Retail Stores, stock, store visits

Stores, stock and store visits in one place.

Area managers' checklists turn into tasks that get closed, store by store, with stock and billing kept in BeatOS ERP.

  • Full ERP underneath
  • Phone app for the field team
  • One customer record
How BeatOS runs retail: Check-in at the store, Store checklist, Issue becomes a task, Replenishment, Store sales, Store scorecard
In the field · BeatOS appIn the office · BeatOS ERPThe same record moves through every step, so nobody types it twice.
  1. 1. Check-in at the storeFace match inside the storeBeatOS app · Attendance
  2. 2. Store checklistDisplay, stock, staff, photosBeatOS app · Visits & Beats
  3. 3. Issue becomes a taskOwner and due date setBeatOS app · Tasks
  4. 4. ReplenishmentStock moved from the warehouseBeatOS ERP · Stock Entry
  5. 5. Store salesBilling and stock per storeBeatOS ERP · Point of Sale
  6. 6. Store scorecardVisits, issues, sales by storeBeatOS ERP · Reports

BeatOS ERP for retail chains

Stores, stock and billing, in one ERP.

Every store bills, receives and counts stock on the same system the head office uses.

Point of sale

A counter screen for each store with cash, card and UPI, and closing by shift.

  • Store-wise prices
  • Shift closing
  • Returns at the counter
Explore →

Store stock and transfers

Stock by store and warehouse, replenishment transfers and stock counts.

  • Stock by store
  • Replenishment
  • Physical counts
Explore →

Central purchase

Head office buys for all stores with approvals, and receives at the warehouse.

  • Purchase approvals
  • Supplier comparison
  • Warehouse receipts
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Accounts and GST by store

Each store as a cost centre, with GST returns and profit by store.

  • Profit by store
  • GST returns
  • Bank reconciliation
Explore →

See every module of BeatOS ERP →

Challenges and solution

BeatOS ERP underneath. BeatOS for the field.

Read it left to right: where retail teams lose time today, what we set up in the office, and what your field team gets.

1The challenge

Where time is lost today

  • Store stock and billing sit in separate tools.
  • Area managers' store visits are not recorded.
  • Issues found on a visit are not followed up.

2We set up BeatOS ERP

One record for the whole office

  • Point of sale
  • Stock by store
  • Purchase
  • Accounts

3BeatOS adds in the field

What your team does on the phone

  • Store visits by area managers with a checklist form and location.
  • Tasks and follow-ups from each visit.
  • Attendance for staff who move between stores.

The resultEvery store visited, every issue closed, every store compared.

The apps

What retail teams use most.

Start with the apps that fix your biggest problem, and switch on more later. Click an app to see it in detail.

FAQ

From retail teams

Your process is different?

Tell us how your team works today, and we will show it running in BeatOS.

Book a demo →
Can the store checklist be our own?

Yes. Checklist forms are designed per visit type, with the questions, photos and ratings you need.

How does an issue get closed?

An issue found on a visit becomes a task with an owner and a due date, and the area manager sees when it is done.

Do you set up store billing?

Store stock and billing run in BeatOS ERP. Tell us how your stores bill today and we will confirm the setup in the demo.

Related industries

Also configured for teams like yours.

See BeatOS on your own business.

Tell us how your retail team works today. We will show you how it would run in BeatOS.