Use cases · Sales
Till, shop and stock in one
For retailers who sell in store and online. One stock level for every channel, and the till's daily closing lands directly in accounting.
Starting point
Till, shop and warehouse are three systems. What sells in the store is still available online.
The daily closing is typed in at night or exported to accounting.
Reordering happens when the shelf is empty.
How it runs in relyd
Sell in store and online
The till books sales on site, the online shop and channels such as Shopify and WooCommerce deliver orders. All of them use the same stock.
- Point of sale with cash journal
- Own online shop, Shopify and WooCommerce
- One stock level for every channel
Daily closing without retyping
The till closing is booked straight into finance. If a till stays open or the closing shows a difference, the AI Steward reports it with expected, actual and earlier closings.
- Closing straight into accounting
- Cash differences with expected and actual
- Reminder when a till stays open
Stock and replenishment
When an item reaches its reorder level, a purchase proposal is ready. If another warehouse or store has enough, the AI Steward proposes a transfer first.
- Purchase proposal at reorder level
- Transfer before purchase
- Stock per location
What the AI Steward takes on
Get an open register closed
Reminds when a register has been open for more than a day, so the day end gets posted.
Clear up a cash difference at closing
Finds register closings with a difference at or above the tolerance and proposes a task with expected and counted cash and earlier closings.
Post a failed day end again
Finds day ends that could not be posted to finance and posts them again after approval or creates a task.
Reorder
Proposes a draft purchase suggestion for active products at or below their reorder level. Again after 7 days at the earliest.
Transfer instead of purchase
When one warehouse runs short and another has enough, proposes a transfer; otherwise a purchase suggestion.
Order status question
Answers tickets asking where an order is, with status and tracking, only for orders of the person who wrote.
What changes day to day
- Online you only sell what is really there
- The daily closing is booked before anyone would retype it
- Cash differences are cleared the same day
- Reordering happens before the shelf is empty
Modules involved
Fitting industries
See this workflow with your own example
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