OEM parts and trade counters
Parts sold at the counter at the customer's contract price, without switching to ERP screens.
Manufacturing payment processing for the counter, inside Salesforce
Run counter and branch sales in Salesforce, with contract pricing applied, payment taken and the order created on the customer's account record.
Many manufacturers, dealers and distributors run customers, equipment and service in Salesforce, but the counter sale still happens in ERP screens or a separate counter tool. Eposly brings it into Salesforce. Counter staff find the part, apply the customer's pricing, take payment and create the order on the account record, with ERP still running finance and fulfilment.
- Counter and branch sales on the customer's Salesforce account record.
- Contract, dealer and account pricing applied as the order is built.
- Card, cash, deposits and payment links in one payment step.
- ERP stays in place for finance, inventory master and fulfilment.
Which manufacturing and industrial businesses does Eposly work with?
Eposly fits manufacturers, dealers and distributors that sell parts and products over a counter, to customers they already manage in Salesforce. Choose your business type.
Selling tyres and installation at a counter? See tyre and auto service
What does an industrial counter need from a point of sale?
An industrial counter needs a point of sale that knows the account, applies the right contract price and creates an order ERP can use, without the counter rep leaving Salesforce.
Industrial counter sales are not retail checkout. The rep identifies the part, prices it for this customer, checks availability and creates an order that finance and fulfilment can act on. When that happens in ERP screens, Salesforce knows the relationship but not the moment of sale.
An industrial counter needs to
How Eposly handles it
Capability
Know the account at the counter
Purchases, open orders and pricing on the customer's account record during the sale
Apply contract and dealer pricing
Your Salesforce setup can hold contract, dealer, programme and account pricing, and Eposly applies it as the order is built
See stock across branches
Stock across locations while building the order, with the Inventory module or your ERP integration
Take payment
Card, cash, gift card or a split, deposits on special orders and payment links for phone orders
Hand the order to ERP
The order is created in Salesforce and can be sent to ERP through your integration
A parts order at the counter
How does one counter sale work from start to finish?
One order on the account record, from the part to the payment.
How are counter payments taken?
Situation
How it is paid
Parts collected today
Card, cash, gift card or a split, in one step
Special-order parts
Deposit at order, balance at pickup
Phone or email order
Payment link for part or all of the amount
How many systems does an industrial counter actually need?
Fewer than most run. When the counter sale runs inside Salesforce, the separate counter tool, and the re-keying between it and Salesforce, drop out. ERP stays.
Layer
Typical counter stack
With Eposly in Salesforce
Customer, dealer and equipment records
Salesforce
Salesforce
Counter sale
ERP screens or a separate counter tool
Eposly, inside Salesforce
Card payments
Payment provider, linked to the counter tool
Payment provider, linked to Eposly in Salesforce
Finance, inventory master and fulfilment
ERP
Unchanged: ERP, fed with the order through your integration
Eposly does not replace ERP. ERP stays responsible for finance, the inventory master and fulfilment.
What does the record and audit trail show?
After every counter sale, Salesforce shows:
- Which account bought, and which rep made the sale, at which branch.
- Which parts were sold, at which price, and any adjustment.
- How it was paid: methods, deposit and balance.
- The order and its status.
- Refunds and returns against the original order.
These are standard Salesforce records, so they follow your Salesforce permissions and audit controls. Card details are tokenised by the connected PCI-compliant payment provider and kept out of the account record.
Which manufacturers already run on Eposly?
No manufacturing customer is published yet. The closest published counter deployment: California DMV selected Eposly's Salesforce-native Point of Sale and Cash Register module for permit and registration payments on Salesforce Government Cloud.
Manufacturing one-pager
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Is Eposly the right fit for your business?
Eposly fits manufacturers, dealers and distributors that:
- run customers, dealers or service in Salesforce;
- sell assisted at a counter or branch today, outside Salesforce;
- apply contract, dealer or negotiated pricing;
- keep ERP for finance and fulfilment.
Another option is a better fit when:
- there is no Salesforce footprint;
- the strategy is to run every front-end process in ERP;
- distribution is ecommerce only;
- pricing is simple list pricing.
One note for planning: every counter rep who sells through Eposly needs a Salesforce user licence.
FAQ
No. ERP stays responsible for finance, the inventory master and fulfilment. Eposly runs the counter sale inside Salesforce and creates the order your integration passes to ERP.
Yes, through your integration. Stock held in ERP can be shown at the counter while the order is built, and the Inventory module shows stock across locations in Salesforce.
Product, pricing and stock data can sync into Salesforce from ERP, and completed orders pass back to ERP through your integration. The integration is part of each implementation.
Yes. Every branch sells from the same Salesforce org, with branch-level users, tax set by location, order types by location and reporting across branches.
Bring your counter sales into Salesforce
See how a point of sale runs inside Salesforce.