--- title: "Specialty Retail POS That Runs Inside Salesforce | Eposly" url: https://eposly.io/industries/specialty-retail description: "Specialty retail POS for Salesforce. Configure, price and take payment on the client record, with deposits, scheduled payments and purchase history." lang: en-GB --- # Specialty retail POS that runs the whole sale inside Salesforce Configure products, apply pricing and take payment in Salesforce, with the details of each sale linked to the client record. Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo Talk to us: https://eposly.io/contact Image: A Salesforce client record open beside the Eposly cart, showing purchase history during a jewellery sale (https://eposly.io/images/industries/jewellers/jewelers-01-hero-step1-open-client.png) Eposly is a specialty retail POS built for stores where the sale needs a conversation. Staff configure the item, apply pricing, take payment and create the order on the client's Salesforce record, in one flow. Deposits, part-payments and scheduled card payments are recorded against the client record in Salesforce, with no separate POS database to reconcile. - Runs inside Salesforce, under your Salesforce permissions and audit controls. - Configured items and price adjustments are recorded with the sale. - Deposits, split tender, part-payments and scheduled card payments on the client record. - Staff see purchase history and preferences during the sale. - Rated 5.0 on the Salesforce AppExchange. ## Which specialty retail businesses does Eposly work with? Eposly fits retailers whose sales are assisted, considered and tied to a known client. Choose your business type. ### Jewellers: https://eposly.io/industries/specialty-retail/jewelry Configured pieces, pricing and payments, with the client's history in view. ### Authorised watch retailers: https://eposly.io/industries/specialty-retail/watch-retailer-pos Advisor-led sales, deposits and servicing, with purchase and service history in view. ### Premium fashion and designer boutiques: https://eposly.io/industries/specialty-retail/luxury-fashion-pos Sell in the VIP suite, at trunk shows and pop-ups, on the client's record. ### Furniture: https://eposly.io/industries/specialty-retail/furniture Quotes, deposits and payments, from the showroom to delivery. ### Home and lighting retailers: https://eposly.io/industries/specialty-retail/home-and-lighting Showroom sales, deposits and delivery, with showroom, warehouse and online teams on the same customer record. ## What does a specialty retail counter need from a point of sale? A specialty retail POS has to carry the context of the sale, not just the total: who the client is, what was configured, how the price was reached, and how the balance will be paid. That is the difference from a standard retail POS. A standard POS is built for fast, anonymous checkout of fixed-price items. Specialty retail sells through conversation, options change the price, and the client comes back. What the counter needs How Eposly handles it Capability Know the client at the start of the sale Purchase history, preferences and open orders are visible on the client record during the sale Assisted Sales: https://eposly.io/product/capabilities/assisted-sales Price configured and bespoke items Options set the price, and price adjustments are recorded on the order Configuration and Pricing: https://eposly.io/product/capabilities/configuration-pricing Take payment the way the client wants to pay Card, cash, gift card, split tender, deposits and part-payments in one payment step Payments: https://eposly.io/product/capabilities/payments Create the order without re-keying The order is created on the client record as payment completes Transaction Execution: https://eposly.io/product/capabilities/transaction-execution Run several stores from one setup Store-level users, location-specific tax and order types, reporting across stores Multi-location POS: https://eposly.io/product/capabilities/multi-location-pos Use sales data for the next conversation What was configured, priced and bought is in Salesforce, ready for reports, segments and Marketing Cloud campaigns Intelligence: https://eposly.io/product/capabilities/intelligence Image: A configured item in the Eposly cart with a recorded staff price adjustment (https://eposly.io/images/industries/jewellers/jewelers-02-step2-configure-and-price.png) One sale ## How does one sale work from start to finish? From the client record to the order, in one flow. 1. 01 Find the client. The associate opens the client's Salesforce record on a tablet or at the counter. Past purchases, preferences and any open orders are on screen. Image: Finding a client and their purchase history in Eposly inside Salesforce (https://eposly.io/images/industries/jewellers/jewelers-01-hero-step1-open-client.png) 2. 02 Build the item. The associate selects the piece and its options. Each option updates the price. Image: A configured item in the Eposly cart (https://eposly.io/images/industries/jewellers/jewelers-02-step2-configure-and-price.png) 3. 03 Agree the price. Where policy allows, the associate applies an adjustment, and it is recorded on the order. Image: A configured item in the Eposly cart with a recorded staff price adjustment (https://eposly.io/images/industries/jewellers/jewelers-02-step2-configure-and-price.png) 4. 04 Take payment. The client pays in full, splits across methods or leaves a deposit. Image: Taking a deposit at the payment step in Eposly (https://eposly.io/images/industries/watch-retailer/watch-03-step3-take-deposit.png) 5. 05 Create the order. The order is created on the client record as the payment completes, with the configuration and price attached. Image: The order in the Eposly order list (https://eposly.io/images/industries/watch-retailer/watch-04-step4-collect-balance-orders.png) 6. 06 Send the receipt. Printed or emailed, from Salesforce. Image: The order in the Eposly order list (https://eposly.io/images/industries/watch-retailer/watch-04-step4-collect-balance-orders.png) 7. 07 Pick up from the record. Fulfilment, after-sales and the next sales conversation start from the same record. Image: The order and its payments on the client record in Salesforce (https://eposly.io/images/industries/watch-retailer/watch-05-step5-history-transactions.png) Explore Eposly in the interactive demo: https://eposly.io/demos/interactive-eposly-demo Image: Finding a client and their purchase history in Eposly inside Salesforce (https://eposly.io/images/industries/jewellers/jewelers-01-hero-step1-open-client.png) ## How are payments taken, including deposits and recurring payments? For orders involving deposits, part-payments or balances, Eposly records each payment against the order in Salesforce: - ### Deposits Take a deposit in the payment step. The order carries a deposit status, and staff mark it finalised or picked up when the client completes it. - ### Part-payments and balances Collect the balance at the next visit, or send a pay-by-link for part or all of the outstanding amount. - ### Split tender Card, cash and gift card in one transaction. - ### Scheduled card paymentsNew Set up a schedule on the client's saved card, for example a payment plan on a high-value piece, directly from the order. A failed collection pauses the schedule and shows in a Salesforce report for follow-up. Recurring schedules run with a supported payment provider. Every payment is recorded against the order and the client record in Salesforce, so the balance and payment history sit next to the order. How payments work in Eposly: https://eposly.io/products/payments Recurring payments in Salesforce: https://eposly.io/blog/recurring-payments-in-salesforce Image: Setting up scheduled card payments on a client's saved card in Eposly (https://eposly.io/images/industries/watch-retailer/watch-06-payments-recurring-setup.png) Image: Schedule details: monthly payments and start date (https://eposly.io/images/industries/watch-retailer/watch-07-payments-schedule-details.png) Image: Confirmation that the payment schedule is active (https://eposly.io/images/industries/watch-retailer/watch-08-payments-plan-created.png) ## How many systems does a specialty retail counter actually need? Fewer than most retailers run. When the transaction runs inside Salesforce, the separate POS database and the sync that keeps it aligned drop out. Layer Typical specialty retail stack With Eposly in Salesforce Client record Salesforce Salesforce Point of sale Separate POS with its own customer and sales database Eposly, inside Salesforce Payment terminal and provider Payment provider, linked to the POS Payment provider, linked to Eposly in Salesforce Keeping the two aligned Sync or middleware between POS and Salesforce, maintained by IT or an integrator No separate POS database to reconcile Order record Created in the POS, copied to Salesforce later Created in Salesforce at payment Sales reporting POS reports plus Salesforce reports, reconciled Salesforce reports ERP, inventory, warehouse ERP or WMS Unchanged: ERP or WMS, fed from Salesforce Eposly does not replace the ERP, warehouse or finance system. It replaces the separate POS and the work of keeping it aligned with Salesforce. ## What does the record and audit trail show? After every sale, the Salesforce record shows: - Who the client was, and which associate made the sale, at which store. - What was sold and how it was configured. - The price, and any adjustment. - How it was paid: methods, deposit, balance and any recurring schedule. - The order and its status through fulfilment or pickup. - Refunds and returns against the original order. Because these are standard Salesforce records, they follow your Salesforce permissions and audit controls, and finance can report on them without exporting from a separate POS. Card details are tokenised by the connected PCI-compliant payment provider and kept out of the client record. Image: A Salesforce client record after a sale, showing the order, payments and transaction history (https://eposly.io/images/industries/watch-retailer/watch-05-step5-history-transactions.png) ## Which specialty retailers already run on Eposly? > “ Eposly is transforming our business. Enabling retail stores to connect better with customers and allow us to meet critical distributor KPIs.” Jo Cameron, Digital Transformation Lead, DMR Image: David M Robinson (https://eposly.io/images/industries/jewellers/logo-david-m-robinson.svg) Image: QLF Brands (https://eposly.io/images/industries/home-and-lighting/logo-qlf-brands.png) David M Robinson, a European fine jewellery and watch retailer, runs its stores on Eposly. Management sees sales by store, client and associate in real time. QLF Brands, a Dutch homewares and lighting retailer, runs Eposly across its showrooms, warehouse and online store. QLF reports 125% more time spent with customers and 50% less time lost on fulfilment management. Eposly is rated 5.0 on the Salesforce AppExchange. Read the David M Robinson story: https://eposly.io/customers/david-m-robinson Read the QLF Brands story: https://eposly.io/customers/qlf-brands Specialty retail one-pager ## Take this page to your team The key points of this page in one document to share with your team, including the specialty retail businesses we cover. By downloading, you agree to our privacy policy (https://eposly.io/privacy). ## Is Eposly the right fit for your business? ### Eposly fits specialty retailers that: - run Salesforce as the system for their clients, not only for reporting; - sell through assisted conversations, often with configuration or price discretion; - take deposits, hold open orders or collect balances later; - want the sale on the client record so the next conversation starts from it. ### Another option is a better fit when: - checkout is high-volume, anonymous and fixed-price, with many registers per store; - the business does not run Salesforce, or plans to leave it; - the stores must run offline as their main mode; - local law requires a fiscalised POS, as in parts of the EU. One note for planning: every associate who sells through Eposly needs a Salesforce user licence. ## FAQ ### Can Eposly handle configurable, high-consideration sales? Yes. Staff configure the item, options update the price, and any adjustment is recorded with the sale. The order can stay open with a deposit until the item is ready. ### Does Eposly replace a traditional retail POS? Yes, for assisted specialty retail. Eposly takes the place of the separate POS and runs the sale inside Salesforce. It does not replace your ERP, warehouse or finance system. ### Does Eposly replace clienteling tools? No. Clienteling tools act on client data. Eposly makes that data complete by recording what was configured, priced and bought on the client record at the moment of sale. ### Can Salesforce be used as a POS system for retail? Salesforce on its own is a CRM. With Eposly installed, retail teams configure, price, take payment and create the order inside Salesforce, so Salesforce becomes the point of sale. ## Related reading - How Salesforce native POS fixes disconnected retail operations: https://eposly.io/blog/how-salesforce-native-pos-fixes-disconnected-retail-operations - How a Salesforce native POS delivers true personalisation: https://eposly.io/blog/how-a-salesforce-native-pos-delivers-true-personalisation - Securing multi store retail with role based POS permissions: https://eposly.io/blog/securing-multi-store-retail-with-role-based-pos-permissions - The blueprint for a successful nationwide retail rollout: https://eposly.io/blog/the-blueprint-for-a-successful-nationwide-retail-rollout - Across: Premium in-person services and healthcare: https://eposly.io/industries/healthcare-and-services ## Bring your hardest specialty retail sale Show us how your associates sell today. We will walk through the same sale in Salesforce: client, configuration, price, deposit and order. Take the interactive demo: https://eposly.io/demos/interactive-eposly-demo Read the David M Robinson story: https://eposly.io/customers/david-m-robinson Talk to us: https://eposly.io/contact ## Structured data ```json [ { "@context": "https://schema.org", "@type": "WebPage", "name": "Specialty Retail POS That Runs Inside Salesforce | Eposly", "description": "Specialty retail POS for Salesforce. Configure, price and take payment on the client record, with deposits, scheduled payments and purchase history.", "url": "https://eposly.io/industries/specialty-retail", "inLanguage": "en-GB", "isPartOf": { "@type": "WebSite", "url": "https://eposly.io" } }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://eposly.io/" }, { "@type": "ListItem", "position": 2, "name": "Industries", "item": "https://eposly.io/industries" }, { "@type": "ListItem", "position": 3, "name": "Specialty retail", "item": "https://eposly.io/industries/specialty-retail" } ] }, { "@context": "https://schema.org", "@type": "Organization", "name": "Eposly", "url": "https://eposly.io", "logo": "https://eposly.io/assets/eposly-logo-BB9N99PW.svg", "description": "Eposly is the only 100% Salesforce-native POS and transaction execution platform, enabling assisted transactions, configuration, pricing, payment, and order creation directly inside Salesforce.", "knowsAbout": [ "Salesforce POS", "Salesforce-native point of sale", "Transaction execution", "Assisted selling in Salesforce", "Payment processing in Salesforce", "Public sector cashiering" ] }, { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Can Eposly handle configurable, high-consideration sales?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Staff configure the item, options update the price, and any adjustment is recorded with the sale. The order can stay open with a deposit until the item is ready." } }, { "@type": "Question", "name": "Does Eposly replace a traditional retail POS?", "acceptedAnswer": { "@type": "Answer", "text": "Yes, for assisted specialty retail. Eposly takes the place of the separate POS and runs the sale inside Salesforce. It does not replace your ERP, warehouse or finance system." } }, { "@type": "Question", "name": "Does Eposly replace clienteling tools?", "acceptedAnswer": { "@type": "Answer", "text": "No. Clienteling tools act on client data. Eposly makes that data complete by recording what was configured, priced and bought on the client record at the moment of sale." } }, { "@type": "Question", "name": "Can Salesforce be used as a POS system for retail?", "acceptedAnswer": { "@type": "Answer", "text": "Salesforce on its own is a CRM. With Eposly installed, retail teams configure, price, take payment and create the order inside Salesforce, so Salesforce becomes the point of sale." } } ] } ] ```