Sales & Retail Management Software

Overview

What Sales & Retail does

Retail/Sales is a vital function for business growth, helping organizations manage customer transactions, sales operations, product movement, and revenue generation efficiently. ERP36T Retail/Sales module is designed to simplify the complete sales cycle, improve customer service, and provide real-time visibility into sales performance. By automating processes such as quotations, orders, invoicing, and point-of-sale transactions, businesses can reduce manual work, improve accuracy, and respond quickly to customer demands. This helps organizations boost sales efficiency, maintain stock availability, and enhance the overall customer experience.

Sales & Retail runs on the same ERP36T platform and database as every other module, so its records are shared, not copied, across the business.

ERP36T Sales & Retail: Stock dashboard with material receipt and sales analytics screens — Stock dashboard with material receipt and sales analytics screens

What's included

Sales & Retail components.

What the Sales & Retail module covers, out of the box.

Customer Management
Sales Orders
Quotations
Point of Sale
Pricing Rules
Promotions and Discounts
Product Catalog Management
Sales Invoicing
Delivery Management
Returns and Refunds
Territory and Sales Person Management
Customer Loyalty Programs
Batch and Serial Number Tracking
Multi-Store Management
Sales Analytics and Reporting
Tax and Payment Integration

Key features

What you can do with Sales & Retail.

Accounts ReceivableAutomate invoicing and payment tracking for streamlined cash flow management.

Point of Sale (POS)Manage real-time sales transactions, customer data, and inventory directly from the POS system.

Stock ManagementTrack inventory in real-time, automate stock updates, and optimize product reordering.

Purchase ManagementStreamline procurement processes, manage suppliers, and track purchase orders.

Sales AnalyticsGet detailed insights into sales performance with automated reports and dashboards.

Payment Gateway IntegrationAccept payments seamlessly through multiple gateways, including credit cards and digital wallets.

Pricing ManagementManage multiple pricing strategies, discounts, and promotions across channels.

Product CatalogManage and categorize your products efficiently, with real-time updates to inventory and pricing.

Order TrackingTrack orders in real-time, from customer purchase to delivery status updates.

Security and PermissionsImplement role-based security controls to manage access to sensitive data and financial records.

Multi-Channel IntegrationIntegrate with e-commerce platforms, marketplaces, and other sales channels for a unified experience.

Promotions and DiscountsSet up complex discount structures and promotional campaigns to drive customer loyalty.

Return and Refund ManagementManage product returns and refunds seamlessly with automated workflows.

Customer Relationship Management (CRM)Track customer interactions, manage leads, and boost customer retention with CRM tools.

Dynamic PricingSet up dynamic pricing rules based on demand, competition, or customer profiles.

Subscription ManagementManage recurring billing and subscription plans for online products or services.

Customer Account ManagementAllow customers to manage their profiles, track orders, and review history.

Delivery and Shipping ManagementIntegrate with logistics providers and manage delivery routes, costs, and tracking.

Product Search and FiltersProvide advanced product search functionality with filters for better user experience.

Promotional Event ManagementPlan and execute promotional events with time-sensitive offers and discounts.

Email CampaignsAutomate email marketing campaigns with targeted promotions for customers and prospects.

Multi-Currency SupportAccept payments in multiple currencies for international sales and online businesses.

Abandoned Cart RecoveryRecover abandoned carts by sending reminders and offering incentives to complete purchases.

Online Support and ChatIntegrate live chat support for immediate customer assistance and query resolution.

Cash Flow ForecastingAutomate cash flow predictions based on sales, purchases, and inventory data.

Standard on every ERP36T module (18)

WorkflowStreamline processes with configurable workflows tailored to business needs.

ChatbotEnhance customer interaction with AI-driven chatbot capabilities.

Notification & Event SchedulerAutomate reminders and schedule events for efficient task management.

Data Upload & DownloadEasily import and export bulk data for seamless operations.

Bulk Records UpdateUpdate multiple records simultaneously with user-friendly tools.

OAuth Security including 2FAEnsure secure access with OAuth protocols and two-factor authentication.

Google PluginsIntegrate seamlessly with Google Workspace tools for enhanced productivity.

To Do Task ManagementKeep track of tasks and prioritize with a built-in to-do list feature.

Document Management & SharingOrganize and share documents securely across teams and departments.

Full Data & Feature Security User ControlsControl access to data and features with robust user permission settings.

Self Services and Web PortalEmpower users with self-service options and an intuitive web portal.

Payment GatewayFacilitate online payments with secure and integrated payment gateways.

Record HistoryTrack changes to records with a detailed audit trail for accountability.

Integration with Legacy SystemsSeamlessly connect with existing legacy systems for smooth transitions.

B2B IntegrationFacilitate business-to-business connections and workflows effectively.

B2C IntegrationConnect directly with consumers for streamlined operations and services.

WhatsApp IntegrationEngage with users through WhatsApp for efficient communication.

Social Media IntegrationExpand your reach by connecting with social media platforms.

Screenshots

Sales & Retail in ERP36T.

Real screens from ERP36T. Select any screen to open it full size.

ERP36T Sales & Retail: Stock dashboard with warehouse value and delivery trends — Stock dashboard with warehouse value and delivery trends

ERP36T Sales & Retail: Item gallery with product photos and filters — Item gallery with product photos and filters

ERP36T Sales & Retail: Stock ledger report with in and out quantities — Stock ledger report with in and out quantities

ERP36T Sales & Retail: Selling dashboard with sales order trends and top customers — Selling dashboard with sales order trends and top customers

ERP36T Sales & Retail: Buying workspace with shortcuts, reports and supplier scorecard — Buying workspace with shortcuts, reports and supplier scorecard

ERP36T Sales & Retail: Selling workspace with sales order trends and quick access — Selling workspace with sales order trends and quick access

ERP36T Sales & Retail: Warehouse-wise stock balance report by item and warehouse — Warehouse-wise stock balance report by item and warehouse

ERP36T Sales & Retail: Items to be requested report with projected quantities — Items to be requested report with projected quantities

ERP36T Sales & Retail: Billing address form with linked customer — Billing address form with linked customer

ERP36T Sales & Retail: Selling settings for customer defaults and pricing — Selling settings for customer defaults and pricing

ERP36T Sales & Retail: Buying settings with naming series and price defaults — Buying settings with naming series and price defaults

ERP36T Sales & Retail: Delivery note list with status and grand total — Delivery note list with status and grand total

ERP36T Sales & Retail: Purchase order analysis report with supplier and quantities — Purchase order analysis report with supplier and quantities

End to end

How a distribution order runs, end to end.

Customer→Quote→Sales Order→Warehouse→Pick / Pack→Delivery→Invoice→Payment→Accounting

One order, one record — from the first quote to the posted payment.

See ERP36T for distribution

Why it matters

Why teams run Sales & Retail on ERP36T.

ERP36T Retail/Sales enhances customer engagement and sales efficiency across organizations. It provides real-time sales tracking, automated workflows, and seamless integration with inventory, accounting, and customer management modules. The system supports multi-store operations, flexible pricing structures, and faster billing processes, making it ideal for growing retail businesses. Built-in reporting tools, promotional management, and transaction visibility improve operational control and business planning. Additionally, its user-friendly interface and customizable dashboards enable sales teams to work more efficiently, increase revenue opportunities, and deliver better service with confidence.

Connected across ERP36T