Customers with Multiple Departments

If your company has customers with multiple departments, this guide explains how to use the main ERPLY Books features in such cases. The easiest solution is to create a separate customer card for each department. ERPLY Books expects all customer cards belonging to the same company to have the same registration code. Based on the registration code, ERPLY Books can group these customers together in different modules.

Searching for Invoices and Receipts/Payments

In the invoice and payment modules, you can search for transactions using part of a customer’s name. For example, if you have several Selver stores as customers, enter “Selver” in the customer field.

The system may initially suggest a specific customer. Remove the suggested customer and click elsewhere on the page so that only “Selver” remains in the field. When you perform the search, ERPLY Books will display all customers whose names contain “Selver”.

Customer/Supplier Report

In the Customer Report and Supplier Report, you can search for customers or suppliers using part of their name. There is no separate option for selecting only one specific customer.

The reports also include the option “Group by registration code”. When selected, ERPLY Books displays the combined outstanding balance of all customer or supplier departments. This also allows you to send a balance confirmation or payment reminder for all departments at once.

Bank Import

The Bank Import module also matches invoices based on the company’s registration code. If the registration code is included in the bank statement—as it generally is in Estonia—invoices are matched automatically in the same way as when searching by name.

EUR 1,000 Report

Companies with the same registration code are automatically grouped under one contact in the report. Therefore, if the registration codes have been entered correctly, the EUR 1,000 report will also be generated correctly.