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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

Start now
Pricing Frequently asked questions Get started
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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 Industries
Consumer electronics4 of 4
  • Specialty retail1 of 4
  • Home & lifestyle2 of 4
  • Apparel & accessories3 of 4
  • Consumer electronics4 of 4

Consumer electronics

Follow product identity, customer handover and financial results across channels.

Typical roles
  • Sales Associate
  • Sales Manager
  • Purchasing Manager
  • Fulfillment Operator
  • Warehouse Manager
  • Accountant
  • Finance Manager
Also built for
  • Specialty retail
  • Home & lifestyle
  • Apparel & accessories
  • Consumer electronics

What changes for this team

configured at rollout

Consumer electronics retailers need clear product and, where required, serial identity from accepted supply to customer handover. ERP for Retail connects that stock history with store and online orders, actual collections and financial review. Teams can investigate a delivery or return using the same original product, quantity and transaction evidence.

Quote

Preserve the item being supplied. Trace the exact item from sale and handover through any return or exchange.

Pick and ship

Keep fulfillment accountable. Follow eligible picks through the selected store, pickup or carrier path. Record actual recipient or dispatch evidence before consuming the shipment's stock and cost. Later delivery confirmation adds the customer's result without issuing the same goods again or creating another invoice entitlement. Make kit production traceable. If the business assembles a stocked package, retain its approved components, routing and work order. Record actual material use and accepted terminal output with the reviewed cost. Separately shipped accessories remain their own stock items; a sales description does not establish that a finished kit was produced.

Invoice

Review the returned item and its condition. Trace the actual returned quantity and serial, where applicable, to the original eligible shipment. Keep held goods restricted until the required disposition. Financial credits and refunds follow their own approvals, with a separately authorized replacement order where the customer will receive another item.

Cash applied

Explain the money behind each sale. Reconcile gross processor collections, fees and bank payouts using their actual sources. Keep unapplied funds, pending refunds and uncertain outcomes visible. Finance can trace approved invoices, carrying costs and credits to comparable quantities rather than combining unrelated orders or net payouts into a misleading margin.

Order-to-cash for this team

  1. 01

    Quote

    Quote

  2. 02

    Sales order

    Approval required

  3. 03

    Pick and ship

    Pick and ship

  4. 04

    Invoice

    Approval required

    Invoice

  5. 05

    Cash applied

    Cash applied

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Sales Orders Awaiting ApprovalSalesOrders
approval waits for the sales manager
Approval conditions

Sales Manager: Approve every SalesOrders revision independently of preparers/material editors

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.

Stores & POS →
Unapplied Customer CashCashReceipts
unapplied amount > 0 or not Clear
Receipt NumberAccountContextSource KindCurrency
CR-53302ACC-150PC-38877BankCRR-6825
CR-34434ACC-110PC-57478CashCRR-5734
CR-62702ACC-140PC-72896ProcessorCRR-3731
CR-62267ACC-110PC-66939BankCRR-3360
CR-92039ACC-120PC-39705CashCRR-8087
CR-78663ACC-110PC-40227ProcessorCRR-3519
Payments & refunds →
Receipts Awaiting ReviewGoodsReceipts
StatusArrivedPendingReview
Arrived
GR-40123PO-68876
GR-44701PO-69041
GR-76057PO-42343
PendingReview
GR-13374PO-43632
GR-16858PO-47920
GR-48816PO-14141
Purchasing →

Typical roles

Roles and permissions
Sales Associate

Prepares scoped customer offers, store and online orders and customer service requests.

Permissions
  • Manage assigned Accounts prospect information, actual ContactPersons, PurchaseContexts, ChannelOrders, ChannelOrderLines, Quotes and draft SalesOrders
  • Record actual purchase acceptance and recipient evidence
  • Prepare return/entitlement requests and separately priced replacement orders
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

Independently accepts commercial commitments and commercial master changes.

Permissions
  • Approve every SalesOrders revision independently of preparers/material editors
  • Approve QuoteException and commercial MasterChanges for customer/channel/price rules within reviewed finite authority
  • Verify purchase-context conflicts and commercial replacement scope
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

Prepares supplier commitments and controls independently reviewed purchasing authority.

Permissions
  • Manage supplier commercial drafts, Requisitions, PurchaseOrders and their lines
  • Independently approve supplier commercial activation excluding its preparer/material editors
  • Approve another person's requisition/PO within finite entity/currency limits, otherwise request Finance Manager approval
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

Records actual independent receiving, stock handling, fulfillment and returns.

Permissions
  • Prepare GoodsReceipts/GoodsReceiptLines and confirm actual ReceiptAcceptances independently of buyer/commercial approver after required condition/cost review
  • Execute guarded approved transfers, picks, handover and stock moves
  • Record actual DeliveryConfirmations, blind counts and authorized return custody
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

Controls stock eligibility, readiness, physical returns and count decisions.

Permissions
  • Manage warehouses/locations, StockTransfers and InventoryCounts
  • Independently approve StockRelease, TransferApproval, FulfillmentRelease, CountAdjustment, ReturnAuthorization and ReturnDisposition within reviewed scope, excluding preparer/material editors/physical counter or subject where relevant
  • Review independent receipt, return and fulfillment evidence
Fulfillment ReadinessFulfillments
StatusPlannedPickingReadyException
Planned
FLF-47321SO-34271
FLF-82135SO-39677
Picking
FLF-91525SO-41178
FLF-86945SO-18142
Ready
FLF-46593SO-84413
Exception
FLF-29882SO-15957
Accountant

Prepares and executes guarded entity finance and payment reconciliation work.

Permissions
  • Manage draft invoices/bills, matches, CashReceipts, CashApplications, PaymentRuns, Payments, CreditApplications, Refunds, FinanceCorrections and journal/revaluation/close work
  • Record and post actual verified capture/bank/cash and routine eligible application under independently approved policy
  • Record actual PaymentEvents, ProcessorAdjustments and observed ProcessorSettlements, using the preapproved suspense path for unknown actual debits
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

Independently controls monetary authority, valuation, payments and close.

Permissions
  • Approve every invoice and credit revision independently of preparers/material editors
  • Approve credit exceptions, above-limit purchase commitments, bill exceptions, payment releases, every refund, FinanceCorrections, ProcessorSettlement and ProcessorClassification
  • Approve protected tax/currency/bank/processor/cost/rate/authority master changes and context-credit transfers
Invoices Awaiting ApprovalInvoices
PendingApproval
  • INV-86733 ACC-130
  • INV-35101 ACC-150
  • INV-70945 ACC-140
  • INV-67021 ACC-120
  • INV-70979 ACC-110
INV-86733
DocumentType
Invoice
Account
ACC-130
Context
PC-54922
NetAmount
90
TaxAmount
510

Approval waits for the finance manager.

Modules

  • Period Close Work
    Task NumberPeriodKindOwner
    AR

    Reporting

    See sales, stock and financial results with their supporting detail.

  • Loyalty Redemption QueueReserved
    Reservation NumberAccountUnitsCurrency

    Products & loyalty

    Connect approved product prices with traceable customer reward balances.

  • Store Shifts Awaiting ClosePendingReview
    Shift NumberRegisterStart DateEnd Date

    Stores & POS

    Connect POS source activity, customer orders and the cash behind every store close.

  • Invoices Awaiting ApprovalPendingApproval
    Invoice NumberDocument TypeAccountContext
    Credit Note

    Finance

    Connect retail activity, supplier obligations and production costs to each company's books.

  • Inventory & fulfillment
    Warehouse CodeNameTimezoneStatus

    Inventory & fulfillment

    Know what is available and get the right goods to each customer.

  • Processor ReconciliationObserved
    Settlement NumberPayment AccountCurrencySettlement Amount

    Payments & refunds

    Follow customer collections, processor payouts and refunds through to reconciled balances.

  • Purchase Approval QueueSubmitted
    Purchase Order NumberSupplierOrder DateCurrent Total

    Purchasing

    Keep merchandise and materials arriving against the right supplier commitments.

  • Production SchedulePendingApproval
    Work Order NumberOutput ProductWarehousePlanned Quantity

    Production & kitting

    Prepare stocked kits and repacked goods with traceable materials and costs.

Relevant reports

Reports and insights

Returns and Credits

Follow authorized returns, actual custody, credits and confirmed refunds against the original eligible customer purchase.

Returns Awaiting DispositionReturnDispositions
StatusPreparedPendingApprovalApproved
Prepared
RD-51523RL-37447630 base quantity
RD-51968RL-68864710 base quantity
PendingApproval
RD-58640RL-39327370 base quantity
RD-33989RL-51408480 base quantity
Approved
RD-57976RL-62154270 base quantity
RD-21182RL-51931640 base quantity

Production Cost and Variance

Explain materials, work and accepted kit output against retained standards, with actual completion and close variances separate.

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

Order Fulfillment

Track original customer promises, actual supplied quantities and the remaining commitment without counting repeated delivery attempts twice.

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

Common questions

All questions
What does ERP for Retail cover?

POS source integration, register-shift reconciliation, promotional loyalty, store and online orders, product records and pricing, shared stock, purchasing, assembly and kitting, payments and refunds, and each entity’s local finance. It connects the customer commitment with the goods supplied and the resulting balances, including partial fulfillment and the work needed to resolve a return.

Related question
How do store and online orders enter the system?

Teams can prepare orders or use an agreed connection to import external order details. Each source keeps its identity, revision and accepted commercial evidence. Repeated messages must return to the same order rather than create more demand. An external order status does not replace the system’s required internal approval.

Related question
Does this include a point-of-sale terminal or an installed storefront?

The scope is retail back-office coordination. A physical checkout, offline terminal, cash drawer, storefront or provider connector is not established by this website. Agree the required connections and verify their supported actions during implementation. Store orders and actual collections can retain their reviewed evidence without implying a particular hardware or checkout product.

Related question
How do stores and online orders share stock?

Orders use the same eligible stock and active reservations for the owning entity, product and location. A pick carries its existing commitment forward; it does not reserve the quantity again. Held, picked or otherwise committed goods remain distinguishable from stock available for another order, including when an external update is delayed.

Related question
Can orders be collected in store or shipped?

The scope includes actual store handover, customer pickup and carrier shipment. The selected path retains its recipient, quantity and verified handover or dispatch evidence. Partial fulfillment leaves the remaining commitment visible. A label or booking cannot establish that goods left, and a later delivery confirmation cannot issue the same stock again.

Related question
How are payments received before invoicing handled?

Actual eligible collections remain unapplied until they can settle the appropriate customer balance. Payment intent and authorization remain different from captured or confirmed money. Processor collections, fees and bank payouts reconcile through their clearing balance, so a net payout does not become a second sale. Unknown external outcomes stay open for reconciliation.

Related question
Who approves orders, invoices and refunds?

An independent Sales Manager approves each accepted sales-order revision. An independent Finance Manager approves every invoice or credit revision and all refunds or other required financial exceptions. A preparer or material editor cannot supply the required independent decision, even through another account. Stock, production and purchasing retain their own required reviews.

Related question
How are returns and exchanges handled?

A return follows the original eligible goods through authorization, actual custody and disposition. A credit and refund retain their separate financial decisions. Restocking cannot happen solely because a credit was issued. A replacement or exchange uses an explicitly authorized new order and the appropriate settlement difference, preserving the original shipment and payment history.

Related question
How do customer loyalty programs work?

Verified members earn promotional units from eligible completed purchases under approved effective rules. Redemption reserves units before accepting a discount and consumes the same claim once. Returns and expiry retain the original lot history; duplicate messages cannot create new earning. These programs do not provide purchased stored value, gift cards or unsupported liability accounting.

Related question
Can the business assemble or repack its own products?

The production scope covers real assembly, kitting and repacking with bills of material, routings and work orders. Actual material and operation results support independently accepted finished output and its reviewed cost. A stocked kit is produced and valued through that flow; displaying a bundle of separately shipped components does not create another copy of finished stock.

Related question
Can it cover several companies and currencies?

Each legal entity retains its own stock ownership, ledger and authority. Document, collection and settlement currencies remain explicit, with reviewed conversion and reconciliation. Shared records do not automatically combine company balances. Group consolidation, eliminations and a universal tax treatment are outside the baseline and need a separately agreed scope.

Related question

Other industries

  • Industry

    Specialty retail

    Keep customer orders, store stock and online sales connected.

  • Industry

    Home & lifestyle

    Coordinate product ranges, location stock and customer delivery commitments.

  • Industry

    Apparel & accessories

    Keep variant stock, channel orders and returns clear throughout the sale.

  • This page

    Consumer electronics

    Follow product identity, customer handover and financial results across channels.

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