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Click Start now, then use Proto to configure ERP for Retail for your business. Set up your workflows, import your data and invite your team.

Start with the legal entities, stores, online sales sources and stock locations you want to bring together. Follow representative orders through customer agreement, approval, collection, fulfillment, invoicing and returns. Include the assembly or kitting work that creates stocked products, where relevant. Agree who owns each decision and which events establish that goods or money actually moved.

Prepare product and variant identifiers, units, prices, customer and supplier records, stock positions, accepted orders and financial balances. Include payment-provider collection and payout history, outstanding refunds, open purchasing and work in progress. Identify the owners of every intended connection. Review [implementation](/erp-for-retail/implementation) and [pricing](/erp-for-retail/pricing) to define migration and rollout work.

Verify the first scope with its users, reconcile opening stock and financial balances, and test partial fulfillment, payment uncertainty, fees and returns before enabling new work. Confirm the available connections and operational actions rather than assuming a storefront or payment provider is already installed. Implementation is priced separately.