SafetyCulture
  • App Store
  • Google Play
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

  • App Store
  • Google Play

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

Template

Retail Store Audit

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

Template

Product Audit Checklist

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

Template

Supply Chain Management Checklist

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

Article

Retail Inventory Management

The basics of retail inventory management and tools for a better system.

Article

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.

Article

Retail Audit

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

See how SafetyCulture can help your retail business

  • App Store
  • Google Play

Frequently Asked Questions

Retail planning involves forecasting demand, optimizing inventory, and aligning merchandise strategies with customer needs. Begin by analyzing historical sales data, identifying trends, and segmenting your market. Use appropriate software to streamline inventory management, pricing, and supply chain coordination–creating a well-executed retail plan that enhances efficiency, maximizes profits, and improves customer experience.

Yes, advanced retail planning software supports real-time inventory tracking across all locations. These systems use cloud-based solutions to provide instant updates, ensuring stock visibility and accuracy. With tools like Radio-Frequency Identification (RFID) and the Internet of Things (IoT), businesses can monitor inventory movement efficiently. Retailers benefit from faster replenishment cycles and optimized stock levels across channels. This capability reduces operational delays, enhances customer satisfaction, and minimizes stock discrepancies.

Retail planning software offers dashboards, customizable reports, and predictive analytics to identify growth opportunities. Key tools include heatmaps, sales trend graphs, and Stock Keeping Unit (SKU) performance metrics. These insights empower retailers to make strategic inventory, pricing, and marketing decisions. By presenting complex data in visually accessible formats, these tools reveal actionable opportunities. They drive improved planning, better customer engagement, and increased revenue.

Yes, retail planning software integrates AI to deliver actionable insights for decision-making. AI algorithms help managers analyze sales patterns, customer behavior, and market trends to predict future demand. This enables optimized inventory management, pricing strategies, and promotional planning. By leveraging AI, retailers can quickly adapt to market changes, improve efficiency, and boost profitability.

Retail planning software offers robust analytics tools to track KPIs like sales performance, inventory turnover, and profit margins. Real-time dashboards provide visibility into store-level, regional, or chain-wide metrics. Predictive analytics identifies trends, while performance benchmarking highlights areas for improvement. These capabilities ensure that retailers stay on top of operational efficiency. By tracking KPIs, businesses can refine strategies and achieve long-term success.