Retail Management Systems - What You Need to Know

The rise of e-commerce gives convenience and choice to customers, but also makes retail management tricker for businesses. With orders coming in from anywhere, anytime, you’ve got to ensure there’s enough stock to meet demand on all sales channels—and that you deliver the same smooth experience to customers in both online and offline stores.

To make this work (and to play your part in keeping the supply chain moving), you’ll need full inventory visibility, optimized workforce management, and business intelligence to help you track sales, productivity, and customer satisfaction. In short, you need retail management system (RMS) software.

This post will show you the importance of retail management systems, what to look for in a software solution, and a rundown of the top 10 contenders.

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What is retail management software?

Retail management systems assists e-commerce and offline businesses in managing their key retail processes. This includes back-office operations, inventory control, employee management, and customer relationship management.

Not so long ago, retail management software was an enhanced POS system with a few extra ERP functions. But these days, the POS tends to be one component of a comprehensive solution with a raft of other retail management features.

By combining tools in a single platform, modern software streamlines business processes and workflows. It typically incorporates inventory and supplier management, CRM, analytics, and a POS solution—syncing real-time data from all elements for maximum efficiency.

With insights into your operations, you can keep track of sales, make more accurate demand forecasts and marketing decisions, and provide a better customer experience.


What does retail management system software help with?

Retail management system software helps with all the main aspects of running a retail business, ensuring the various elements work together seamlessly to keep everyone productive.

Inventory management

Effective inventory management is crucial. You need full visibility across warehouse locations, physical stores, and sales channels in order to prevent problems like stockouts and excess stock. With a retail management system, all the data is collected in a central place and updated whenever there’s a change—such as sales, transfers, shipments, or returns.

The best software (like Brightpearl) also comes with automation, which makes it easier to perform cycle counts and audits. Barcoding and RFID tagging help staff to locate items quickly, while the system can also generate picklists and shipping labels. Get alerts when stock is low, and set rules for automatic re-ordering.

CRM

A built-in CRM means you can use customer data to inform all your activities, from improving your marketing efforts to offering flexible payments and better customer support. It helps you develop relationships, track customer lifetime value, and figure out how to retain loyal shoppers and attract new ones.

Once you get to know your customers, you can use segmentation to personalize services. With instant access to customer information, all staff can be proactive and deal with any issues efficiently. You can also log and review customer feedback. 81% of sales reps believe it is important to have a connected view of data across the entire customer journey.

Source: financesonline.com

Vendor management

Retail management systems also enable you to manage your vendors all in one place, so you can easily see which products are associated with which suppliers, and keep track of sources of data such as purchase orders, invoices, and payments.

With strong communication, you can build solid relationships and negotiate the best deals. The software syncs data between your businesses, so everyone gets an early warning if there’s a problem. Some automated tools can be programmed to select the most suitable supplier for each order.

Reporting and analytics

This type of software usually contains analytics and reporting capabilities to give you an overview of retail performance. This may include replenishment reports that show you how much new stock to order, product performance analysis to highlight your best and worst sellers, and the ability to monitor workforce performance.

It also assists with demand planning, so you can identify peak times and ensure you have enough staff to cope. You can regularly evaluate the rates you’re getting from suppliers and shipping carriers, and use customer feedback to investigate problems and tackle them before they happen again.

POS

For brick-and-mortar stores, a retail point of sale system is essential, but it has a positive effect on your e-commerce store operations, too. It provides visibility into inventory levels throughout the business, and automatically syncs data between online and offline channels. 

Staff can instantly see stock availability in-store and elsewhere, so they can fulfill from another location or place a backorder if necessary. A mobile POS lets you process orders and payments from anywhere (even if there’s no internet connection), so customers don’t have to visit a fixed checkout—and it’s handy for food trucks and trade fairs.

Source: grandviewresearch.com

Benefits of retail management system software

Whether you’re a startup or an established business, it’s always a good time to introduce retail management system software to your tech stack. Here are a few of the benefits:

Increased efficiency

Having all your tools in one centralized system improves efficiency and productivity, as you don’t have to toggle between separate apps. Data from the built-in features (and integrations) is synced and updated automatically, making it easier to handle multichannel and multi-location retail.

Automation helps you accelerate workflows and reduce human error, as there’s no need for manual data entry. You can keep a close eye on stock levels and reorder at the optimum time, as well as processing orders faster. The software simplifies the returns process, and brings extra efficiency to customer service.

Another bonus is that efficiency reduces your costs, especially when the software is based in the cloud.

Consistency in performance

Automation also gives you consistency. The software helps you figure out how to make your workflows more effective, and set your own rules so that the system completes specific tasks automatically. So, they’ll always happen in the exact same way. With documents like purchase orders, invoices, and packing slips generated automatically, there are fewer errors.

Workforce management capabilities show you if anyone’s struggling to meet their targets, so you can provide more training. It’s easier to evaluate product performance and deliver a consistent customer experience across all online channels and offline stores.

Makes your business objectives the main focus

When you don’t have to spend so much time on tedious manual tasks (thanks to advanced tools and automation), it frees you up to concentrate on more complex aspects of running a retail business and look toward your future goals.

Retail management software provides business intelligence to check if you’re meeting your targets and find areas for improvement. You can communicate with all staff through the central system, which makes it simple to share objectives as well as data. Plus, with extra efficiency and reduced costs, you could expand your e-commerce empire and get ahead of your competitors.

Source: softwaresuggest.com

How to select the best retail management system software

The variety of software systems available for retail management can feel overwhelming. Your choice will ultimately depend on your particular business needs, but there are a few essential elements to look out for.  

Key features to look for in a retail management system software

Platforms

Firstly, the software must be easy to use. That means a simple interface, and the ability to access the system from a wide range of devices and operating systems. And not just for staff—it should be easy for customers to make payments, track orders, arrange returns, and enjoy the same smooth experience whichever channel or device they use.

The best retail management systems will also give you plug-ins or integrations that help you spin up a new e-commerce store on platforms like Shopify or Amazon, and sync the data between them all.

Dashboards

Your system should have an intuitive dashboard where you can easily view the latest stats at a glance, or drill down into the finer details of a certain area. This should be accessible to everyone who uses the software. The most helpful dashboards present the information in a visual way to make it simple to understand, and also generate reports to help you optimize inventory or staffing levels.

Loyalty programs

Loyalty programs help retailers to increase revenue by encouraging customers to make repeat purchases. 59.48% of shoppers say that they’d happily join such a program for a brand they already felt loyal to.

Your business will definitely see the benefits, but you’ll need software that makes it easy to administer rewards to customers and keep track of their points. It’s also a good idea if your retail management system integrates with amarketing tool, so that you can let customers know more about the program and the rewards they’re getting.

Source: invespcro.com

Cross selling and upselling

Retail management software helps you identify the best opportunities for upselling and cross selling. A CRM feature lets you get to know your customers better, while analytics and reporting tools show you peak sales times—when are people visiting certain channels? Which products are most popular? What motivates customers to add to their cart?

The system also enables you to group similar products, so that sales staff can make recommendations during transactions. Again, you can send special offers to customers via marketing integrations.

Payment flexibility

Customers love convenience, and that extends to payment methods. A robust retail management system lets you process various forms of payment, including cash, card, gift vouchers, and digital wallets. 

This kind of flexibility is important for both online and offline sales, so the in-store POS should have the same capability. And it’s important that all payment data is housed in the same place for ease of administration and awareness of your real-time financial status.

Promotions

Your retail management software should also make it easy to offer promotions. You can use the analytics to see which methods work best and who to offer them to, whether it’s rewards for VIP customers or free shipping with a minimum order threshold.

Integration with email marketing apps allows you to automatically send promotions to certain people, including cart abandoners and lapsed customers. Entice them with personalized offers using sales data and information from your CRM.

Integrations

While a retail management system is all about combining your retail tools into a single platform, it’s important that it also works seamlessly with your other business systems. For example, you’ll want to share data from your accounting and marketing apps, as well as coordinating with shipping and 3PL partners. The ability to bolster your tech stack with integrations will boost productivity and help you scale without overspending.


10 Best retail management system software options

There’s a wide array of retail management solutions on the market. Some are fully comprehensive while others are more like an expanded POS—with the expected differences in price and capability. We’ve chosen 10 of the most popular systems, so you can judge for yourself.

1. Brightpearl

Brightpearl is more than a retail management system—it’s a complete retail operating system that centralizes and automates all your critical post-purchase operations. The cloud-based software is designed for e-commerce retailers and wholesalers, and comes with unlimited 24/7 support.

Its RMS features include inventory control dashboards with multichannel and multi-location data synced automatically—plus replenishment recommendations and demand forecasting. Advanced business intelligence gives you analytics and reporting, while the CRM offers a 360-degree customer view.

The built-in POS provides integrated payments and makes it simple to complete refunds and exchanges, offer promotions, accept gift cards, and operate a loyalty scheme. Alongside these functions, you also get order management, warehouse management, and built-in retail accounting—all in one platform.

Because Brightpearl aims to help your business grow, you can add as many users as you need without paying extra (and there are a ton of integrations that you can add when you need them). Reviewers praise the system’s ease of use and the great customer support.

Price: Brightpearl’s prices are customized, so you’ll never pay for more than you need. Get in touch for a quote.

Benefits of working with Brightpearl

Brightpearl is the complete package for all your retail operations. With an array of advanced tools and integrations in one place, your business can streamline its processes and make everyone more productive. For example, the Automation Engine can save you two months a year on average, and cut your labor costs in half.

The inventory management features give you full visibility across all channels and locations, updating instantly when stock is sold or transferred. You can set reorder points and get notifications when inventory levels fall, as well as viewing replenishment reports and product performance analysis (which is just one part of Brightpearl’s business intelligence).

The built-in POS makes it easy to share data between online and offline stores, showing real-time availability and enabling backorders, discounts, and loyalty programs. And the CRM provides in-depth knowledge of customer preferences and behaviors, with segmentation and automated communication reminders.

The whole system is secure and hyper-scalable, meaning your business can Grow Fearlessly—there’s no limit to the number of users, products, customers, or integrations you can add. As you scale, you’ll benefit from stellar customer support and even a dedicated Customer Success Manager.

Additional features of Brightpearl’s retail operating system

Alongside advanced tools for retail management, Brightpearl enables you to make all your supply chain operations more efficient. Automation plays a large part, such as automated order processing and routing workflows based on your own rules, and auto-generated picklists, packing slips, and shipping labels.

You can also automate partial or multi-location fulfillment, dropshipping, and order splitting, and select a shipping carrier based on customer, channel, or price. The warehouse management feature also gives you configurable workflows, flexible order picking and cycle counts, multiple barcode support, and hassle-free returns.

With centralized supplier management, you can keep track of purchase orders and payments. Brightpearl also has built-in retail accounting for real-time financial insight, including multi-currency support, integrated landed costs, batch invoicing, and dynamic unit cost tracking.

The Demand Planner helps you identify peak times and figure out which products to invest in, as well as understanding wider business performance based on key metrics for products, warehouses, sales channels, and suppliers. You’ll be able to manage your retail business with ease.

2. Retail Pro

Largely designed for specialty retail businesses, Retail Pro has a simple user interface but is completely configurable to your workflows and company branding. That means there’s a bit of a learning curve, but it does give you flexibility for regional requirements, including support for localized taxation.

The platform includes sales forecasting and reporting (with 160 preloaded report options), inventory management, employee management, and the ability to design your online store. You also get automated purchase orders and sales tax calculations, mobile POS functionality, and options for loyalty rewards and gift cards.

There’s an on-premises version, plus the web-based Prism platform, and you can leverage APIs for integrations with third-party apps (not as seamless as Brightpearl’s native connectors). Reviews mention that the billing process is very simple, but other users describe the system as slow-running and expensive to maintain, with a dated interface.

Price: $119/month for the first user at each location, and $99/month for each additional user per location. This does not include installation, training, and other service fees. You can request a free demo.

3. Epos Now

Epos Now markets itself as a complete retail solution for multi-location and omnichannel retail, and comes with point-of-sale software for iPad, Android, Mac, and PC, plus a terminal, cash till, and printer. The idea is that you can run your entire business from a single retail POS system, but larger companies will probably want to look at a broader solution.

The system integrates with your e-commerce platform, allowing you to track online orders and in-store purchases as well as sync customer loyalty points and shopping profiles. 

Epos Now does offer 24/7 support in the paid version, but reviewers don’t have many good things to say about it. While the system wins praise for being easy to navigate, it can also be slow. Others point out that although you have to pay for full functionality, some of the features don’t work as expected.

Price: There’s a free version, but to access all the features you’ll need the paid version that starts at $39/month. A 30-day free trial is available.

4. Lightspeed Retail

Lightspeed is a cloud-based POS solution for retailers, with cash register software that runs on iPads. It’s customizable enough to suit small and medium-sized businesses, and allows for multi-store management with inventory tracking and optimization, returns management, barcoding, and cost tracking.

The system doesn’t include customer management or order management, but there are third-party integrations for email marketing and staff scheduling. To access analytics and loyalty program management, you’ll need the Advanced plan at $199/month, which is a big leap from the Standard tier at $119/month.

Users appreciate the 24/7 customer support (available on all plans), but mention that there are a few glitches, such as the integration between POS and e-commerce modules. Some reviewers say it’s not easy to run a search, and the interface is clunky.  

Price: Prices start at $69 per month, which includes one register, access by up to five employees, and basic reporting. Extra registers are $29/month. There’s a 14-day free trial.

5. NetSuite

NetSuite is ERP software, comprising a suite of cloud-based modules that include retail management features. It aims to provide a single view of all customer interactions across touchpoints, from e-commerce and POS to order management and back-office systems.

There’s inventory and supplier management, CRM, marketing, business intelligence, and financials, with multiple language and currency options. Automation covers invoicing and payment management, while the POS solution offers access to customer preferences and transaction history and enables cross-channel order and fulfillment options.

NetSuite has a broad and customizable feature set, but that can make the system (and the implementation) more complex. Some users say that customizing reports can be tedious and the system is not particularly intuitive, with a dated-looking interface. Others mention that it’s difficult to learn, especially the advanced features.

Price: Pricing includes the core platform, the modules you choose, and the number of users. There is also a one-time implementation fee for initial setup. You can request a free demo.

6. ShopKeep

ShopKeep was originally a POS software solution in its own right, but was acquired by Lightspeed in 2020, which has given it additional resources. Like its new owner, it turns your mobile device into a cash register with a touch-screen interface that accepts any form of payment. The system works with the major payment processors but also offers its own payment processing.

It also includes automated inventory tracking, real-time sales reporting, and employee management (although not order management). You can set up a customer loyalty program, keep records of checks and payments, and add third-party integrations. Chat and phone support are available 24/7.

Just be aware that some features incur additional fees—such as processing gift cards, the ability to sync your inventory to BigCommerce, a hardware protection plan, and social network management. Reviews mention there’s also an extra charge for using Quickbooks and a few reported issues with inventory management.

Price: Since the acquisition by Lightspeed, ShopKeep is no longer available as a standalone product. However, existing customers can still use and update it, as well as buying extra hardware.

7. Zoho Inventory

As you might expect from the name, this software has a focus on inventory control. It also includes order fulfillment—although it’s not suitable for multi-location warehousing, so would be used mainly by smaller firms. It’s part of the Zoho Product Suite, and is therefore compatible with Zoho products for other aspects of business.

The system makes it easy to create purchase orders, backorders, and shipments, including kitting and bundling. (If you want picklists, you’ll need the Premium plan, which is $159/month.) You can integrate Zoho Inventory with online sales channels and platforms such as Shopify, Amazon, eBay, and Etsy.

Users say the software doesn’t always update in real-time, and needs more customizable reporting.Some reviews praise it for being simple to use, but mention a few bugs (such as challenges in reconciling inventory or searching products) and that customer support is somewhat lacking.

Price: There’s a free version (50 orders per month) and a paid version starting at $59 per month for three users—this doesn’t have serial number tracking or much in the way of automation. A 14-day free trial is available.

8. Cin7

Cin7 is an automated inventory management system with built-in POS. It synchronizes stock with sales and orders across online and offline sales channels, provides financial tracking, and automates your order processes. The software is highly configurable, and comes with 24/7 support.

It doesn’t have built-in customer management, but there are integrations with more than 700 business tools. You can also integrate your e-commerce website, your warehouses, and your preferred 3PL, as well as online marketplaces like Shopify and all forms of Amazon fulfillment.

According to reviewers, Cin7 is best suited for small-to-medium businesses, and there are a few kinks with the integrations. Users describe the system as easy-to-use once it’s set up, but it has a steep learning curve due to the configurations. There are also some complaints about poor customer support.

Price: Pricing starts at $299 per month, based on two users. You can request a free demonstration.

9. Shopify POS

Shopify POS is an iPad and iPhone-based point of sale service that’s tightly integrated with the Shopify platform. It’s simple and easy to use, and suitable for small retailers looking to manage e-commerce and physical stores in a unified platform.

The software comes with a free card reader that supports all major credit cards. You can track sales in multiple stores, and administrate gift cards and loyalty programs. There’s no inventory, order, or customer management—but since you can’t have either version of the POS (Lite or Pro) without also having a Shopify plan, you’ll get limited capabilities for those aspects.

The most advanced features are only available in higher tiers, and Shopify doesn’t have advanced analytics. Users say the system is easy to set up, but the reporting is a little limited and there are some glitches with discounts.

Price: Shopify POS Lite is included with all Shopify plans, which start at $24/month (transaction fees are automatically debited from each sale). This includes two staff accounts, unlimited products and storage, and a shipping discount.

For Shopify POS Pro, you’ll pay the cost of your Shopify plan plus $89/month per location. This gets you unlimited store staff and registers, and a dedicated retail support team. There’s a 14-day free trial.

10. Vend

Aimed at growing businesses, Vend is a POS software tool with inventory management and reporting capabilities. It enables you to set up a loyalty program, while other handy features include low-stock alerts and an iPhone app that uses the device’s camera to scan product barcodes. It’s easy to add new outlets and registers.

The home page shows you sales stats on a daily, weekly, and monthly basis, including customer counts, top-selling products, and staff performance. There are no ordering, accounting, or shipping features, but it integrates with various e-commerce tools and also has its own platform for users to create online retail stores.

24/7 email and live chat support are included, although some users criticize the level of support as well as the software’s limited functionality. Others say it’s user-friendly with a few glitches, while phone support costs extra in most versions of the plan.

Price: Starts at $69/month for the most basic version. If you need analytics and loyalty programs, you’ll have to go for the top tier at $199/month (which still only gives you one register). A 14-day free trial is available.


Final thoughts

There’s no reason to struggle with a collection of separate tools for retail management—it makes more sense to invest in a system with full functionality in one platform. By integrating the key components of inventory management, analytics, CRM, POS, and supplier management, you’ll find it much easier to improve efficiency and reduce costs.

Even better, choose software that goes beyond basic retail management and assists you with all your retail operations. Brightpearl’s Automation Engine and scalable tech stack will help you handle omnichannel and multi-location commerce, and stay ahead of your rivals in the competitive online retail industry.

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