Link ERPLY and ShopRoller

1. Open Add-on's 

Open your ShopRoller administration, click on ADD-ON's and open SALES.

     

2. Set ERPLY

Find ERPLY, and click SET.

This will open the configuration window. 

  

3. Configure ERPLY Settings 

NB! Please allow 30 minutes for synchronization for the first time you enable ERPLY. 
Thereafter, synchronization will occur at the set intervals, as indicated below. 

    

3.1 Enter Data 

Enter your data from ERPLY into the DATA fields.

    

3.2 Import Products

If you would like to import your products from ERPLY, select the ENABLED checkbox. 

Select the product data you would like to sync from ERPLY using the import products fields: 

If you are having any issues with importing products, check out this help manual.

FAQ: How can I import files with ERPLY?

         

3.3 Import Product Groups

If your products have groups, you can import them too by enabling this setting. 

If you are experiencing any issues related to product groups, check out this help manual.

        

3.4 Import Stock Levels

If you would like to take your product stock levels from ERPLY, then keep them synchronized by enabling this setting.

What is the difference between PHYSICAL INVENTORY and FREE INVENTORY (minus reservations)?

Select PHYSICAL INVENTORY if you would like to display stock levels based on total units entered, regardless of whether these products have been booked or reserved. 

For example: if there are 10 products initially available for purchase, then 3 products are reserved for later purchase, customer's will still see 10 products available for purchase: "10 left". 

Select FREE INVENTORY if you would like to display stock levels based on total units left (available). 

For example: if there are 10 products initially available for purchase, then 3 products are reserved for later purchase, customer's will see the remaining stock level: "7 left". 

Please read this help article for more information.

     

3.5 Import Price lists

If your products have sales prices in ERPLY, import them by enabling this setting.

Please read this help article for more information. 

     

3.6 Import Client Groups

If you have created customer groups in ERPLY, keep them in sync with ShopRoller by enabling this setting.

         

3.7 Import Clients 

If you have customers in ERPLY, keep them in sync with your ShopRoller account by enabling this setting.

      

3.8 Import Brands 

If you have created Brand categories in ERPLY, keep them in sync with your ShopRoller account by enabling this setting.

If you are experiencing any issues related to importing product brands, check out this help manual.

    

3.9 Import Warehouses

If you have warehouse data in ERPLY, keep it in sync with your ShopRoller account by enabling this setting.

     

3.10 Export Sales Orders 

If you would like to keep your sales orders between ERPLY and ShopRoller in sync, enable this setting. 

Check the box ENABLED.

Select Document Type

• Invoice-waybill
• Cash Invoice
• Waybill
• Prepayment
• Offers
• Export invoice 
• Reservations
• Order
• Invoice 

Select Paid Orders Only or Not

Yes: Only import orders which have already been paid 

No: Import all orders (not all customers have paid for their orders) 

If you are experiencing any issues related to product orders, check out this help manual.

    

3.11 Export Payments

If you would like to keep your payments between ERPLY and ShopRoller in sync, enable this setting. 

Set Arrival Methods.

NB! To set arrival methods ("ERPLY laekumise viisid"), you must first enter client identification code, username, and password. 

   

4. Save! 

Scroll to the top of the page and hit SAVE.

     

FAQs

Please check out more of our articles about ERPLY, here.

How do I import matrix products?

Matrix products should automatically be imported from ERPLY. 

If there are issues with data synchronization, please contact ERPLY to confirm data input. 

NB! If you don't know what matrix products are, read here.