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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 Modules
Products & loyalty2 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

Products & loyalty

Connect approved product prices with traceable customer reward balances.

Loyalty Redemption QueueLoyaltyReservations
Stores & POSProducts & loyaltyInventory & fulfillmentPurchasingProduction & kittingPayments & refundsFinanceReporting
StatusReservedSubmittedException
Reserved
LR-52257LA-58055210 units
LR-62955LA-48962320 units
Submitted
LR-82582LA-16488890 units
LR-69319LA-95544860 units
Exception
LR-46449LA-17814830 units
LR-81207LA-66829640 units
Records in this module
  • Products
  • UnitsOfMeasure
  • ProductUnits
  • ProductStyles
  • ProductVariants
  • ProductBarcodes
  • ChannelProducts
  • PriceLists
  • PriceListEntries
  • LoyaltyPrograms
  • LoyaltyMembers
  • LoyaltyAccounts
  • LoyaltyEvents
  • LoyaltyReservations

Use one stock identity for each SKU

The canonical product identifies the sellable or stocked SKU. Its base unit provides the common quantity used for availability, purchasing, production and fulfillment. Store and online descriptions can differ without creating separate pools of the same stock.

A product style groups related items for the range, while a variant identifies the particular sellable choice. The relationship must resolve to the intended SKU rather than creating another quantity balance under the style or channel listing.

This distinction matters when a customer chooses a size, color or pack. Staff need the exact item to pick and bill, not only the family description used to browse the range.

Product Mapping ReviewChannelProducts
Product mapping waits for the sales manager
Draft
Mapping NumberChannelExternal SKUExternal Variant KeyProduct Unit
CP-86680CHN-2142ES-110EVK-243PU-4526
CP-97406CHN-6625ES-341EVK-912PU-4709
CP-18513CHN-9939ES-605EVK-482PU-9887
CP-18657CHN-5898ES-284EVK-455PU-8723
CP-78294CHN-9782ES-629EVK-328PU-2856
CP-49868CHN-8281ES-827EVK-245PU-9090
Products & loyalty →

Match barcodes and channel listings deliberately

Barcode records map recognized identifiers to the intended product and unit. A label does not grant a new stock identity or prove that an item was physically received, sold or returned.

Channel product mappings retain the channel’s listing identity and the canonical SKU it represents. Conflicting or missing mappings require review before they generate operational quantities. A listing change cannot redirect a previously accepted order line to another product without an approved change.

  • Keep product, variant and channel identities distinct.
  • Resolve each selling identifier to the right SKU and unit.
  • Preserve mappings used by historical orders.
  • Investigate ambiguous identifiers before using them for stock work.

Keep buying, selling and stocking units aligned

Products may be bought or sold in packs while stock is held in individual units. A reviewed conversion establishes how transaction quantity becomes base quantity. Two packs of six reserve twelve base units, not two or an assumed quantity from the product description.

The transaction keeps the conversion version it used. Later pack changes cannot rewrite received quantities, finished output, customer handovers or the units eligible for return.

Conversions must be meaningful for the particular product. Quantities from different SKUs cannot be added as though they were one interchangeable item, including the components that go into an assembled kit.

Apply the right commercial price

Price lists and entries describe the effective commercial basis for the relevant customer or selling context. The accepted offer retains that basis alongside its quantity, currency and reviewed terms.

A current list price is useful for a new sale; it is not permission to reprice goods already accepted by the customer. A material change returns through the appropriate commercial review and customer acceptance rather than quietly changing the balance due.

Product or price factWhere it remains useful
Canonical SKU and base unitStock, purchasing and production
Variant and barcode mappingSelecting and recognizing the intended item
Channel listing referenceMatching the original online order
Accepted price and discountsPartial fulfillment, invoicing and returns

Preserve net amounts through partial work

Line discounts and any allocated order discount reduce the agreed net amount once. The invoice and credit use their eligible share of that accepted amount instead of subtracting the original discount again.

Partial quantities retain deterministic rounding. When an agreed net total is split across several fulfillments, the final eligible allocation receives the remaining cents so the parts still reconcile to the agreement.

Tax treatment and its effective rate evidence remain separate from the product’s display price. Missing tax or currency evidence cannot be replaced with zero. A valid zero rate or zero price needs its explicit reviewed basis, not a fallback caused by missing data.

Introduce changes without rewriting history

Product, unit, mapping and pricing changes follow the relevant independent domain review. Preserve before-and-after content, effective boundaries and affected unexecuted work. Posted stock and accepted commercial history remain traceable to the versions actually used.

Production recipes and standards have their own technical and finance authority. Editing a retail description cannot change the component issue, finished quantity or cost of an already released job.

A physical kit and a sales grouping also need different treatment. Actual assembly consumes materials into WIP and receives finished stock; simply grouping sellable items must not produce that same kit balance a second time.

Earn rewards from completed eligible purchases

LoyaltyPrograms retains the effective promotional rules and independent commercial and finance activation. Members have verified customer identities rather than a shared walk-in account. Eligible paid and supplied purchase lines create their earned units once under the approved rule, with original source and expiry history.

A website registration or imported receipt alone cannot manufacture spendable rewards. The opening balance is reconciled from verified historical lots and reservations during rollout. These programs use noncash promotional points; purchased stored value and unsupported liability-based programs require separate scope.

Reserve a reward before accepting its discount

LoyaltyReservations holds eligible unexpired units against one verified purchase. The accepted offer retains the conversion, discount amount and exact line allocation. Committing that offer consumes the same claim once; it does not add a cash tender or subtract the discount from the invoice again. Pending external outcomes keep the claim held until the actual result is known.

Returns follow the original earned and spent-unit lineage. Already spent earning becomes visible clawback debt that blocks further reward spending until cleared. Expiry cannot consume a unit already committed or actively reserved. Independent adjustments retain their reason, decision and previous source history.

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

Loyalty Activity

Follow earned, redeemed, expired and reversed units by program and member, with active reservations and clawback debt visible.

Loyalty Redemption QueueLoyaltyReservations
StatusReservedSubmittedException
Reserved
LR-52257LA-58055210 units
LR-62955LA-48962320 units
Submitted
LR-82582LA-16488890 units
LR-69319LA-95544860 units
Exception
LR-46449LA-17814830 units
LR-81207LA-66829640 units

Roles and permissions

Sales Associate

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

Permissions and records
  • 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
  • View assigned fulfillment and payment-status summaries
  • LoyaltyMembers
  • LoyaltyAccounts
  • LoyaltyReservations
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 and records
  • 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
  • Cannot substitute external checkout acceptance or capture for local order approval, approve its own orders, authorize stock/production or approve invoices/credits/refunds
  • LoyaltyPrograms
  • LoyaltyEvents
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.

Accountant

Prepares and executes guarded entity finance and payment reconciliation work.

Permissions and records
  • 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
  • Prepare reconciliation packets and execute exact Finance Manager-approved effects
  • LoyaltyPrograms
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 and records
  • 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
  • Approve nonzero completion variance and additional remaining production-close cost, stock value/loss exceptions, protected journals/cash transfers, revaluation, close/reopen and reconciled migration
  • LoyaltyPrograms
  • LoyaltyEvents
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.

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

Invoices Awaiting ApprovalPendingApproval
Invoice NumberDocument TypeAccountContext
Credit Note

Manage customer rewards

Keep earning, redemption, returns and expiry tied to the original customer purchase.

6 stages · 2 approvals

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