---
title: "Manufacturing Payment Processing in Salesforce | Eposly"
url: https://eposly.io/industries/manufacturing
description: "Manufacturing payment processing for counter and branch sales, inside Salesforce. Contract pricing, payment and the order on the customer's account record."
lang: en-GB
---

# 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.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Talk to us: https://eposly.io/contact

Image: A hydraulic pump assembly on a trade customer's order in Eposly (https://eposly.io/images/industries/parts-counter/parts-02-hero-step2-build-order.png)

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.

### OEM parts and trade counters: https://eposly.io/industries/manufacturing/parts-counter-pos

Parts sold at the counter at the customer's contract price, without switching to ERP screens.

Selling tyres and installation at a counter? See tyre and auto service (https://eposly.io/industries/healthcare-and-services/tire-and-auto-service-pos)

## 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

Assisted Sales: https://eposly.io/product/capabilities/assisted-sales

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

Configuration and Pricing: https://eposly.io/product/capabilities/configuration-pricing

Record discretion

Price adjustments recorded on the order

See stock across branches

Stock across locations while building the order, with the Inventory module or your ERP integration

Multi-location POS: https://eposly.io/product/capabilities/multi-location-pos

Take payment

Card, cash, gift card or a split, deposits on special orders and payment links for phone orders

Payments: https://eposly.io/product/capabilities/payments

Hand the order to ERP

The order is created in Salesforce and can be sent to ERP through your integration

Transaction Execution: https://eposly.io/product/capabilities/transaction-execution

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.

1. 01 Open the account. Start the order on the customer's account record.
   Image: Opening the customer's account and finding a part in Eposly (https://eposly.io/images/industries/parts-counter/parts-01-step1-open-account-find-part.png)
2. 02 Find the part. Search the catalogue, with stock across branches in view.
   Image: Finding a part with stock across branches in Eposly (https://eposly.io/images/industries/parts-counter/parts-01-step1-open-account-find-part.png)
3. 03 Apply the price. The customer's contract or dealer pricing applies as the order is built.
   Image: A part on the order at the customer's contract price in Eposly (https://eposly.io/images/industries/parts-counter/parts-02-hero-step2-build-order.png)
4. 04 Take payment. Pay in full, or take a deposit on a special order.
   Image: Taking a deposit on a special-order part in Eposly (https://eposly.io/images/industries/parts-counter/parts-03-step3-take-deposit.png)
5. 05 Create the order. The order is created on the account record, ready for pickup, delivery or your ERP.
   Image: The parts order in the Eposly order list (https://eposly.io/images/industries/parts-counter/parts-04-step4-collect-balance-orders.png)

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo

Image: Opening the customer's account and finding a part in Eposly (https://eposly.io/images/industries/parts-counter/parts-01-step1-open-account-find-part.png)

## 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 payments work in Eposly: https://eposly.io/products/payments

Image: Taking a deposit on a special-order part in Eposly (https://eposly.io/images/industries/parts-counter/parts-03-step3-take-deposit.png)
Image: The payment dialog in Eposly (https://eposly.io/images/industries/parts-counter/parts-03m-payment-dialog.png)

## 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?

Image: California DMV (https://eposly.io/images/industries/tire-and-auto-service/logo-california-dmv.svg)

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.

Read the California DMV story: https://eposly.io/customers/california-dmv

Manufacturing one-pager

## Take this page to your team

The key points of this page in one document to share with your team.

By downloading, you agree to our privacy policy (https://eposly.io/privacy).

## 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

### Does Eposly replace ERP?

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.

### Does Eposly work with ERP inventory?

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.

### How does ERP integration work?

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.

### Can counter sales run across several branches?

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.

## Related reading

- Role based dashboards for manufacturing: faster shop floor decisions: https://eposly.io/blog/role-based-dashboards-for-manufacturing-faster-shop-floor-decisions
- Fixing common tax mistakes in service desk invoicing: https://eposly.io/blog/fixing-common-tax-mistakes-in-service-desk-invoicing
- Across: Specialty retail: https://eposly.io/industries/specialty-retail

## Bring your counter sales into Salesforce

See how a point of sale runs inside Salesforce.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo
Read the California DMV story: https://eposly.io/customers/california-dmv
Talk to us: https://eposly.io/contact

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