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Settings

Manage all your settings from your company profile to your erplain settings. Customize and set up your sales information as well.

  • Account Managers

    If you have Account Managers or Account Reps selling your products, you can get detailed reports on their sales. To keep track of their activity, create the Account Manager, then select their name in ...

  • Alerts

    You can setup email notification alerts based on pre-defined triggers such as: Inventory below the Re-order point Out of stock (Available) or Available inventory at 0 or below Out of stock (On-Hand) o...

  • Attributes

    In this section, you can manage the Options and Attributes of your product variants. Variants: sometimes the same product is available in different styles or types. For example, you might sell shoes i...

  • Company settings

    You can setup your Company settings such as Address, Phone, Logo, etc... from the menu 'Settings' > 'Company settings': It is recommenced to setup your company information accurately as some of this i...

  • PDF Settings

    Your PDF Settings will affect how your documents look once you generate a PDF. For example, your Invoices: Go the menu 'Settings' > 'PDF Settings': Simply enter your default information such as Additi...

  • Currency

    erplain supports multiple currencies for Sales and Purchases.  To manage and add Currencies, simply follow these steps: Go to the Menu 'Settings' > 'Currency': This is the list of currencies added to ...

  • Importing and Updating Data

    You can import and update Products, Customers and Suppliers to erplain from a CSV file. Importing and updating is done from the menu Settings > Import data: Importing data 1. Start by downloading the ...

  • Exporting Data

    With erplain you can export all your data at anytime. Simply to the menu 'Settings' > 'Export Data': You will see the list of the data that you can export: Click on any report, and then click on the E...

  • Stock / Sales Locations

    With erplain you can manage multiple Stock / Sales locations. This will help you track the inventory in each location, and generate Sales or Purchase from/to these locations. To manage and add Locatio...

  • Taxes

    erplain supports multiple sales taxes. Each tax can be added to your Sales and Purchases and you can select a default tax for each Customer and Supplier. Within all your Sales and Purchase documents (...