Erplain new version: Changes

The new version of Erplain comes with numerous new features and changes for users.

This article presents the updates made to the existing features in Erplain.

To learn more about the new features, please refer to the following article: New features.

Terminology Changes

First, many terms in Erplain have been updated to make navigation more intuitive and features clearer. For more details about the updated terms, please consult this article: Terminology.

Certain options have also been moved within the interface to make their placement more relevant for everyday use.

Price Levels

Price levels are now available in the “Products” section of the interface. They are no longer managed from the settings but from the “Prices and Discounts” subsection.

Imports and Exports

Product, customer, stock, and price imports and exports are now directly available from their respective menus, without needing to go through the settings. From the desired section, simply click on the Export or Import buttons at the top right of your screen. CSV and Excel templates are still available to facilitate your first import.


New Filters

Erplain now includes new advanced filters to refine your searches. You can now combine multiple criteria at once to perform precise searches—for example, to find the orders of a specific customer containing a particular product.

For more information: Filters


How to Navigate a sales or Purchase Document

The structure of sales and purchase documents has been updated. Each document now includes a panel on the left side of the screen, allowing users to access different sections and categories. This panel lists all available actions and also makes it easier to find related documents for a given transaction.

Email options for sending messages to customers have also been moved to the “Emails” section, instead of under the “Actions” button.

Deposit invoices have also been moved to the “Invoices” section.

The “Manually complete an order” button has been replaced with “Archive” in the purchase order actions, but it still performs the same operation.

Editing Products and Contacts

There is no longer a distinction between view and edit modes for products or contacts. You can now access a product or contact record and edit it instantly, without having to click multiple times.

Navigating a Product or Contact page

Just like sales documents, product and contact pages now include several tabs that allow you to access different categories.

From this point, you can access each of these sections. The “Inventory log” section includes a mini log focused solely on the product in question.

Settings and PDF Templates

The “PDF Settings” section no longer exists. Its various options have been divided between General Settings and the new “PDF Templates” section, which contains settings specific to certain documents.

For more information: PDF Templates

Automatic Saving of Prices and Stock

The price and stock update tools now automatically save each change as it is entered. There’s no need to click “Save” after every modification.

Shipping Costs in Documents

Shipping costs have been moved within the document creation forms. They are no longer at the top of the form but at the bottom, under the product lines.

Editing Product Names in Documents

Product names can now be edited directly from the document creation form. By clicking on the gear icon, options will appear, including the ability to replace the product name with a custom description in the PDF document.