How Zoho RPA can streamline retail operations
All Processes
Stock level monitoring and alerts
Stock monitoring
Monitors inventory levels in real time across systems like SAP, Oracle Retail, or Microsoft Dynamics, ensuring up-to-date stock tracking.
Low stock alerts
Detects low stock levels, triggering automatic alerts in platforms like Microsoft Power Automate or Slack to notify relevant teams.
Automated reorder emails
Sends automated reorder emails via Microsoft Outlook or any connected ERP system to ensure timely restocking.
Inventory data integration across platforms
Purchase detection
Detects new purchases and inventory updates through platforms like SAP or Shopify, triggering automated workflows.
Data synchronization
Monitors for changes and synchronizes stock data across all connected platforms, like Microsoft Dynamics or Oracle, maintaining consistency.
Validation and error check
Performs validation and error checks, cross-referencing inventory updates to ensure accuracy in systems like SAP or Oracle and prevent discrepancies.
Feedback and response system
Feedback collection
Collects feedback from surveys, emails, and social media platforms using tools like SurveyMonkey or other social listening tools.
Feedback categorization
Processes and categorizes collected feedback using CRM systems like Salesforce to prioritize responses.
Automated response generation
Sends automated, personalized responses to customers through Outlook or CRM systems to address customer feedback.
Customer support system categorization and routing
Inquiry categorization
Uses predefined rules or CRM systems like Salesforce to categorize support queries, enabling efficient prioritization of tickets.
Routing requests
Routes inquiries to the appropriate teams through systems like Zendesk and ServiceNow, ensuring streamlined resolution of issues.
Resolution tracking
Monitors customer issues and updates ticket status in systems like Zendesk and Salesforce to ensure timely closure and follow-up.
Loyalty program management
Purchase tracking
Tracks customer purchases and loyalty points in CRM systems like Salesforce, calculating rewards based on purchase history.
Reward management
Automatically assigns rewards using customer loyalty software or CRM platforms, streamlining the process.
Customer notification
Sends automated notifications about rewards and offers through Outlook or CRM systems, keeping customers informed.
Recurring purchase order management
Order schedule detection
Identifies scheduled recurring orders from systems like SAP, automatically initiating purchase processes based on historical data.
Vendor communication
Sends purchase orders and confirmations to suppliers through platforms such as SAP Ariba or Microsoft Outlook, ensuring smooth communication.
Order verification and stock update
Confirms vendor responses and updates stock levels in systems like Oracle or SAP, maintaining accurate inventory records.
Vendor invoice processing and approval matching
Invoice data extraction
Extracts invoice data using rule-based extraction techniques, capturing key information like invoice numbers, dates, and amounts.
Invoice matching
Matches extracted invoice data with purchase orders and receipts in ERP systems like SAP or Oracle, ensuring data accuracy and consistency.
Approval routing
Routes invoices for approval through workflow automation tools, streamlining the approval process across systems like Microsoft Power Automate or SAP.
Supplier performance monitoring
Tracking performance metrics
Tracks supplier metrics such as delivery times and product quality, gathering data from platforms like SAP, Oracle, or supplier portals.
Data analysis
Uses analytics tools like Power BI or Tableau to process supplier data, providing insights to enhance supplier management.
Decision support
Utilizes insights from performance metrics to optimize supplier decisions, which are then fed into ERP systems like SAP for strategic planning.
Supplier contract renewal and expiration alerts
Expiration monitoring
Tracks supplier contract expiration dates within ERP systems such as SAP and Oracle, triggering renewal alerts ahead of time.
Renewal alerts
Using Microsoft Power Automate or SAP Ariba, RPA sends automated renewal reminders to stakeholders to ensure timely contract action.
Demand forecasting
Sales data collection
Collects sales data from systems like SAP or POS software, consolidating historical sales and market trend data for forecasting.
Trend analysis
Analyzes sales trends using Power BI, Tableau, or other BI tools to predict future demand and optimize stock levels.
Forecasting
Generates demand forecasts using algorithms within systems like SAP or Oracle, helping businesses prepare for future sales peaks.
Price updates across multiple platforms
Real-time price monitoring
Tracks real-time price fluctuations across ecommerce and POS systems, like Shopify or SAP, ensuring consistent pricing.
Price consistency assurance
Updates product prices across apps, websites, and in-store systems like SAP, ensuring uniformity across all retail channels.
Seasonal product catalog updates
Seasonal trend analysis
RPA tracks seasonal shifts in demand using historical sales data, providing insights into upcoming trends.
Catalog updates
Updates product catalogs with seasonal products and trends, integrating with SAP or Oracle for synchronization.
Level alignment
Adjusts inventory for seasonal products in ERP systems like Microsoft Dynamics to meet predicted demand.
Return and refund processing
Return request tracking
Collects and categorizes customer return requests through CRM systems like Salesforce for review and processing.
Return verification
Verifies return eligibility using business rules in SAP, triggering approval workflows.
Refund processing
Automates refunds through payment systems like PayPal or Stripe, ensuring timely and accurate transactions.
Sales report generation
Sales data collection
Collects data from platforms like Shopify, SAP, and POS systems, consolidating it for analysis.
Data processing and analysis
Processes data using BI tools like Power BI or Tableau, extracting actionable insights and trends.
Report generation
Comprehensive sales reports are automatically generated and delivered to stakeholders through Power BI or Excel for decision-making.
Social media scheduling and posting
Content planning
Develops content calendars using tools like Hootsuite or Buffer to schedule social media posts.
Scheduling automation
Schedules posts across platforms like Facebook, Instagram, and Twitter, ensuring optimal engagement timing.
Post publishing
Content is auto-published using platforms like Buffer or Sprout Social, maximizing reach and engagement.
Retail marketing campaigns
Lead segmentation
Segments customers based on behavior using CRM systems like Salesforce or HubSpot, targeting specific groups.
Email campaign automation
Automates targeted email campaigns using tools like Mailchimp or HubSpot to reach segmented customers.
Conversion tracking
Tracks campaign success through CRM tools like Salesforce and takes follow-up actions to ensure conversions.
Promotional code setup and expiry management
Promo code creation
Generates unique promo codes using ecommerce platforms like Shopify, ensuring accurate campaign configuration.
Code application
Promo codes are automatically applied at checkout using systems like Shopify or POS, ensuring proper discount application.
Expiration management
Manages promo code expiration dates in ecommerce platforms like Shopify or SAP Commerce, preventing misuse.
Seasonal content updates
Seasonal change tracking
Tracks seasonal changes using sales data from systems like SAP, adjusting content to reflect new trends.
Content updates
Updates seasonal banners, advertisements, and offers using content management systems like WordPress or Shopify to stay relevant.
Content relevance assurance
Ensures content relevance by verifying alignment with seasonal trends through automated checks in content management systems.
Automated task assignment
Task calendar integration
Integrates with task management tools like Jira or Asana to sync tasks and deadlines, optimizing project workflows.
Task scheduling
Schedules tasks automatically based on priority in project management systems like Trello or Jira, guaranteeing the timely meeting of deadlines.
Task assignment
Assigns tasks to team members based on workload and skillset in tools like Microsoft Teams or Asana.
Employee scheduling and notifications
Availability assessment
Evaluates employee availability through HR systems like Workday, optimizing schedules based on workload.
Schedule creation
Generates employee schedules using tools like Deputy or Kronos, aligning with business needs.
Dispatch notifications
Sends automated notifications about employee shifts through platforms like Slack or Microsoft Teams.
Experience RPA in Action: Streamlining stock monitoring and reordering
![Experience RPA in Action: Streamlining stock monitoring and reordering](http://www.zohowebstatic.com/sites/zweb/images/rpa/retail-solution/rpa-retail-video-thumpnail.png)
Why choose Zoho RPA for retail automation?
- Automates repetitive tasks to save time and resources for strategic initiatives.
- Scales easily to meet the evolving business demands of retail businesses.
- Integrates with 900+ cloud applications for retail efficiency.
- Instantly capture and automate workflows to enhance productivity in retail.
- Streamlines order fulfillment from placement to delivery for timely service.
- Ensures compliance with data privacy regulations for customer data security.
- Maintains an execution log to help identify and troubleshoot errors at each step.
- Achieves consistent data across POS systems for reliable inventory tracking.
- Customizes functional options to align with your specific business requirements.
- Reduces human error with accurate automated retail processes.
Get a personalized demo of Zoho RPA
Our product experts will reach out to you for a one-on-one demo.
Frequently asked questions
What are the benefits of robotic process automation for retail businesses?
By implementing RPA in retail businesses, retailers can automate repetitive tasks like data entry and inventory tracking. This automation allows them to free up valuable time for strategic initiatives while reducing labor costs and improving customer experience.
How does robotic process automation differ from traditional automation?
Traditional automation relies on coding and system-level integrations. It requires significant IT interventions and a focus on backend operations, which limits flexibility.
On the other hand, automation software like RPA is more adaptive and easier to implement, as it requires minimal technical expertise. This automation technique imitates human actions at the user interface level, allowing seamless interaction with multiple applications without modifying the existing system.
Which platforms does Zoho RPA support?
Zoho RPA automates actions related to Windows applications, web applications, Excel, files, and folders.
- Automates legacy Windows applications through recorder and drag-and-drop functionalities.
- Mimics human interactions, such as clicks, navigations, and form filling across websites and web apps.
- Automates typical Excel operations, streamlining manual spreadsheet tasks using robotic automation software.
- Manages file and folder operations by automating creation, modification, deletion, and other related processes.
How do I upgrade my Zoho RPA account after the 15-day free trial?
Once your 15-day free trial period ends, you can either extend your trial with limited features or upgrade to a premium plan. Simply reach out to our team; they can get it sorted for you.
Can robotic process automation automate orders and returns processing?
From creating orders and tracking shipping to processing returns, robotic process automation automates every monotonous task involved. Additionally, it also automates inventory tracking, supply management, sales reporting, and other manual tasks associated with retail business.
How do I build a workflow for the stock management process?
Select a trigger based on your requirements; in this case, a scheduled time may work. Then automate your workflow to collect real-time stock data, validate availability, and send reorder mails. If you have more questions, our support team is here to help.
Can Zoho RPA integrate with our existing retail software system?
Yes, Zoho RPA seamlessly integrates with your existing retail software without significant modifications. With prebuilt connections to 900+ cloud applications, this automation software acts as a powerful bridge between any legacy systems and modern applications.