ForecastingApp by Erply is an analytics and forecasting solution for Erply. With ForecastingApp you can easily analyse your entire sales and inventory using a single dashboard and specific reports.
To get started you need to create an account:
Enter your Erply credentials and click Sign Up. NOTE: your Erply user name must be a working email address. If this is not the case please set up a Service User and contact our support so we can create an account for you.
Ensure your email address is correct and agree to Terms of Service
You will receive an email once the account has been set up
Follow the instructions in the email
If your Erply user name is the same as your email address then you can access ForecastingApp simply by clicking on the Sign In button.
Complete Erply Data Integration
Create Erply service user as explained in the topic ERPLY SERVICE USER
Use the Erply service user credentials to set up data synchronization.
Once the initial load has been completed you will receive an email and can start exploring your data.
Load Historical Data
First data load only fetches your most recent data. In order to get most out of the analytics platform you want to load more data. Please follow the steps to do so:
From the navigation menu choose Sales Analytics->Sales Explorer
Select time period you want to load
Make sure the connector is set to Erply
Click Load Data
The system will start processing the data and you will receive an email once this is done.
User maintenance is accessible via Settings->Users menu. To add a new user click on the Add user button.
Add a new user. Type in the user's full name and email address or user id. We recommend using user id in case you want to create an extra user for API connections. In this case you can assure that this user cannot set or reset password thus access is only granted with a token.
Expand/collapse user details.
Toggle administrator access. Administrators can access all settings. You can not remove the administrator right from yourself.
Send an invite via email.
Obtain session or app token. Session tokens are valid for 12 hours whereas app tokens do not expire.
Remove user access.
See more details how to manage users under the topic USERS AND PERMISSIONS
Authenticate using Erply user name and password
It is possible to authenticate users with Erply user name. For this purpose you will need to create new users with Erply user name as email. Disregard error message, it will work just fine.
NOTE: in case Erply user name is not an email address you can not send invites or any other messages. Also, users can not raise helpdesk tickets.
Once added the user can log in via https://analytics.erply.com
At any time you can find help at your fingertips. Click on the (?) button at the top right of the navigation bar and you can browse the knowledge base with articles and video guides. You can also send a message to our support desk.