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Industry: Retail – NetSuite ERP

Efficientix / Industries / Retail

ERP for retail: stores, field sales and inventory in one operation.

NetSuite with the Efficientix POS and mobile sales app: ticket, payment, invoice and inventory synced across all your stores.

Multi-store15+ years implementing NetSuiteMexico · LATAM · USA · CaribbeanSuiteSuccess methodology

The challenge

A shop floor that lives outside the ERP.

In physical stores and points of sale, payment, inventory control and invoicing tend to run in silos: mismatches, downtime and an inconsistent customer experience.

The challenge today

  • Payment systems disconnected from the ERP.
  • Physical and book inventory out of sync.
  • Manual post-sale invoicing processes.
  • No real-time visibility of sales.
  • Slow, error-prone cash register closes.

Our solution

  • Ticket, payment and invoice integrated in a single operation.
  • Inventory control synced with NetSuite in real time.
  • Multiple payment methods and discount schemes.
  • Automatic, traceable cash-outs.
  • Prices, promotions and catalogs configured by store.

How it works

One ticket. One truth. Zero mismatches.

Every ticket deducts inventory, stamps its invoice and records the accounting entry at the moment of payment.

01 · Checkout

Point of Sale App

Charges, invoices and deducts inventory in a single step.

02 · The ERP base

NetSuite

Turns the ticket into inventory and accounting.

03 · Result

No double entry

One data point, captured once at the register and reflected instantly in inventory, invoicing and accounting inside NetSuite.

NetSuite capabilities · Point of Sale

NetSuite capabilities, applied to the counter.

What NetSuite already does, applied to the shop floor of your stores.

01

From catalog to ticket

Search by code or name, live stock and ticket building in seconds.

Point of Sale App · From catalog to ticket
POS catalog and ticket building
02

Size and color matrix

Availability by branch at the counter, so you never promise what you don't have.

Point of Sale App · Size and color matrix
Variant matrix: color and size
03

Real-time inventory

Every sale, return and transfer affects NetSuite inventory instantly.

Point of Sale App · Real-time inventory
NetSuite dashboard with inventory and order indicators
04

Automatic, traceable cash-outs

Breakdown by payment method, flagged differences and accounting entry at the end of the day.

Point of Sale App · Automatic, traceable cash-outs
Ticket payment with breakdown by payment method

Point of Sale App + NetSuite

The app charges at the counter. NetSuite does the rest.

Our Point of Sale App handles the moment of payment. Everything that follows — inventory, invoicing and accounting — already lives in NetSuite and updates with the same ticket, with no need to reconcile two systems at the end of the day.

And in the same move, inside NetSuite

Multi-store inventory

Stock drops at the store that sold, visible to all.

Invoicing and CFDI 4.0

The ticket is stamped without re-entering customer data.

Accounting and cash-out

The day's journal entry is generated automatically, balanced by payment method.

Consolidation

All stores and legal entities in a single balance.

Point of Sale App · real screens

The shop floor, in a single app.

This is how Efficientix's Point of Sale App looks on top of NetSuite.

“Before, the shop floor lived disconnected from the ERP: balancing the register at the end of the day was a nightmare and inventory differences surprised us every week. Today every ticket syncs with NetSuite in seconds and the team trusts that what the store charges is what finance reflects.”

— Retail Operations Manager · Efficientix client · Store chain

Book a conversation

Artificial intelligence

AI in Retail

Inventory that anticipates

AI over your history spots trends by SKU and store and helps propose replenishment before the stock-out.

Questions in natural language

The manager asks which products are below minimum stock or which store sells each category best and gets the answer in a table.

Cash closing with alerts

Differences between sales, collections and deposits are found and explained faster by reviewing exceptions, not the whole universe.

Questions your team can ask Ask NetSuite

  • Which products are below minimum stock in each store?
  • Which store sold the most footwear last month?
  • Show me returns by store this week.

FAQ

Questions, answered

What does the Efficientix retail ERP include?

NetSuite plus the POS, the mobile sales app, MX+ tax localization and demand planning, all connected to the same inventory.

Can I sell in store and in the field with the same information?

Yes. The POS and the mobile sales app work against the same NetSuite catalog, prices and inventory.

Does it integrate with my online store?

NetSuite integrates with e-commerce platforms such as Shopify. We review your case in the demo.

I already have NetSuite: can I add the POS and the Shopify integration?

Yes. The POS and the Shopify integration connect to your current NetSuite. We review your setup in the demo.

How is inventory handled across stores and warehouses?

NetSuite handles multi-location inventory with transfers and consolidated visibility, and the POS decrements against the store location.

// NETSUITE

Let's talk about your NetSuite project.

Tell us which system you run today and what you want to solve. We will propose the next step.

Operating in Mexico?

Does your company have a subsidiary in Mexico?

Run it in the same NetSuite as your U.S. headquarters. MX+ localization brings CFDI 4.0, DIOT and electronic accounting built in, with support in English and Spanish.

See MX+ for Mexico