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ERP.AI Retail & E-commerce ERP

Retail & E-commerce ERP

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Modules

Sales & channelsBring store and online orders into one clear view of customer commitments. Products & pricingKeep sellable products, variants and prices consistent across the business. 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.

Retail & E-commerce ERP

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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.
Assemble to stockTurn released recipes and actual assembly work into accepted finished stock. Return and refundConnect returned goods, customer credit and the actual refund without losing the original purchase. Count and adjustCount a controlled stock population and review the exact quantity and value before correction.

Retail & E-commerce ERP

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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.

Retail & E-commerce ERP

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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.

Retail & E-commerce ERP

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All systems
Modules
Sales & channelsBring store and online orders into one clear view of customer commitments.Products & pricingKeep sellable products, variants and prices consistent across the business.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.Assemble to stockTurn released recipes and actual assembly work into accepted finished stock.Return and refundConnect returned goods, customer credit and the actual refund without losing the original purchase.Count and adjustCount a controlled stock population and review the exact quantity and value before correction.
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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Retail & E-commerce ERP Modules
Inventory & fulfillment3 of 8
  • Sales & channels1 of 8
  • Products & pricing2 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-11615SOL-1429560 picked quantity
PT-38885SOL-9684760 picked quantity
InProgress
PT-78733SOL-608170 picked quantity
PT-82769SOL-963680 picked quantity
PartiallyPicked
PT-45495SOL-6764410 picked quantity
Exception
PT-20814SOL-1138500 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-10019PRD-4447490 on hand
IP-87194PRD-4849420 on hand
Held
IP-68131PRD-3750230 on hand
Picked
IP-38974PRD-6102880 on hand
Transit
IP-63472PRD-3847770 on hand
Production. Production is staged but not yet financially issued inventory
IP-11978PRD-2547810 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-76507RL-59108600 base quantity
RD-83070RL-77286140 base quantity
PendingApproval
RD-10658RL-66204260 base quantity
RD-15764RL-6588520 base quantity
Approved
RD-30709RL-38829560 base quantity
RD-81205RL-37096220 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-61074WRH-110
IC-21059WRH-130
IC-20597WRH-150
Approved
IC-85063WRH-150
IC-99718WRH-140
IC-17588WRH-120
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-20018SO-99382
FLF-38354SO-19328
Picking
FLF-73117SO-19628
FLF-29316SO-53813
Ready
FLF-10973SO-13949
Exception
FLF-20879SO-99730
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

  • Sales Orders Awaiting ApprovalSubmitted
    Order NumberAccountChannelFulfillment Mode
    Pickup

    Sales & channels

    Bring store and online orders into one clear view of customer commitments.

  • Product Mapping ReviewDraft
    Mapping NumberChannelExternal SKUExternal Variant Key

    Products & pricing

    Keep sellable products, variants and prices consistent across the business.

  • 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.

  • Channel Order ReviewReceived
    Channel Order NumberChannelExternal Order KeyContext

    Reporting

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

Reports

All reports

Stock Availability and Valuation

As-of posted movements and remaining layers by entity/SKU/warehouse/location/lot/serial; held, picked, unissued production staging and owned transit separate. Availability subtracts every active claim once. Issued material appears only in WIP; zero-stock assortments remain visible where configured. Reconcile stock/WIP once to the entity ledger, not a sum of current balance and historical deltas.

Warehouse AvailabilityInventoryPositions
StatusActiveBlocked
Available
IP-10019PRD-4447490 on hand
IP-87194PRD-4849420 on hand
Held
IP-68131PRD-3750230 on hand
Picked
IP-38974PRD-6102880 on hand
Transit
IP-63472PRD-3847770 on hand
Production. Production is staged but not yet financially issued inventory
IP-11978PRD-2547810 on hand

Returns and Credits

Authorized versus actual physical return/disposition, original issue value, independently approved credit, reserved/actual refund and separately approved replacement by original purchase context. Physical and financial populations remain separate; a commercial credit is not proof of returned stock or cash. Refused/returned/accepted delivery overlap uses exact unit/scope union rather than adding duplicate quantities.

Returns Awaiting DispositionReturnDispositions
StatusPreparedPendingApprovalApproved
Prepared
RD-76507RL-59108600 base quantity
RD-83070RL-77286140 base quantity
PendingApproval
RD-10658RL-66204260 base quantity
RD-15764RL-6588520 base quantity
Approved
RD-30709RL-38829560 base quantity
RD-81205RL-37096220 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-11615SOL-1429560 picked quantity
PT-38885SOL-9684760 picked quantity
InProgress
PT-78733SOL-608170 picked quantity
PT-82769SOL-963680 picked quantity
PartiallyPicked
PT-45495SOL-6764410 picked quantity
Exception
PT-20814SOL-1138500 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-11615SOL-1429560 picked quantity
PT-38885SOL-9684760 picked quantity
InProgress
PT-78733SOL-608170 picked quantity
PT-82769SOL-963680 picked quantity
PartiallyPicked
PT-45495SOL-6764410 picked quantity
Exception
PT-20814SOL-1138500 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

Production SchedulePendingApproval
Work Order NumberOutput ProductWarehousePlanned Quantity

Assemble to stock

Turn released recipes and actual assembly work into accepted finished stock.

8 stages · 5 approvals

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