Erply
The place for all SOPs for Erply, our new Point of Sale system
Getting Started
Transaction Functions
Ringing up a Sale
Add product to transaction by using a barcode scanner:(9) While on the main POS screen, scan an ...
Searching Inventory
View product availability at all locations: (14) Once an item has been added to the POS, you can...
Ringing up Candy
Ringing Up Candy (15) Select the Quick Keys button Once in the Quick Keys Menu Select Bulk Candy...
Edit / Modify Line Item
Change the quantity of a line item On the line item you wish to change the quantity, select the ...
Apply % discount to entire sales transaction
Apply % discount to entire sales transaction: (23) Navigate over to the right side of the screen...
Save or Delete entire sales transaction before transaction is closed
Save or Delete entire sales transaction before transaction is closed: (24) To delete an entire t...
Add receipt notes or internal notes
Make receipt notes or internal notes: (25) At any point during a sales transaction, you can sele...
Transaction Round-Up Events
During round-up events, you will be prompted with a pop-up screen after you select “Checkout” (or...
Taking Payment
In-store payments can be made using cash, credit cards, debit cards, or gift cards. Customers may...
Accepting Payment by Cash
Select the Checkout buttonSelect Cash.Use the on-screen keypad to enter the amount of cash they a...
Accepting Payment by Credit or Debit Card
Select the Checkout buttonSelect Card Select 100% to send the full transaction total to the termi...
Accepting Payment by MGS Gift Card
Select Givex Scan the card in the "Card Number" fieldSelect “Use 100%” or specify a smaller amo...
Accepting Payment by Visa / Mastercard Gift Card
Receipts
Select the appropriate receipt option(s) after taking payment for the transaction. Show Recei...
Selling Gift Cards
Create/add customers to customer database when selling a card card.If it is a business or organiz...