Retail

Cleardata helps retailers digitise, automate, and manage paperwork—improving operations, customer service, and compliance. From scanning to mailroom and automated data capture, we help keep retail businesses running smoothly.

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Retail

The retail sector is driven by high customer expectations, supply chain complexity, and the need for seamless operations across stores, warehouses, and offices. From customer records and invoices to delivery notes and promotional materials, the industry generates and handles significant volumes of documentation every day.

Cleardata offers expert services in document scanning, digital mailroom, secure offsite storage, and automated data capture and data processing. We can help you digitise, automate and streamline the flow of information across your retail operations.

This is the case whether you’re managing high volumes of customer feedback, stock documentation, returns or supplier communications. Our accredited processes and secure facilities ensure compliance and data protection whilst allowing your workforce to focus on operational efficiency and customer service.

For more info contact our team on 0800 046 8081.

Accredited and Trusted

Retail Document Management & Data Processing Challenges

High Transaction Volumes

Daily handling of returns paperwork, receipts, invoices and store communications

Space Constraints

Paper storage can take up valuable office, retail and warehouse space.

Manual Data Handling

Processing HR paperwork, delivery information and customer feedback forms can be resource and time-heavy.

Data & Cyber Security

Safeguarding transactional and customer data is key to ensure compliance with GDPR and Cyber Security.

Agile Document Access

Retail teams need to access paperwork from HQ and store branches, as well as remotely.

Resource Fluctuations

Peak trading periods bring spikes in staffing resource requirements as well as paperwork processing.

Retail Document Types

Loyalty reward programme applications

Sales receipts & invoices

Delivery notes & returns forms

Supplier files & contracts

Store reports

Customer feedback

Complaints

HR files

Promotional material

Occupational health records

Pension records

Property maintenance records

Trusted by 10,000+ Companies

Cleardata's Retail Document Management & Data Processing Services

Go paperless, store or scan paperwork and allow us to automatically capture and process your retail data.

Document Scanning

We convert high volumes of physical documents into digital, searchable files, indexing by any key field for quick document access.

Cloud Document Management

Experience secure, permission-controlled access to scanned documents, with flexible search functions and audit trails using our Cleardox EDM cloud-based system. Allow access to information from any location.

Secure Storage with Scanning on Demand

Archive documents off-site and retrieve them digitally whenever needed to free up space and improve document management. This is ideal for financial documents, legacy customer paperwork and HR files.

Inbound Mailroom

Inbound post, loyalty applications, promotions, product returns and even cheques can be digitised, captured and routed, ensuring faster customer service data processing and enhanced visibility.

Outbound Print & Fulfillment

We can print and distribute your outbound documents for you, including customer or product letters, promotions, feedback forms or even loyalty programme updates. No need to add additional resources to your team, Cleardata can flex up or down to suit your business needs.

Data Capture & Cleansing

Our team can cleanse your databases post-campaign to avoid waste and errors, as well as provide data entry and extraction. We can also validate addresses using PAF software.

Key Benefits for Retailers

Efficiency Gains

Save valuable time for your admin team searching, retrieving and processing paper or digital records. Cleardata can help automate your document and digital processes, for example inbound email and digital document management.
Cost Reduction

Lower administration, document storage and printing costs with our digital transformation services.
Business Continuity

Improve your document management with our secure cloud based document management solution. Hosted in Microsoft Azure, with enhanced cyber security.
Scaleable Resources

Cleardata can help manage seasonal surges in your retail business. From inbound paperwork, to data processing we can flex up, or down to suit your needs and reduce reliance and costs in expanding your own workforce.
Regulatory Compliance

Cleardata is assured to ISO27001:2022 for information security, along with Cyber Essentials and Cyber Essentials Plus. Our document management systems and services provide a full, compliant audit trail, helping you to ensure traceable, secure records management across multiple locations.
Space Saving

Reclaim valuable, prime storage space in your retail, office or warehouse locations.

Why Select Cleardata?

Retail Ready: We understand the operational pressures of multi-site retail, whilst also having experience supporting independent retailers and national chains
Fully Accredited: We are compliant with ISO27001:2022, BS10008:2020 and Cyber Essentials Plus
Flexible & Secure: Digital records can be accessed at any time, from anywhere, with full audit trails and robust security
Trusted Team: We ensure speed, accuracy and confidentiality every step of the way, drawing on our experience and tech-driven processes

It's been refreshing to collaborate with a company that consistently brings practical solutions to the table. From their Drivers to the Archive Team and Account Managers, the whole experience has been open and transparent.

Group Head of IT, Simarc Property Management
We have a good relationship with Cleardata. The team are friendly, helpful and always provide a quick response.

HR Manager, East Midlands Railway
We would recommend Cleardata's digital mailroom, outbound print and distribution services to other organisations in the charity sector.

Supporter Care Manager, Asthma + Lung UK

Case Studies

Cleardata is ready to support your public sector organisation in achieving greater compliance, transparency and digital maturity. Read our latest case studies.