RPA in Retail

Automated PO creation from approved requisitions in your ERP or replenishment system. When a reorder trigger fires, the bot creates the PO with the correct vendor, quantities, negotiated costs, and delivery date, then transmits it via EDI 850 or portal automation, tracking supplier acknowledgements, escalating unanswered POs, and routing goods receipt discrepancies to the buyer.

Price updates propagated from your master price file or ERP to every sales channel simultaneously, with channel-specific rules enforced, including MAP thresholds and Amazon pricing constraints, before any price submits. Scheduled promotions activate across all channels at the same moment and revert automatically at end time, and margin floor protection stops promotional prices falling below cost plus minimum margin.

Automated three-way match of purchase order, goods receipt, and supplier invoice for quantity and price. Matched invoices are approved automatically for payment and discrepancies are flagged with the specific difference for accounts payable review, reducing invoice processing time from days to minutes and catching supplier billing errors before payment.

Automated reconciliation of physical inventory counts against ERP stock records. Bots compare count data from your WMS or counting device with system records, calculate variance, and generate exception reports for stock room managers, running on schedule without requiring staff to manually compare spreadsheets against system data.

Automated returns workflow: eligibility checking against return policy, return authorization generation, refund trigger in the payment system, inventory update, and supplier return processing where applicable. Bots handle the structured portion so customer service agents handle customer communication, not system data entry.

Automated daily, weekly, and monthly retail reporting: sales by channel, inventory turnover, supplier performance, and promotional effectiveness. Bots pull data from your ERP, POS, and e-commerce systems, consolidate it, and deliver formatted reports to the right team members on schedule, so reports that currently take hours to assemble run automatically.

We start by mapping your highest-volume manual processes, measuring the time and error rate, and calculating the automation ROI before writing a line of code. Retail operations often have 5-10 automatable processes, and we help you prioritize by impact and complexity so the first automation delivers measurable results quickly.

Retail automation requires connecting systems that weren't designed to talk to each other. We design the integration architecture for your specific system stack, ERP, POS, e-commerce, WMS, and marketplace connectors, and implement the right approach for each: API where available, UI automation where not, and database integration for on-premise systems.

Every retail process has exceptions: a supplier doesn't acknowledge a PO, a price update fails on one channel, an invoice has an unexpected line item. We design exception handling into every automation, so bots identify the exception, log it with context, and route it to the right person, handling the 90% and surfacing the 10% that needs human judgment.

Automation dashboards showing bot performance: tasks completed, exceptions raised, errors logged, and time saved per process. Alerting fires when a bot fails or an exception rate rises above normal, giving your operations team visibility into automation performance without requiring technical knowledge to interpret.