Cart to Cash

Last updated: June 20, 2026

Fast selling: the journey of a retail order from the counter or the web to fulfilled and paid. It runs through Retail, with Inventory moving the goods and Finance taking the money.

ROOrderPRPaymentDVDeliverECPostedSpans Retail (the order), Inventory (the goods) and Finance (revenue and fees).
Spans Retail (the order), Inventory (the goods) and Finance (revenue and fees). simplified mockup
What you will learn
  • The quick path from a retail order to fulfilled and paid
  • How online orders sync in automatically
  • Where the channel ledgers post revenue, fees and tax

The journey, step by step

1

Order placed Retail

A counter or online order, with the shopper captured inline, no full quotation cycle. Online orders sync in automatically from the store.

Reference: Retail Order →

2

Payment taken Retail · Finance

A payment receipt records the money, with the provider and reference, and posts to the ledger.

Reference: Retail fulfilment →

3

Fulfil Retail · Inventory

A delivery ships the goods and draws stock down, in parts where needed.

Reference: Retail fulfilment →

4

Synced and posted Retail · Finance

The channel ledgers post revenue, marketplace fees, delivery and tax to the right accounts, so an online sale lands correctly in the books.

Reference: eCommerce →

Where it crosses modules

  • Retail to Inventory – fulfilment draws stock down, just like a sales delivery.
  • Retail to Finance – dedicated channel ledgers keep marketplace fees out of revenue.

Common variations

  • In-store versus online – the same retail order serves both, tagged by source.
  • eCommerce sync – WooCommerce and Shopee orders flow in, stock flows back out.
  • Outlets – each shop maps to a location its sales draw from.

Related

Want to do it, not just understand it? Each step links to its reference page; for click-by-click steps, follow the How To guides.