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Document Management Software for Retail Business

With over 40 years of experience, we've seen first-hand how much retail businesses can benefit from document management software. With large volumes of staff and even larger volumes of documents especially in areas like accounts payable efficiency and compliance are essential to operational success.

Retailers also face increasing pressure to produce and store extensive documentation, especially where import and export are concerned. Without the right systems in place, this can overwhelm teams and hinder productivity.

That’s where DocTech and DocuWare come in.

We offer a robust solution that enables seamless management of essential documents such as supplier invoices, shipping forms, employee files, receipts, delivery notes, inventory records, reports, and contracts all from one central, secure platform.

By removing paper-based processes and disconnected storage systems, we help retail organisations reduce admin, speed up workflows, and ensure compliance across the board.

Integration with Finance and ERP Systems

One of the key advantages of our document management solutions is integration with your existing finance and ERP systems. We have multiple Document Management Case Studies discussing the success they’ve had by implementing a document management system which enhances their existing systems by reducing the manual admin based financial tasks, creating document storage rules and structure and transforming how documents flow across the business.

Why Retailers Choose To Implement a Document Management System

Document Management for Retail

 

For high street retailers, integration supports scalable, efficient back-office operations. For luxury brands, it provides the precision and control needed for high-value transactions, reinforcing a premium customer experience.

 

Ultimately, it’s about empowering your teams to work smarter, respond faster, and make better strategic decisions—backed by real-time, reliable data.

 

Real-World: B&M Retail Benefit from Document Management in their HR Function

b&m quote (1)B&M Retail, one of the UK’s leading discount retailers with over 700 stores and 35,000 employees, faced challenges with their paper-based HR processes during rapid growth. Onboarding new employees could take weeks, delaying start dates and impacting operations.

By implementing DocuWare, B&M completely transformed their onboarding process. Registration forms are now completed on tablets in-store, instantly archived and made available to HR in real time. This reduced onboarding time from two weeks to just a few hours allowing hundreds of new hires to be processed in a single week.

“It was taking around two weeks to bring in new colleagues. Because of the growth of the business, we needed a way of onboarding them within 48 hours.”

— David Grady, IT Director, B&M Retail

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End-to-End Benefits of Document Management Software for Retailers

Whether you're a store-based chain, luxury brand, or online retailer, our document management software can help you reduce complexity and gain better control. Here’s how:

Core Benefits -

Secure, Web-Based Document Access – Ideal for multi-site operations and remote teams.

Automated Invoice Capture & Approval – Cut processing times and manual errors.

Finance / ERP Integration – Syncs data across platforms for better accuracy.

Centralised, Structured Content Storage – Easy to organise, search, and retrieve.

Streamlined Invoice & Delivery Note Processing – From receipt to reconciliation.

Linked Sales Order Documentation – Maintain full traceability across sales cycles.

Custom Digital Filing Structures – Tailored to your business workflows.

Reduced Manual Workload – Focus staff on higher-value tasks, not admin.

Granular Access Control – Ensure appropriate visibility and data protection.

Stronger Compliance & Security – Built-in audit trails and retention policies.

Improved HR and Employee Management – Digitised records and automated onboarding.

Greater Transparency and Reduced Risk – Stay in control and ahead of potential issues

Why Retailers Choose DocTech

Retail is a competitive, fast-moving industry especially as consumer expectations rise and digital transformation continues to reshape operations. We understand that to stay ahead, your systems need to be agile, accurate, and scalable.

For over 40 years, the DocTech team have configured and supported document management and workflow automation solutions to retailers of all sizes, including nationally recognised high street brands and premium wholesalers. Our software supports every stage of the document lifecycle, across departments such as finance, HR, operations, and compliance.

Hundreds of clients across the UK have trusted DocTech to implement and support their document management systems. Our team are all UK based and employed by DocTech.

They have a thorough understanding of your business processes and systems such as ERP and Finance software as well as our solutions. 

With a consultative approach and proven industry experience, we help businesses eliminate inefficiencies, reduce risk, and gain full control over their critical information. We offer a transparent approach from demo and pricing to Go Live and beyond. 

Whether you’re supporting head office or streamlining operations across multiple locations, DocTech gives you the tools to improve performance and prepare for future growth—with confidence.

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Perfect Solutions For Your Business!

We are industry experts with over 75 years of combined experience on our team. We have delivered success for hundreds of businesses just like yours.

Document Management

With DocuWare all your documents are stored and shared digitally. It’s faster, more transparent, and more efficient than traditional paper-based methods.

Go Paperless

Document Workflow

We create digital workflows to meet an organisation’s bespoke requirements. We can provide an electronic system to track, edit, store and manage all documents associated with any existing or new process.

Digital Processes

Invoice Processing

Automate manual data entry, get accurate data capture of incoming invoices and real time information.  Three way matching of invoices, purchase orders and delivery notes and digital stamps.

Streamline Accounts

Paperless Office

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

Process Automation

Business process automation reduces the manual effort needed to complete everyday tasks, using data capture software to help store and process business information. Reduce paper and improve processes.

Streamline Processes

DocTech News & Blog

Tuesday 3 Jun 2025
Implementing Advanced Workflow Automation in Your DMS
Tuesday 27 May 2025
Stockport Homes Group Implements DocuWare with DocTech
Thursday 27 Mar 2025
Northern Housing Awards: DocTech Shortlisted for "Professional Services Partner of the Year"
Tuesday 18 Mar 2025
DocTech Case Studies: DocuWare Integrations Across Industries
Contact us - info@doctech.co.uk or 0161 647 7040