New Features

  • Related products view popup is now configurable in settings under general -> “disable opening related product view”. If checked then upon adding products the related product view will not automatically open.

Improvements

  • Updated translations.

Fixes

  • Giftcards with tax now also functions if local database is enabled, meaning the correct giftcards are filtered through the local database.

  • Closing the day would not display the expected amount.


A Complete List of Erply API Report Calls

Erply has some great news for developers! We recently updated our API report request system – all report-related commands are now listed by topic to make it easier to quickly find the command you’re looking for and pull the report from the API. 

 
Here’s how to find the right command using Erply’s API. 

 

Sales

  1. getSalesReport
    Produces a “Sales report” (which, in addition to net sales, also reports VAT or sales tax) or a “Cost of Goods Sold” report (which reports costs and sales margins). Offers many different aggregation options.

  2. getCustomerBalances
    Returns all customers who have any unpaid invoices (or prepayments, or store credit), and their current balance.

  3. getAccountStatements
    Same as previous — but additionally, for each customer, returns a link to a payment reminder letter (PDF), and links to all unpaid invoices (PDF).

  4. getCostOfGoodsSold
    Returns the cost of each sold item in the specified time period. The same information can be retrieved from API call getSalesReport, too.

  5. getTaxExemptions
    Returns a list of sales documents to which tax exemption has been applied. (For more specific use cases.)

  6. getRoundedSales
    Returns a list of invoices to which rounding has been applied. (For more specific use cases.)

  7. getSalesTotalsByEmployeeAndDay

  8. getSalesTotalsByEmployeeAndMonth

  9. getSalesTotalsByWarehouseAndDay

  10. getSalesTotalsByWarehouseAndMonth

 

Inventory

  1. getProductStock
    Returns current inventory quantities on hand (at the moment, or on a specific date), reserved quantities, weighted average cost, Reorder Points and Restock Levels.

  2. getSummaryInventoryReport
    Returns total value of inventory by location, on a specific date.

  3. getAmountsOnOrder
    Returns the quantities that have already been ordered from suppliers (but have not been delivered yet). When deciding on how much to reorder, the already-ordered quantities must be factored in to prevent double ordering.

  4. getReservedStock
    Returns only a list of reserved product quantities (ie. all products that have been reserved with a Sales Order, Prepayment Invoice, or a Sales Quote). The same information is also available from API call “getProductStock”, but a standalone call may be sometimes more efficient (less output to process).

  5. syncTotalProductStock
    For a specific use case: if an application wants to synchronize the total inventory quantity across all locations. Use it if your application only stores a total inventory quantity for each product (not separate quantities per store), and wants to stay up-to-date with all changes made in Erply.

 

Order Fulfilment

  1. getFulfillableOrders
    Returns sales orders that can be fulfilled with the current quantity in stock. (The report arranges unfulfilled sales orders in chronological order, starting with the oldest, and prints out those for which it can allocate inventory.)

 

Purchases and Inventory Transfers

  1. getPurchaseReport

  2. getInventoryTransferReport

 

Point of Sale Operations

  1. getPointOfSaleDayTotals
    For the “day closing” procedure. Returns the total of all sales transactions taken place during the cashier’s shift, grouped by payment method.

  2. getReports
    Returns an “X Report” or “Z Report”.

  3. getEmployeeStats

 

Recurring Billing

  1. getBilledUntilDate
    Returns all recurring billings and the “billed until” date for each one. This is necessary for deciding which customers need to be issued a new (monthly, yearly) bill — and what period must it cover.

 

Pricing

  1. getAppliedPromotionRecords

 

Gift Cards, Coupons, Reward Points

  1. getGiftCardRedeemings

  2. getRedeemedCoupons

  3. getUsedRewardPointRecords

  4. getEarnedRewardPointRecords

 

Metadata

  1. getUserOperationsLog

 

The full list of all Erply API functions you can find here.

 

Erply offers an extremely robust API and is compatible with a variety of software integrations to offer retailers the highest level of customization. If you do not have an Erply account yet, create it here or contact our team at help@erply.com or by calling +1 917 210 1251.


ERPLY Classic Back Office version 4.15.2

Fixes

  1. Fixed: “Enter default amounts for the rest of items” & “Enter zeros for the rest of items” buttons on physical stocktaking did not work.

ERPLY Berlin Back Office version 5.16.1

Fixes

  1. Fixed: layout issue on receipt printouts.

ERPLY Classic Back Office version 4.15.0 - 4.15.1

Improvements

  1. A few adjustments have been made to taxed gift cards (introduced in version 4.14).

    For taxed gift cards to work correctly (to be able to sell and redeem them in POS, and to have proper reporting in back office), API in your server must be updated to version 1.31, and your account must have at least Classic back office 4.15 or Berlin back office 5.16.

  2. If configuration parameter "show_all_products_in_central_purchasing" = 1 has been applied to your account, Central Purchasing Report will offer one additional filtering option: “Show products with main warehouse inventory greater than 0”.

    Note: this configuration parameter changes the way Central Purchasing Report works. With default settings, Central Purchasing Report analyzes your inventory and lists only items that it suggests to re-order. With configuration parameter "show_all_products_in_central_purchasing" = 1, no analysis is performed. The report lists the whole product catalog (or, with the new filtering option, only items in stock in main warehouse), and you can fill in the order quantities yourself.

    “Main warehouse” can be defined on the Settings → Configuration page.

  3. A drop-down titled “User interface” has been added to the “My preferences” page. In the future, this drop-down will list available user interface themes and let back office to be personalized.

Fixes

  1. Fixed: In Sales Report, sales tax / VAT columns containing only negative amounts were not displayed.

Erply API version 1.31.0 - 1.31.2

New Features

  1. New API calls have been added:

Improvements

  1. A few adjustments have been made to taxed gift cards (introduced in version 4.14).

    For taxed gift cards to work correctly (to be able to sell and redeem them in POS, and to have proper reporting in back office), API in your server must be updated to version 1.31, and your account must have at least Classic back office 4.15 or Berlin back office 5.16.

  2. Logins that have taken place over API (including logins to Berlin POS) are now recorded in the “Login Activity” module in back office.


ERPLY Berlin Back Office version 5.16.0

New Features

  1. Support for taxed gift cards has been added. This is related to EU Council Directive 2016/1065, which defines the concept of “single-purpose vouchers” and requires gift cards to be sold with VAT if possible.

    Please contact Erply customer support to receive more detailed support materials and to learn what workflows we recommend.

  2. Configuration parameter "unsuccessful_login_lockout_duration" has been added, to adjust how many minutes a user should be locked out of the system, after repeated unsuccessful log-in attempts. By default, the lock-out time is 10 minutes.

Improvements

  1. Password requirements have been updated. When creating or changing a login password, the new password must now contain at least one capital letter, one small letter and one digit.

  2. Changing password on the “My preferences” page now requires entering the existing password, too.

  3. When creating a batch of recurring invoices from Sales → Recurring billing, the created invoices are now automatically selected with check boxes.

  4. An assignment printout now displays store phone number, instead of company’s general phone number.

Fixes

  1. Fixed: in Retail Chain → Gift cards, searching by gift card status did not work.

  2. Fixed: “Prepayment” value was not showing up on the sales document printout in certain cases.

  3. Fixed: when adding a set of matrix variations to a sales document, Erply reset the quantities entered for those products back to 1.

  4. Fixed: When deleting an employee, the associated user account was not deleted properly.


Berlin POS version 3.32.0 release notes

New Features

  • Custom tender types defined in "pos_custom_extra_card_payment_types" and any other tender type that Back Office gives us with a sales total will now also be counted when end of day / Day closing is being performed.
  • Support for taxed gift cards. (Europe requirement)
  • Support for sending swedish fiscal unit serial number to logs in order to comply with swedish fiscal laws.
  • New configuration parameter “Confirm any order to invoice in current warehouse only” to make it possible for customers to complete an order at the current warehouse even if the initial order was placed at a different warehouse/location.
  • Weighted products manual price override confirmation popup to pending sales. (Gives a popup if a products price needs to be confirmed by cashier when reopening a pending sale)

Fixes

  • Double payment sum on some credit card return transactions.
  • End of day “reason required” configuration parameter logic to be able to close the day if this parameter is turned off.
  • Verifone Finland payment integration reversal issue.

ERPLY Berlin Back Office version 5.15.3

Improvements

  1. Central Purchasing Report: orderable quantity can be now specified in packages.
  2. Optimizations in Central Purchasing Report.

Fixes

  1. Fixed: when picking a product to a sales document, focus did not move to the “Amount” field.
  2. Fixed: in Central Purchasing Report, the “In Stock” quantity no longer includes the quantity being ordered from suppliers.

ERPLY Classic Back Office version 4.14.10

Improvements

  1. Invoice totals and unpaid amounts on the “Payment Reminder” are now displayed with currency symbol. (All figures are always shown in default currency; the currency symbol has now been added for clarification.)

ERPLY Classic Back Office version 4.14.9

New Features

  1. The product card of a matrix variation now displays what is the size and color of this variation, and provides a link to the parent product.

Improvements

  1. Field “Gift card VAT rate” on payments has been added to report generator.

Fixes

  1. Fixed: when using “Alcohol wholesale” extra module, the packing list printout shows the whole list of batches. (The change made in version 4.14.6 has been reverted).

Erply API version 1.30.1, 1.30.2

New Features

  1. Filter “regularGiftCards” added to API call getProducts.
  2. In API calls getAssignments and saveAssignment, products added to the assignment can now have a customized name. Field “itemName” has been added to assignment rows.

ERPLY Classic Back Office version 4.14.6 - 4.14.8

Improvements

  1. Improved duplicate customer check. The check uses the email address, too.

Fixes

  1. Fixed: “Prepayment” value was not showing up on the sales document printout in certain cases.
  2. Fixed: when using “Alcohol wholesale” extra module, the packing list printout now shows only the selected batch.
  3. Fixed: layout issue on German invoice printouts.
  4. Fixed: plugins did not work when account language was set to French.

ERPLY Berlin Back Office version 5.15.2

Fixes

  1. Fixed: when account language was set to Finnish, fields “Default templates for AR printouts”appeared in the middle of the Settings → Configuration page, not at the end.

  2. Fixed: “custom reference numbers” did not appear on printouts.

  3. Fixed: layout issue on German invoice printouts.


Erply API version 1.30.0

New Features

  1. New API call “getFiscalDeviceNumbers” has been added.

  2. Field "vatrateID" has been added to API calls getGiftCards and saveGiftCard. Filter "vatrateID" has been aded to API call getGiftCards.

  3. Field "giftCardVatRateID" has been added to API calls getPayments and savePayment. Filter "giftCardVatRateID" has been aded to API call getPayments.

Fixes

  1. Fixed: API call getFranchiseSalesDocuments returned out-of date information for sales documents where prices or discounts had been later changed.

  2. Fixed: API call getVatRates now returns tax rate attributes, too, as documented.

  3. Fixed: API call “savePOSStatistics” rejected certain input.


ERPLY Classic Back Office version 4.14.5

Fixes

  1. Fixed: Export to accounting → Export to Verp → Sales records file was empty.


ERPLY Berlin Back Office version 5.15.0 - 5.15.1

New Features

  1. Four new settings have been added to Settings → Configuration → Tax rates:

    • Default 0% VAT rate for sales within the European Union
    • Default 0% VAT rate for sales outside the European Union
    • Default 0% VAT rate for tax-free products
    • Default 0% VAT rate for customers exempt from tax

    The first two fields only appear on EU accounts.

  2. Purchase document form now hides “Purchase Price”, “Discount” and other columns for users who do not have the right to see product costs. This means that it is now OK to give module access to users who should not see product costs. They will be able to create and receive POs, without seeing supplier pricing.

  3. Rounding field on sales documents is now editable.

  4. Sales documents printouts now show “custom reference numbers”, for which support was added in API version 1.28.

  5. Fourth option for generating sales document reference numbers: “Invoice-based, with company prefix” — has been added. In this scheme, each invoice gets a unique reference number, but it will also have a fixed, unchanging, numeric prefix.

    To enable this scheme, go to Settings → Configuration → Sales document printouts and pick the new option from the drop-down field titled “Reference numbers on invoices”.

    When enabled, a new field will appear on company card: Settings → My company information → “Prefix for invoice reference numbers”. This is where you can define the prefix.

  6. On Swedish and Lithuanian accounts, it is possible to configure a “Fiscal device number” for each register. The value will appear on receipt printouts, as required by law.

  7. Configuration parameter "overwrite_money_decimals" has been added. The value should be an integer, indicating how may decimal places should be used for amounts of money (eg. invoice totals, retail prices).

    Vietnamese accounts may want to set the parameter’s value to 0. (Vietnam does not use currency sub-units.) Values larger than 2 are not recommended; typically, invoice calculation algorithm does not provide more precision anyway.

  8. On Vietnamese accounts, net prices no longer have decimal places by default. (If needed, restore decimals with configuration parameter "overwrite_price_decimals".)

Improvements

  1. In most search dialogs, columns are now resizable.

  2. Optimizations in product export.

  3. Russian translations have been updated.

  4. Lithuanian translations have been updated.

Fixes

  1. Fixed: company postal address in email footer no longer contains unnecessary spaces at the beginning of lines.

  2. Fixed: when creating a new sales document from customer card, customer’s payment deadline was not automatically loaded.

  3. Fixed: entering a free text product to a sales document and pressing Tab did not set row quantity to 1 by default.

  4. Fixed: price-based sales taxes (eg. “Base rate 5%, items with a sales price over $75 are taxed 9% on the amount exceeding the threshold”) were not accurately presented on receipt printouts.

  5. Fixed: setting “New sales order does not reserve goods by default” did not apply when Erply automatically split a partially fulfilled sales order into two parts.

  6. Fixed: when a partially fulfilled sales order had been split into 10 or more follow-up orders, all the following orders received the same "-10" number suffix, instead of each successive document getting a new suffix.

  7. Fixed: a sales order form will no longer highlight free-text rows as being out of stock, and will not display the warning “There is not enough stock on hand to fulfill the order”.

  8. Fixed: an invoice with an unpaid amount of $0.01 was not listed in reports “Overdue invoices”, “Unpaid invoices and balance statements” and other similar places.

  9. Fixed: if a stock product had been converted to a non-stock product, reports disagreed on whether the cost of that item’s historic sales should be reported as zero or non-zero. The reports now report the cost as zero.

  10. Fixed: clicking on a customer name in global search window applied that customer to the currently open sales document.

  11. Fixed: notification email “Purchase prices have changed” contained a broken link to the purchase document.

  12. Fixed: Link to the “Mobile Stocktaking” application was incorrect for Thai customers.


ERPLY Classic Back Office version 4.14.0-4.14.4

New Features

  1. Support for taxed gift cards has been added. This is related to EU Council Directive 2016/1065, which defines the concept of “single-purpose vouchers” and requires gift cards to be sold with VAT if possible. Please contact Erply helpdesk to receive more detailed support materials and to learn what workflows we recommend.

  2. Ability to change usernames to email addresses (which was introduced in Classic back office version 4.13) has been removed, and back office no longer recommends users to change their username to an email address.

  3. In addition to “Domestic”, “EU” and “Non-EU” categories for customers and sales documents, a fourth category has been added: “EU, with VAT”. This type can be applied to customers in other EU countries who are not VAT-registered (and are thus not entitled to 0% VAT), but who still need to be separately filterable in reports.

  4. Sales documents printouts now show “custom reference numbers”, for which support was added in API version 1.28.

  5. On Swedish and Lithuanian accounts, it is possible to configure a “Fiscal device number” for each register. The value will appear on receipt printouts, as required by law.

Improvements

  1. Changing password on the “My preferences” page now requires entering the existing password, too.

  2. An assignment printout now displays store phone number, instead of company’s general phone number.

  3. Russian translations have been updated.

  4. Lithuanian translations have been updated.

Fixes

  1. Fixed: Clock in & clock out did not work for users with a longer username.

  2. Fixed: when adding an attribute to a VAT rate, the value did not get saved.

  3. Fixed: Product labels did not contain pictures.

  4. Fixed: report “Sales and Payments By Date” displayed the cost of sold goods even if user did not have the right to see costs.

  5. Fixed: an invoice created from a sales order did not display the amount prepaid by customer.

  6. Fixed: on a sales document, picking a non-stock product will no longer display the warning “This product is out of stock”.

  7. Fixed: it was not possible to have multiple bulk emailing windows open at the same time. (Opening a new window replaced the previous one.)

  8. Fixed: “Confirm” button was displayed to users who did not have the right to edit that document.

  9. Fixed: an invoice with an unpaid amount of $0.01 was not listed in reports “Overdue invoices”, “Unpaid invoices and balance statements” and other similar places.

  10. Report “Inventory Summary” displayed incorrect totals when applying the “Location” filter.

  11. Fixed: if a stock product had been converted to a non-stock product, reports disagreed on whether the cost of that item’s historic sales should be reported as zero or non-zero. The reports now report the cost as zero.

  12. Fixed: notification email “Purchase prices have changed” contained a broken link to the purchase document.

  13. Fixed: Link to the “Mobile Stocktaking” application was incorrect for Thai customers.

  14. Amount in EEK has been removed from purchase document printouts.


Erply API version 1.29.0

New Features

  1. New API call getServiceEndpointsForPOS has been added.
  2. Fields "vatrateID", "currencyCode", "countryID", "deliveryTermsID", and "integrationCode" have been added to API calls getSuppliers and saveSupplier.
  3. Fields "transactionTypeID", "transportTypeID", "deliveryTermsID", "deliveryTermsLocation", and "triangularTransaction" have been added to API calls getPurchaseDocuments and savePurchaseDocument.

    To use these fields, your account country must be an European Union country. Otherwise, when attempting to set these fields with “savePurchaseDocument”, API will return error code 1159.

  4. Fields "projectID" and "rounding" have been added to API calls getPurchaseDocuments and savePurchaseDocument.

Improvements

  1. Obsolete input parameter "doNotCreateUser" has been removed from API call createInstallation.

Fixes

  1. Fixed: API call saveProductGroup added unnecessary escaping to quotation marks in product group names.
  2. Fixed: re-saving a sales document with saveSalesDocument removed the "sourceWaybillID" values from document rows.

Erply API version 1.28.4

Fixes

  1. Resolved a cache conflict that occurred when using an external customer registry. This resulted in occasional error messages in back office, or error codes in API.
  2. Fixed: API call getCustomerGroups did not allow input parameter "changedSince" to have a value of 0, and returned error code 1016.
  3. A separate counter of API requests created for Erply Books and for Shopify connector. These two integrations can now continue making API calls even when some other application has reached the hourly limit of allowed requests.

Berlin POS version 3.31.0 release notes

New Features

  • New configuration parameter "touchpos_print_cash_in_out_receipt", which prints receipt on cash-in/out.
  • Added the Arabic language.
  • All users can now access basic Epsi settings – payment terminal IP, printer selection, etc.

Improvements

  • Configuration parameters grouped into logical blocks.
  • Replaced request that checks API connection uptime.
  • Updated Greece fiscal type A.
  • Matrix products dimensions are sorted as defined in Back-office.
  • Better notification, when a customer is identified with Estonian ID-card.
  • When allowed difference amount on EOD is empty, then the difference is not allowed.

Fixes

  • Use device date and time on creating receipt only in offline mode.
  • Show employee name correctly on Google Chrome browser.
  • Fix campaigns implementation, when product quantity changed manually.
  • “Cashier must enter price in POS” function on accounts, where the price includes tax.
  • POS does not use message broker anymore when this option is turned off.
  • Matrix products now support replacement products.
  • Fixed return to store credit, when that is not an allowed return tender.

ERPLY Berlin Back Office version 5.14.4

Fixes

  1. Fixed: after updating an account to Berlin 5.14, some user group rights were missing.
  2. Fixed: drop-down fields were rendered incorrectly in Firefox.

Erply API version 1.28.2, 1.28.3

Fixes

  1. Fixed: In API call getCustomers, search fields searchCode, searchRegistryCode, searchVATNo, searchEmail and searchMobile did not return a matching customer if the search word contained an underscore.
  2. Fixed: API call saveAddress produced an error when updating the address of a deleted customer.
  3. Fixed: API calls getProductGroups, getCustomers, getAccountStatements returned links to other resources starting with http://. These links have now been updated to https://.
  4. Fixed: URLs returned by API call getAccountStatements contained errors.

Erply API version 1.28.0, 1.28.1

New Features

  1. A new API call, getSalesDocumentActualReportsHTML has been added. Use this call to get a sales document printout on an Actual Reports template.

  2. API now supports overwriting invoice reference numbers with custom values. Field "customReferenceNumber" has been added to API calls saveSalesDocument and getSalesDocuments.

Improvements

  1. API call getSalesDocuments can now sort returned invoices by ID (orderBy=documentID), and this is now also the default sorting, instead of dateAndNumber.

  2. Ability to sort records by ID has also been added to API calls getPurchaseDocuments, getEmployees,getEvents, getSuppliers.

  3. Support for a new POS application added.

Fixes

  1. Fixed: re-saving a confirmed sales document with saveSalesDocument no longer loses information about promotion and price list discounts applied to that sale. (This information can be queried with API call getAppliedPromotionRecords.)

  2. Fixed: re-saving a sales document with saveSalesDocument did not correctly update the component rows of a sold bundle.

  3. Fixed: the savePayment call now respects input parameter "customerID". Formerly, if API client specified "documentID", "customerID" was always overwritten to invoice’s customer.

  4. Fixed: API call saveCustomer incorrectly returned an error if certain location IDs were used in the "signupStoreID" and "homeStoreID" input parameters.

  5. Fixed: sometimes, after having edited your company’s information in Berlin POS, attempting to re-save company card in back office failed with an error, “This form has been updated by another user.”.

  6. Fixed: sometimes, the Z Report did not correctly show the name of the cashier opening the day, or the cashier closing the day. On future day openings and closings, this will no longer happen.

  7. Fixed: In case of errors, API now always returns error code 1000, instead of an empty response.

Other Notes

In future versions, if API client sends a bundled saveSalesDocument + savePayment call in one bulk request, and API detects that the sales document is a duplicate, the bundled savePayment call will start returning error code 1158.

Code 1158 is not an error condition. It just indicates that API has received the same command twice, but data has nevertheless been successfully saved. API clients should be updated to ensure that the error message does not get shown to an end-user.

Right now, API will continue behaving as-is: the payment will be created nevertheless, resulting in duplicate data. The described change will happen in a future API version.

Only savePayment will start returning code 1158. A duplicate “saveSalesDocument” call returns the already-created document, and will continue to do so in the future.

Additionally, if the “saveSalesDocument” call in that bulk request fails for any other reason, “savePayment” will start returning error code 1157. This is to avoid creating incomplete data. If the client application knows how to resolve the issue that caused saveSalesDocument to fail, it should re-send the whole bulk request, the document as well as the payment.


Erply API version 1.27.4

 

Fixes

  1. Fixed: API call removeAssortmentProducts always reported that the specified products do not exist in the given assortment.

ERPLY Classic Back Office version 4.13.6

Improvements

  1. Optimizations in product export.

ERPLY Classic Back Office version 4.13.5

Fixes

  1. Fixed: button “Change username” on user form was missing for some users.
  2. The interval of the “Change your username to an email address” notification has been changed from 1 day to 30 days.

Erply API version 1.27.2, 1.27.3

Improvements

  1. Filter "getItemsFromFirstPriceListOnly" in API call getProducts has been optimized and is now faster with locations that have a very large primary price list.

  2. Improved support for load balancing of API servers.

  3. Support for a new POS application added.

  4. When attempting to set an attribute’s value to an array, API now returns error code 1014, instead of converting it to an empty value.

Fixes

  1. Fixed: coupons associated with one-time promotions (automatic coupons that Erply itself generates, to keep track which customers have already used the promotion) are now set to “redeemed” status again. This was a regression from API version 1.22.

    Functionally, it does not matter whether the coupon’s status is “active” or “redeemed”. However, some customers were used to seeing these coupons in back office’s “Coupons, gift cards” report, and reported that the coupons no longer show up.


ERPLY Berlin Back Office version 5.14.3

Fixes

  1. Fixed: product card showed an archived product as being active.
  2. Fixed: when changing location on a sales document, Erply did not offer to recalculate prices.

ERPLY Berlin Back Office version 5.14.1, 5.14.2

New features

  1. In addition to “Domestic”, “EU” and “Non-EU” categories for customers and sales documents, a fourth category has been added: “EU, with VAT”.

    This type can be applied to customers in other EU countries who are not VAT-registered (and are thus not entitled to 0% VAT), but who still need to be separately filterable in reports.

  2. Support for a newer Greek Type A fiscal checksum (“stream line”) has been added. This format can be activated with configuration parameter "fiscal_print_streamline"="typeA2".

Improvements

  1. A setting has been added: Settings → Configuration → Invoices and sales → “Creating an invoice from a sales order / waybill, or copying an invoice preserves the “Shipment packed by” field”.

    Copying the “Shipment packed by” field was added in version 5.14.0, now it is configurable and by default off.

  2. It is no longer possible to add a new location from sales document form.
  3. Spanish (Spain) and Spanish (Argentina) translations updated.
  4. An optimization applied to inventory reports.

Fixes

  1. One bug fix related to franchises.

ERPLY Classic Back Office version 4.13.4

Improvements

  1. Improved explanations for the “change username to email address” feature.

Fixes

  1. Fixed: product card showed an archived product as being active.
  2. Fixed: in places where Erply was supposed to pick a 0% tax rate, or show a list of 0% tax rates, Reverse VATs are now ignored.

Berlin POS version 3.30.5 release notes

Base version: 3.30.1

New Features

  • A new version of Greece fiscal streamline
  • A new option is available to disable changing order to cash invoice
  • Implemented printout counting for Swedish Z-report
  • Added Thai currency support (THB)

Fixes

  • Correct tender amounts on return transaction with a tip

ERPLY Classic Back Office version 4.13.3

Improvements

  1. A setting has been added: Settings → Configuration → Invoices and sales → “Creating an invoice from a sales order / waybill, or copying an invoice preserves the “Shipment packed by” field”.

       Copying the “Shipment packed by” field was added in version 4.13.0, now it is configurable and by default off.


ERPLY Berlin Back Office version 5.14.0

New features

  1. Actual Reports sales document printouts can now be sent by email.

  2. Improvements in user rights. Each of the following modules now has separate user rights:

    • Pick Items and Create an Order
    • Locations
    • Registers
    • Product Groups
    • Product Categories
    • Brands
    • Parameter Groups
    • Delivery Conditions
       
  3. It is now possible to set up a new franchise chain so that the HQ account will see all locations (warehouses), but each franchisee account will see only its own locations.

  4. Sales Summary report now displays the names of tax rates, in addition to the rate percentages, to better distinguish different taxes.

Improvements

  1. When creating one sales document from another, fields “Packed by” and “Project” are now copied, too.

  2. Spanish translations have been updated.

  3. Security improvements.

Fixes

  1. Fixed: a price-based tax with a base rate of 0% (eg. “General tax rate is 0%, but items over $150 are taxed 5% on the amount exceeding the threshold”) were incorrectly omitted from sales reports.

  2. Fixed: opening a sales report by customer, clicking “Generate CRM report”“Download in CSV format” produced a file that contained all customers, not only the ones appearing in the report.

  3. Fixed: even if user did not have the right to create invoices, they were able to create a sales order and then change its type.

  4. Fixed: on a sales document, “Print / Send”“Print HT​ML” actually opened a PDF document, not an HT​ML page.

  5. Fixed: it was not possible to change the number of items displayed per page in Settings → Log of deleted items.

  6. Fixed: “Register” drop-down on sales document displayed registers which did not belong to the currently selected location.

  7. Fixed: certain lookup dialogs (eg. the product search in bundle recipes) failed to load more search results when scrolling down.

  8. Fixed: form fields for Danish and Faroese names were mislabeled.


ERPLY Classic Back Office version 4.13.0 - 4.13.2

New features

  1. An option to change usernames to email addresses.

    With this version, Erply back office will start recommending that usernames be converted to email addresses. (This is a preliminary step for future features and enhancements we are planning to deliver.)

    1. Changing the username is not compulsory, but users will get occasional reminders if their sign-in name is not an email address.

    2. To have one’s username changed, a user should contact their manager. Usernames can be changed in the Settings → Users module.

    3. After entering an email address, a confirmation email will be sent to the user. Username change takes effect after clicking the confirmation link.

    4. All new users can only have an email address as their username, and must similarly click a confirmation link sent by email, before they can log into Erply.

      There is one exception: if a new user account is needed for an API integration (not a real person), it is possible to pick an arbitrary username, and no confirmation email will be sent.

  2. Define separate 0% VAT rates for each purpose.

    Four new settings have been added to Settings → Configuration → Tax rates:

    • Default 0% VAT rate for sales within the European Union
    • Default 0% VAT rate for sales outside the European Union
    • Default 0% VAT rate for tax-free products
    • Default 0% VAT rate for customers exempt from tax
       

    The first two fields only appear on EU accounts.

  3. Improvements in Reward Point Balance Report.

    There are now two variations of the Reward Point Balance Report (Customers → Reward Point Balance Report):

    1. “Reward point balances”
    2. “Reward point balances and recent transactions”
       

    Previously, we only offered the latter option. Due to the extra information displayed, the report was slow to calculate and was also disabled on larger accounts (on accounts with more than 200,000 customers).

    The new, simpler view is an alternative that should work well even with larger data sets. Also, “Reward point balances and recent transactions” is no longer disabled on large accounts — but if the report takes too long to load, consider using the simpler option instead.

  4. Improvements for Vietnam.

    1. Configuration parameter "overwrite_money_decimals" has been added. The value should be an integer, indicating how may decimal places should be used for amounts of money (eg. invoice totals, retail prices).

      Vietnamese accounts may want to set the parameter’s value to 0. (Vietnam does not use currency sub-units.) Values larger than 2 are not recommended; typically, invoice calculation algorithm does not provide more precision anyway.

    2. On Vietnamese accounts, net prices no longer have decimal places by default. (If needed, restore decimals with configuration parameter "overwrite_price_decimals".)

    3. Configuration parameter "overwrite_price_decimals" (which defines how many decimal places should net prices have) can now be set to a value of “0”, to omit decimals.

  5. Rounding field on sales documents is now editable.

Improvements

  1. “Product” table in report generator now contains product names in all languages.
     
  2. In Settings → Configuration → Sending invoices by e-mail, email message text can now be defined for all languages.

  3. When creating one sales document from another, fields “Packed by” and “Project” are now copied, too.

  4. In Sales → Recurring billing, items can now be selected with check boxes on multiple pages. System remembers which items have been checked.

  5. When creating a batch of recurring invoices from Sales → Recurring billing, the created invoices are now automatically selected with check boxes.

  6. Recurring billing no longer suggests to create a new yearly invoice 3 months before the end of the current billing period.

  7. Report of packaging materials has been translated into English. (This report is part of the “Packaging materials” extra module which customer support can enable if needed.)

  8. Report of packaging materials no longer needs to be retrieved separately for each group of packaging materials. (There was a dropdown “Packaging group” in Reports → Sales, and to get full data, it was necessary to open the report three times, once for each group. This dropdown has been removed.)

    Additionally, a sale now appears on the report even if the product has NOT been “categorized” into one of the three types.

  9. One Lithuanian translation fixed.

  10. Security improvements.

Fixes

  1. Fixed: even if user did not have the right to create invoices, they were able to create a sales order and then change its type.

  2. Fixed: occasionally, a report was generated with incorrect user rights. (For example, user might have seen a GDPR-related error message about forbidden access, while actually, rights had been granted.)

  3. Fixed: User group restriction “Each user can only see their own customers” did not always work as expected. Additionally, the “Documents” and “Tasks” modules now respect the setting, too.

  4. Fixed: “Register” drop-down on sales document displayed registers which did not belong to the currently selected location.

  5. Fixed: company postal address in email footer no longer contains unnecessary spaces at the beginning of the lines.


Erply API version 1.27.0

New features

  1. New API calls have been added:

    1. addItemToMatrixDimension
    2. editItemInMatrixDimension
    3. syncTotalProductStock
    4. setSalesOrderAsFulfilled
    5. getRegisterTotalSalesOverTime
    6. registerReceiptPrint
    7. getReceiptPrints
    8. getUnfinishedSales
  2. API call getUserOperationsLog can now be queried for deleted Inventory Registrations, Inventory Transfers and Inventory Write-Offs.

  3. API call getGateways returns one additional payment integration: “TriPOS Cloud”.

  4. API call createInstallation now requires user names and email addresses to be no longer than 100 characters. (Error code 1156 is returned if either value is too long.) Similarly, API call saveUser requires user names to be no longer than 100 characters.

  5. API call verifyUser returns a new field "remindUserToUpdateUsername" (with a value of 0 or 1). This field is intended for a specific workflow in Berlin POS.

  6. API call verifyUser may now return error code 1068, indicating that the user cannot log in until they have confirmed their email address.

Improvements

  1. API call createInstallation now returns error code 1155 if an account cannot be immediately prepared. It will no longer hand out a “pending” or “tentative” account number (an account that does not exist yet, but will be created later).

    Since API clients may expect to be able to immediately use the new account, returning a non-existing number would have caused issues. In practice, this issue (new account unavailability) has occurred very rarely and mostly with sandbox / demo accounts.

  2. Support for an obsolete Google Apps login feature has been removed.


ERPLY Classic Back Office version 4.12.3 - 4.12.5

Improvements

  1. Customer registry token now contains user’s full name as their identifier.

Erply API version 1.26.6

Improvements

  1. Customer registry token now contains user’s full name as their identifier.

Erply API version 1.26.5

Fixes

Fixed: API call getSalesReport produced an error with input parameter "reportType" = "SALES_BY_ALL_PRODUCTS".


ERPLY Berlin Back Office version 5.13.3

Improvements

  1. There are now two variations of the Reward Point Balance Report (Customers → Reward Point Balance Report):

    1. “Reward point balances”
    2. “Reward point balances and recent transactions”

    Previously, we only offered the latter option. Due to the extra information displayed, the report was slow to calculate and was also disabled on larger accounts (accounts with more than 200,000 customers).

    The new, simpler view is an alternative that should work well even with larger data sets. Also, “Reward point balances and recent transactions” is no longer disabled on large accounts — but if the report takes too long to load, consider using the simpler option instead.

  2. In Settings → Configuration → Sending invoices by e-mail, email message text can now be defined for all languages.

  3. “Product” table in report generator now contains product names in all languages.

Fixes

  1. Fixed: Sales reports in CSV format had an incorrect “.xls” file name extension.

Erply API version 1.26.4

Fixes

Fixed: an error in customer and product full-text search.


ERPLY Classic Back Office version 4.12.2

Fixes

  1. Fixed: on accounts with customer registry integration, popovers in the list of purchase documents did not show supplier name.
  2. One customer-specific rule removed.

Berlin POS version 3.30.1 release notes

Base version: 3.30.0

Fixes

  • Fix all in one receipt printing from PC (duplicate payment receipts)
  • Hitting F2 while product search is in progress with very slow internet can result in an underpaid sales document
  • TriPOS integration void after unsuccessful multi-card payment and on payment window close
  • Fix Estonian National ID code handling on customer identification

Berlin POS version 3.30.0 release notes

Base version: 3.29.7

New Features

  • Added Thai language support
  • EPSI download URL and installation instruction by client OS
  • Random weighted products price can be overwritten on order opening
  • Cayan Mini can be turned on/off from payment configuration
  • Added Swedish fiscal integration support (PosPlus)
  • New plugin hook "after_plugins_loaded" for event plugin loaded successfully

Improvements

  • After multi-card payment fails, auto-void is removed from all integrations. Successful payment will be voided on payment window close by user
  • GDPR error handling (Correct API error messages on GDPR related errors)
  • Fix POS side receipts (implemented settings from Back-Office)
  • Allow use POS with browsers, where application cache is not supported

Fixes

  • On PAX iPad, added amount check after payment success to ensure partially fulfilled payments will not go through
  • POS prompts for return reason again when the manual discount is applied to non-receipt return (return reason now always takes precedence over discount reason)
  • Get correct next invoice number on POS select
  • Fix multiline product description display
  • Restore orders pre-paid amount in case document creator is selected manually
  • Fixed discount and return reason behaviors on document discount
  • Fixed identification of the customer by the National ID (Estonian) number

ERPLY Berlin Back Office version 5.13.0 - 5.13.2

New Features

  1. Email address masking now optional.

    On accounts within the scope of General Data Protection Regulation (GDPR), email address masking (replacing parts of email addresses with asterisks in “Email log” and Calendar → Tasks) is now optional. A new setting has been added: Settings → Configuration → Sending invoices by email → “Anonymize addresses in logs” which can be turned off.

    We advise to turn it off only if emails are predominantly sent to corporate customers, and storing the email addresses in tasks is acceptable according to your company’s data retention policy.

  2. Print a purchase document in any language.

    A “Language” drop-down has been added to the “Print / Send” dialog on a purchase document form. When printing a Purchase Order or Purchase Invoice, or sending it by email, it is now possible to either select the option “Current language”, or pick a specific language.

    “Current language” prints the document in currently selected language, with item names as they have been entered on the document. This might be useful if line descriptions have been overwritten or additional details appended.

    Selecting any other language gives a fully translated printout, with item names taken from product card.

  3. Sales document printout can be configured to show prices with VAT.

    On accounts where all sales documents have been configured to use the “retail calculation algorithm”, an additional dropdown appears in Settings → Configuration → Sales document printouts: “On printout, show: net prices / prices with tax”.

    This option (to show prices on the printout with VAT included) has been requested by Finnish customers.

  4. “Warehouse Report” has been reordered.

    The “Warehouse Report” on product card (list of transactions made with that product, and quantities in stock) has been reordered. Current inventory quantities are now listed first. The list of transactions comes after that, ordered chronologically with newest transactions at the top (not oldest ones at the top, as before).

  5. “Warehouse Report” shows less data initially.

    “Warehouse Report” on product card now initially displays only 100 most recent transactions. The full history can be loaded by clicking a link.

  6. Number of locations configurable in “Warehouse Report”.

    In the “Warehouse Report”, each user can toggle whether they want to see inventory quantities for all locations, or only for the most important ones. A link “Show more” / “Show less” appears as needed. The number of “important” warehouses can be configured from Settings → Configuration → Inventory and purchase, and is 25 by default.

  7. “POS multicurrency” module added.

    This is an extra feature which allows to count the register in Berlin POS in multiple currencies. Please contact customer support to enable it on your account.

    Additionally, customer support must apply configuration parameter"touchpos_sale_additional_currencies" to define which currencies need to be counted in POS.

  8. New report has been added: Reports → Sales Promotions → Promotions By Invoice Report. It displays the same data as Promotions Report, but aggregated by invoice.

  9. Configuration parameter "inventory_report_exclude_archived_products" = 1 has been implemented. When set, Inventory Report will always omit archived products (which may be desirable if the report takes a lot of time, or runs out of memory).

  10. Configuration parameter "disable_automatic_price_from_previous_quote" is now supported on Berlin back office, too. With this parameter enabled, back office and API will not apply prices from customer’s previous quotes. (By default, when you create a sales document, pick a product and the customer has a non-expired quote containing the same product, the previously quoted price will apply.)

  11. On forms where the fields on the sidebar are arranged into groups (with subheadings between groups) the groups can now be collapsed to hide unnecessary fields. Erply will remember which groups are expanded and which ones collapsed, as a per-user setting.

  12. On accounts within the scope of GDPR, helpdesk consultants will no longer be able to access the Customers module.

  13. Product export file now includes the quantities of packaging materials (which can be entered on product card if the respective module has been enabled on your account).

  14. For Estonian customers, a version upgrade notification now displays a link to localized release notes.

Improvements

  1. Support for Thai language has been added.

  2. Support for Faroese language has been added.

  3. Spanish translations have been updated.

  4. When scheduling the tasks on an Assignment, the calendar view that opened when clicking on the “Add”link worked inconsistently. It has been adjusted to work as follows:

    1. If assignment has a location defined, the popup will display location’s calendar.
    2. Otherwise it will display the joint calendar of all user groups designated for repair jobs.
  5. On Actual Reports sales document printouts, a new field is available: each product’s quantity in stock. (Field names are "amountInStock", "amountReserved", and "amountAvailable".)

  6. On Actual Reports sales invoice printouts, the "payer..." and "shipTo..." fields are now always populated, regardless of account settings and regardless of whether the invoice has a separate payer and receiver of goods or not.

    On standard templates, it is recommended to use the "payer..." and "shipTo..." fields, instead of the "customer..." fields. Different accounts may be configured differently, and the semantic meaning of “Customer” may vary; on older accounts, “Customer” typically means the receiver of goods, while on newer accounts, it means the payer.

  7. Actual Reports, purchase document printout: every document row now also includes product pictures.

  8. Field “Location” has been added to “Recurring billing” form. If you specify the location, all invoices created from that recurring billing will be issued from that location.

  9. In product export, product’s net weight and gross weight are now returned in a uniform number format.

  10. On user group form, the permission check boxes “Add shipping” and “Set tax exemption” are now visible regardless of account’s country. Formerly, these fields were activated only on American and Canadian accounts.

  11. Downloaded PDF file names can now contain Russian letters.

  12. Like in Classic back office, table rows can now be right-clicked (to select “Open Link in New Tab”, for example). However, right now there is just one column in every table that supports right-clicking. (This column is indicated by an underline that appears on mouse hover.)

  13. On purchase document form, row height has been reduced to improve information density.

  14. Improvements in report generator:

    1. Column “ID” has been added to all tables.

    2. The error message that appears when trying to group or sort by a calculated column (eg. Sales document → Amount Paid) is now translated.

    3. New columns added: Sales document → Shipment packed by, Sales document → Year and month, Sales document → Payment deadline.

    4. Columns “Year number” and “Month number” in table “Sales document” now allow grouping and sorting.

    5. When grouping the report by a certain value, the value on the subtotal row is now displayed in the same number or date format as the rest of the data.

Fixes

  1. Fixed: when selecting a customer that has been configured as a “EU” or “outside EU” customer, tax rates on sales document are now appropriately set to 0%.

  2. Fixed: when creating a new user, it was not possible to immediately choose which stores the user should have access to. The list of stores only appeared after the user had been saved.

  3. Fixed: when a bundle product was sold through recurring billing, bundle components were not subtracted from inventory.

  4. Fixed: popovers did not appear in the “Purchase Orders” module.

  5. Amount in EEK has been removed from purchase document printouts.

  6. Fixed: Inventory Report now respects configuration parameter"users_can_only_see_own_warehouse_stock".

  7. Fixed: after emailing an unconfirmed purchase order, its status in the list was incorrectly shown as “Confirmed”.


Erply API version 1.26.3

Fixes

  1. Fixed: a user rights issue in certain API calls, eg. “savePriceList”. (User rights were checked for the wrong module.)

Erply API version 1.26.2

Fixes

  1. Fixed: when encountering an error while handling a bulk request (eg. no session key provided), API returned an empty result instead of indicating the error code.

Erply API version 1.26.0, 1.26.1

New Features

  1. Input parameter "searchNameIncrementally" in API call getCustomers now additionally returns customers whose company registry code, or a person’s National ID number exactly matches the specified search phrase.

  2. Compliance with General Data Protection Regulation can now be activated on demand on non-EU accounts, too — with configuration parameter "gdpr_features_enabled" = 1.

  3. Field "reasonID" has been added to API calls saveInventoryRegistration and getInventoryRegistrations.

  4. Input parameters "documentDateStart" and "documentDateEnd" have been added to API call getSalesReport, allowing to filter a Cost of Goods Sold (COGS) Report by document date (as an alternative to filtering by inventory transaction date).

    Please see the documentation for that API call for a more in-depth explanation about the COGS report and date ranges. This feature requires Classic back office, version 4.12 or newer.

  5. API calls getSalesDocuments and saveSalesDocument now support per-row waybill IDs which indicate which row on an invoice has originated from which waybill. API call getSalesDocuments outputs a new field "sourceWaybillID" on each row; saveSalesDocument accepts input parameter "sourceWaybillID#".

  6. Fields "variationDescription" → "order" and "variationList" → "order" have been added to API call getProducts. This allows to sort a list of matrix variations in the same order in which the respective colors / sizes have been arranged.

Improvements

  1. Support for Thai and Faroese languages has been added.

  2. Configuration parameter "api_getpointsofsale_all_invoice_numbers_not_returned" = 1 enables an optimization: API call getPointsOfSale returns the field "lastInvoiceNo" to Berlin POS only if POS asks for one specific register, and not the whole list.

Fixes

  1. Fixed: when creating a new payment with savePayment, API will now populate “last modification timestamp” with current timestamp, not user-supplied data. (Input parameter "added" is still accepted, but it won’t affect last modification timestamp any more.)

  2. Fixed: the checkbox “Customer does not earn new reward points” on customer form was interpreted incorrectly, and API did not allow the customer to spend those points, either. This restriction has been lifted from API calls editEarnedRewardPointRecord, editUsedRewardPointRecord,getCustomerRewardPoints, saveIssuedCoupon and subtractCustomerRewardPoints.

  3. Fixed: When deciding whether to instruct POS to issue a coupon or not, API call calculateShoppingCart ignored the check box “Customer does not earn new reward points” and always assumed that customer is going to earn points from the current transaction, too.


ERPLY Classic Back Office version 4.12.0, 4.12.1

New Features

  1. Email address masking now optional.

    On accounts within the scope of General Data Protection Regulation (GDPR), email address masking (replacing parts of email addresses with asterisks in “Email log” and Calendar → Tasks) is now optional. A new setting has been added: Settings → Configuration → Sending invoices by email → “Anonymize addresses in logs” which can be turned off.

    We advise to turn it off only if emails are predominantly sent to corporate customers, and storing the email addresses in tasks is acceptable according to your company’s data retention policy.

  2. Print a purchase document in any language.

    A “Language” drop-down has been added next to the “Print” and “PDF” buttons on a purchase document form. When printing a Purchase Order or Purchase Invoice, or sending it by email, it is now possible to either select the option “Current language”, or pick a specific language.

    “Current language” prints the document in currently selected language, with item names as they have been entered on the document. This might be useful if line descriptions have been overwritten or additional details appended.

    Selecting any other language gives a fully translated printout, with item names taken from product card.

  3. Sales document printout can be configured to show prices with VAT.

    On accounts where all sales documents have been configured to use the “retail calculation algorithm”, an additional dropdown appears in Settings → Configuration → Sales document printouts: “On printout, show: net prices / prices with tax”.

    This option (to show prices on the printout with VAT included) has been requested by Finnish customers.

  4. “Warehouse Report” shows less data initially.

    “Warehouse Report” on product card (which shows current quantities on hand, current reservations and all past transactions with the item) now initially displays only 100 most recent transactions. The full history can be loaded by clicking a link.

  5. Number of locations configurable in “Warehouse Report”.

    In the “Warehouse Report” on product card, each user can toggle whether they want to see inventory quantities for all locations, or only for the most important ones. A link “Show more” / “Show less” appears as needed. The number of “important” warehouses can be configured from Settings → Configuration → Inventory and purchase, and is 25 by default.

  6. On accounts within the scope of GDPR, helpdesk consultants will no longer be able to access the Customers module.

  7. “Discount” column has been added to Purchase Orders, and the discount amounts are now preserved when copying a purchase document.

    (Formerly, all other purchase document types had the “Discount” column, only Purchase Order did not.)

  8. On product card, the tab “Replacement products” has been renamed to “Substitutes”, and an additional tab, “Cross-sell” has been added. (Under that tab, define the items that should be shown in the webshop as related products.) Formerly, this tab was activated only on selected accounts.

  9. Product export file now includes the quantities of packaging materials (which can be entered on product card if the respective module has been enabled on your account).

  10. For Estonian customers, a version upgrade notification now displays a link to localized release notes.

  11. Support for TriPOS payment signatures has been added.

Improvements

  1. In product export, product’s net weight and gross weight are now returned in a uniform number format.

  2. When scheduling the tasks on an Assignment, the calendar view that opened when clicking on the “Add”link worked inconsistently. It has been adjusted to work as follows:

    1. If assignment has a location defined, the popup will display location’s calendar.
    2. Otherwise it will display the joint calendar of all user groups designated for repair jobs.
  3. On user group form, the permission check boxes “Add shipping” and “Set tax exemption” are now visible regardless of account’s country. Formerly, these fields were activated only on American and Canadian accounts.

  4. Packing list printout has been improved and unnecessary whitespace between columns removed.

  5. Improvements in report generator:

    1. Column “ID” has been added to all tables.

    2. The error message that appears when trying to group or sort by a calculated column (eg. Sales document → Amount Paid) is now translated.

    3. New columns added: Sales document → Shipment packed by, Sales document → Year and month, Sales document → Payment deadline.

    4. Columns “Year number” and “Month number” in table “Sales document” now allow grouping and sorting.

    5. When grouping the report by a certain value, the value on the subtotal row is now displayed in the same number or date format as the rest of the data.

  6. Actual Reports, purchase document printout: every document row now also includes product pictures.

  7. Danish translations have been updated.

Fixes

  1. Amount in EEK has been removed from purchase document printouts.

  2. Fixed: Inventory Report now respects configuration parameter"users_can_only_see_own_warehouse_stock".

  3. Fixed: when viewing “Unpaid invoices & balance statements” report in a non-default currency, invoice totals were still displayed in default currency.

  4. Fixed: With certain settings, packing list printout had a column alignment issue.

  5. Fixed: obsolete buttons “Google Apps” and “Get Firefox” have been removed from the login form.


ERPLY Classic Back Office version 4.11.10

Fixes

  1. Fixed: Customer’s web shop password was lost when re-saving customer form.

ERPLY Berlin Back Office version 5.12.6

Fixes

  1. Fixed: Customer’s web shop password was lost when re-saving customer form.

ERPLY Berlin Back Office version 5.12.5

Fixes

  1. Items with status “not for sale” could be sold.
  2. Customer’s password was not saved correctly.

Berlin POS version 3.29.1 release notes

Base version: 3.28.2

New Features

  • Added ability to change payment provider device IP even if a user is not the admin (Cayan)
  • Added Cayan Mini support for iOS (processTransaction, cancelTransaction)
  • Implemented all-in-one and regular receipt printing from Nets-ingenico terminal for Android
  • Added configuration parameter,"touchpos_print_receipt_duplicate_to_secondary_printer" which allows re-print receipt from the secondary printer
  • GDPR – log customer detailed view event from POS
  • Added new transactionTime parameter supplied by Back-Office to providers Nixor and VeriFone Finland

Improvements

  • Remove logo if streamline is printed and POS is offline (Greece fiscal type A)
  • Offline streamline location and size fix – same as online (Greece)
  • Added HTML standard header to all in one receipt (fix font size issue in offline mode)
  • Changed the rules of when a coupon should be redeemed
  • Do not open coupon add view, if coupons are added automatically (conf.param "touchpos_use_customer_coupons_automatically")
  • Added getStockInfo parameter for quick products synchronization to avoid getting 0 stock warning for items with actual stock

Fixes

  • Fix document number retrieve from API before saving the document 
  • Fixed secondary printer displaying issue if a primary printer is payment terminal
  • Fix Greece fiscal type A in offline mode (correct VAT values)

Erply API version 1.25.0, 1.25.1

New features

  1. Filter "typeID" has been added to API call getPayments.
  2. API call saveProduct now supports adding, modifying and deleting long attributes.

Improvements

  1. Fields "entryMode" and "signatureNotRequired" have been removed from API calls getPayments and savePayment. These fields were related to a payment provider integration that has not been completed and is not in use.

Fixes

  1. Fixed: product pictures added with API call saveProductPicture were not ordered correctly in API output and on back office’s product card.

ERPLY Berlin Back Office version 5.12.4

Improvements

  1. In Settings → Configuration → Sales document printouts, it is now possible to hide the QR code from sales document printout.
  2. In Settings → Configuration → Receipt printouts, it is now possible to hide the verification code from receipt printout.

ERPLY Classic Back Office version 4.11.9

Improvements

  1. In Settings → Configuration → Sales document printouts, it is now possible to hide the QR code from sales document printout.
  2. In Settings → Configuration → Receipt printouts, it is now possible to hide the verification code from receipt printout.

ERPLY Berlin Back Office version 5.12.3

Improvements

  1. In report generator, the field “Total net weight” displayed unexpected values when certain plugins were activated. This field has now been renamed to “Net weight or volume (Intrastat)”, and a new “Total net weight” field has been added which gives weight information as expected.

Fixes

  1. Fixed: QR code overlapped with footer text on invoice PDF printout.

  2. Fixed: Clicking on “More…” → “Send by email” in Purchase Orders module did not work.

  3. Fixed: Option “Send by email in English” for purchase orders sent a PDF where item names were not in English.

  4. Fixed: when viewing “Unpaid invoices & balance statements” report in a non-default currency, invoice totals were still displayed in default currency.

ERPLY Classic Back Office version 4.11.8

Improvements

  1. Thai translation added.

Fixes

  1. Fixed: QR code overlapped with footer text on invoice PDF printout.
  2. Fixed: when creating a sales order from Inventory → “Pick items to create an order”, customer price list prices did not apply.

ERPLY Classic Back Office version 4.11.7

Improvements

  1. French translations updated.

ERPLY Classic Back Office version 4.11.6

Improvements

  1. Finnish translations updated.

ERPLY Berlin Back Office version 5.12.2

Improvements

  1. Finnish translations updated.

ERPLY Berlin Back Office version 5.12.1

Fixes

  1. Fixed: Links to documents and quotes on Project form did not open.
  2. Fixed: in Finnish, product’s number of stock days was not displayed on product card.

ERPLY Berlin Back Office version 5.12.0

New Features

  1. Compliance with General Data Protection Regulation can now be activated on demand on non-EU accounts, too — with configuration parameter "gdpr_features_enabled" = 1.

  2. A setting has been added: Settings → Configuration → “Inventory and purchase” → “”Show in webshop” is checked by default for new products and product groups”. To have all new products created with “Show in webshop” turned off by default, uncheck this box.

  3. “Anonymous printout” option has been added to sales documents. If a customer wants to be identified for the transaction, but does not want the printout to contain their personal information, select “Download anonymous printout” or “Send anonymous printout by email” from the “More…” dropdown or “Print / Send” dialog window.

  4. A “verification code” has been added to invoice and receipt printouts. With this code, we will be able to verify if a particular receipt or an invoice originates from Erply, and whether the transaction details are correct — or has the printout been forged or modified (eg. to commit tax fraud).

    On invoice printouts, the verification code also appears as a QR code.

  5. A customer’s web shop password can now be deleted. (Click on the “Delete” link next to the field and re-save the customer.)

  6. A user’s PIN can now be deleted. (Click on the “Delete” link next to the field and re-save the user.)

  7. Links “Select all” and “Select none” have been added to user form, next to the “Locations” heading, to check or uncheck all locations at once.

  8. In the Users list, if the list of locations (to which the user has access) is longer than 15, just a total number of locations will be displayed, instead of the name of each one. (Eg. “20/25”, meaning that user has access to 20 locations out of 25 total.)

  9. Report “Distribute Goods to Selected Location” in Reports → Inventory:

    • Now respects all filters (product group, category, brand, supplier, priority group; product; product extra fields 1-4);
    • Adds selected items to an existing open Transfer Order if one exists (ie., no longer creates a new Transfer Order each time);
    • In its suggestions ( “Total required” and “To be transfered”), it takes into account if a purchase order or transfer order has already been created.
  10. The product card of a matrix variation now displays what is the size and color of this variation, and provides a link to the parent product.

Improvements

  1. On non-EU accounts, person names are now displayed again in the following reports:

    • Reports → Sales
    • Reports → Cost of Goods Sold
    • Reports → Invoices and payments
  2. Greek translations updated.

  3. One French translation updated.

  4. In Purchase → Purchase orders, unnecessary column “Deadline” has been replaced with “Delivery date”.

  5. On Stock Replenishment Report, in the “Packages to order” drop-down, packages are now listed in order of creation.

  6. Setting “In Berlin POS, plugins are mandatory” has been added to Settings → Configuration → POS. This is a pre-existing setting that can also be turned on or off from Berlin POS user interface. The check box in back office has been provided as a backup, for the case when POS cannot even be opened due to a broken plugin.

Fixes

  1. Fixed: when fetching an Actual Reports sales document printout in a different language, product unit names were not translated.

  2. Fixed: on sales documents that use retail calculation algorithm, invoice lines appeared shifted (an extra field appeared on some lines).

  3. Fixed: searching for a purchase order by an alphanumeric order tracking number, or searching for a purchase invoice by an alphanumeric invoice number returned irrelevant search results.


ERPLY Classic Back Office version 4.11.0 - 4.11.5

New features

  1. Compliance with General Data Protection Regulation can now be activated on demand on non-EU accounts, too — with configuration parameter "gdpr_features_enabled" = 1.

  2. A setting has been added: Settings → Configuration → Inventory and purchase → “”Show in webshop” is checked by default for new products and product groups”. To have all new products created with “Show in webshop” turned off by default, uncheck this box.

  3. “Anonymous printout” option has been added to sales documents. If a customer wants to be identified for the transaction, but does not want the printout to contain their personal information, select “More…” → “Anonymous printout (PDF)” or “Send anonymous printout by email”.

  4. A “verification code” has been added to invoice and receipt printouts. With this code, we will be able to verify if a particular receipt or an invoice originates from Erply, and whether the transaction details are correct — or has the printout been forged or modified (eg. to commit tax fraud).

    On invoice printouts, the verification code also appears as a QR code.

  5. On Actual Reports sales document printouts, a new field is available: each product’s quantity in stock. (Field names are "amountInStock", "amountReserved", and "amountAvailable".)

Improvements

  1. On non-EU accounts, person names are now displayed again in the following reports:

    • Reports → Sales
    • Reports → Cost of Goods Sold
    • Reports → Invoices and payments
  2. One French translation fixed.

  3. On Stock Replenishment Report, in the “Packages to order” drop-down, packages are now listed in order of creation.

  4. A validation on price list form, related to configuration parameter "do_not_allow_to_add_flyer_items_to_store_pricelist", has been improved.

  5. In report generator, the field “Total net weight” displayed unexpected values when certain plugins were activated. This field has now been renamed to “Net weight or volume (Intrastat)” and a new “Total net weight” field has been added which gives weight information as expected.

  6. Receipts can now be downloaded as PDFs.

  7. For receipts and invoices, the option “Send by email” has been removed. This option allowed to send the document as an HTML attachment. We recommend to send documents as PDFs instead, by selecting “Send by email (PDF)”.

  8. Fixed: company address in invoice printout footer is now always displayed on multiple lines, to avoid layout issues in PDFs.

Fixes

  1. Fixed: if a sold bundle was discounted, the sales document was created with incorrect data. (In reports, when selecting the option “Display sold bundles: by components separately”, sales report totals were incorrect.)

  2. Fixed: when fetching an Actual Reports sales document printout in a different language, product unit names were not translated.

  3. Fixed: an error occurred if user attempted to confirm a purchase invoice on a franchise account, without having the rights to see product cost.


Erply API version 1.24.0

New features

  1. Support for Klarna payment integration has been added: field "klarnaPaymentID" has been added to API calls getPayments and savePayment. To enable this feature on your account, please contact customer support.

  2. Search field "referenceNumber" has been added to API calls getSalesDocuments and getPurchaseDocuments.

  3. Field "epsiDownloadURLs" has been added to API calls verifyUser, switchUser and changePassword. It contains EPSI installer URLs for each operating system.

  4. The following fields (specific to wholesale of alcoholic beverages) have been added to API calls getProducts and saveProduct. To have these extra product fields on your account, please contact customer support.

    • registryNumber
    • alcoholPercentage
    • batches
    • exciseDeclaration
    • exciseFermentedProductUnder6
    • exciseWineOver6
    • exciseFermentedProductOver6
    • exciseIntermediateProduct
    • exciseOtherAlcohol
    • excisePackaging
  5. Field "packagingType", related to packaging report, has been added to API calls getProducts and saveProduct.

  6. API now supports back office configuration checkbox “”Show in webshop” is checked by default for new products and product groups”. (This checkbox will be added in Classic back office 4.11 and Berlin back office 5.12.)

Improvements

  1. A validation in API calls addProductToPriceList and savePriceList, related to configuration parameter "do_not_allow_to_add_flyer_items_to_store_pricelist", has been improved.

  2. API call getFranchiseSalesDocuments can now detect cross-franchise returns and will return appropriately reduced quantities when queried with "nonReturnedItemsOnly" = 1.

Fixes

  1. Fixed: API call getProductCostForSpecificAmount returned an incorrect response.

ERPLY Berlin Back Office version 5.11.1

Fixes

  1. Fixed: API call “getSalesReport” returned an error.
  2. Fixed: On receipts printed through EPSI, receipt lines had a too large font size. (Receipt size fix also requires Berlin POS version 3.28.7 or newer.)

Erply API version 1.23.0

New features

  1. New API call recordGDPRConfirmation has been added.

  2. Support for the employee authorization process, introduced in Classic back office 4.10 and Berlin back office 5.11, has been added. If the restrictions have been enabled from back office and user has not been given access yet, API will prevent user from accessing customer information.

  3. New API call logProcessingOfCustomerData has been added. Use this call to log customer processing activities that have taken place outside of Erply if it is not possible to keep a log elsewhere.

Fixes

  1. Fixed: when editing an existing product, API call saveProduct will no longer reset the product’s tax rate to the default value if no tax rate is provided.

  2. Fixed: applying promotions “Buy 3 pcs of Product X for $10” to a sale was a very slow process.

  3. When using a standalone customer registry, a timeout or no response from the registry no longer causes a fatal error (error 1000). Timeout has been increased from 5 to 10 seconds.


ERPLY Berlin Back Office version 5.11.0

New features

  1. New tools for controlling employees’ access to customer data have been added. Considering the General Data Protection Regulation (GDPR), it is important that employees are trained to handle personal data properly. (We have also written about GDPR on Erply blog.)

    In Settings → Configuration, it is now possible to disable unauthorized employees’ access to customer information. Employees can be authorized one by one from the Employees module. Two new buttons have been added to employee form:

    1. One to indicate employee’s confirmation that they are familiar with the regulation and customers’ rights, and know how to protect personal information.
    2. Another one to indicate that a manager has allowed the employee to access customer data.

    The form also shows when employee gave their confirmation, and who and when gave them the access.

    This feature is an extra module. If it has not been activated on your account yet, please contact customer support.

  2. In Settings → Configuration, it is now possible to select whether employee name on a) sales document printouts and b) receipt printouts should be displayed as:

    1. ID only;
    2. first name only;
    3. first name, with last name initial; or
    4. full name.
  3. In Settings → Configuration → Receipt printouts, it is now possible to configure what information about a customer should be displayed on a receipt printout. (The printout can be configured separately for companies and for persons.)

    1. Customer ID
    2. Customer card code
    3. Customer name
    4. Customer address
  4. Customer’s amount of reward points can now be printed on receipts. This option has been added to Settings → Configuration → Receipt printouts.

  5. Customers can be looked up by ID, and field “Customer ID” has been added to customer card.

  6. Employees can be looked up by ID, and field “Employee ID” has been added to employee form.

Improvements

  1. To not expose personal information unnecessarily, the following reports no longer display the name of a customer if that customer is a person. (Customer ID is shown instead, and a link to customer card is provided. Names of companies are still displayed, though.)

    • Reports → Sales
    • Reports → Cost of Goods Sold
    • Reports → Invoices and Payments
  2. To not expose personal information unnecessarily, the following reports no longer show the names of any customers. (Customer ID is shown instead, and there is also a link to customer card.)

    • Reports → Coupons, gift cards → Show report
    • Reports → Coupons, gift cards → Active Gift cards
    • Reports → Sales promotions
    • Reports → Tasks

ERPLY Classic Back Office version 4.10.0

New features

  1. Fields “Deposit fee” and “Fee quantity” have been added to product card. These fields allow to associate a product with a deposit fee (recycle fee).

    Deposit fees, or recycle fees, are a legal requirement in many countries. Whenever certain products are sold, the merchant needs to collect a deposit.

    In Erply, define the deposit fee as a separate product. Set it VAT-free if needed. Then, look up a product that needs to be sold together with a deposit fee, click on the “Deposit fee” field on product card and select the fee.

    Field “Fee quantity” may be usually left empty. It is needed only if the item you are selling is a larger package — for example a six-pack of soda (where you need to collect 6 deposit fees per each six-pack).

    When you add a product with a deposit fee to the sale, the deposit fee is automatically added, too, as a separate line. Deposit fees are supported:

    • in Berlin POS;
    • on Invoices, Sales Orders and Quotes in back office.
  2. New tools for controlling employees’ access to customer data have been added. Considering the General Data Protection Regulation (GDPR), it is important that employees are trained to handle personal data properly. (We have also written about GDPR on Erply blog.)

    In Settings → Configuration, it is now possible to disable unauthorized employees’ access to customer information. Employees can be authorized one by one from the Employees module. Two new buttons have been added to employee form:

    1. One to indicate employee’s confirmation that they are familiar with the regulation and customers’ rights, and know how to protect personal information.
    2. Another one to indicate that a manager has allowed the employee to access customer data.

    The form also shows when employee gave their confirmation, and who and when gave them the access.

    This feature is an extra module. If it has not been activated on your account yet, please contact customer support.

  3. In Settings → Configuration, it is now possible to select whether employee name on a) sales document printouts and b) receipt printouts should be displayed as:

    1. ID only;
    2. first name only;
    3. first name, with last name initial; or
    4. full name.
  4. In Settings → Configuration → Receipt printouts, it is now possible to configure what information about a customer should be displayed on a receipt printout. (The printout can be configured separately for companies and for persons.)

    1. Customer ID
    2. Customer card code
    3. Customer name
    4. Customer address
  5. Customer’s amount of reward points can now be printed on receipts. This option has been added to Settings → Configuration → Receipt printouts.

  6. Customers can be looked up by ID, and field “Customer ID” has been added to customer card.

  7. Employees can be looked up by ID, and field “Employee ID” has been added to employee form.

  8. A customer’s web shop password can now be deleted. (Click on the “Delete” link next to the field and re-save the customer.)

  9. A user’s PIN can now be deleted. (Click on the “Delete” link next to the field and re-save the user.)

Improvements

  1. Tasks titled “Invoice … sent by e-mail” (which Erply creates automatically if you send a document by email) and the “E-mail log” on sales and purchase documents will no longer contain sender’s and recipient’s full addresses. Email addresses in these records are now partially masked with asterisks: an address "test@example.com" becomes "tes...@exa...", for example.

  2. To not expose personal information unnecessarily, the following reports no longer display the name of a customer if that customer is a person. (Customer ID is shown instead, and a link to customer card is provided. Names of companies are still displayed, though.)

    • Reports → Sales
    • Reports → Cost of Goods Sold
    • Reports → Invoices and Payments
  3. To not expose personal information unnecessarily, the following reports no longer show the names of any customers. (Customer ID is shown instead, and there is also a link to customer card.)

    • Reports → Coupons, gift cards → Show report
    • Reports → Coupons, gift cards → Active Gift cards
    • Reports → Sales promotions
    • Reports → Tasks
  4. When configuring a register to use Verifone Finland or Nixpay (with Atos Worldline terminal) payments, an error message will be displayed if extra module “Transaction Time of a Payment” has not been installed on your account. This module is required for Verifone Finland and Nixpay payments. When needed, please contact customer support to activate this module.

Fixes

  1. When using a standalone customer registry, a timeout or no response from the registry no longer causes a “System Update” page to be displayed. Timeout has been increased from 5 to 10 seconds.

Erply API version 1.22.4

New features

  1. API call savePayment now accepts new input parameter "transactionTime" for Verifone Finland and Nixpay (Nixor) payments.

    This extra field is needed for Berlin POS. To make this field available, extra module “Transaction Time of a Payment” needs to be installed to your account. Please contact customer support for that. Without that extra module, these two payment integrations cannot be used.

    Classic back office (starting with version 4.10) and Berlin back office (starting with version 5.10) will warn if you attempt to configure a register to use Verifone Finland or Nixpay (Atos Worldline) payments, and this module has not been installed yet.

Fixes

  1. Fixed: in a bulk request, it was not possible to make queries in different languages (eg. to retrieve product names in English and product groups in German). This caused an issue with weighted products on Greek accounts.

ERPLY Berlin Back Office version 5.10.0 - 5.10.2

New features

  1. To improve delivery, e-mails sent from Erply will now have “noreply@erplyinfo.com” as the sender’s address.

    Sending e-mail from our own domain name allows us to properly sign the messages and prove that the e-mail has originated from Erply. Many receiving mail servers take note if the “From” address does not match the originating server, and assign the message a higher spam score, or discard it entirely.

    Therefore, this change was necessary to make sure that we follow the best practices and established standards.

    Naturally, the receiver needs to know who has sent the message, and must be able to reply to it. We will put your company name on the “From:” line, and we will also set a “Reply-To” header with your actual e-mail address.

    Thus, the e-mails are going to look like this:

    From: Sample Company <noreply@erplyinfo.com>
    Reply-To: Sample Company <info@samplecompany.com>
    
  2. Deposit Fee support has been added.

    Fields “Deposit fee” and “Fee quantity” have been added to product card. These fields allow to associate a product with a deposit fee (recycle fee).

    Deposit fees, or recycle fees, are a legal requirement in many countries. Whenever certain products are sold, the merchant needs to collect a deposit.

    In Erply, define the deposit fee (recycle fee) as a separate product. Set it VAT-free if needed. Then, look up a product that needs to be sold together with a deposit fee, click on the “Deposit fee” field on product card and select the fee.

    Field “Fee quantity” may be usually left empty. It is needed only if you sell an item in a larger package, and this package is defined as a separate product in your product catalog. A typical example would be a six-pack of soda. For each 6-pack, you need to collect 6 deposit fees; therefore, enter “6” into the “Fee quantity” field.

    When you add a product with a deposit fee to the sale (or scan the item), the deposit fee is automatically added to the document, too — as a separate line. Deposit fees are supported:

    • In Berlin POS;
    • on Invoices, Sales Orders and Quotes in back office.


    When you change the product’s quantity, the fee’s quantity automatically updates. When you remove the product, the fee gets removed, too.

    Note that deposit fees are not automatically added when creating a purchase document, an Inventory Registration, an Inventory Write-Off or an Inventory Transfer.

Improvements

  1. When a sales document, purchase document, balance statement or payment reminder is sent by e-mail, this is recorded in the system as a “task”. These tasks can be seen in Calendar → Tasks, if you have the respective module enabled on your account.

    On sales documents, the sending history can additionally be seen by clicking on the “…” button and selecting “E-mail log”.

    To avoid storing unnecessary personal information in Erply, these records will no longer contain full sender’s and recipient’s addresses. The addresses will be partially masked with asterisks: an address "test@example.com" becomes "tes...@exa...", for example.

  2. When configuring a register to use Verifone Finland or Nixpay (with Atos Worldline terminal) payments, an error message will be displayed if extra module “Transaction Time of a Payment” has not been installed on your account. This module is required for Verifone Finland and Nixpay payments. When needed, please contact customer support to activate this module.

  3. User’s password can now be changed from the Users table and from User form. Formerly, the link for changing a password was only located in the Employees table.

  4. A few Lithuanian translations have been updated.

  5. On a receipt printout, blocks of card payment information are now identifiable by HTML classes. (This is needed for Berlin POS.)

Fixes

  1. Fixed: in product catalog, clicking twice on the “M+” link (to see a matrix product’s variations) displayed an error page.
  2. Fixed: on Matrix Dimension form (in PIM → Matrix Dimensions), reordering the dimension values (by clicking on up and down arrows) sometimes did not work.
  3. Fixed: in certain cases, the first line in an SEB bank payment import file was handled incorrectly, which could cause the same payment to be imported again later as a duplicate.
  4. Fixed: on a franchise account, in the “Settings → Log of deleted items” module, clicking on the “Time” column to sort records by time produced an error.
  5. Fixed: when printing labels for matrix variations from a price list, the labels displayed an incorrect price.
  6. Fixed: in the “Inventory” table, columns “Price” and “Price with VAT” were truncated on a smaller screen, and part of the price was invisible.
  7. Fixed: in a report generator report with two-level grouping, some subtotal lines were missing.
  8. Fixed: in report generator, the “Warehouse value” column for purchase invoice rows was empty.

Erply API version 1.22.3

Bug fixes

  1. Fixed: API calculateShoppingCart calculated a “$ off entire invoice” promotion discount incorrectly when customer purchased a gift card.

Erply API version 1.22.2

Bug fixes

  1. Fixed: if one API call in a bulk request fails with error code 1005, 1006 or 1009, the remaining calls will now be executed, too. Formerly, API terminated the bulk request, returned a response and ignored all the remaining calls.

  2. Fixed: Promotion “Get % off all items” with the additional check box “Except lines to which a manual discount or any other price list or promotion discount has already applied” was incorrectly regarded as successful, even when all items in the shopping cart already had a prior discount, and thus the promotion did not actually discount any items. As a result, a coupon was unnecessarily redeemed.


Erply API version 1.21.9

  1. Fixed: if one API call in a bulk request fails with error code 1005, 1006 or 1009, the remaining calls will now be executed, too. Formerly, API terminated the bulk request, returned a response and ignored all the remaining calls.

ERPLY Classic Back Office version 4.9.0

New features

  1. To improve e-mail delivery, e-mails sent from Erply back office will now have “noreply@erplyinfo.com” as the sender’s address.

    Sending e-mail from our own domain name allows us to properly sign the messages and prove that the e-mail has originated from Erply. Many receiving mail servers take note if the “From” address does not match the originating server, and assign the message a higher spam score, or discard it entirely.

    We will still put sender’s company name on the “From:” line, and we will also set a “Reply-To” header with your actual e-mail address. This should ensure that the receiver recognizes who sent the message, and can reply to it.

    Thus, the e-mails are going to look like this:

    From: Sample Company <noreply@erplyinfo.com>
    Reply-To: Sample Company <info@samplecompany.com>
    
  2. New promotion type “Special Unit Price” has been added.

    In this type of promotion, customer gets a discounted price for specific products if they buy at least a certain quantity.

    “Special Unit Price” promotion must be set up as follows:

    1. On the left side (“Customer must”), specify the products (or product group, or category) and the minimum quantity that the customer must buy;
    2. On the right side (“Customer will”), specify the new unit price. The field is titled: “Or, get these items, and each subsequent matching item, for a special unit price of …”

    The promotion may also be set up with a limit: maximum number of discounted items per sale.

  3. “Redemption Limit” option has been added to promotions.

    A Redemption Limit means that a promotion may not apply to one sale more than the specified number of times. Or — if it is a coupon promotion — that the customer may only redeem a specific number of coupons per sale.

    Consider a promotion “Buy 2 pies and get an apple 50% off”. A Redemption Limit of 3 means that regardless of what quantity the customer purchases, they will only get 3 discounted apples at most. (And to get those, they need to buy 6 pies.)

    Redemption Limit should not be confused with “maximum number of discounted items”. Some promotion types allow both options; consider carefully which one you might need.

    The field is located at the end of the form, and is titled “Limit how many times a promotion of any other type can apply to a sale (Redemption limit)”.

  4. Promotion form has been rearranged.

    An informative field “How the promotion applies to a sale” has also been added. It reminds whether the promotion is an automatic, coupon or manual promotion; and explains how many times the promotion is going to apply (only once / as many times as possible / etc.) Each promotion type has different rules, and this field should make promotion algorithm more transparent.

Improvements

  1. “Send by e-mail” dialog now warns if the sender’s address is invalid, or if multiple senders have been specified.
  2. Support for API call addPromotionCountsToInvoice has been added. (When a sales document is deleted from back office, its promotion counts are deleted, too.)
  3. Names of the two parameters introduced in 4.8.5 have been updated to "customer_registry_group_cache_time" and "customer_registry_customer_cache_time", respectively.

Bug fixes

  1. Fixed: in a report generator report with two-level grouping, some subtotal lines were missing.
  2. Fixed: “Send by e-mail” dialog did not respect the setting “Send invoices to: Customer’s e-mail / Recipient of goods’ e-mail”.
  3. On promotion form, the “Promotion only applies to these customer groups” drop-down now shows customer groups as a hierarchical tree.

Erply API version 1.22.0

New features

  1. API call calculateShoppingCart now supports new promotion type “Special Unit Price”. In this type of promotion, shopper gets a special price for specific products if they buy at least a certain quantity.

    The promotion may also be set up with a limit: maximum number of discounted items per sale.

    To set up this new type of promotion, Classic back office is required — version 4.9 or newer. Alternatively, the promotion can be created over API, with the saveCampaign call. (New input fields"specialUnitPrice" and "maxItemsWithSpecialUnitPrice" have been added.)

  2. API call calculateShoppingCart now supports “Redemption Limit”. This is a way to specify that a promotion may not apply to one sale more than the specified number of times.

    A Redemption Limit of 3, for a promotion “Buy 2 pies and get an apple 50% off”, means that regardless of the quantities the customer purchases, they will only get 3 discounted apples at most. (And to get those, they need to buy 6 pies.)

    Redemption Limit should not be confused with “maximum number of discounted items”. Consider carefully which one you might need.

    To set up promotions with Redemption Limits, Classic back office is required — version 4.9 or newer. Alternatively, it can be set over API, with the saveCampaign call. (New input field "redemptionLimit"has been added.)

  3. Algorithm for the following two promotion types:

    • Buy one product and get % or $ off another product (Buy One Get One)
    • Get N pcs. of a product for a fixed total

    has been changed. As coupon promotions, they will now apply only once per scanned coupon. And when using them manually, cashier must specify how many times they want to apply it.

    If you set up a coupon promotion “Free apple with every pie”, and customer picks three pies and three apples, they will now need to have three coupons as well. Formerly, scanning just one coupon would have given all 3 apples free of charge.

  4. Support for a standalone coupon microservice has been added.

  5. API call addPromotionCountsToInvoice has been added. This is meant for Berlin POS, for reporting how many times each promotion applied to a sale.

    1. This data is only used for custom integrations at the moment. This data cannot be managed from back office, or retrieved over API.
    2. This feature needs to be installed to an account as an extra module, “Promotion Count on Invoice”.
  6. API call calculateRewardPoints has been added. This is a custom integration hook for Berlin POS.

Improvements

  1. Filters "searchEmail" and "searchMobile" have been added to API call getCustomers.
  2. Field "timeZone" (store time zone) has been added to API calls getWarehouses and saveWarehouse.
  3. Field "promotionReasonCodeID" has been added to API call getAppliedPromotionRecords.
  4. Field "warehouseValue" in API call getSalesDocuments, on each invoice row, which previously was undocumented, has now been documented. This field returns the unit cost of sold item. To retrieve that field, use input flag "getCOGS" = 1.
    1. Please note that the unit cost is returned in invoice currency. To get the value in account’s main currency, multiply it by the field "currencyRate".
  5. Names of the two parameters introduced in 1.21.6 have been updated to "customer_registry_group_cache_time" and "customer_registry_customer_cache_time", respectively.

Bug fixes

  1. Fixed: input parameter "excludeDiscountedFromPercentageOffEntirePurchase" in API call saveCampaign did not work.

Berlin POS version 3.28.2 release notes

Base version: 3.27.1

Key Features

  • All-in-one receipt printing through EPSI remade in online to use back-office receipts instead of POS local receipt
    • Receipt configuration defined in back-office is now also used in POS
  • Implemented ID-card reading for Atos Worldline terminals (Nixor)

  • Implemented Verifone Finland payments integration (USB device)

New Features

  • Added products assortments support
  • Added configuration parameter,"touchpos_use_customer_coupons_automatically" which applies customer coupons without extra confirmation
  • Added TTD and XCD currencies
  • Added display ads manager URL and token forwarding to customer display application

Improvements

  • On layby/lay-away documents, expiration date can’t be changed on existing document
  • Implemented API request calculateRewardPoints on saveSaleDocument

Fixes

  • Customer search execution with the onscreen keyboard
  • Canceled orders removed
  • Login is not allowed on mobile devices, in case Epsi public token validation is turned on

Erply API version 1.21.8

New features

  1. API calls verifyUserswitchUser, and changePassword now return the endpoint URL and authentication token for the service that provides advertisements to the point-of-sale customer display. These can be found in the "displayAdManagerURLs" block. There can be multiple endpoints and tokens configured; if that is the case, API clients must pick one.

Erply API version 1.21.7

  1. Fixed: two issues related to configuration parameter"treat_price_list_discount_as_discount_on_receipt".