Ideas to put to work
Store analysis and routine operations, ready before the client asks.
Performance by collection
Sofia reads orders by product and collection, builds the analysis in Excel, and drafts the client's monthly review in Word.
Fulfillments from the warehouse sheet
Sofia reads dispatched orders from the warehouse's Google Sheet and creates the SHOPLINE fulfillments, with your approval.
Stock adjusted by location
Sofia reads stock counts in an Excel workbook and adjusts inventory levels for each location, with your approval.
Win-back codes for lapsed buyers
Sofia finds customers who haven't ordered recently and creates a personal discount code for each, with your approval.
What Sofia can do with SHOPLINE
Sofia reads and keeps current
- Orders
- Products
- Customers
- Collections
- Discount codes
- Locations
Sofia does, with your approval where you want it
- Create or update an order
- Cancel an order
- Create a fulfilment
- Create or update a customer
- Create or update a product
- Adjust inventory levels
- Create a discount code
- Search customers
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- Google SheetsGoogle's online spreadsheets
- UnanetERP and CRM for project-based professional services firms
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
- AuvikNetwork monitoring and management for IT service providers
Let Sofia analyze your SHOPLINE stores
Score your firm in three minutes, or talk to our team.