# Retail ERP: POS, Store Stock and Store Visits | BeatOS

> BeatOS for retail chains: area manager store visits with checklists and photos, issues turned into tasks, and stock by store kept in BeatOS ERP.

URL: https://beatoserp.com/beatos/industries/retail

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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.

[Book a demo for retail](https://beatoserp.com/beatos#demo)
Challenges and solution

- Full ERP underneath
- Phone app for the field team
- One customer record

In the field · BeatOS app In the office · BeatOS ERP The same record moves through every step, so nobody types it twice.

- 1. Check-in at the store Face match inside the store BeatOS app · Attendance
- 2. Store checklist Display, stock, staff, photos BeatOS app · Visits & Beats
- 3. Issue becomes a task Owner and due date set BeatOS app · Tasks
- 4. Replenishment Stock moved from the warehouse BeatOS ERP · Stock Entry
- 5. Store sales Billing and stock per store BeatOS ERP · Point of Sale
- 6. Store scorecard Visits, issues, sales by store BeatOS 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 →](https://beatoserp.com/beatos/erp/selling)

### Store stock and transfers

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

- Stock by store
- Replenishment
- Physical counts

[Explore →](https://beatoserp.com/beatos/erp/stock)

### Central purchase

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

- Purchase approvals
- Supplier comparison
- Warehouse receipts

[Explore →](https://beatoserp.com/beatos/erp/buying)

### 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 →](https://beatoserp.com/beatos/erp/accounts)

[See every module of BeatOS ERP →](https://beatoserp.com/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.

1 The 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.

2 We set up BeatOS ERP

One record for the whole office

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

3 BeatOS 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 result Every 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.

How we implement

## From first study to ongoing support.

Six steps, run by the BeatOS team with yours. Each step links to the service behind it.

Before go-live After go-live

- 1 [StudyUnderstand your processes and agree the scopeERP Implementation](https://beatoserp.com/beatos/services/erp-implementation)
- 2 [ConfigureSet it up and show it on your own dataERP Implementation](https://beatoserp.com/beatos/services/erp-implementation)
- 3 [MigrateMove and check your masters and balancesData Migration](https://beatoserp.com/beatos/services/data-migration)
- 4 [TrainEvery user group, hands-onTraining](https://beatoserp.com/beatos/services/training)
- 5 [Go liveWith our team alongside yoursERP Implementation](https://beatoserp.com/beatos/services/erp-implementation)
- 6 [SupportOngoing help, changes and updatesSupport & Hosting](https://beatoserp.com/beatos/services/support-hosting)

FAQ

## From retail teams

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

[Book a demo →](https://beatoserp.com/beatos#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.

[Book a demo](https://beatoserp.com/beatos#demo)[See features](https://beatoserp.com/beatos/features)
