Documentation

Getting started with Retailos

Set up your Retailos workspace, add products, and invite your team — no credit card needed for 14 days.

Connect your Shopify store

Connect your Shopify store to Retailos for a two-way sync of products, orders, customers, and inventory.

Import products via CSV

Upload a CSV to add products in bulk — variants, barcodes, and HUID supported. Imported items are instantly live.

Invite staff & set roles

Invite team members by email and control what they can do with built-in or custom roles.

Using the POS

Learn how to use Retailos POS to process in-store sales, apply discounts, accept payments, and sell offline.

Managing orders

View and manage all orders from POS, Shopify, and manual entry in one place, with full status tracking and sync.

Customer profiles & history

View merged customer profiles with order history, lifetime value, store credit, loyalty points, notes, and call logs.

Delivery management

Create deliveries from orders, assign delivery partners, and track shipment status automatically in Retailos.

Store credit

Issue, adjust, and redeem store credit per customer — with a full ledger history of every transaction.

Bulk pricing & price lists

Create rule-based price updates across your catalogue by category or tag — preview before you apply.

Inventory management

View stock levels, make adjustments, track movement history, and keep Shopify inventory in sync across all locations.

Purchase orders & suppliers

Create purchase orders, receive stock from suppliers, and track PO status and bills — all in one place.

Barcodes & label printing

Create barcode labels and print tags for any product—including jewellery HUID—directly from Retailos.

Demand forecasting

AI-powered daily demand forecasts per SKU with stockout predictions and one-click draft purchase orders.

Email & SMS marketing

Set up email & SMS campaigns, automated flows, and segment targeting to reach the right customers at the right time.

WhatsApp inbox, broadcasts & bot

Send WhatsApp broadcasts, manage a team inbox, and run auto-reply bots using Meta's official Cloud API.

Loyalty & rewards

Set up points, tiers, and redemptions that work across your online and POS orders automatically.

Collecting & displaying reviews

Collect post-purchase reviews via email, moderate them, and display photo UGC on your product pages.

Product subscriptions

Let customers subscribe to products on a repeat schedule—with auto-orders, failed-payment retries, and self-service controls.

Affiliates & referrals

Set up affiliate partners, issue unique links and codes, track commissions on orders, and manage payouts.

Invoice & document designer

Design and customise invoice, receipt, and credit note templates with tokens, PDF export, and email delivery.

Reports & analytics

Explore sales, inventory, customer, and staff reports — and export data — from the Retailos Reports section.

Plans, billing & limits

Understand Retailos plans, pricing, trial, billing methods, and what happens when you cancel.

Audit log

View a tamper-evident log of every action in Retailos, with user, timestamp, IP, and before/after data.

Multi-store & locations

Manage multiple store locations in one workspace, with per-location inventory, POS, and consolidated reporting.

AI Copilot & AI features

Use AI Copilot to query your store data, draft marketing copy, SEO meta, and helpdesk replies — all in one place.

Fraud & returns risk scoring

AI-powered risk scores flag high-risk customers for serial returns or COD refusal, with recommended policy actions.

Agentic commerce (sell via AI assistants)

Submit your product catalogue to AI shopping assistants like ChatGPT, track feed quality, and monitor per-channel status.

B2B & wholesale

Set up wholesale accounts, negotiated price lists, minimum quantities, and credit terms for B2B buyers.

Helpdesk & support inbox

Manage customer support emails, assign tickets, and reply faster with AI suggestions grounded in order data.

Calling & IVR

Set up click-to-call, IVR flows, and AI call summaries for your store's customer conversations.

Jewellery module overview

Overview of Retailos's jewellery module — metal-rate billing, HUID inventory, live rates & reports for Indian jewellers.