Where the manual work sits in retail

Process automation for trade and retail.

In trade, margin decides success, yet many back-office processes eat into it. Supplier orders are triggered by hand, goods receipts reconciled, price and article master data maintained in several systems, supplier invoices checked manually. These processes are recurring enough for automation and at the same time too unstructured for pure RPA. We work as an implementing consultancy and bring the process with the fastest ROI live first, connected to ERP and inventory management.

What comes in: PDF invoices, E-mail requests, Orders, Forms, Excel sheets, Onboarding. AI + RPA. Where it lands: SAP, CRM, DATEV, Approval.

Recognize your own workflow here? Talk to us directly via our booking calendar, or write to info@prozessautomatisierung.co.

Concrete use case: ordering and goods receipt

The classic case is procurement. Needs are detected, supplier orders prepared and triggered, order confirmations reconciled automatically. On goods receipt, an AI reads delivery notes and matches them against order and invoice, discrepancies are flagged. Article master data and prices are distributed from a single source into the systems. A human checks exceptions instead of retyping every document. Errors and cycle times drop.

How we work

  1. We start with a process assessment, measure how much time ordering and goods receipt bind today and estimate the ROI.

  2. Then we bring a clearly scoped pilot live, with an ERP or inventory-management connection and monitoring.

  3. Only once it holds do we expand.

  4. No big-bang, but a start a mid-sized retailer can manage.

Classic RPA vs. process automation with AI

Classic RPA vs. process automation with AI
CriterionClassic RPAWith AI
Documents fixed formats only unstructured too
Discrepancies break are recognised
ERP/inventory ad hoc cleanly connected
Maintenance high on format change more robust

Pure RPA demands uniform documents, yet every supplier looks different. With AI in front, line items and discrepancies are recognised instead of read rigidly by position. The ERP and inventory connection keeps order and master data in sync. So procurement stays stable rather than breaking on every new supplier format.

Review your process

Ready to get your process moving? Book directly via our booking calendar, alternatively info@prozessautomatisierung.co.

Book a strategy call

Straight into the calendar

Book your strategy call via the calendar: Book a strategy call. Alternatively, reach us by email at info@prozessautomatisierung.co.

Or send an email to info@prozessautomatisierung.co

Review your process

FAQ

Do you connect our ERP and inventory management?
Yes, integration is the core. We connect ordering, goods receipt and master data to your existing system, so data is not retyped. This connection decides whether an automation really holds in daily operations and protects the margin.
Does it work with many supplier formats?
Yes, that is why AI sits in front. Instead of building a rule for each document format, the model recognises line items and discrepancies even in unfamiliar documents. New suppliers can be trained without rebuilding the whole process.
How fast does ROI show?
Because we start with a clearly scoped pilot like goods receipt, the value is often visible within weeks. We measure before and after, before you automate more processes.