Skip to main content Enter
ERP.AI ERP for Retail

ERP for Retail

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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
Build with Proto
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.
Sign in
Sign in Start now
ERP for Retail Modules
Inventory & fulfillment3 of 8
  • Stores & POS1 of 8
  • Products & loyalty2 of 8
  • Inventory & fulfillment3 of 8
  • Purchasing4 of 8
  • Production & kitting5 of 8
  • Payments & refunds6 of 8
  • Finance7 of 8
  • Reporting8 of 8

Inventory & fulfillment

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

Records in this module
  • Warehouses
  • Locations
  • Lots
  • Serials
  • InventoryPositions
  • StockLayers
  • StockEvents
  • StockMovements
  • InventoryReservations
  • StockTransfers
  • StockTransferLines
  • CountLocks
  • InventoryCounts
  • CountLines
  • PickTasks
  • Fulfillments
  • FulfillmentLines
  • DeliveryConfirmations
  • Returns
  • ReturnLines
  • ReturnDispositions

Keep the stock identity intact

Each position belongs to a legal entity, product, warehouse, location and custody state. Lot and serial identities follow the goods where required. Sharing a warehouse does not combine two companies’ ownership or financial balances.

Product units retain the reviewed conversion between transaction packs and base stock quantity. A later change to a pack cannot alter the quantity already purchased, issued to a job or shipped to a customer.

Lots preserve supplier or production origin and applicable expiry. A serial identifies an individual unit throughout receipt, production, shipment and return. Its current status follows actual events; editing the label cannot create another unit.

  • Retain the source of each remaining stock layer.
  • Keep available, held, picked, transit and unissued staging distinct.
  • Match each location to its warehouse and entity.
  • Preserve actual arrival and production history after goods move.
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
Inventory & fulfillment →

Reserve the right goods for the work

A reservation belongs to one customer-order line, work-order material requirement or transfer. It claims identified stock within both the available quantity and the remaining demand.

A soft reservation becoming hard replaces its previous claim. Picking carries the existing claim with the goods rather than deducting the same quantity again. Physically picked or transit stock cannot become available to another order because a timer expired.

A stock hold blocks use while keeping the affected commitments visible. Releasing held goods needs the required independent decision for their exact quantity and identity, even after they move to another location.

Stock position What another order can use
Eligible available goods Quantity remaining after active claims
Held goods Nothing until the required release
Picked goods Remain committed to their existing order
Transit or unissued staging Remain with their current movement or job
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
Inventory & fulfillment →

Move quantity and value together

Putaway, picking and same-entity transfers keep equal quantity and carrying value across their movement legs. A layer’s origin explains provenance; it is not another balance to add beside the remaining descendant stock.

Transfer dispatch moves goods into owned transit. Destination receipt accepts only the actual remaining transferred quantity and value. Shortage, damage or return needs its own evidence and review instead of treating missing goods as received.

Actual material issue removes inventory into exclusive work-order WIP, tracked by its issue source. Staged but unissued goods remain inventory. Unused WIP returns create a new layer at original issue cost; they cannot debit a depleted origin. Finished output requires accepted completion.

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
Inventory & fulfillment →

Count what is physically there

Warehouse Manager defines a controlled count population and obtains its lock after conflicting work is resolved. Blind observations retain the full location, product, lot and serial identity, including newly discovered positions. Away transit is reconciled separately from the floor count.

A required independent recount preserves the original observation. It can confirm a real difference; its purpose is reliable evidence, not forcing the variance to disappear. Zero expected stock leaves percentage variance unavailable and requires review.

Independent Warehouse Manager approval applies to every adjustment. Found, identity-changing, held, reserved or above-value differences also need independent Finance Manager approval and known reviewed cost. Posting rechecks the locked population and current versions before changing stock and its balanced journal together.

Count Review QueueInventoryCounts
StatusPendingReviewApproved
PendingReview
IC-17688WRH-150
IC-34402WRH-150
IC-30453WRH-140
Approved
IC-96364WRH-110
IC-37230WRH-110
IC-49428WRH-150
Inventory & fulfillment →

Fulfill the customer's accepted order

Fulfillment Operator picks against the approved order and exact hard claims. Partial picks leave the shortage visible. Required lot, serial and condition eligibility are checked again before actual dispatch, rather than relying only on the earlier plan.

Independent Warehouse Manager release verifies the ready fulfillment after picking and quantity checks. A material change invalidates the unexecuted release. A pickup notice, prepared document or carrier message cannot prove handover.

Actual store or pickup handover, or verified carrier dispatch, consumes the fulfilled quantity, claim and stock value and recognizes cost of sales once. The later invoice creates the receivable and revenue without issuing the same stock again.

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
Inventory & fulfillment →

Follow delivery and returns to resolution

Delivery confirmation separates accepted, refused, failed and damaged quantities. Acceptance remains history after returns. Accepted, returned, lost or finally resolved units cannot re-enter the old shipment’s delivery eligibility; new fulfillment needs authorization. Carrier acknowledgment is not customer receipt.

Returned goods trace the original fulfillment or receipt and remaining eligible quantity. Fulfillment Operator records actual custody; Warehouse Manager authorizes the physical return and disposition, with additional independent Finance Manager decisions for required value or loss effects.

Customer restock preserves the original issued-cost basis. Supplier returns use current remaining receipt-descendant carrying value, separately from commercial credit. A financial credit never creates stock, and physical return does not authorize a refund. Resolve remaining customer, supplier and cost obligations before closing the work.

Modules

  • Store Shifts Awaiting ClosePendingReview
    Shift NumberRegisterStart DateEnd Date

    Stores & POS

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

  • Loyalty Redemption QueueReserved
    Reservation NumberAccountUnitsCurrency

    Products & loyalty

    Connect approved product prices with traceable customer reward balances.

  • Inventory & fulfillment
    Warehouse CodeNameTimezoneStatus

    Inventory & fulfillment

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

  • 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.

  • Processor ReconciliationObserved
    Settlement NumberPayment AccountCurrencySettlement Amount

    Payments & refunds

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

  • Invoices Awaiting ApprovalPendingApproval
    Invoice NumberDocument TypeAccountContext
    Credit Note

    Finance

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

  • Period Close Work
    Task NumberPeriodKindOwner
    AR

    Reporting

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

Reports

All reports

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

Stock Availability and Valuation

Review owned stock, active reservations and carrying value by location, keeping holds, picked goods and transit distinct.

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

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

Roles and permissions

Fulfillment Operator

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

Permissions and records
  • 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
  • Raise restrictive condition holds
  • DeliveryConfirmations
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 and records
  • 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
  • Request additional Finance Manager value/loss decisions
  • StockTransfers
  • InventoryCounts
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

Related processes

Offers DueDraft
Quote NumberAccountChannelValid Until

Order to cash

Carry the accepted order through shipment, invoice approval and cash application.

5 stages · 2 approvals

Purchase Approval QueueSubmitted
Purchase Order NumberSupplierOrder DateCurrent Total

Procure to pay

Purchase needed supply, accept the goods received and settle the right supplier balance.

7 stages · 3 approvals

Returns Awaiting DispositionPrepared
Disposition NumberReturn LineKindBase Quantity
Scrap

Return and refund

Connect returned goods, customer credit and the actual refund without losing the original purchase.

9 stages · 4 approvals

ERP•AI workspace

Start now ERP for Retail

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · module 2 of 8Products & loyaltyNext · module 4 of 8Purchasing

Customize Inventory & fulfillment. With Proto, your desktop AI agent.

Ask Proto to help you customize ERP for Retail.

Customize
Inventory & fulfillment.
Ask: “Review Warehouses fields.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.