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🛒 Guide: Retail & wholesale

Counter retail, counter cafes, variant goods and wholesale using the shared POS, catalog, stock and finance workflows.

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How does your shop sell?

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General retail & grocery

Scanning, packs, promotions, receiving, stock and counter sales.

Variants & serial goods

Fashion, gadgets and goods using variants, lots or serials.

Food & drink counter

Product sales through Retail POS without full table checks or Kitchen Board.

B2B & wholesale

Packs, bulk quantities, conditional pricing, credit sales and receivables.

Variants, packs, lots and serials are different; choose according to sale and return evidence.

AI · RETAIL

From product scan to the owner's report

Follow counter sales, online orders, returns and where AI uses verified data.

Audio is unavailable, but every step remains selectable.

Retail & wholesale flow

Step 1 / 12

Start with shared products, SKUs, selling units, packs, variants and barcodes.

  1. Product / barcodeUnit, pack and variant
  2. Open shiftCashier and register
  3. Scan & sellResolved price and unit
  4. Promotion / memberValidated rules
  5. PaymentAmount and tender
  6. Receipt / stockOne transaction
  1. Customer AI
    Online orderLINE OA / Social / Web
  2. Reserve stockHeld by the order
  3. Ship / pickupVerified status
  1. ReturnOriginal bill
  2. Review evidenceItem, reason and approver
  3. Owner AI
    Refund / reportAuditable result

Bills, payments, stock and returns use authoritative system records, never AI guesses.

AI helps customers and owners within different boundaries

Customers message an enabled shop channel

Must be connected and enabled
LINE OAFacebookInstagramWeb chat
Customer asksAI calls a toolApproved facts only

CustomerIs Runner X size 42 available at a nearby branch?

AIAI verifies the product, variant, price, branch and customer-safe availability before answering; missing facts lead to clarification or staff handoff.

What AI can do
  • Check published products and prices
  • Find variants and verified alternatives
  • Track order status
  • Create an order after confirmation

Customers never see sales totals, reports, costs or back-office data.

Owners ask the back-office AI assistant

Permission checked before every read
Which product sold best this month, what were sales, and what is at risk of stocking out?
What Admin can ask AI to analyze
  • Compare sales by branch, channel and time
  • Find top, slow, profitable and frequently returned products
  • Analyze stockout risk, repeat customers and promotion results
  • Review unusual discounts, returns and cash variance
Sample answer structureLive use replaces these labels with verified system data.
Sales
Selected period
Top seller
By branch
Stockout risk
Verified balance
Export reportXLSXCSVPDF

AI can summarize and create files; refunds, price changes and stock adjustments require authorized human confirmation.

Important authority boundaries

  • Sales and stock come from verified system data
  • Discounts, refunds and stock adjustments require permission and confirmation
  • AI never confirms payment for staff
Enabled channelBMS AIApproved toolVerified data
Open the related lesson →

Need the full inventory workflow?

Receiving, transfers, counts, reservations, lots, quarantine, wastage and reconciliation live in the specialist guide.

Open inventory & warehouse guide →

All lessons

25 lessons

Set up your shop10 lessons

  1. 01

    Start here: prepare your shop

    Prepare your information, select a business type and plan a migration.

  2. 02

    Branches, hours & service days

    Set up branch scope and verify operations across midnight.

  3. 03

    Staff, PINs & approvers

    Onboard by role, test access and revoke access when employment ends.

  4. 04

    Products, SKUs, barcodes & imports

    Set up drinks, snacks, merchandise or ingredients with prices, costs and units.

  5. 05

    Packs, barcodes & selling units

    Configure loose units and packs so scans resolve the correct quantity without ambiguous duplicate SKUs.

  6. 06

    Variants, lots & serial numbers

    Choose tracking that matches what staff must identify at sale and return.

  7. 07

    VAT, receipts & tax-invoice requests

    Configure seller details, review documents and understand e-Tax availability.

  8. 08

    Create & pair a POS register

    Assign the register to a branch, enable PIN access and handle lost devices.

  9. 09

    Desktop app, second display & printers

    Install the POS client, configure customer display and scanner, and rehearse device fallback.

  10. 10

    Payment QR & split tender

    Set the recipient, verify received funds and distinguish the three QR purposes.

Daily operations6 lessons

  1. 11

    Receive, transfer & count stock

    Manage sellable inventory by branch, including variances and wastage.

  2. 12

    Counter sale: scan, review & take payment

    Complete a retail bill through the authoritative money and stock path without duplicates.

  3. 13

    Open, reconcile & hand over shifts

    Count actual cash and resolve pending work before handing over a register.

  4. 14

    Supplier purchase & receiving

    Create a PO, receive actual goods and retain cost evidence without duplicate stock.

  5. 15

    Back-office orders, packing & shipping

    Advance orders according to actual goods and payment, retaining verified tracking evidence.

  6. 16

    Expenses, petty cash & input VAT

    Record expense evidence and drawer movement without claiming statutory filing.

Members, AI & reports4 lessons

  1. 17

    Enroll members & redeem coupons

    Verify membership and coupon eligibility before discounting products.

  2. 18

    Points, store credit & customer data

    Reconcile balances and expiry, handle consent and limit data access.

  3. 19

    Promotions, gifts & discounts

    Test rules against real carts and distinguish automatic promotions from manual discounts.

  4. 20

    Reports, live dashboard & AI assistant

    Review sales and evidenced product/service activity, and ask for usage help while checking scope and limitations.

Recovery & go-live5 lessons

  1. 21

    Cancel, return & resolve pending refunds

    Use the original bill, verify approval and track actual money returned.

  2. 22

    Outages, uncertain results & support

    Avoid duplicates, retain evidence and recover using the original transaction.

  3. 23

    Emergency Offline cash sales

    Use the phone's emergency queue only for eligible plain-retail cash bills.

  4. 24

    Retail launch rehearsal scenarios

    Rehearse sales, receiving, returns, outages and shift close with test data.

  5. 25

    End-to-end rehearsal & launch checklist

    Rehearse by role, run a soft opening and agree on rollback ownership.

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