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Retail

Cha-Ching! Automating the retail industry will skyrocket profits.

There are several advantages to automating operations in the retail industry using Robotic Process Automation (RPA). Order processing, inventory management, customer service, supply chain, and financial reporting, to name a few. One of the main benefits is increased efficiency, as RPA can handle repetitive and time-consuming tasks quickly and accurately. Automation can free employees to focus on more value-added work, improving productivity and reducing the workload.

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automating processes in a checklist

Work just became less work.

We train bots to work in just about any retail scenario. If you have a complex retail process, chances are we can automate those routines to provide accurate and error-free data every time. Overall, RPA can bring significant benefits to the retail industry by streamlining operations and improving efficiency, accuracy, and the customer experience.

use cases

These companies have
already seen the benefits of automation

Healthcare

Ally Pediatric

Ally Pediatric Accomplished a 90% Reduction in Their Invoice Processing Time

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Healthcare

Keplr Vision

Keplr Vision Experiences an Impressive 95% Reduction in Processing Time

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Healthcare

MB2 Dental

MB2 Dental Innovates with Bots and Saves 80 Hours Per Month by Automating

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all case studies

Thoughtful is ready to automate your Retail processes.

CA

Credit Application

The bot gets the credit application, creates a Dun & Bradstreet report and records the result.

finance/accounting,all industries,accounts receivable,credit & collections,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books,dun bradstreet

Credit, Collections, Accounts Receivable

CC

Credit Card Fee Trust Account Adjustment

This bot locates and transfers back to the IOLTA account credit card processing fees.

legal,accounting,reconciliation,auditing,case management,law firm management,banking,caseaware,clio,mycase,pacer,practice panther,smokeball,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

IOLTA, Trust Account, Credit Card Processing Fees

IM

Inventory Management

The use of automation in inventory management can yield several benefits. One of the key advantages is its ability to streamline the process, as automation can handle inventory management tasks without the need for human involvement. This can save time and free up employees to focus on more complex or value-added tasks. Automation also ensures accuracy and consistency in the inventory management process, as it follows pre-set rules and procedures. Furthermore, automation can help reduce the risk of errors or mistakes caused by human error. In summary, incorporating automation into inventory management can enhance the efficiency, accuracy, and inventory tracking of an organization's operations.

retail, restaurant, manufacturing, accounting, auditing, microsoft excel, microsoft office 365

OF

Order Processing

Automating order fulfillment in an Order Management System (OMS) can have several advantages. One of the main benefits is increased efficiency, as RPA can handle repetitive and time-consuming tasks quickly and accurately. This can free up employees to focus on more value-added work, improving productivity and reducing the workload. RPA can also improve accuracy by reducing the potential for human error, leading to fewer mistakes and higher quality output.It can also reduce costs by decreasing the need for labor and increasing speed.In addition, RPA can improve the customer experience by providing faster and more accurate service. It can also facilitate compliance by ensuring that processes are carried out consistently and in line with regulations. Overall,RPA can bring significant benefits to the order fulfillment process in an OMS by streamlining operations and improving efficiency.

retail, manufacturing, purchasing, adp, sap, microsoft office 365

PS

Packing Slip Recognition

The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.

finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Packing Slip, Inventory, Receiving

PO

Purchase Order Matching

After retrieving the Vendor invoice and Purchase Order, the bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.

finance/accounting,all industries,accounts payable,procurement,purchasing,inventory management,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Purchase Order Matching, PO Matching, Invoice Matching

These are just some of the systems our bots work with...

Microsoft Excel

Gmail

SAP

And more! Search your application on our use cases page!

Our bots are better, faster, smarter.

Our FREE process evaluation is your first step toward automation.

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Check out our blog

What is Big Box Retail's Astonishing Weapon? Robotic Process Automation

With industry 4.0 just around the corner, robotic process automation (RPA) is gaining momentum across all sectors, and retail is no exception. It should come as no surprise that retail is a thriving industry.

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Business Process

10 Clever Ways Office Managers Are Using Automation To Save Thousands

Office managers are under immense pressure from all angles. They need to manage ever-increasing workloads, achieve (often stringent) targets, and boost performance and efficiency while reducing errors. It's no easy task.

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Business Process

5 Real-World RPA Examples That Save Time and Money

The great thing about RPA is that it has the potential to streamline any number of processes at a company. This could mean fintech outsourcing, inventory and data management, or practically anything else where tasks are being repeated over and over again.

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RPA

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