Compliance with General Data Protection Regulation can now be activated on demand on non-EU accounts, too — with configuration parameter
"gdpr_features_enabled" = 1.
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.
“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”.
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.
On Actual Reports sales document printouts, a new field is available: each product’s quantity in stock. (Field names are
On non-EU accounts, person names are now displayed again in the following reports:
One French translation fixed.
On Stock Replenishment Report, in the “Packages to order” drop-down, packages are now listed in order of creation.
A validation on price list form, related to configuration parameter
"do_not_allow_to_add_flyer_items_to_store_pricelist", has been improved.
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.
Receipts can now be downloaded as PDFs.
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)”.
Fixed: company address in invoice printout footer is now always displayed on multiple lines, to avoid layout issues in PDFs.
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.)
Fixed: when fetching an Actual Reports sales document printout in a different language, product unit names were not translated.
Fixed: an error occurred if user attempted to confirm a purchase invoice on a franchise account, without having the rights to see product cost.
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:
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:
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.
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:
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.)
Customer’s amount of reward points can now be printed on receipts. This option has been added to Settings → Configuration → Receipt printouts.
Customers can be looked up by ID, and field “Customer ID” has been added to customer card.
Employees can be looked up by ID, and field “Employee ID” has been added to employee form.
A customer’s web shop password can now be deleted. (Click on the “Delete” link next to the field and re-save the customer.)
A user’s PIN can now be deleted. (Click on the “Delete” link next to the field and re-save the user.)
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
"tes...@exa...", for example.
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.)
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.)
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.
To improve e-mail delivery, e-mails sent from Erply back office will now have “email@example.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 <firstname.lastname@example.org> Reply-To: Sample Company <email@example.com>
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:
The promotion may also be set up with a limit: maximum number of discounted items per sale.
“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)”.
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.
"customer_registry_group_getparents_cache_time" = (time in seconds)
"customer_registry_customer_getmasterrecord_cache_time" = (time in seconds)
"customer_and_group_price_lists_are_not_used" = 1.
"country"has been added (containing the two-letter code of account’s country).
"minimum_password_age"to the desired number of days.
"additional_payment_type_system_codes"has been added, to be able to define custom “system codes” for payment types.
"-10"number suffix, instead of each successive document getting a new suffix.
"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 15 minutes.
"show_sales_price_per_store_on_product_card" = 1, an additional block of information can be enabled on product card: a list of stores, and the “Regular Price” and “Current Price” in each store. This might be useful for verifying the combined result of all price lists that have been applied to a store.
"touchpos_sale_additional_currencies"to define which currencies need to be counted in POS.
"advancePaymentVatTotalsByRate"blocks) and purchase document printouts (into the
"basePriceListPriceWithCurrency"are available. These contain the product’s “base price”. “Base price” is either product card price – or if product card price is zero, then the price from location’s first price list.
"priceWithCurrency"show the item’s price as per all price lists that currently apply, and fields
"originalPriceWithCurrencyalways show product card price (without the fallback to location’s first price list).
"invoice_printout_price_decimals"), it did not work when printing out multiple documents.
"show_package_amount_on_invoice_printout"had been activated.
"show_card_payments_basic_info_on_receipt" = 1(which otherwise only displays payment amount and card type, no other information).
"show_other_tax_component_separately_on_invoice"has been modified so that it would suit the system of Canadian retail taxing. When this parameter is enabled, then not just one, but all tax components labelled as “OTHER” will get pulled out as separate rows on the receipt printout.
search_product_by_code8— whichever searches will be needed. Then the “Product Code” field will additionally search from the specified code fields.
"recurring_billing_enable_unpaid_column" = 1.
"recurring_billing_large_debt_threshold"(default value is 2).
"payment_association_ignore_prepayment_invoices" = 1.
"show_available_quantity_on_inventory_transfer"has been added. Enable that parameter if you want Inventory Transfers and Transfer Orders to display just the available (non-reserved) quantity, not total quantity, for each product.
"purchase_invoice_due_date_required"added. When this setting is enabled, the “Due date” field on Purchase Invoices will be empty by default, and user will be required to fill it manually.
"hide_customer_address_on_receipt"that hides customer’s address from receipt printout.
"password_alphanumeric_required"have been added. These will restrict what kinds of passwords users can pick.
"show_all_products_in_central_purchasing" = 1has been added. When enabled, the report Reports → Inventory → Central Purchasing → Create Central Purchase Orders will show all products, and will not suggest any reorder amounts (user can manually enter all the quantities to order).
"show_packages_in_inventory_report" = 1.
"autogenerate_appliance_from_sold_product". This enables a specific feature: a product can be marked with a check box “Is appliance”. Whenever such an item is sold, an Appliance (in the Assignments module) gets automatically created. On the invoice row, there is a link to the created appliance.
"report_generator_max_multiselect_items". This adjusts the threshold (number of records) at which the report generator starts displaying a filter as a regular text field, instead of a multi-select dropdown with all the options listed.
"receipt_use_narrow_printout" = 1. It can be applied to make receipt printout fit better on extra-narrow receipt paper.
"regular_locations_in_central_purchasing". This can contain a comma-separated list of location IDs. Set it if you want to categorize locations into “regular locations” and “customer locations”, for the Central Purchasing report. The difference is that from customer locations, surplus items (those exceeding Restock Level) are never sent to other stores. From regular locations, surplus items can be sent to other stores and Central Purchasing takes it into account, and recommends to order less if there is a surplus somewhere. By default, all locations are considered “regular locations”; set this configuration parameter to turn the others into “customer locations”.
"force_pricing_logic_algorithm"implemented. This parameter overrides country-specific rules for price handling. More information is available in the documentation.
search_product_by_code8) and in API getProduct and saveProducts. This is an extra feature that customer support can enable when needed.
"product_price_discount_basis" = "pricelist" or "product_card"it is now possible to set which price the discount should be calculated from, and cashier will see this on the Berlin POS screen, and receipt printout will show the same discount percentage. Previously this parameter did not affect receipt printout.
"show_net_total_in_promotions_report” added. It enables an extra column in Promotions Report: “Promotional items net total”.
"inventory_registration_use_fifo_cost_as_default", introduced in 4.3.0, did not work.
"print_customer_reward_points_on_receipt" = 1implemented in back office, too; formerly it was only in Windows POS. When the parameter is enabled, receipt printouts will show customer’s reward point amount. (“Your reward points total: ###”)
locations_not_displayed_in_central_purchasing, to specify locations that should not be displayed in the Central Purchasing Report. The value of the parameter should be a comma-separated list of location IDs.
fixed_email_sender_address; when this address is defined, Erply pre-fills the “From” field in the email dialog with that fixed address, instead of using employee, store or corporate e-mail. This applies when sending a sales document, Payment Reminder or Balance statement. It does not apply when sending purchase documents.
Sales Promotions Report has been significantly improved and moved into a separate section: Reports → Sales Promotions. This is the recommended report for checking the results of a promotion (how many times it has been invoked, and much discount has been given). It shows accurate information even if multiple cumulative promotions have been applied to a sale.
On new accounts it will be installed by default; on older accounts it needs to be enabled by customer support. The report works together with Offline POS and Berlin POS (Touch POS is not supported).
1) When making a $ discount off the entire invoice, it can be:
Note that the total $ discount off the invoice will still be the same, but some items on the receipt will be at the original price and others will get a proportionally bigger discount.
2) When making a % discount off of every item on the invoice,
"show_original_price_on_receipt"– to display both the price before discount, and price after discount, on a sales receipt.
"show_card_payments_on_receipt"– to display credit card payment details (card type, expiration date, etc.) on a sales receipt. Please note that this information is already printed on receipt by default in US and Canada, so the setting is not needed there.
"show_redeemed_coupons_on_receipt"– to display a list of coupons, redeemed with this sale, on receipt printout.
"show_card_payments_basic_info_on_receipt"– when enabled (and when the account country is not US / CA, and “show_card_payments_on_receipt” has not been enabled), shows a less detailed list of card payments on the printout – only card type and paid amount.
"invoice_ar_printout_enable_pricelist_prices"has been added. When enabled, it is possible to print price list prices on an Actual Reports sales document printout, for informative purposes.
'purchase_return_disallow_positive_quantities'has been added, to adjust how Purchase Returns behave when the document contains positive quantities:
purchase_return_disallow_positive_quantities = 0, the default)
purchase_return_disallow_positive_quantities = 1)
"salesdocument_copy_with_attributes"– When making an Invoice from Order, Quote, or a Waybill, or crediting an invoice, the new document will inherit all the parent document’s custom attributes. (This only works when making the copy in back office, not over API.) Both regular and long attributes are copied.
"salesdocument_attributes_excluded_from_copying"– see previous. Exclude some attributes from being copied.
"inventory_registration_use_fifo_cost_as_default"– By default, when adding a product to an Inventory Registration, the cost is taken from 1) product card (the “Product cost” field); 2) if this is missing, the last purchase price in the selected location. With this flag enabled, ERPLY will first try to usethe average cost for the batches currently in stock. Only if there are no batches in stock, the other two options apply.
"ActualReportsURL"has been added, for plugins.