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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.

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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.

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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.

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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
Stores & POS1 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

Stores & POS

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

Store Shifts Awaiting ClosePOSShifts
The register close waits for the finance manager
Stores & POSProducts & loyaltyInventory & fulfillmentPurchasingProduction & kittingPayments & refundsFinanceReporting
PendingReview
Shift NumberRegisterStart DateEnd DateCurrencyVariance
PSS-74867PSR-486108 Sep11 SepCRR-4987230
PSS-84462PSR-357812 Sep19 SepCRR-9342660
PSS-71845PSR-672909 Sep11 SepCRR-1693370
PSS-32537PSR-708005 Sep11 SepCRR-3169630
PSS-49930PSR-549916 Sep18 SepCRR-4092220
PSS-89597PSR-968812 Sep16 SepCRR-8139260
Records in this module
  • Accounts
  • ContactPersons
  • Stores
  • Channels
  • PurchaseContexts
  • ChannelOrders
  • ChannelOrderLines
  • Quotes
  • QuoteLines
  • SalesOrders
  • SalesOrderLines
  • SalesAllocations
  • CreditReviews
  • PaymentTerms
  • POSRegisters
  • POSShifts
  • POSTenderCounts
  • POSCashEvents

Keep the selling context with the order

A store identifies the operating location, while a channel identifies where the order originated. Neither replaces the legal entity selling the goods. An online listing and a store sale use the same canonical product and stock identity when they refer to the same SKU.

Channel intake retains the original order and line identities. A repeated import returns to that same business transaction. Conflicting content or an unexpected revision needs review instead of creating another order, reservation or collection.

Manual entry and configured imports preserve the same original order identity and actual outcome. Staff can trace a channel update back to the purchase without entering a second sale.

Channel Order ReviewChannelOrders
StatusReceivedPendingReviewConflictCancellationRequested
Channel Order NumberChannelExternal Order KeyContextCurrency
CO-90132CHN-2553EOK-575PC-31991CRR-5086
CO-76032CHN-2147EOK-177PC-83217CRR-8268
CO-61155CHN-8154EOK-899PC-47017CRR-2947
CO-89773CHN-2797EOK-748PC-95689CRR-1406
CO-21131CHN-3962EOK-884PC-93297CRR-2705
CO-88199CHN-9386EOK-503PC-25025CRR-2644
Stores & POS →

Recognize the customer without mixing purchases

Customer accounts and contacts keep business identity separate from the person receiving the goods or discussing the sale. Accepted billing, delivery and pickup information stays with the particular order.

A reviewed walk-in account can support anonymous retail activity without inventing a named customer. Each purchase still retains its own context and entitlement. One shopper’s receipt, credit or refund cannot become a balance available to unrelated shoppers sharing that account.

  • Preserve the original store, channel and purchase reference.
  • Retain the authorized recipient for handover or refund where required.
  • Keep an accepted address separate from later contact edits.
  • Avoid merging customer identities solely because an email or name matches.
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 →

Preserve the offer the customer accepted

A quotation records the proposed products, quantities, prices, tax treatment and terms. An imported or store order may already contain the accepted offer evidence; it must not manufacture a separate history of sending a quote that never occurred.

Line and order discounts are allocated into accepted net amounts once. Changes to product units, prices or tax evidence cannot silently reprice previously accepted quantities. Missing required information remains unresolved until the responsible team supplies it.

Customer acceptance and internal approval are different events. An order labeled paid or accepted by another system can supply evidence, but it does not sign the internal commercial decision.

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
Stores & POS →

Make a clear order commitment

Independent Sales Manager approval binds the current complete order, excluding its preparer and material editors. The review checks accepted scope, destination or handover terms, prices and credit exposure. Finance Manager separately approves any required credit exception.

Submitted content is frozen. A material change needs a new reviewed revision and renewed customer agreement where required. Switching user accounts or roles does not allow a person to approve their own preparation.

Order informationWhat it protects
Accepted line quantity and net amountThe customer's agreed commercial scope
Current order revisionThe content the manager actually approved
Original promiseThe commitment used to understand delays
Remaining allocationsWhat can still be fulfilled, invoiced or cancelled

Follow partial work without losing the remainder

An approved order can be fulfilled in parts, with each part consuming only its eligible quantity and accepted value. The same goods cannot remain available to a second order while already claimed for picking, handover or shipment.

Store handover, pickup and carrier dispatch retain their actual physical evidence. An invoice follows eligible completed handover rather than a planned fulfillment. Later delivery confirmation does not issue or invoice the same goods again.

Billing, collection and fulfillment statuses remain useful separately. Money collected before an approved invoice stays attributable to the purchase; it does not prove the goods were handed over or that the invoice passed finance review.

Handle changes and replacements explicitly

Amendments preserve completed handovers, original promises, billing and payment history. Cancellation releases only eligible unexecuted scope; it cannot erase a real collection, consumed material or actual delivery.

Returns keep the original purchase and remaining eligible goods identifiable. A replacement has its own approved order and a clear link to the return and any settlement difference. It cannot reopen an old shipment’s exhausted quantity or give unrelated walk-in purchases access to the same credit.

Close each register against actual cash

POSRegisters links the configured source terminal to its store, channel and actual cash account. POSShifts keeps the original source session, opening float and acknowledged event watermark. Card authorizations and processor payouts stay outside physical drawer cash. A source receipt or refund enters the same expected balance once, even when the connector repeats its message.

The team records a complete denomination count in POSTenderCounts. Recounts retain the previous evidence and select one reviewed count set. Finance Manager independently approves the exact closing packet and any cash difference. Safe drops and pickups require actual custody evidence; closing the register does not create another sale or bank deposit. A late event becomes an explicit exception and linked correction after close.

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

Store Cash Close

Compare complete register sessions, counted cash, approved differences and unresolved late source activity in each drawer currency.

Store Shifts Awaiting ClosePOSShifts
PendingReview
Shift NumberRegisterStart DateEnd DateCurrency
PSS-74867PSR-486108 Sep11 SepCRR-4987
PSS-84462PSR-357812 Sep19 SepCRR-9342
PSS-71845PSR-672909 Sep11 SepCRR-1693
PSS-32537PSR-708005 Sep11 SepCRR-3169
PSS-49930PSR-549916 Sep18 SepCRR-4092
PSS-89597PSR-968812 Sep16 SepCRR-8139

Sales by Channel and Store

Compare posted net sales and credits by store, channel and product, with booked and fulfilled-unbilled orders shown separately.

Channel Order ReviewChannelOrders
StatusReceivedPendingReviewConflictCancellationRequested
Channel Order NumberChannelExternal Order KeyContextCurrency
CO-90132CHN-2553EOK-575PC-31991CRR-5086
CO-76032CHN-2147EOK-177PC-83217CRR-8268
CO-61155CHN-8154EOK-899PC-47017CRR-2947
CO-89773CHN-2797EOK-748PC-95689CRR-1406
CO-21131CHN-3962EOK-884PC-93297CRR-2705
CO-88199CHN-9386EOK-503PC-25025CRR-2644

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
  • Accounts
  • ContactPersons
  • PurchaseContexts
  • ChannelOrders
  • ChannelOrderLines
  • Quotes
  • SalesOrders
  • POSShifts
  • POSTenderCounts
  • POSCashEvents
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
  • SalesOrders
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
  • POSShifts
  • POSCashEvents
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
  • POSShifts
  • POSCashEvents
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

Unapplied Customer Cash
Receipt NumberAccountContextSource Kind
Cash

Collect and reconcile

Connect actual collections, invoice applications and processor payouts without counting the money twice.

7 stages · 2 approvals

Store Shifts Awaiting ClosePendingReview
Shift NumberRegisterStart DateEnd Date

Close a store shift

Reconcile register cash with actual source activity and an independently reviewed close.

5 stages · 1 approval

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