Retail and point-of-sale workspace guide

What the Retail workspace covers

Run stores, products, point-of-sale activity, inventory, customers, purchasing and reporting in a connected retail workspace.

The workspace brings together product catalogue and variants, point of sale and orders, stock levels and adjustments, suppliers and purchasing, customers and loyalty, returns, payments and reporting, store operations and staff access. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage product catalogue and variants, point of sale and orders, stock levels and adjustments, suppliers and purchasing, customers and loyalty, returns, payments and reporting, store operations and staff access. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Set up products, prices and locations, then connect sales orders to stock movements and purchasing. Use daily reports to reconcile cash, stock, returns and customer activity.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.