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ERP.AI ERP for Retail

ERP for Retail

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Modules

Stores & POSConnect POS source activity, customer orders and the cash behind every store close. Products & loyaltyConnect approved product prices with traceable customer reward balances. Inventory & fulfillmentKnow what is available and get the right goods to each customer. PurchasingKeep merchandise and materials arriving against the right supplier commitments.
Production & kittingPrepare stocked kits and repacked goods with traceable materials and costs. Payments & refundsFollow customer collections, processor payouts and refunds through to reconciled balances. FinanceConnect retail activity, supplier obligations and production costs to each company's books. ReportingSee sales, stock and financial results with their supporting detail.

ERP for Retail

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Processes

Order to cashCarry the accepted order through shipment, invoice approval and cash application. Collect and reconcileConnect actual collections, invoice applications and processor payouts without counting the money twice. Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance.
Close a store shiftReconcile register cash with actual source activity and an independently reviewed close. Return and refundConnect returned goods, customer credit and the actual refund without losing the original purchase. Manage customer rewardsKeep earning, redemption, returns and expiry tied to the original customer purchase.

ERP for Retail

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Industries

Specialty retailKeep customer orders, store stock and online sales connected. Home & lifestyleCoordinate product ranges, location stock and customer delivery commitments.
Apparel & accessoriesKeep variant stock, channel orders and returns clear throughout the sale. Consumer electronicsFollow product identity, customer handover and financial results across channels.

ERP for Retail

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Reference

Roles and permissionsGive sales, fulfillment, production and finance clear responsibilities. Reports and insightsUnderstand sales, stock, payment reconciliation and financial performance across your retail business. Data modelExplore the records connecting retail orders, stock and financial results.
IntegrationsConnect sales sources, stock and payment providers with clear transaction ownership. ImplementationPlan a rollout around orders, stock and the money behind each sale. AI assistants and APIHelp teams prepare work and understand retail exceptions.

ERP for Retail

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All systems
Modules
Stores & POSConnect POS source activity, customer orders and the cash behind every store close.Products & loyaltyConnect approved product prices with traceable customer reward balances.Inventory & fulfillmentKnow what is available and get the right goods to each customer.PurchasingKeep merchandise and materials arriving against the right supplier commitments.Production & kittingPrepare stocked kits and repacked goods with traceable materials and costs.Payments & refundsFollow customer collections, processor payouts and refunds through to reconciled balances.FinanceConnect retail activity, supplier obligations and production costs to each company's books.ReportingSee sales, stock and financial results with their supporting detail.
Processes
Order to cashCarry the accepted order through shipment, invoice approval and cash application.Collect and reconcileConnect actual collections, invoice applications and processor payouts without counting the money twice.Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance.Close a store shiftReconcile register cash with actual source activity and an independently reviewed close.Return and refundConnect returned goods, customer credit and the actual refund without losing the original purchase.Manage customer rewardsKeep earning, redemption, returns and expiry tied to the original customer purchase.
Industries
Specialty retailKeep customer orders, store stock and online sales connected.Home & lifestyleCoordinate product ranges, location stock and customer delivery commitments.Apparel & accessoriesKeep variant stock, channel orders and returns clear throughout the sale.Consumer electronicsFollow product identity, customer handover and financial results across channels.
Reference
Roles and permissionsGive sales, fulfillment, production and finance clear responsibilities.Reports and insightsUnderstand sales, stock, payment reconciliation and financial performance across your retail business.Data modelExplore the records connecting retail orders, stock and financial results.IntegrationsConnect sales sources, stock and payment providers with clear transaction ownership.ImplementationPlan a rollout around orders, stock and the money behind each sale.AI assistants and APIHelp teams prepare work and understand retail exceptions.
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ERP for Retail References
AI assistants and API6 of 6
  • Roles and permissions1 of 6
  • Reports and insights2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • AI assistants and API6 of 6

AI assistants and API

Help teams prepare work and understand retail exceptions.

Assistants can help authorized people find information, prepare work and explain an exception. They use the same current entity, action and sensitive-field restrictions as the person or service they support. Verify available application actions and connected providers during implementation.

Teaching an agent the system

curl -s erp.ai/skill.md

Start with the platform skill, then verify the configured ERP for Retail actions and response contracts. The skill document and website do not establish that a particular operational endpoint or provider integration is ready to use.

These are illustrative work requests, not a published endpoint contract. Verify supported actions, permissions and failure handling before operational use.

Machine requests, workflows, agents and model usage follow the published metering rules. Ordinary manual work in the official interface is free. Review pricing, configure restricted service identities and inspect usage as responsibilities grow.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Show the accepted order changes awaiting Sales Manager review. › Explain which store and online orders have claimed this SKU. › Summarize the goods still awaiting pickup or actual dispatch. › Trace this gross collection through its fees and bank payout. › Show why the pending refund cannot yet be treated as settled. › Prepare the remaining eligible invoice quantities for review. › Explain the material and cost still outstanding on this kit job.

What an agent typically does here

Sales Associate's assistant

Prepares customer follow-up, offers and order updates from permitted store or online purchase history.

acts as Sales Associate

Offers DueQuotes
StatusDraftSentAcceptednext 7 days
Draft
QTS-73124ACC-140
QTS-69926ACC-120
Sent
QTS-12575ACC-140
QTS-40312ACC-120
Accepted
QTS-58886ACC-130
QTS-86872ACC-110
Sales Manager's assistant

Summarizes the accepted order, material changes and commercial questions for independent review.

acts as Sales Manager

Sales Orders Awaiting ApprovalSalesOrders
Submitted
  • SO-75791 ACC-120
  • SO-84174 ACC-140
  • SO-96026 ACC-110
  • SO-30260 ACC-150
  • SO-89835 ACC-110
SO-75791
Account
ACC-120
Channel
CHN-3491
FulfillmentMode
StoreHandover
NetTotal
410
CreditReview
CR-88529

Approval waits for the sales manager.

Purchasing Manager's assistant

Follows approved commitments, remaining supplier quantities and receipt or bill exceptions.

acts as Purchasing Manager

Purchase Approval QueuePurchaseOrders
Submitted
  • PO-62325 VND-124 690 9 d
  • PO-63183 VND-032 230 11 d
  • PO-47661 VND-217 70 7 d
  • PO-12098 VND-002 950 13 d
  • PO-77409 VND-180 750 11 d
PO-62325
Supplier
VND-124
OrderDate
08 Sep
CurrentTotal
800
ApprovalBasis
690
Status
Submitted

Approval waits for the purchasing manager.

Fulfillment Operator's assistant

Helps locate the current receiving, pick, handover, dispatch and return instructions for assigned work.

acts as Fulfillment Operator

My Pick TasksPickTasks
YouStatusAssignedInProgressPartiallyPickedException
Assigned
PT-56599SOL-8146350 picked quantity
PT-58294SOL-2809550 picked quantity
InProgress
PT-10215SOL-2390170 picked quantity
PT-78362SOL-5349390 picked quantity
PartiallyPicked
PT-79317SOL-6447210 picked quantity
Exception
PT-28559SOL-2247310 picked quantity
Warehouse Manager's assistant

Summarizes stock availability, claims, count differences and fulfillment or return exceptions.

acts as Warehouse Manager

My Pick TasksPickTasks
YouStatusAssignedInProgressPartiallyPickedException
Assigned
PT-56599SOL-8146350 picked quantity
PT-58294SOL-2809550 picked quantity
InProgress
PT-10215SOL-2390170 picked quantity
PT-78362SOL-5349390 picked quantity
PartiallyPicked
PT-79317SOL-6447210 picked quantity
Exception
PT-28559SOL-2247310 picked quantity
Production Manager's assistant

Prepares recipe, release, terminal acceptance and work-closure reviews with the relevant remaining quantities and decisions.

acts as Production Manager

Warehouse AvailabilityInventoryPositions
StatusActiveBlocked
Available
IP-13194PRD-7946380 on hand
IP-89520PRD-4152750 on hand
Held
IP-77381PRD-4534120 on hand
Picked
IP-78474PRD-340380 on hand
Transit
IP-83135PRD-5645450 on hand
Production. Production is staged but not yet financially issued inventory
IP-20300PRD-4740820 on hand
Production Operator's assistant

Helps find released instructions and report actual material, time and operation results.

acts as Production Operator

Production ScheduleWorkOrders
StatusPendingApprovalReleasedInProgressPartiallyCompletedPendingClose
Work Order NumberOutput ProductWarehousePlanned QuantityCompleted Quantity
WO-67921PRD-2683WRH-1406030
WO-91039PRD-6459WRH-1404600
WO-28669PRD-3962WRH-14080030
WO-16514PRD-7532WRH-1208070
WO-46700PRD-3108WRH-120650640
WO-45257PRD-3286WRH-13032020
Accountant's assistant

Traces gross collections, invoice applications, processor entries, fees, payouts and remaining reconciliation differences.

acts as Accountant

Processor ReconciliationProcessorSettlements
StatusObservedMatchingPendingApprovalUncertainDisputed
Observed
PS-51170PA-140
PS-46812PA-120
Matching
PS-67876PA-120
PendingApproval
PS-80336PA-150
Uncertain
PS-56591PA-120
Disputed
PS-61661PA-150
Finance Manager's assistant

Prepares invoice, credit, refund, variance and period-review information with its current source balances and unresolved issues.

acts as Finance Manager

Purchase Approval QueuePurchaseOrders
Submitted
  • PO-62325 VND-124 690 9 d
  • PO-63183 VND-032 230 11 d
  • PO-47661 VND-217 70 7 d
  • PO-12098 VND-002 950 13 d
  • PO-77409 VND-180 750 11 d
PO-62325
Supplier
VND-124
OrderDate
08 Sep
CurrentTotal
800
ApprovalBasis
690
Status
Submitted

Approval waits for the purchasing manager.

Admin's assistant

Helps prepare restricted configuration and diagnostics without granting business approval authority.

What it cannot do alone

An assistant cannot provide a required independent human approval, invent customer acceptance or treat an uncertain provider response as confirmed money. It cannot promise goods already held or committed to another order, receive the same finished kit twice, or release a refund without its eligible source and decision.

Keep missing costs, unresolved identities and external outcomes visible. Repeated requests retain the same economic transaction and existing claims. A shared walk-in customer record does not permit one purchase to spend another customer’s credit. Reports, exports and summaries retain current access restrictions.

Metering

Machine requests, workflows, agents and model usage follow the published metering rules. Ordinary manual work in the official interface is free. Review pricing, configure restricted service identities and inspect usage as responsibilities grow.

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