Smart Procurement and Accounts Payable For Modern Retailers
Whether you manage a boutique chain, a large retail franchise, or an eCommerce operation, PLANERGY simplifies procurement so you can focus on customer experience—not supply chain headaches.
Automate purchasing, ensure vendor compliance, and control spend across all your stores, warehouses, and departments with one intuitive, retail-ready solution.
Retail Challenges
The retail industry faces unique P2P (procure-to-pay) challenges driven by fast inventory turnover, seasonal spikes, and increasing pressure to reduce costs while maintaining quality and availability.
Key challenges include:
- Out-of-Stock = Lost Revenue
Manual or delayed purchasing can lead to stockouts—resulting in lost sales, disappointed customers, and brand damage.
- Lack of Spend Visibility Across Stores and Channels
With multiple locations and departments placing orders, decentralized spend often leads to duplicate purchases, maverick buying, and budget overruns.
- Vendor Non-Compliance Impacts Brand Quality
Retailers must ensure vendors meet quality, pricing, and delivery standards—especially when sourcing from multiple suppliers.
- Manual Invoice Matching Wastes Valuable Time
Retailers often process high volumes of low-cost invoices—from display fixtures to cleaning supplies and packaging materials.
- Procurement Bottlenecks Delay Merchandising Execution
Retail relies on fast, seasonal merchandising. Delays in procurement approvals or vendor communication can derail launch timelines and marketing campaigns.
- Inventory Overload Ties Up Capital
Without accurate demand forecasting and procurement oversight, over-ordering leads to dead stock, markdowns, and reduced margins.
Addressing these challenges requires automation, centralized control, and enhanced visibility to optimize procurement, ensure compliance, and maximize the impact of limited educational resources.
Shorter Procurement Cycles to Meet Retail Demand
Keep shelves stocked, promotions on time, and customers happy—without chasing paperwork.
- Replace email-based orders with automated workflows
- Speed up order approvals and vendor coordination
- Reduce turnaround time for seasonal and regular orders
Spend Smarter,
Elevate Your Retail Operations
Budget-Aware Purchasing Workflows
Empower store and warehouse teams with automated purchasing that aligns with real-time budgets—backed by flexible, configurable approval flows.
Simplified Vendor Management
Easily manage all your suppliers in one place—track pricing, performance, and delivery reliability to ensure you’re always sourcing smart.
Controlled, Compliant Spending
Enforce spending policies with role-based approvals and centralized oversight—keeping purchases on-brand, on-budget, and within contract.
Software Your Teams Will Actually Use
Intuitive, user-friendly design ensures fast onboarding and strong adoption across stores, departments, and supply chain teams.
Role-Based Access Control for Smarter Retail Operations
Adapt access and control settings to match your retail structure—whether you’re managing multi-location stores, warehouses, or centralized procurement teams.
- Define Permissions by Role: Decide who can request, track, or approve purchases based on job function or location.
- Easily Update Access: Quickly adjust permissions as teams grow or shift responsibilities.
- Prevent Unauthorized Spend: Set approval levels, dollar thresholds, and category restrictions to enforce compliance.
- Create Secure, Scalable Workflows: Maintain efficiency while safeguarding financial control across your retail network.
Customizable Approval Workflows
PLANERGY gives retail operations full visibility and control over every purchase—while reducing delays and improving accountability.
- Streamlined Approvals: Automatically route purchase requests based on department, location, budget, or category.
- Stronger Spend Control: Set dynamic approval rules to stop overspending before it happens.
- Built-In Policy Compliance: Ensure all purchases align with internal procedures and supplier agreements.
- Real-Time Workflow Visibility: Track approval progress instantly and identify bottlenecks before they impact operations.
Retail Case Studies
Explore these case studies to gain insights into effective strategies, challenges overcome, and lessons learned in the pursuit of high-quality, student-centered education.
It saves our expense department a lot of time. When we receive invoices, we can look up the purchase order and immediately know it was approved so that the invoice can be paid.
Betty Russell, Vice President of Finance,
Town Fair Tire
Town Fair Tire Transforms Procurement with PLANERGY
Making transactions more efficient and ensuring compliance across a group of widely-distributed tire retail stores.
Town Fair Tire achieves spend transparency and improved centralized efficiency in purhasing and accounts payable across over 100 retail stores.
It literally saves me 75% of the time I used to spend processing orders. I wouldn’t be able to do it without PLANERGY, it is so streamlined and easy.
Laura Van Der Wee, Owner,
Brick Kiln Garden Centre
Brick Kiln Garden Centre Gains Efficiency and Savings
Brick Kiln Garden Centre cuts spend by 10% and ordering time by 75% with PLANERGY
PLANERGY was in use at their sister landscaping company and had such a positive impact they wanted to start using it at Brick Kiln Garden Centre to start seeing similar benefits.
What Retail Leaders Are Saying
It save our accounting department a lot of time. When we receive invoices, we can look up the purchase order and immediately know it was approved and that the invoice can be paid.
Betty Russell
Vice President of Finance, Town Fair Tire
PLANERGY saves us time and money simply because time is money.
PLANERGY has streamlined our process so the amount of time everyone is spending approving or referring to POs has been drastically cut.
Russell Balogh
Finance Manager, British Car Auctions
We really couldn’t survive without PLANERGY.
PLANERGY is flat out the best cloud software I’ve ever used. It keeps everyone here on the same page, no matter where we are.
May Guitteau
CFO, VIECO, Inc.
A great way to purchase and manage invoices. Very easy to use and straight forward to set up.
Jason Van Der Wee
Manager, Brick Kiln Garden Centre
Simple yet powerful.
Peter Walker
Head of IT, Nisa Retail
It has been the only software that we have found that gives us just what we needed.
Scott Anspach
Director of Operations, Home Reserve
Everything is very easy to use.
Nabil Khan
Head Operations and Procurement, Retail Group of America
Better Spend Management
Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.
Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.
