Umbrella Suite
B2C mode

Point-of-sale operations, with loyalty built in.

Retail runs on the same platform as your pipeline — flip a setting, and your tenant gets a counter-ready order and receipt flow.

From customer to receipt

RCUST-00001

Retail customer

Walk-in or repeat — profile and purchase history in one record.

converts to next stage →
RORD-00001

Retail order

Line items rung up at the counter or entered manually.

converts to next stage →
RINV-00001

Retail invoice

Receipt generated instantly from the order.

Objects included in B2C mode

Retail CustomersRetail ProductsRetail ActivitiesRetail OrdersRetail Invoices

Retail order & receipt

Point-of-sale style order entry with instant receipt generation.

Loyalty points & tiers

Every retail order updates the customer's loyalty balance automatically.

Branded receipts

Receipt templates built in Document Designer, matching your invoices.

Retail reporting

Fast Reports across retail objects, exportable to Excel.

See the retail flow in action.

We'll show the counter flow end to end, from customer lookup to receipt.