Erply Classic Back Office version 4.20.4

Improvements

  1. In Overdue Invoices Report, the comment fields are now larger. An entered comment is saved immediately; it is no longer necessary to click a “Save” button at the end of the report.
  2. New fields have been added to customer export: "Invoicing channels - Email", "Invoicing channels - E-invoice", "Operator ID", "EDI code", "E-invoice email address".
  3. “Classic back office” has been prepended to version number.
  4. Product’s timestamp will now be updated when a product attribute is either added, changed or deleted.
  5. Allow editing users without group.
  6. Actual Reports printouts were optimized.

Fixes

  1. Fixed: Signing in with a session key sometimes produced an error.
  2. Fixed: “EEK” was displayed on assignment row form instead of a correct currency.
  3. Fixed: Lithuanian login form did not show customer support email address.
  4. Fixed: Amount field was in product subsections “Substitutes” / “Cross-sell” where it shouldn’t have been.
  5. Fixed: Matrix variations were not taken into account when printing labels from product catalog.
  6. Fixed: A new sales document row added in-between does not have a default quantity 1. This was a regression from version 4.18.3.
  7. Fixed: Export to Verp did not always populate name field (<nimi/>).

Erply Classic Back Office version 4.20.3

Fixes

  1. Fixed: sales reports required closing and re-opening to properly display, and sorting the report by clicking on column headers did not work.

Erply Classic Back Office version 4.20.2

Fixes

  1. Fixed: PDF’s from Actual Reports were not correctly retrieved for emails. This was a regression from version 4.20.0.

Erply Classic Back Office version 4.20.1

Improvements

  1. E-invoicing related fields have been rearranged on customer card.
  2. Finnish translations have been improved.

Fixes

  1. Fixed: a multiple-page packing list printout no longer contains an unnecessary subtotal at the bottom of each page.

Erply Classic Back Office version 4.20.0

New features

  1. Support for sending e-invoices has been added.

    Please read more about e-invoice support and the required setup steps in this Help Center article: “E-invoicing in Erply”.

    Currently this functionality is limited to Estonian and Finnish accounts and requires an Omniva or Maventa account.

    The changes in this back office version are as follows:

    1. New fields have been added to customer form: "E-invoice email address", "Operator ID","Invoicing channels", "Allow sending invoice by mail when e-invoice operator supports it", "EDI code".
    2. A new filter "Invoicing channel" has been added to customer list and invoice list that allows filtering customers and invoices by customers’ invoicing channels.
    3. A new read-only field "Customer's invoicing channels" has been added to invoice form. This field shows the invoicing channels that have been selected for the customer.
    4. New statuses for invoices have been added: "e-invoice pending", "e-invoice sent", "e-invoice sending failed"
    5. New buttons "E-invoices: send selected" and "E-invoices: update statuses" have been added to the invoice list’s toolbar. Updating statuses button doesn’t take into account the selected checkboxes but instead checks the statuses of invoices that are in back office with status "e-invoice pending".
  2. The possibility to translate footer and header text for “Balance statements” and “Payment reminders” has been added.

  3. Include the word COPY to a receipt copy if receipt printing has been registered with API call "registerReceiptPrint".

  4. If a user signs in through Launchpad then the Json Web Token that was used to sign in will be made available for plugins.

Fixes

  1. Adding items with “Enter” key added the same line twice on multiple occasions.
  2. Saving the “Stock levels” subform on a product form with “Ctrl + s” submitted the form twice.

Erply Classic Back Office version 4.19.3

Improvements

  1. Support for email DMARC authentication added.
  2. Lithuanian translations updated.

Fixes

  1. Fixed: reports running out of memory with large datasets.

ERPLY Classic Back Office version 4.19.1

Fixes

  1. Fixed: in certain cases, an error occurred when user attempted to confirm a sales invoice.

ERPLY Classic Back Office version 4.19.0

New Features

  1. Support for Givex payment integration has been added. To enable this feature on your account, please contact customer support.

Fixes

  1. Incorrect grouping in Reports → Sales → “By Category, With Drill Down” Report has been fixed.

ERPLY Classic Back Office version 4.18.5

Improvements

  1. For Heartland PAX payments, receipt printouts now show field “Entry Method” and the transaction type.

  2. Product list has been optimized: calculating the total quantity of a matrix product was slow.

  3. An optimization for Actual Reports printouts (sales documents, purchase documents, inventory acts): configuration parameter "create_ar_printouts_without_matrix_table" = 1 can be applied to omit the “rows grouped by matrix parent” block from the dataset Erply sends to Actual Reports.

    Sometimes, matrix variations are actually used for tracking serialized inventory (and a matrix product can have tens of thousands of variations). Applying this parameter will omit unnecessary information from the printout, and the printout will be generated faster.

Fixes

  1. Fixed: Erply will no longer delete a wire transfer record when user deletes a payment and there are still other payments linked to the same wire transfer.

  2. Fixed: on a stocktaking sheet, the difference between counted amount and Erply’s amount was not displayed if counted amount was 0.


ERPLY Classic Back Office version 4.18.3, 4.18.4

New Features

  1. Filters “Store Group” and “State Group” are now supported in Productivity Report (a customer-specific report).

Improvements

  1. After creating a sales invoice from an order or a waybill, Erply now correctly creates a new version of the order (waybill). This lets synchronization scripts detect that the document has changed (it now carries a reference to the sales invoice created from it).

  2. Sales document form now allows to set a row’s quantity to 0.


ERPLY Classic Back Office version 4.18.2

Improvements

  1. Actual Reports improvements:
    1. Sales document printouts, “grouped by waybills”: new fields "waybillContactName", "waybillContactEmail", "waybillContactPhone", "waybillContactMobile", "waybillContactFax", and "waybillProjectName" are available.
    2. Product parameters are now available on Inventory Transfer printouts. (The parameters on product card can be enabled as an extra module.)
  2. The “Revenue from services” sales ledger is now used for non-stock products in Hansa export.
  3. Configuration parameter "save_home_store_when_invoice_confirmed" has been added, to enable automatically saving customer’s home store when a sales document is confirmed.

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 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 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 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 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 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 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 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 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 Classic Back Office version 4.14.5

Fixes

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


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 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 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.

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 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 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 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.

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 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 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 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 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 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 Classic Back Office version 4.8.5

 This update only affects accounts that use an external customer registry service. (There is one such account at the moment). Two changes have been implemented:
  1. Caching has been implemented for some of the customer registry queries. Caching can be enabled with configuration parameters:
    • "customer_registry_group_getparents_cache_time" = (time in seconds)
    • "customer_registry_customer_getmasterrecord_cache_time" = (time in seconds)
  2. Price list algorithm optimization: if the account is not using customer price lists and customer group price lists, price list lookups can be disabled with configuration parameter "customer_and_group_price_lists_are_not_used" = 1.

ERPLY Classic Back Office version 4.8.4

  • A debug logging feature has been added.

ERPLY Classic Back Office version 4.8.3

Improvements

  1. The table “Counted amounts by tender” on Day opening and Closing form now additionally allows to enter the total amount of counted cash.
    • Note that when you edit that field, the fields “Deposited” and “Left to till as change” will be updated accordingly, since total counted cash must be equal to the sum of those two fields.
    • And likewise, if you edit either “Deposited”, or “Left to till as change”, the other field will correspondingly be updated to match the total.

Fixes

  1. Fixed: certain reports, eg. the “Balance Report”, displayed customers’ old, historic names.

ERPLY Classic Back Office version 4.8.2

Improvements

  1. French and Canadian French translations updated.

Fixes

  1. Fixed: in certain cases, the first line in a SEB bank payment import file was handled incorrectly, which could cause the same payment to be imported again later as a duplicate.
  2. Fixed: when using the integration with a standalone customer registry, back office no longer displays an error page in certain modules if user has no rights to view customer information.

ERPLY Classic Back Office version 4.8.0, 4.8.1

  1. In Settings → Day Openings and Closings, counted amounts by tender type and variance reasons can now be edited.
    • This information is originally entered by the cashier. In POS, it is possible to count not only cash, but also all other payment types: cheques, gift cards, and card payments by card type (VISA, Discover, debit, American Express, MasterCard).
    • In case the cashier has made a mistake in entering these amounts (or variance reasons), these values can now be edited on the form.
    • On top of the “Day opening and Closing” form, a button “Z Report” has been added. This is a shortcut that opens the respective register’s Z Report. After adjusting the day’s counted values, open the report to verify that it is now correct.
  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

ERPLY Classic Back Office version 4.7.9

Improvements

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

Fixes

  1. Fixed: some reports might have displayed a “System update” message if there were no records to display.
  2. 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.
  3. A change introduced in 4.7.0 has been rolled back. If user opens a long-running report, they can now no longer browse around in back office until the report has finished loading.

ERPLY Classic Back Office version 4.7.7 - 4.7.8

  • For Javascript plugins, global variable"country" has been added (containing the two-letter code of account’s country).

ERPLY Classic Back Office version 4.7.5 - 4.7.6

  • French and Canadian French translations updated.

ERPLY Classic Back Office version 4.7.0 - 4.7.4

New features

  1. Product labels can now be printed from a sales document, Inventory Registration or an Inventory Transfer, too. (Formerly, it was only possible to print product labels from a purchase document.)
  2. The “Warehouse Report” on product card (list of transactions made with that product, and its current amount 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).
  3. In Settings → Configuration → Sending invoices by e-mail, it is now possible to specify whether an invoice should by default be e-mailed to the customer, to the payer, or both. (Or, depending on account configuration: to the customer, to the recipient of goods, or both).
  4. Back office will no longer allow direct access from POS if you have originally logged into POS with a PIN, and will prompt for your user name and password. This restriction has been implemented to improve back office’s security.
  5. New module “Optionally Disable Promotions” has been added. This is an extra feature that adds a check box to sales promotion form: “Enabled – this promotion can be applied”. Clearing the check box offers an additional way to instantly deactivate a promotion (aside from changing its type, or modifying start and end dates).
    • Please contact customer support to enable it on your account.
  6. Actual Reports printouts for sales documents can now contain information about Reverse VAT; the respective fields have been added to the data set of sales documents.
  7. Receipt footer can now be customized by store. Field “Message in receipt footer” has been added to location form. Store-specific footer text will override the general text specified in Settings → Configuration → Receipt printouts.
  8. At the top of every form, the creation time, creator’s name, last modification time and last modifier’s name are now displayed — similarly to how this information has been presented on Location or User form, for example. (This information bar does not appear on versioned records, eg. on a sales document or on customer card, because these forms have a drop-down list of all changes.)
  9. Feature “Minimum Password Age” has been implemented. This feature can be used to limit how often regular (non-administrator) users can change their password; eg. no more frequently than once every 5 days.
    • This feature can be enabled by setting configuration parameter "minimum_password_age" to the desired number of days.
  10. Old Web POS (the point-of-sale application with light grey interface and grey buttons) has been deprecated; the application now reports that it is outdated and will be removed soon. We recommend to migrate to Berlin POS.
  11. Configuration setting "additional_payment_type_system_codes" has been added, to be able to define custom “system codes” for payment types.
  12. Support for a customer registry microservice has been added.

Improvements

  1. If user opens a long-running report, it should no longer lock up the whole back office for them. While a report is being prepared, it is now possible to continue browsing around in other modules.
  2. Vietnamese language option, and Vietnamese translation has been added. It can be enabled on Vietnamese accounts by customer support.
  3. Lithuanian translations have been updated.
  4. Latvian translations have been updated.
  5. Column “Supplier on the act” has been added to Inventory Registrations Report.
  6. Column “Recipient on the act” has been added to Inventory Write-Offs Report.
  7. Inventory Registrations Report is now grouped by reason code (if the respective extra module has been enabled), similarly to the Inventory Write-Offs Report.
  8. From Location form, it is now possible to open the store’s price lists.
  9. Fields “netPrice” and “originalNetPrice” on Actual Reports product labels now have the same precision as the “Net Price” field on product card.
  10. Nordea Bank has been renamed to Luminor.
  11. On new South African accounts, Invoice-Waybills will be called “Tax Invoice-Waybills”. (Receipts have been renamed to “Receipt / Tax Invoice” and credit invoices to “Credit Tax Invoice”.)
  12. Non-functional “Check e-mail” button has been removed from the Documents module.
  13. Franchise-related improvements.
  14. The “Help & About” → “ERPLY Terms of Service” link on Finnish accounts has been updated.

Fixes

  1. Fixed: Sales receipts did not correctly display amount paid by customer’s store credit.
  2. Fixed: Incorrect grouping and missing subtotals in Reports → Sales Promotions → Sales Promotions Report have been fixed.
  3. Fixed: Price list and manual discounts were showing up on the Sales Promotions Report.
  4. Fixed: when 10 or more follow-up orders had been created from a Sales Order (through the “Partial fulfilment splits sales order” feature), all the following orders received the same "-10" number suffix, instead of each successive document getting a new suffix.
  5. Fixed: the “last modification time” of a product group, product category or customer group was not updated when it was dragged to a different place in the hierarchy tree.
  6. Fixed: on a price list form, clicking the “Total number of results” button did not display the correct number of products in that price list.
  7. Fixed: when using the “Alcohol wholesale” extra module, and deleting a batch from product card, re-saving a sales invoice where that batch had been used will no longer discard batch information from that invoice row.
  8. Fixed: shift-clicking (to select a range of products) in the product catalog did not work with matrix variations.
  9. Fixed: if a price list is deleted, it will no longer remain visible in back office, on Store Region form, in the “Store region price lists” tab, as an empty line.
  10. Fixed: purchase invoice form will no longer display an error if all “Units” (units of products) have been deleted from the account.
  11. Fixed: if the setting Settings → Configuration → Inventory and Purchase → “Inventory Transfer Order removes items from inventory” has been enabled in the past, but is then disabled again, deleting a Transfer Order that has been created during the interim period will no longer leave orphaned inventory records in the system.
  12. Security fixes.

ERPLY Classic Back Office version 4.6.0

New features

  • “Prepayment VAT” has been added to the printouts of standard prepayment invoices.
  • On Actual Reports sales document printouts, it is now possible to show amount of tax “by component” – on each sales document row, as well as totals for the whole document. These “components” might be, for instance: state, city, and county sales taxes in the United States; GST and PST in Canada; or CGST, SGST and IGST in India.
    • To use that feature, the “City, county and state tax rates” module needs to be installed on your account. If you do not have it on your account please contact customer support.
  • 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 15 minutes.

Improvements

  • A hardcoded customer-specific setting removed.

Fixes

  • Fixed: When a user does not have a permission to edit an Assignment, then the user should not be allowed to add products/services to the assignment.

ERPLY Back Office versions 4.5.0, 4.5.1

New features

1. “Store Regions” module

  • This feature allows to group stores into “regions”, and set up price lists that apply to an entire group of stores.
  • Please contact customer support to enable it on your account.
  • Store Regions can be managed in Retail Chain → Store regions. On location form, you can specify which region the store belongs to. Locations can also be filtered by region.
  • A region can be associated with an unlimited number of price lists, and you can change the order in which the price lists will apply. These price lists will apply to all stores in the region.
  • It is also possible to define store region and customer group-specific price lists: price lists that apply only in the specified region, and to customers belonging to the specified group.
  • Price lists will be applied in the following order (and each successive price list overrides a previous one if they contain the same products):
    1. Region price lists;
    2. Region and customer group-specific price lists;
    3. Location price lists.
  • A region cannot be deleted if there is at least one store that belongs to that region.
  • On User form and Employee form, the lists of locations additionally show region name for each location. Similarly, the “Locations and tax rates” block on Product Group form, too, has been augmented with region names.
  • In Inventory → Locations, a new button has been added: “Reorder by Region”. Clicking it will reorder the list of locations by region name, in alphabetical order. (Within each region, the previous ordering of locations will be preserved.) The same rearrangement can just as well be done manually, but on an account with tens of locations, this could be time-consuming.
  • For region-related API calls, see the release notes for API version 1.13.0, or the documentation of API call “getStoreRegions”. This page also contains links to all other related API calls.

2. Restricting promotion to certain regions and/or customer groups

  • This feature allows to specify that a promotion should apply only in certain regions, and/or only to specific customer groups.
  • Please contact customer support to enable it on your account. It also requires the “Store Regions” module that is mentioned above.
  • Enabling the module adds two new fields to promotion form:
    1. [Promotion only takes place] … in these store regions:
    2. Promotion only applies to these customer groups:
  • It is possible to select multiple regions, as well as multiple customer groups.

3. Receipt printout configuration

  • On the Settings → Configuration page, receipt-related settings have been reorganized into a separate section, “Receipt printouts”.
  • Several options which formerly were only editable with a hidden configuration parameter, are now listed:
    • “Redeemed coupons”;
    • “Card payments, detailed” / “Card payments, shortened”. (These two options are not available on US and Canadian accounts: in those countries, the layout of card payment information on receipt is predefined. But these options might be useful in other countries.)
    • “Customer card code”;
    • “Return or discount reason code”;
    • “Attendant’s name”;
    • “Customer’s address”;
    • “Original price”.
  • Additionally, a number of new options have been added. These did not formerly exist at all:
    • Option to remove customer name. (Eg. in case it is desirable to only show the loyalty card number.)
    • “Tax Exempt Number”;
    • “Currency rate for foreign-currency payments”.
    • Additionally, the label for “Total Discount” on receipts can now be set separately for each language.

4. Displaying discounts on receipt

  • Receipts can be configured to display line-by-line detailed information about which discounts were applied to each item. A new group of check boxes in Settings → Configuration → Receipt printouts lets you select which discounts the receipts should show:
    • Promotion discounts;
    • Price list discounts;
    • Manual discounts.
  • For each individual discount, the receipt will display:
    • 1) Discount’s name. This would be the price list name; or promotion name; or manual discount’s reason code, or if there is no reason code, just the text “Manual discount”;
    • 2) How many units the discount applied to; and
    • 3) discount amount per unit.
  • For the “Manual discounts” and “Price list discounts” options to appear, please contact customer support. For either of these options, an extra module needs to be activated on your account.
  • Or, if the option for promotion discounts is not listed, either, there is a module that needs to be activated for that, too.
  • It might be useful to just have the extra modules activated, even if there is no need to have this information on receipt printouts. When the extra modules are activated, cashiers, too, will start seeing the detailed discount information in Berlin POS: all the cumulative discounts and promotions that have been applied to each line.
    • This may, for example, help to track down why POS is offering an item at such a price, or to analyze how a combination of promotions would work in reality.
  • Detailed information of discounts may also be needed in third-party integrations. For retrieving that information over API, please see the documentation of API call “getAppliedPromotionRecords”.

5. “Assortments” module

  • This back office version adds preliminary support for “assortments”, ie. ability to specify different selections of products for different stores.
  • Please contact customer support to enable it on your account.
  • This feature is not functional yet. It is only possible to define the assortments and modify their contents, but they are not being enforced yet. All products can be sold and purchased as usual in POS and in back office, regardless of whether they belong to the particular store’s assortment or not.
  • The following notes only describe how the assortments are going to work; this might be useful information for third-party integrations.
  • In assortments, each product has a status. This is one of the same 4 statuses that can be set on product card:
    • Active
    • No longer ordered
    • Not for sale
    • Archived
  • Product’s status on product card, and product’s status in assortment, will combine to apply the widest possible restriction. For instance, if a product is set as “No longer ordered” on product card, this means that no store will be able to order the item, regardless of what has been set as the product’s status in any particular assortment.
  • This way, it will still be possible to apply centralized restrictions from product card.
  • For assortment-related API calls, see the documentation of API call “getAssortments”. This page also contains links to all other assortment-related API calls.

6. New promotion type

  • New promotion type has been added: “Buy at least x pcs of a product (or from a set of products, or from a product group) and get $ / % off of all those items”.
  • For example: “Buy 3 soups or more and get $2 off each”. If customer buys 3, 4, 5, 6, … soups, all the items (the first three, as well as all subsequent ones) will get the discount.

7. Store prices on product card

  • By setting configuration parameter "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.
    • “Regular Price”, in most cases, will be product card price – or, if product card price is zero (not defined), the price from the store’s first price list.
    • “Current Price” is the actual price that currently applies: when selecting this product in POS (without specifying a customer), this is the price that should be shown on the screen. It is the result of applying all store and region price lists.
  • The table will show net prices in United States and Canada, prices with VAT in other countries.

8. “POS multicurrency” module

  • 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.
  • It also requires Berlin POS version 3.25 or newer, and customer support must apply configuration parameter "touchpos_sale_additional_currencies" to define which currencies need to be counted in POS.
  • In back office, when this module has been enabled, field “Currency” will appear on the “Day opening and closing” form.

9. “Price list types” module

  • This is an extra feature for classifying price lists into store price lists and retail chain-wide price lists, and applying different user rights to different types.
  • Please contact customer support to enable it on your account.
  • After this module is enabled, a new, required, drop-down field will appear on price list form: “Type”. The options will be “Base Price List” and “Store Sale Price List”.
  • On user group form, there is a new check box for specifying rights: “Create and edit price lists with other types besides “Store Sale Price List””. Users without that right can only create, edit or delete Store Sale Price Lists. Users WITH that right can create and edit all kinds of price lists.
  • Functionally, there is no other difference between a “Store Sale Price List” and “Base Price List”. (The price lists apply and override each other in the usual manner, regardless of their type.)

10. Actual Reports labels and printouts

  • Tax rate names have been added to Actual Reports sales document printouts (into the "vatTotalsByRate" and "advancePaymentVatTotalsByRate" blocks) and purchase document printouts (into the "vatTotalsByRate" block).
  • On product labels printed with Actual Reports, new fields "basePriceListPrice" and "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.
    • In contrast, fields "price" and "priceWithCurrency" show the item’s price as per all price lists that currently apply, and fields "originalPrice" and "originalPriceWithCurrency always show product card price (without the fallback to location’s first price list).

11. Other new features

  • On Canadian accounts, it is now possible to specify “Corresponding GST-exempt tax rate” on tax rate form. For each province’s tax, you need to specify which other tax should apply if GST exemption were activated in POS. This setup will be necessary for using the “Partial Tax Exempt” feature that was introduced in Berlin POS version 3.25.
    • The point is that GST-exempt taxes (First Nations taxes) must be defined in ERPLY as separate tax rates.
    • GST exemption should not affect items that are already tax free anyway, or have only PST. You must define that all these rates get replaced with a First Nations 0% tax.
    • For every other tax rate, you must define that these will get replaced with a First Nations 5% tax.
    • If the option Settings → Configuration → Receipt printouts → Tax Exempt Number has been enabled, the receipts on Canadian accounts will show not only the tax exemption certificate ID, but also the amount of reduced tax.
  • Option “Except lines to which a manual discount or any other price list or promotion discount has already applied” has been added to promotions that give a percentage discount from the whole transaction.
    • Setting this restriction will prevent that promotion for applying double discounts.
    • This feature requires the “Applied Price Lists” and “Applied Manual Discounts” extra modules. (These are the same modules that are needed for showing detailed discounts on receipt printouts.) Please contact customer support to have these modules activated on your account.
  • 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.
  • Check box “Cashier must enter price in POS” has been added to product card. When selling any of these flagged products via POS, cashier will be required to override the price every time – a corresponding prompt will appear. This feature is supported by Berlin POS version 3.26 and newer.
  • On Quotes, the column “Supplier quoted delivery date” has been added. The same column has formerly been present on Sales Orders.

Localization

  • French language option, and French translation has been added. It can be enabled on French accounts by customer support.
  • Canadian French language option, and Canadian French translation has been added. It can be enabled on Canadian accounts by customer support.
  • Turkish language option, and Turkish translation has been added. It can be enabled on Turkish accounts by customer support.
  • Russian translations have been updated.
  • Arabic translations have been updated.
  • Latvian translations have been updated.
  • Finnish translations have been updated.
  • On Canadian accounts, if user interface is in French, currency symbol will be displayed after the amount (“123 $”, instead of “$123”)
  • The link to Help Center is now country-specific.

Improvements

  • Both “location in warehouse” fields on product card (the drop-down, and the text field) can now be exported and imported with product export and product import modules.
  • 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.
  • A new option has been added: sales document numbers can also be configured to be 11…18 digits in length, not only limited to 7 digits and less.
    • Please contact customer support to enable that option. The starting numbers for sales documents can be configured, as usual, from Settings → Configuration → Starting numbers for sales documents.
    • Invoice numbers that are 8…10 digits in length are always reserved for receipts made from POS. This is why these cannot be used for back office sales documents.
  • 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.
  • 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. (Eg. “20/25”, meaning that user has access to 20 locations out of 25 total)
  • 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.
  • Column “Code” and filters “Name” and “Code” have been added to Retail Chain → Locations.
  • Support for the “getTaxExemptions” API call has been added. (This is a mostly Canada-specific reporting feature, and needs to be enabled by customer support.)
  • In Settings → Reason Codes, each reason code can now additionally have a “Code”. This would most likely be some alphanumeric identifier, and the field can be useful for third-party integrations. Reasons are searchable by code.
  • It is possible to assign a reason code to a promotion. On promotion form, there is a new drop-down field, titled “Reason code”.
    • This, too, is primarily meant for third-party integrations.
    • The drop-down will only list reasons whose type is “Promotion”.
  • Promotion and price list names can now be specified in multiple languages.
    • If you need this feature, please contact customer support to have it enabled on your account.
  • Field “privateNotes” is now available on Actual Reports sales document printouts.
  • A configuration setting has been added: Settings → Configuration → Customer → “Registry Code / ID Code must be unique”
  • Field “Ship-to address” or “Payer address” on invoices (depending on account setup) has been added to report generator.

Fixes

  • Fixed: On Canadian accounts, tax is now referred to with the generic term “tax”, instead of “HST”. “HST” is just one variation of a sales tax.
  • Fixed: If the price precision on invoice printouts had been customized (using configuration parameter "invoice_printout_price_decimals"), it did not work when printing out multiple documents.
  • Fixed: When an unconfirmed Quote’s type is changed to something else (eg. to a Sales order or an Invoice), it will now also get a new number, because quote numbering is different from the numbering of sales orders or invoices.
  • Fixed: when it has been specified that a matrix variation product should inherit its Code 3, Manufacturer Code, Code 5, Code 6, Code 7, and/or Code 8 fields from the matrix parent, deleting the respective code from the parent will now delete the code from the variations, too.
  • Fixed: it was not possible to change customer reward points amount on Customer form, if the check box “Use POS with touchscreen interface” in Settings → Configuration was unchecked.
  • Fixed: when a bundle product was sold through recurring billing, bundle components were not subtracted from inventory.
  • Fixed: “Quantity price lists” now also apply to negative quantities. For instance, if it has been specified that a price list price applies to quantities 5 and up, the same price will apply when doing a return (credit invoice) for quantity 5 and up.
  • Fixed: on Customer form, the “Home Store” and “Sign-up Store” drop-downs now display “(Unknown store)”, if there is a store assigned to that customer, but cannot be identified. This may be the case in certain franchise setups.
  • One discrepancy fixed in QuickBooks export.
  • Fixed: information about detailed promotions and other discounts that applied to each receipt row was lost when the receipt was re-saved in back office.
  • Fixed: When printing a Purchase Invoice or Purchase Order in a foreign language, “free-text items” did not have a name. The “Product” column was blank.
  • Fixed: on receipt printouts, payments in foreign currencies are no longer converted to receipt currency. For example, on Canadian accounts, a payment of US$200 will be now shown as “Paid (USD): 200.00”, not as “Paid: 248.00” (which was the equivalent value in Canadian dollars).
  • Fixed: importing products no longer resets products VAT rate (in cases where VAT rate is not even being imported).
  • When opening a product card from Supplier Price List or Price List, it will now be opened in a new window.
  • Fixed: when a sales document contained predominantly free-text rows, changing the customer sometimes did not trigger the “Do you want to reload item prices?” dialog.
  • Fixed: When printing out multiple sales documents, they were occasionally printed on top of each other.
  • Fixed: saving or re-saving purchase documents, Inventory Registrations, Inventory Write-Offs and Inventory Transfers will no longer fail if the operation takes more than 30 seconds. (The time limit has been raised to 5 minutes.)
  • Fixed: Deleting a sales document will now also delete links between the deleted document, and any recurring billings and meter readings. (Previously, issues occurred when trying to re-create another invoice from the same recurring billing or reading.)
  • Fixed: on some Latvian sales invoice printouts, the “Payer” and “Recipient” fields appeared switched.

ERPLY Back Office version 4.4.17 - 4.4.19

Fixes

  • Fixed: on an invoice printout created with Actual Reports, row quantity was incorrect when configuration parameter "show_package_amount_on_invoice_printout" had been activated.
  • Fixed: for matrix variations added to an invoice, quantity of packages did not get populated.

ERPLY Back Office version 4.4.16

Fixes

  • Fixed: In “Unpaid invoices and balance statements” report, the field “Payments unassociated with invoices” was not displayed in correct currency.

ERPLY Back Office version 4.4.15

Fixes

  • Fixed: In certain occasions, customer list in the sidebar started flickering and jumping around.

ERPLY Back Office version 4.4.14

Fixes

  • Fixed: it was not possible to print receipt from Web POS.

ERPLY Back Office version 4.4.13

New features

  • ERPLY now supports creating invoices with Reverse VAT (VAT that needs to be paid by the buyer).
    • Reverse VAT needs to be defined as a separate tax rate in the Settings → Set up tax rates module.
    • On sales document printout, Reverse VAT is reported in a separate block.
    • The description text which appears next to the Reverse VAT amount on the printout (instructions to the buyer) can be customized in Settings → Configuration.
    • In Estonia, an invoice is not allowed to contain mixed regular and reverse VAT, or different reverse VAT rates. Items with regular VAT and reverse VAT need to be put on separate invoices.

ERPLY Back Office version 4.4.12

Improvements

  • Support for better customer and product search indexes has been added.

ERPLY Back Office version 4.4.11

Fixes

  • Fixed: Inventory Report for past dates omitted a small subset of products (different ones on different days), causing the historic totals to fluctuate.

ERPLY Back Office version 4.4.10

New features

  • Quantities of a product’s packaging materials are now available on Actual Reports sales document, purchase document, Inventory Transfer, Inventory Registration and Inventory Write-Off printouts.

Improvements

  • An optimization in inventory reports. On accounts with a larger product catalog, the reports should no longer fail with an error. (However, the optimization only applies if account has newer inventory module, and the filter “Exclude lay-by items” is not being used.)

Fixes

  • Fixed: for www.erply.net customers, reports occasionally failed with an error, most typically every 2 days.
  • Fixed: “Sales by product group, with drill down” report sometimes split a single product group into multiple lines.
  • Fixed: Factoring notice will no longer be shown on waybills, quotes, reservations and orders.
  • Fixed: The optimization for unpaid and overdue invoice reports, available since version 4.4.8, should no longer omit credit invoices from the report, if those credit invoices are supposed to appear there.
  • Fixed: Payment import from SEB, Swedbank and LHV (Estonia): now a payment will be imported even if the line does not contain payer’s account number, only payer name.
  • Fixed: Incorrect label in Sales Orders module. A filter was labeled “Invoice payer” when it should have actually been “Ship To”.
  • Fixed: Since version 4.3.0, it had not been possible to edit a customer’s reported problem on an assignment just by clicking on the text.
  • Fixed: On Inventory Registrations and Inventory Transfers, price, quantity, row total and amount of packages can now be entered in a localized format (as “1,250.45” or “1 250,45”, depending on your account settings). This will no longer trigger validation errors, or cause other field values to change to “NaN”.
  • Fixed: validation of numbers on sales documents, purchase documents and inventory acts is now stricter and catches more errors in entered data.

ERPLY Back Office version 4.4.9

Improvements

  • Resource usage of the Sales Report and COGS Report, for periods between 6 and 12 months on large accounts, is now more efficient.

Fixes

  • Fixed: product import did not allow to import quantities of packaging materials smaller than 1.

ERPLY Back Office version 4.4.8

New features

  • On product labels printed with Actual Reports, it is now possible to display the quantities of product packaging materials. (The fields for specifying this information on product card can be enabled as an extra module.)
  • Some limited options for changing the starting numbers of sales documents have been added to the Settings → Configuration page.
  • In Settings → Configuration → Matrix Products, it is now possible to specify that product code 3 … code 8 should also be updated on all matrix variations when you change the code on the parent product.
  • The command “More → Download as XML” on sales invoices now produces an XML electronic invoice in an updated format.

Improvements

  • An optimization has been made available for the following reports. However, to enable that optimization, a data update must be performed first, and this can be done by the service administration team:
    • Reports → Sales → Unpaid invoices and balance statements
    • Reports → Overdue invoices → Overdue invoices
    • Reports → Overdue invoices → Customers Total Due
  • The visual of these three reports mentioned above has been slightly updated.

ERPLY Back Office version 4.4.7

New features

  • In case of Australian AfterPay payments, the payment reference number will now be displayed on the receipt printout even if you have configured "show_card_payments_basic_info_on_receipt" = 1 (which otherwise only displays payment amount and card type, no other information).

Improvements

  • New accounts are now by default created with an optimized data model for matrix dimensions.
    • For API clients, this change should be invisible. There are already many accounts with the optimized data model in use, it just had not been made the default option yet.
    • For back office users, the added benefits are:
      • Dimensions (Color, Size, etc.) can be reordered. Older data model does not allow dimension reordering at all.
      • Dimension values (eg. Small, Medium, Large) can be reordered with arrows, instead of entering a “sorting number”.
      • The names of dimensions and dimension values can be specified in multiple languages.
  • Field “Customer” on project form is no longer a required field.

Fixes

  • Fixed: Filter “Show only items in stocks” in product export did not work in certain cases.
  • Fixed: Product import failed with an error on franchise accounts.

ERPLY Back Office version 4.4.6

Improvements

  • Reason code types “Cash In” and “Cash Out” have been added. (Required for a Berlin POS plug-in feature.)

Fixes

  • Taxes on Canadian receipts: a display issue fixed.

ERPLY Back Office version 4.4.5

New features

  • Product import supports importing the package amount fields that are required for the Estonian “Amount of Sold Packaging Materials” report.

Improvements

  • The behavior of configuration parameter "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.
    • Suggested usage in Canada: define a tax rate for each province and territory (titled “Alberta Sales Tax”, “BC Sales Tax” etc.) and for each tax, add the components that it consists of: GST + PST, or only GST, or HST. For all components, the “System code” must be set to “OTHER” (not city/county/state).
      screen-shot-2016-11-16-at-16-02-45

      Receipt printout:
      screen-shot-2016-11-16-at-16-00-48

  • New accounts will now be created with an updated default set of user rights, and a new default user group, “cashier”.
  • Field “Supplier’s Credit Invoice Number” has been added to Purchase Returns.
  • 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.
  • When a purchase document is copied, or a purchase invoice created from purchase order, the “Project” and “Notes” fields and additional costs will be copied, too.
  • The Inventory → “Pick items to create an order” module allows to filter products by extra codes and extra fields.
    • Both of these (extra codes and extra fields) are add-on modules that customer support can enable on your account if needed.
    • For looking up products by extra codes (code 4 … code 8), enable configuration parameters search_product_by_code4, search_product_by_code5, search_product_by_code6, search_product_by_code7 or search_product_by_code8 — whichever searches will be needed. Then the “Product Code” field will additionally search from the specified code fields.
    • “Product extra fields 1 … 4”, when enabled, will each one add a drop-down filter field, just like in Inventory → Product List.
  • Recurring billing module can now display each customer’s current balance in the list of billings.
    • The additional column is titled “Unpaid” and will only display unpaid amounts. If a customer has a prepaid amount instead, it will not be displayed.
    • This column can be enabled with configuration parameter "recurring_billing_enable_unpaid_column" = 1.
    • If the unpaid amount exceeds 2 months’ fee, the balance is displayed in red bold letters. This threshold (number of months) can be additionally configured with parameter "recurring_billing_large_debt_threshold" (default value is 2).
  • Prepayment invoices can be omitted from the “Associate imported payments” module, with configuration setting "payment_association_ignore_prepayment_invoices" = 1.

Fixes

  • Fixed: The “Location” filter in the product export window did not appear.
  • Fixed: In the Calendar module, the informational popover did not appear when pointing mouse to a calendar event.
  • Fixed: A gift receipt printout no longer displays customer’s reward point amount.
  • Fixed: A subheading on user group form displayed placeholder text.

ERPLY Back Office version 4.4.4

  • Fixed: Filters ‘Show only products with Reorder point defined’ and ‘Also show amounts on order + amounts in transfer’ could not be combined in Stock Replenishment Report.

ERPLY Back Office version 4.4.3

Fixes

  • Fixed: SEB bank payment files are now imported in correct encoding (UTF-8).
  • Fixed: Chinese characters were not displayed correctly in PDFs.
  • Fixed: Product pictures did not appear on sales quote PDFs.

ERPLY Back Office version 4.4.2

New features

  • 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);
    • Add 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.
  • New hidden configuration parameter "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.
  • Two new informative fields added to Billing Statements: “Start of seasonal billing” and “End of seasonal billing”.

Improvements

  • Optimization on sales invoices (related to inventory quantities).
  • A few Lithuanian translations updated.

Fixes

  • Fixed: in product import, price changes less than 0.005 were not saved.
  • Fixed: when opening a form in a pop-up window, plugins did not work in that window.
  • Fixed: Sales Summary report displayed an incorrect breakdown by months; some months were omitted.
  • Fixed: Report generator did not respect the “add” and “edit” user group rights, and there was no way to configure report delete rights.
  • Fixed: Clicking on product name or code in “Central Purchase Planning” report opened a window with incorrect URL.
  • Fixed: on the dashboard, moving mouse on an invoice number (in the “Last 10 confirmed invoices”) did not display an informative pop-over.
  • Security fixes.

ERPLY Back Office version 4.4.1

Improvements

  • One optimization in Promotion Report.

Fixes

  • Fixed: when downloading certain older documents, browser did not give an appropriate name to the download and suggested to save it with the name “file”.
  • Fixed: on sales invoice rows, the “Package” drop-down contained irrelevant options, in addition to the actual ones.

ERPLY Back Office version 4.4.0

New features

  • New module Inventory → “Pick items to create an order” has been added. It is a convenient way to browse the product catalog and pick items to a “shopping cart”, which can then be turned into a sales order or a purchase order. It can be useful when taking phone orders — or for doing inventory restocking. For each product, ERPLY can show current quantities in various stores, period sales and purchases, amount already on order (or being transferred from other stores), and list price for a specific customer.

Screen Shot 2016-09-05 at 12.28.20

  • Module Reports → Products has been removed from the system. It is recommended to use the abovementioned Inventory “Pick items to create an order” instead. The new module similarly lists the product catalog, provides a more comprehensive set of filters, displays inventory quantity and when you specify a date range, the columns “Sold in Period” and “Purchased in Period” will appear — with each number linked to drill-down data.
  • Configuration parameter "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.

Fixes

  • Fixed: On invoice, when you picked the recipient of goods (“Ship to” field), the “Customer” field populated automatically, but other customer-related fields (Deadline, Penalty, Delivery Condition, Invoice Type) did not populate, although this information was specified on customer card.
  • Fixed: When changing customer on an invoice, and the new customer did not have a defined payer, the “Payer” and “Payer Address” fields were not automatically cleared.
  • Security fixes.

ERPLY Back Office version 4.3.62

New features

  • Tax rate archival has been added. When a tax rate is no longer needed, it can be ‘archived’ to hide it from drop-down lists. In Settings → Set up tax ratesmodule, taxes can also be archived or activated in bulk.

ERPLY Back Office version 4.3.61

New features

  • The back office now displays a notification if a version upgrade has taken place.

Screen Shot 2016-08-18 at 21.03.45

Screen Shot 2016-08-18 at 20.58.53

  • Invoices, purchase invoices and inventory acts now warn when attempting to enter a non-numeric value into the Price, Quantity or other numeric fields.
  • In Reports → Inventory → Central Purchasing → Create Central Purchase Orders, it is now possible to enter the order quantity in packages.
  • Support for Tyro payment integration added. (Needs to be enabled as an extra module.)

Improvements

  • Added configuration parameter "hide_customer_address_on_receipt" that hides customer’s address from receipt printout.
  • The option “Export bank payment file” has been removed from Purchases module. Module Purchases → SEPA payment file export should be used instead.
  • Optimizations related to long purchase documents.

Fixes

  • Fixed: Sending invoices over e-mail by bulk generated duplicate records in the “Tasks” module, and under “E-mail log” on invoice form.
  • Fixed: the references to a source sales documents (eg, on a sales invoice, the reference to a sales order) did get duplicated in some cases.
  • Fixed: Automatic generation of new product codes worked differently for franchise and regular accounts.
  • Security fixes.

ERPLY Back Office version 4.3.59

New features

  • Configuration parameters "password_only_alphanumeric_allowed" and "password_alphanumeric_required" have been added. These will restrict what kinds of passwords users can pick.

Improvements

  • Fields “Home Store” and “Sign-up Store” now added to companies as well (in addition to persons).
  • Field “Customer group” on customer card now shows customer groups hierarchically, as they are defined.
  • Search field “Payer” (which searches by the payer’s name imported from bank) added to Sales → Payments.

Fixes

  • Fixed: Creating an invoice from sales order will no longer change the order’s creator and creation time.
  • Fixed: Product card extra field 1-4 filters did not work in Central Purchasing report.
  • Fixed: In special franchise setups, creating invoices from recurring billing statements failed.
  • Fixed: Filter “or enter several service codes” in Sales → Recurring Billing sometimes produced an error.
  • Fixed: Sales documents created over API, for which API has assigned a number, were sometimes not searchable by that number.

ERPLY Back Office version 4.3.58

  • “Home Store” and “Sign-up Store” fields added to customer card.
  • New module “Extra product card fields” has been added. (This module must be enabled by customer support.) It allows to add 4 extra categorizations to the product catalog, in addition to the five built-in ones (Group, Category, Priority Group, Brand, Supplier). The four extra fields will appear as drop-downs on product card, and each one of them can be toggled on or off (disabled if the field is not needed). The options in each drop-down can be customized by the user. These extra fields can be used as filters in the Product List module, as filters in reports, as filters in product export, in report generator and on Actual Reports printouts.

ERPLY Back Office version 4.3.57

New features

  • Configuration parameter "show_all_products_in_central_purchasing" = 1 has 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).

ERPLY Back Office version 4.3.55, 4.3.56

Improvements

  • Finnish translations updated.
  • Changes in a custom report.

ERPLY Back Office version 4.3.53

Improvements

  • Fields “customerGroup” and “payerGroup” added to Actual Reports sales document printouts.

ERPLY Back Office version 4.3.52

New features

  • In Stock Replenishment, it is now possible to enter the order quantity in packages.
  • In “Products in Stock” report, the “Available”, “On Order” and “In Transfer” quantities can now also be shown in packages (eg. 200 pcs in stock = 4 boxes). This can be enabled with configuration parameter "show_packages_in_inventory_report" = 1.
  • Stock Replenishment Report enhancements for customers who use a custom serialized inventory solution.

Improvements

  • In Stock Replenishment Report, the “Product Category” filter now includes all sub-categories as well (ie., it will work like the “Product Group” filter).

Fixes

  • Fixed: Ship-to address was not copied from order to invoice.

ERPLY Back Office version 4.3.51

New features

  • Added a new check box for user groups: “☑ Edit item price on return without receipt (Berlin POS only)”
  • Reports → Commission and timeclock → Time and Attendance Report: The report can now also be downloaded as CSV.

Improvements

  • Inventory quantity is now displayed also on Inventory Transfer Orders, not only Inventory Transfers.

ERPLY Back Office version 4.3.50

New features

  • Product card, section “Stock levels” now contains a new column, “In Transfer”. It shows the number of items that are being transferred from other locations.
  • Clicking on the “Ordered” or “In Transfer” figure opens a window with more detailed information; there is a list of pending Purchase Orders as well as Inventory Transfer Orders. The same improved report can also be opened from Inventory module, link “PO’s”.
  • Column “In Transfer” has also been added to report “Unfulfillable Sales Orders”.

Improvements

  • Optimized Stock Replenishment:
    • Loading a long report should no longer fail with an error.
    • Report should be calculated faster.
  • One Spanish translation updated.
  • Field “Discount / return reason code”, and customer’s bank name and account number have been added to Actual Reports sales document printouts.
  • Changes in a customer-specific report.
  • “Invoice sum in words” now supported in Lithuanian.

Fixes

  • Fixed: store credit will no longer be applied to fulfilled prepayment invoices.

ERPLY Back Office version 4.3.48

Improvements

  • Finnish translations updated.
  • Changes in a customer-specific report.
  • Report generator now allows to filter products by priority group.

Fixes

  • Fixed: e-mailing receipts from POS or from the back office did not work on certain servers.

ERPLY Back Office version 4.3.47

  • Fixed: an invoice rounding issue when making an invoice from multiple billing statements.
  • Russian translations updated.

ERPLY Back Office version 4.3.46

New features

  • Added configuration parameter "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.
  • Added configuration parameter "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.
  • Time filter added to Sales Promotions report.

Improvements

  • Long purchase documents are now a lot more responsive.
  • In Russian, translation “VAT Number” has been changed to ИНН.

Fixes

  • Fixed: automatic update of matrix variations (when the parent product’s information was changed) did not update the variations’ last change timestamp.
  • Fixed: links pointed to wrong documents in the “PO Report”.

ERPLY Back Office version 4.3.45

New features

  • New configuration parameter "receipt_use_narrow_printout" = 1. It can be applied to make receipt printout fit better on extra-narrow receipt paper.
  • New configuration parameter "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”.

Improvements

  • Improvement: Sales Report no longer displays a column for each tax rate that has been defined in the system. Columns with no values are omitted.
  • In locations list, the column “Number of users with store access” now excludes the built-in support user.

Fixes

  • Fixed: making a Purchase Invoice from Purchase Order did not copy tax rates over.
  • Fixed: issues with the “Latvian invoice numbers” feature. Now it can be also used in other countries than Latvia.

ERPLY Back Office version 4.3.44

  • Fixed: Purchase Return form did not give an error message when user entered positive quantities (with configuration parameter "purchase_return_disallow_positive_quantities"enabled).

ERPLY Back Office version 4.3.43

  • Fixed: automatic transfer of returned items to offline inventory now takes place whenever there is a negative quantity with an appropriate reason code on a sales invoice. Formerly, this only worked with credit invoices. Additionally, the feature can now be enabled and disabled from Settings → Configuration → Inventory and Purchase – Enable Extra Features: a check box ☑ Enable discount and return reason codes on sales invoices has been added.
  • Purchase document form now hides the 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 the users who should not see product costs. They will be able to create and receive POs, without seeing supplier pricing.
  • Purchase Reports, PO Report, Stock Replenishment Report, product export now respect the configuration parameter "users_can_see_only_own_warehouse_documents".
  • Configuration parameter "force_pricing_logic_algorithm" implemented. This parameter overrides country-specific rules for price handling. More information is available in the documentation.
  • Fixed: a user with now rights for the Invoices module could not make a copy of a Quote.
  • Fixed: one error in report generator.
  • A few Latvian, Lithuanian translations updated.
  • Security fixes.

ERPLY Back Office version 4.3.41, 4.3.42

  • Added new code fields (Code 5, Code 6, Code 7, Code8) to product card. These codes can be used on printouts, in product search (if you enable configuration parameterssearch_product_by_code4, search_product_by_code5, search_product_by_code6, search_product_by_code7 or search_product_by_code8) and in API getProduct and saveProducts. This is an extra feature that customer support can enable when needed.

ERPLY Back Office version 4.3.40

  • Changed receipt printout, so that it always displays the discount percentage set by POS, and does not attempt to re-calculate it. This also means that with configuration parameter"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.

ERPLY Back Office version 4.3.39

  • Franchise adjustments.
  • Adjusted report “Payments vs. invoice lines”.

ERPLY Back Office version 4.3.38

  • Added new report: Reports → Sales Promotions → Promotions By Invoice Report. It displays the same data as Promotions Report, but aggregated by invoice.
  • Configuration parameter "show_net_total_in_promotions_report” added. It enables an extra column in Promotions Report: “Promotional items net total”.
  • Reason Code field added to Inventory Registrations. (This feature needs to be enabled by customer support.)
  • Field “Packages” added to Inventory Transfers. The quantity of each transfered item can now also be specified by package type and number of packages. (This feature needs to be enabled by customer support.)
  • Fixed: the configuration setting "inventory_registration_use_fifo_cost_as_default", introduced in 4.3.0, did not work.
  • Fixed: deleting a row from a purchase document caused issues in the column “Supplier quoted delivery date”.

ERPLY Back Office version 4.3.35

  • Custom report (“Productivity Report”) added for one customer.

ERPLY Back Office version 4.3.34

  • Check box “E-mail opt-out” added to customer card. It can be used as a filter in customer export and in Reports → CRM → E-mails, and the data is displayed both in the e-mails report as well as in customer export file.
  • Product labels update for one customer.

ERPLY Back Office version 4.3.33

  • Field “Invoice custom number” added to report generator.
  • A fix to prevent EPSI-requested invoice receipt printouts from hanging in certain conditions.
  • Security fixes.

ERPLY Back Office version 4.3.32

  • American Spanish translations updated.
  • Features “Warehouse Report” (the history of a product’s transactions) and “Download Product History” on product card are now also enabled for users who do not have the right to see item costs. The reports just omit the cost column in that case.
  • Finnish translations updated.
  • Fixed: When a Sales Order is automatically split on partial fulfilment, both parts will retain the same Creator.

ERPLY Back Office version 4.3.31

  • Fixed: duplicated columns in “Payments By Date” report (and its variations).

ERPLY Back Office version 4.3.30

  • Fixed: issue related to user group setting “Each user can only see their own customers and associated documents”.

ERPLY Back Office version 4.3.29

  • Added new report: Reports → Z Report → Payments → Payments by Date, All Locations.
  • Fixed: Day Summary Report was showing store credit transactions for all days, not for the selected day only.
  • Improvement: When selecting multiple sales documents with check boxes, Erply will not allow to invoke a bulk command while the list is still being updated by the system. Formerly, it might have been possible to click a button while the list was still being updated; in that case, some selected documents were not included in the bulk operation (eg. when creating an invoice from multiple waybills).

ERPLY Back Office version 4.3.28

  • Bug fixes.

ERPLY Back Office version 4.3.27

  • Polish translation updated.
  • Spanish translation updated for North and South America.

ERPLY Back Office version 4.3.26

  • Product labels for one customer improved.