Retail and E-Commerce

A Turnkey Solution for
Retail and E-Commerce.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a retailer runs every day, from listing a new product to handling a return.

The setup is free for companies with ten or more users in their ProcessPlan account. Smaller companies qualify too when they are part of a larger network or peer group. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Retailer.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Products and Listings

  • Product checks and activation
  • Listing quality reviews
  • Product data changes
  • Product lifecycle
  • Product file uploads
  • Legal and compliance product checks
  • New product launches
  • Promotions and price changes

Sellers and Suppliers

  • Third-party seller records
  • Seller task reminders
  • Supplier records
  • Unconfirmed purchase order follow-up

Stock

  • Aged stock review
  • Liquidation and damaged stock intake
  • Inventory counts
  • Reorders and replenishment

Orders and Customers

  • Order exceptions
  • Returns and refunds
  • Customer service tickets
  • Shipping carrier claims

Stores and People

  • Store opening and closing checklists
  • Staff scheduling
  • Staff onboarding

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the retail and e-commerce jobs and the grocery and convenience store jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your e-commerce platform, marketplaces and inventory system, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.