Success = Staying on Top of Your Data


ERPLY is a solution packed full of fantastic features that help you to help your customers in the best possible way…it’s what we do! A number of these are optional, but using them will offer you a major boost in organizing and managing your data.

In some cases, basic Point of Sale services may be enough, but there’s always the option for more! At ERPLY, we are committed to offering small business and start-up companies the very same features that our enterprise customers have access to.

Customers & Customer Groups

Did you know that your existing customers and their information can be transferred into your ERPLY database? The standard POS customer isn’t your only customer. By adding customers as they make sales, you can build-up a sizable customer database, complete with contact and sales information, directly into ERPLY. Simply by keeping a track of their recent sales, you can view how often a specific customer visits, what they purchase, or take a glance at other trends through our extensive Reporting Module. You’ll have a huge list of customer information ready to roll when sale season hits and you’ll be able to target specific customers with emailing campaigns, pushing your best deals out to a wide audience. By limiting yourself to only a single “Standard Customer,” you’ll miss out on both of these opportunities. Plus, there’s no such thing as a standard customer! We understand that.

Product Groups & Categories

Just the same as customers, from the outset  ERPLY comes with a “Default Product Group” set up and ready to go. Nearly every user in ERPLY utilizes Product Groups, as this is how items are managed in the Point of Sale. There are, of course, different ways of organizing products, for example — Product Categories. Product Categories, deliver uber-organization to your inventory, which is strictly for use in the Back Office. Using specific filters in reports, data for items in specific categories can be singled out, just like Product Groups. This additional layer of organization is an excellent way to check any information regarding products and inventory.

Inventory Management


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

It’s no secret, organization is the key to success. The best way to organize your business is to collect, manage and maintain data in an effective way. That way you can spend less time scratching your head and more time making your business the best it possibly can be.
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