Industry

    Manufacturing POS, Native to Salesforce

    Run industrial counter and branch sales inside Salesforce, so pricing, inventory, and customer context stay unified and controlled. A POS system for manufacturing that executes where the customer record lives.

    Manufacturers, dealers, and industrial distributors run Salesforce, including Salesforce Manufacturing Cloud, for customer and service management. Eposly brings transaction execution into Salesforce, so counter and branch sales happen where the customer record lives.

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    Industry context

    How transactions happen in industrial and manufacturing environments

    A manufacturing point-of-sale (POS) is the point where an industrial sale is executed: part selection, contract pricing, inventory check, payment, and order posting. In most operations that moment happens in ERP or a standalone tool, outside Salesforce. Eposly runs the manufacturing POS inside Salesforce instead, so the whole transaction from configuration to payment lands on the customer and equipment record as it happens.

    Industrial counter and branch sales are not retail checkout. Staff select parts, link them to equipment records, apply contract pricing, check inventory across branches, and post orders to ERP for finance and fulfillment.

    Salesforce Manufacturing Cloud manages the customer relationship, equipment records, and service history. But the counter service and transaction often happens outside Salesforce, in ERP screens or standalone tools, disconnecting the sale from the customer context.

    OEM parts counters

    Technical part selection with equipment linkage and contract pricing.

    Heavy equipment dealers

    Complex quoting with program pricing and warranty tracking.

    Industrial manufacturers

    Counter sales with inventory checks and ERP integration.

    B2B distributors

    Multi-branch sales with account pricing and inventory allocation.

    Service desk & spares

    Asset-linked spares sales with urgency pricing.

    The challenge

    Disconnected systems burden operations

    In most manufacturing environments, transaction execution happens in ERP or branch systems, not in Salesforce. The customer record sees the relationship, but not the moment of sale details.

    ERP as execution layer

    Transactions happen in ERP screens. Salesforce loses execution context.

    Opaque pricing decisions

    Pricing logic lives in ERP. Contract compliance and overrides are invisible to Salesforce.

    System switching

    Staff switch between Salesforce and ERP to verify availability, causing delays.

    After-the-fact reconciliation

    Orders reconciled between systems after the transaction. Errors compound.

    The Eposly approach

    How a manufacturing POS runs natively inside Salesforce

    Eposly executes counter transactions in Salesforce, applies contract pricing, surfaces inventory via ERP integration, and links orders to customer and equipment records. ERP remains responsible for finance and fulfillment. This connects quote-to-cash execution to the customer and equipment record inside Salesforce.

    Customer Request

    Part Selection

    Equipment Linkage

    Contract Pricing

    Inventory Check

    Payment

    Order to ERP

    Customer Record Updated

    Key capabilities

    Key capabilities for manufacturing sales processes at the counter

    Built for counter and branch sales where contract pricing, real-time inventory visibility, and ERP integration are required at the moment of execution.

    Contract-compliant execution

    Apply contract, dealer, trade, and negotiated pricing. Capture overrides with full visibility.

    Inventory-aware counter sales

    Real-time visibility across branches. Location-based availability for counter, will-call, and pickup workflows.

    Equipment and asset linkage

    Link transactions to customer accounts, equipment, and service histories.

    Controlled pricing flexibility

    Policy-aware adjustments. Contract logic enforced. Overrides visible.

    Clean ERP integration

    Real-time posting. Structured data. No duplicate execution.

    Branch and multi-location

    Counter sales across branches with location-specific context.

    Create and send quotes directly from Salesforce

    Generate quotes, share payment-ready offers, and capture transactions in the CRM without switching systems.

    Environments

    Where Eposly helps serve better

    Eposly is built for manufacturing and industrial environments where counter transactions need to connect to customer records, equipment histories, and ERP systems inside Salesforce. Each transaction is linked to the customer and equipment record, building a complete execution history in Salesforce.

    Parts counters

    Technical selection with equipment linkage and contract pricing.

    Equipment dealerships

    Program pricing, trade-ins, and service bundling.

    Distribution branches

    Multi-location counter sales with real-time inventory.

    Service and spares desks

    Asset-linked spares with service case context.

    Manufacturer direct sales

    Direct transactions with full pricing and fulfillment visibility.

    Why Salesforce-native

    Why Salesforce-native matters for manufacturing POS

    Salesforce tracks customer relationships, equipment, and service history. With Eposly, it also captures the transaction at the moment of execution, so branch and counter sales no longer live outside Salesforce. This is especially relevant for teams running Salesforce Manufacturing Cloud.

    • 01

      Unified execution

      Transactions on the customer and equipment record. No context lost.

    • 02

      Contract pricing visibility

      Every pricing decision captured and traceable in Salesforce.

    • 03

      Real-time inventory

      Actual availability without switching systems.

    • 04

      Clean ERP coexistence

      Salesforce executes. ERP receives structured data. No duplication.

    Related capabilities

    Related capabilities

    Transaction Execution

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    Assisted Sales & Checkout

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    Configuration & Pricing

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    Payments

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    Intelligence

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    FAQ

    Frequently asked questions

    No. ERP remains responsible for finance, inventory, and fulfillment. Eposly executes the transaction inside Salesforce and posts structured order data downstream to ERP, so each system stays in its lane.

    Eposly applies contract, dealer, and negotiated pricing at the moment of sale, enforces policy logic, and captures every override with full visibility on the customer record in Salesforce.

    Yes. Eposly surfaces real-time inventory through ERP integration, with location-based stock visibility so counter staff can confirm availability across branches before posting an order.

    Yes. Account-specific, volume, program, and trade pricing are supported, applied automatically based on the customer record, and traceable on every transaction in Salesforce.

    Eposly connects to ERP through clean APIs with real-time or event-based posting. Orders, payments, and customer data flow into ERP for fulfillment and finance without duplicate execution.

    Yes. Eposly operates within Salesforce environments, including Manufacturing Cloud, linking each transaction directly to customer, equipment, and service records.

    Eposly is designed for branch and counter environments. Resilient transaction handling keeps staff productive when network conditions degrade, with reconciliation when connectivity returns.

    Eposly surfaces inventory across branches via ERP integration, supporting location-aware availability checks and stock allocation during order capture at any counter.

    Yes. Eposly supports counter workflows including will-call, in-store pickup, and delivery, linking each fulfillment path to the correct customer and order in Salesforce.

    Eposly applies dealer, program, and tiered pricing directly at order time, with visibility into eligibility, overrides, and full traceability of every pricing decision.

    Trusted by Salesforce teams running assisted, in-person sales

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    See how Eposly works for manufacturing

    Book a demo to see Eposly in action for your manufacturing environment.

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