SafetyCulture
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Workplace operations platform

Retail Planning

Streamline the merchandise planning process, harness data from multiple sources, and enable smooth collaboration among teams.

A store manager performing checks using retail planning software

SafetyCulture has helped businesses around the world achieve

50%

improved efficiency in training*
60%

increased audit efficiency*
49%

savings from safety & compliance improvements*

*Reported in Forrester’s study: The Total Economic Impact™ of SafetyCulture’s Operations Platform

Deliver a consistent customer experience

Equip your teams with the tools and knowledge to deliver a great customer experience consistently. By streamlining processes and conducting timely retail audits, you and your teams can address problems faster, maintain high standards, and drive an efficient shopfloor, ultimately leading to happier customers.

“Using paper checklists, no one could see results of audits or the risks associated with poor processes. SafetyCulture allows us to see the results immediately and identify where we need to focus.”

Enrique Espinoza

Process Improvement Manager for Lowe’s

Minimize stock loss

Shop theft, damaged goods, and inventory stock discrepancies can result in money down the drain. Use data from completed inspections, reported issues, and sensors to spot trends, monitor inventory levels, and compare performance across stores so you can put the right measures in place.

“Now we have clear evidence that our procedures really work. When compliance is low, we see more stock loss. It’s hard to argue with that data in front of you.”

Ben Deeks

Head of Retail Profit Protection for JD Sports

Optimize merchandise planning

Streamline your merchandise planning process to align with corporate objectives and market dynamics. Leverage data-driven insights to forecast trends, identify top-performing products, and allocate resources effectively. Ensure every decision is aligned with your business goals and customer expectations for a competitive edge.

Integrate seamlessly with Business Intelligence (BI) tools

Enhance your decision-making by harnessing data from multiple sources to uncover deeper insights and actionable trends. Create a unified ecosystem where analytics drive smarter inventory planning, demand forecasting, and sales strategies. Expand your capabilities to achieve unparalleled operational efficiency and market responsiveness.

Facilitate cross-functional collaboration

Empower teams with role-specific dashboards that keep every stakeholder focused on Key Performance Indicators (KPIs) and strategic objectives. Enable smooth communication with built-in collaborative tools that streamline approvals and simplify complex workflows. Foster alignment between departments to make faster, more informed decisions.

Drive improvement across your stores

Automated Merchandise Planning

Space & Shelf Planning

Vendor Performance Monitoring

Store Layout Optimization

Demand Forecasting & Trend Analysis

Supply Chain

Automated Purchase Order Generation

Compliance Tracking

Stock Visibility & Tracking

Task Management

Stock Replenishment Planning

Supplier Contract Management

Improve customer satisfaction today

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Explore customizable solutions ready to meet your business needs

EHS

Health & Safety Management

Keep teams safe on the job while promoting a safety culture across your organization

GRC

Risk & Compliance

Identify, evaluate and mitigate risks to your teams and assets through greater visibility and a data-driven approach.

Quality

Operational Excellence

Optimize processes and drive productivity, greater efficiencies and quality products or services at scale.

ESG

Environment & Sustainability

Digitize SOP’s, reduce waste and adapt sustainability best practices the moment conditions change.

Additional resources

Explore retail resources & solutions

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Retail Store Audit

Efficiently standardize retail outlets and guarantee store compliance with digital retail store audit checklists.

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Product Audit Checklist

Assess products according to quality standards, safety, and customer requirements with a product audit checklist.

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Supply Chain Management Checklist

Use these supply chain management checklists to help you effectively address issues and ensure operational excellence.

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Retail Planning

Explore retail planning basics, challenges, and best practices, and create strategies that meet customer demands and adapt to market trends.

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Retail Management

Know more about the basics of retail management, the responsibilities and skills of retail managers, and how retailers can optimize operations with best practices.

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Retail Audit

Learn more about retail audits, their best practices, and their importance to retail management.

See how SafetyCulture can help your retail business

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Frequently Asked Questions

How do you perform retail planning?

Can the system handle real-time inventory updates across multiple locations?

What reporting and visualization tools are available to help identify growth opportunities?

Does the software provide AI-driven insights for decision-making?

What analytics capabilities are provided for tracking sales and operational KPIs?