Retail inventory planning software

Phocas provides a retail inventory planning software solution by pulling ERP data + other sources into one centralized platform. It's fast and easy for everyone to tap into sales, purchase order and inventory-level data. Helping to optimize inventory planning and improve demand forecasting.

• Manage stock: ensure optimal inventory levels with a clear, up-to-date view of what’s moving and what isn’t
• Forecast: use budget Vs actuals to accurately forecast demand; see which products need replenishment, liquidating or to be moved between locations
• Trend analysis: quickly pull together purchase history, sales forecasts, seasonal and market trends to accurately predict stock levels needed months in advance
• Maximize profitability: with accessible, up-to-date data, purchasing and inventory teams can control pricing and improve supply chain planning

• Detailed: analyze patterns for different market segments such as customer demand by product class, geography, sales channel, purchase history
• Reforecast: easy access to live actuals empowers teams to adjust forecasts to align with changing inventory needs
• Seasonal: tap into historical data and analyze your seasonal retail trends to create more accurate inventory forecasts
• Review: easily review your forecast accuracy by comparing it to actuals 

• Easy: create and automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
• Accurate: reports update automatically with data pulled directly from your ERP + any other source
• Self-serve: drill down into transaction-level data and drive improvements by branch, division, sales rep, product, customer 
• Customize: add visualizations or calculations such as revenue and gross profit per rep, or days stock cover that auto update

• Time-saver: a user-friendly planning tool that speeds up budgeting and enables you to get more detailed
• Accurate: use live actuals pulled from your ERP to accurately forecast your future balance sheet position and financial health
• Consolidate: connect plans across the business in one place; financial budgets, sales forecasts, headcount and demand planning
• Collaborate: improve cross-functional input and accountability with robust workflows and user-based permissions

• Review order quantities against purchased stock levels
• See which departments, categories or product lines are the most profitable inventory investments
• Ensure products are in the right locations and distribution centers based on customer demand
• Quickly see what you're holding and selling by location, quantity, value

• Proactively improve supply chain management with up-to-date visibility into supplier performance, lead times, and order fulfilment processes
• Regularly reviewing supply chain performance on a cloud-based platform allows you to optimize procurement processes and mitigate risks associated with supply chain disruptions

• Unlimited custom dashboards provide high-level overviews, enhancing multi-echelon (locations) inventory optimization
  
• Drill into underlaying dashboard data to identify areas such as excess inventory on slow-moving unprofitable stock
• Add customized calculations that make sense for your inventory planning such average inventory COGs over 12 months.