What Is PDI Retail Site Management?
PDI Retail Site Management is a mobile-first ERP built for convenience retail. It moves core store tasks, inventory checks, cash counts, paperwork, and order reviews from the back-office desktop onto mobile devices, so teams can manage the store from the floor in real time. RSM is cloud-native and web-based, requires no VPNs or local installs, and connects with PDI Electronic Shelf Labels and PDI Human Capital Management to extend operations beyond the store itself.
Key Takeaways
- Manage inventory, cash counts, paperwork, and order reviews from mobile devices, in real time. No back-office desktop required.
- Cloud-native, web-based SaaS. No VPNs, local installs, or complex software upgrades. Updates roll out automatically.
- Integrates with PDI Electronic Shelf Labels and PDI Human Capital Management to extend operations beyond the store itself.
- Dashboards for KPIs, daily operations, sales trends, and foodservice give store and enterprise teams visibility at a glance.
- AI supports foodservice production planning, forecasting demand, and waste reduction. Separate AI agents assist with period-close checklists, invoice exceptions, and mobile device management.
Read the transcript
In convenience retail, the pace of business never slows down. Every moment counts, from managing inventory and cash to ensuring the store floor runs smoothly and customers get the experience they expect. But for years, store operations have been anchored to the same place: the back office. Traditional desktop back office systems force store teams to step away from the action happening on the store floor. With our new ERP solution for C store operators, PDI Retail Site Management, or RSM, means death to the desktop for our customers.
RSM represents the next generation of comprehensive retail operations. This web-based, AI-powered enterprise retail ERP is fully mobile and cloud-based, freeing operators from the back office and putting store management directly into the hands of the employees via tablets or handhelds. With RSM, paperwork, order reviews, inventory checks, or even cash counting can happen in real time. This allows for faster decisions, better visibility, and smoother daily workflow. Managers no longer have to choose between running the store and managing the business. With RSM, they can do both at the same time, staying connected to operations, employees, and customers without stepping away from the floor.
We built RSM on a modern SaaS architecture that empowers PDI customers with a major leap forward in simplicity and security. There’s no longer any need for VPN connections, local installations, or complex software upgrades. Automatic cloud updates ensure retailers always have the latest capabilities while relieving burden for internal IT teams.
As the network connector for the broader partner ecosystem, RSM makes it easier than ever to integrate with the technologies shaping the future of convenience retail, with a full integration to PDI’s Electronic Shelf Label solution and Human Capital Management systems. Our connected foundation allows retailers to extend their operations far beyond the store itself. And with new AI-enabled capabilities, RSM creates a smarter, more responsive retail environment.
RSM also delivers powerful operational insight through intuitive dashboards built for store teams and enterprise leaders alike. KPI dashboards provide immediate visibility into store performance. Operations dashboards keep daily tasks on track. Sales dashboards reveal trends and opportunities. Foodservice dashboards help retailers manage one of the fastest-growing areas of convenience retail.
RSM leverages AI to support foodservice production planning, helping operators forecast demand, reduce waste, and ensure the right products are ready at the right time. Additional AI agents are designed to assist with period close checklists, invoice exceptions, and mobile device management, bringing a new level of insight and automation to everyday store operations.
In short, RSM transforms how stores operate, moving from static back office management to dynamic, real-time store execution. The future of convenience retail isn’t managed from behind a desk, it’s managed on the floor and in the moment. As the death to the desktop, RSM puts the power of modern convenience retail directly into your staff’s hands, empowering employees to run the store from the floor.