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Fast track growth by boosting your Retail Express ERP

Phocas integrates directly with Retail Express to give you one connected view of your business. From inventory management and supply chain costs to store profitability and financial performance – all refreshed automatically, every day. It's fast, accurate and completely self-serve for all users.
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Fast track growth by boosting your Retail Express ERP
Phocas integrations

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Retail Express challenges

When retailers come to us with their inventory management and reporting challenges, we see the same frustrations playing out – so you're not alone.

Inaccurate stock visibility

Unclear stock levels, ageing inventory and inconsistent pricing across stores makes it hard to fulfill demand or protect cashflow.

Limited multi-store insights

Comparing branches, brands or SKUs requires manual exports, making it hard to see where performance is strong or slipping. 

Disconnected data sources

POS, eCommerce, finance and supplier data live in different systems – teams spend too much time stitching reports together. 

Restricted reporting & analysis

Preset sales reports don't give enough flexibility for deeper trend analysis or fast decision-making; teams revert back to static spreadsheets.

Extend Retail Express with Phocas

Rather than replacing what your Retail Express ERP does, Phocas extends it – providing deeper analytics that help your teams see where profit is made, where stock is sitting and what customers are buying next. 

Retail Express

  • Data consolidation
    POS, inventory + customer data live in the ERP; consolidating other sources requires manual work
  • Inventory visibility
    Tracks inventory by store, SKU, colour and size, but multi-store visibility, ageing stock, and valuation accuracy often require manual exports
  • Buying & replenishment
    Purchase orders work well, but forecast visibility is limited, relying on Excel spreadsheets to predict demand or analyze trends
  • Multi-store performance
    Sales reports available, but comparing branches or brands requires manual manipulation or exports
  • User experience
    Preset operational reports or CSV exports, often managed by a central team, limited flexibility
  • Data integrity & trust
    Users frequently report challenges with stock pricing, partial deliveries, special orders, data accuracy across locations

Retail Express + Phocas

  • Data consolidation
    Automatically pulls ERP, financials, eCommerce, CRM, spreadsheets into one consolidated view
  • Inventory visibility
    Dashboards show real-time stock levels across stores, highlight ageing or dead stock and reveal gaps or overstock by SKU, size or location
  • Buying & replenishment
    Forecast stock demand by supplier, brand, season. Spot trends instantly to help place smarter, margin-protecting orders
  • Multi-store performance
    Compare every store in seconds, monitor KPIs across branches and automate group performance dashboards for leadership
  • User experience
    All business users get AI-assisted BI and self-service, custom dashboards without relying on IT or exported spreadsheets
  • Data integrity & trust
    Phocas quickly surfaces discrepancies, improves data trust and gives everyone a shared, reliable view of performance
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B2B retail & wholesale distribution

If you sell to business accounts, you rely on clear visibility into customer behaviour to protect revenue, margin and service levels. While B2B portals handle ordering and account self-service, Phocas complements these systems by giving your internal teams a deeper understanding of what your customers are doing – and what they need next. 

  • Reveal customer-level buying patterns so you can spot opportunities for replenishment, cross-sell or range expansion
  • Identify at-risk accounts early when order frequency drops, product mix changes or spend declines
  • Highlight margin leakage by customer, product or branch so teams can act quickly
  • Provide branch, territory or rep scorecards so sales, trade counters and leadership stay aligned on performance
  • Consolidate ERP, sales and inventory data so teams work from one clear view of stock availability, trends and fulfilment
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Controlled inventory, less guesswork

Retailers walk a fine line; too much stock ties up cash, too little risks empty shelves and lost sales. Phocas helps you manage every product decision.
  • Live inventory management: See inventory levels across every store, warehouse or channel in one dashboard so you can react fast to changes in demand. 
  • Drill-down analysis: Slice by SKU, category, supplier or store to uncover slow movers, dead stock or high-performing items in seconds. 
  • Smart purchasing: Use historical sales data, stocktake reports and predictive analytics to confidently plan stock buys, reducing overstock and freeing up working capital. 
  • Proactive alerts: Get notified when inventory hits thresholds so you can prevent stock-outs and missed sales opportunities. 
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Controlled inventory, less guesswork

Smarter decisions, faster growth

Hairhouse relies on Phocas to turn complex retail data into clear answers – from tracking promotions to spotting dead stock and planning purchases with confidence.

“You might see sales data and suddenly you’re more interested in a particular brand relating to that sales information. Just being able to drill down quickly and discover answers to off-the-cuff questions was a real advantage to us.”

– Terry Fagan, ICT Operations Manager at Hairhouse

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Smarter decisions, faster growth

Take a Phocas product tour

See Phocas products put to work through a series of short videos. Highlighting common retail pain points and the specific solutions Phocas delivers.
  • Analytics
    Analytics
  • Financial Statements
    Financial Statements
  • Budgets & Forecasts
    Budgets & Forecasts
  • Platform
    Platform
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Turn customer data into customer loyalty

Consumer shopping habits shift quickly. Retailers need to understand what’s working now, and what’s not. With cloud-based retail data analytics tools, Phocas uncovers patterns in customer behavior, preferences and segmentation so you can market smarter and build loyalty.
  • Sales pattern tracking: Spot trends by store, region or product line to see what customers actually want and adjust your marketing accordingly. 
  • Campaign measurement: Track promotions and marketing campaigns instantly, from high-level metrics down to SKU-level impact. 
  • Cross-sell and up-sell opps: Use data to guide smart add-ons and bundles that encourage customers to add more to their basket. 
  • Customer segmentation: Group customers by demographics, spend or product preference to personalize offers and improve customer experience. 
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Turn customer data into customer loyalty

Loved by customers

Our mission at Phocas is to make people feel good about data. This is reflected by our customer satisfaction - the highest in the category - and the fact that 97% of surveyed customers* would recommend us to a friend!
Product satisfaction
10
Phocas
5
Qlikview
7.2
Domo
5.8
Power BI
7
Looker
Ease of use
9.4
Phocas
3.3
Qlikview
9.8
Domo
4.6
Power BI
5.8
Looker
Business value
9.6
Phocas
4.7
Qlikview
4.4
Domo
4.7
Power BI
7.7
Looker
Customer satifaction
9.4
Phocas
4.2
Qlikview
6.1
Domo
5.2
Power BI
7.8
Looker
Recommendation
10
Phocas
2.9
Qlikview
4.4
Domo
4.6
Power BI
7.9
Looker
*Based on the aggregate of "Definitely" and "Probably".
Source: The BI & Analytics Survey 23, BARC

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future