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- Retail ITSM
- Get started
Get Retail ITSM running in four steps.
Prepare the first store IT case and the people responsible for decisions.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Retail ITSM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Retail ITSM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open ITSM for Retail. Use Proto to set up the people who will triage incidents, capture store evidence, approve requests and changes, and maintain service and asset records. Give each person the access needed for the cases they will handle.
Prepare the first operating cycle
Choose a store register and its linked service. Confirm the asset tag, location, state and service owner. Create a realistic incident, have a technician acknowledge it and assign themselves, then attach a register outage and local trading window. Submit a service request and draft a change using the same service so the approvers can rehearse their decisions.
Review before release
Ask the next shift to read the incident, its updates and store evidence without side notes. Confirm the requester and service on the approved request before fulfillment. Confirm the risk, schedule and rollback plan on the approved change before implementation. Review the current reports with the people who will use them, then expand the operating scope.
Set up Retail ITSM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.