BMS Product Roadmap
A delivery roadmap connecting POS, online commerce, inventory, and CRM into a digital business advisor that tells each store what to do next.
Done: 4
In progress: 1
Planned: 2
Estimated delivery progress
64%
Product principles
- Data -> Insight -> Recommended action -> Verified business outcome
- Prioritize the few actions that protect cash, stock, customers, and margin
- Explain every recommendation with evidence, expected impact, and confidence
- Keep sensitive actions human-confirmed and measure whether each action worked
Delivery model
Important
These are delivery phases rather than fixed calendar promises. Status reflects the repository as of September 14, 2026; production migration, external-provider, and hardware verification remain separate rollout gates.
Start with deterministic rules and verified data; add model-generated explanations only after the recommendation can be reproduced.
Measure action acceptance, completion, and business impact so recommendations improve instead of becoming another alert feed.
Available in BMS today
Available
Limited / verification pending
These capabilities are already built. Items marked limited have a feature flag, beta integration, hardware dependency, or production verification still outstanding.
Omnichannel inbox and AI
Available
- LINE, Facebook, Instagram, TikTok, and Web inbound channels with a unified inbox
- Customer 360, identities across channels, assignments, notes, tags, attachments, and search
- Customer AI workflow and staff assistant using permission-aware approved tools
- Work assistant on every back-office page: how-to guidance for every menu, what the system supports, and live data or actions your permissions already allow
- Answers are grounded in a verified bilingual capability and guide catalog, so the assistant states what is implemented rather than guessing; the register gets the same guidance offline
- AI quality review, usage/cost accounting, provider health, channel health, and failure alerts
Commerce, CRM, and repeat sales
Available
- Products, variants, categories, brands, galleries, and CSV/XLSX bulk import
- CRM merge, orders, staff reorder, coupons, and consent-based restock notifications
- Signed customer checkout, payment workflow, and advisory AI slip verification
- Shipping records, packing, labels, tracking events, follow-up automation, membership, and loyalty
Inventory and purchasing
Available
- Current, reserved, and available stock with an append-only movement history
- Supplier purchase orders and retry-safe receiving at admin and POS surfaces
- Two-step branch transfers and snapshot-difference stock counts
- Locations, FEFO lots, product packs, barcode scanning, and serial-number controls
POS and Thai tax
Available
- Counter sales, returns, refunds, voids, parked bills, discounts, and split payments
- Cashier PIN permissions, shifts, drawer movements, and X/Z reports
- Member lookup, loyalty, PO receiving, barcode scanning, product packs, FEFO lots, and serial controls
- VAT invoices, credit notes, cash rounding, whole-bill serial checks, and idempotent settlement
- One BMS product: Cloud is authoritative, with mobile Emergency Offline Mode for plain retail cash sales
Restaurant and board-game operations
Available
- Restaurant floor, dine-in and takeaway checks, kitchen rounds, QR proposals, service calls, waitlist, and POS settlement
- Board-game zones and tables, open-ended or fixed-duration sessions, time alerts, participant rates, and split billing groups
- Playable game titles and physical copies with checkout, return, condition, and missing-parts workflows
- Board-game POS settlement and receipts plus opt-in nearby-cafe discovery with aggregate availability only
Reports and automation
Available
- Sales, inventory, customer, and profit-estimate dashboards
- Generated XLSX, CSV, and PDF reports plus an AI report generator
- Email, Slack, and LINE sales-digest workflow and a heuristic follow-up queue
- Heuristic demand forecast, stock-out prediction, and purchase-order suggestions
SaaS administration and control
Available
- Self-serve signup, shop archetypes, sample data, plans, and tenant isolation
- Staff management, RBAC, RLS, audit log, revision history, and tenant drill-down
- User language/theme profiles, support tickets, and platform administration
- Operations schedule, job-run history, system health, and daily AI log triage
Built foundation with external verification pending
Limited / verification pending
- Shopee/Lazada inbound webhooks are beta; real Open Platform signature verification is pending
- Flash/Kerry booking, tracking, and label safety layer is built; live merchant adapters are pending
- Pharmacy intake and e-Tax submission queue are flag-gated; licensed/provider verification is required
- ESC/POS/WebUSB and mobile printer, scanner, drawer, and push integrations still need real hardware verification; on the public live dashboard only the live-stream viewer, conversion, and comment tiles are still sample numbers
- Desktop Emergency Offline Mode, signed/notarized installers, auto-update, audited manager reconciliation for terminal offline conflicts, and outage/soak evidence remain rollout work; there is no local-server or full-offline edition today
- Advanced POS features including blind close, price tiers, blind returns, commission, promotions, bundles, store credit, and deposits passed development verification but await production migrations
Core intelligence layers
Today's Action Center
Smart reorder and stock-out risk
Slow-moving, dead-stock, and expiry actions
At-risk customer and comeback actions
RFM and next-best-offer
Profit and margin diagnosis
Basket and cross-sell opportunities
Promotion, pricing, and scenario simulation
Go-to-market packaging
Sell the roadmap as outcome-based phases. Phase 1 bundles Q1 and Q2 into one clear promise: know what to do today and buy the right stock with confidence.
Primary sales package
Phase 1 - Daily Action + Inventory Cashflow
Know what to do today and buy the right stock with confidence.
Includes
- Bundle Q1 Today's Action Center with Q2 Inventory Intelligence as the first commercial package
- Lead with owner-facing daily priorities, then prove ROI through stock-out reduction and trapped-cash release
- Best fit for new deals, pilots, and first expansion inside existing shops
Phase 2 - Customer Retention Engine
Bring valuable customers back with targeted next-best actions.
Includes
- Use Q3 once customer identity coverage and purchase history are reliable enough
- Position as growth on top of a stable operations and inventory base
Phase 3 - Profit Diagnosis and Growth Simulation
Explain margin shifts and test pricing or promotion decisions before committing.
Includes
- Use Q4 as the premium owner/manager intelligence layer
- Sell after the business trusts daily actions, stock recommendations, and retention workflows
Delivery roadmap
- Q1 - First releaseToday's Action CenterStatus: DoneGoals
- Give the owner one prioritized list of what the store should do today
- Turn existing alerts and operational signals into traceable, measurable actions
Definition of done- Unified action feed for POS exceptions, stock, margin, retention, sales opportunity, and operational risk
- Priority, evidence, expected impact, confidence, owner, due date, and deep link on every action
- Action lifecycle: new, accepted, completed, dismissed, and expired, with reason and audit trail
- Baseline metrics: acceptance, completion, time-to-action, and measured outcome
killer-featurephase-1action-centermeasurement - Q2 - Inventory intelligenceBuy the right stock and release trapped cashStatus: DoneGoals
- Reduce stock-outs without creating excess stock
- Identify slow-moving, dead, and expiring inventory early enough to act
Definition of done- Stock-out date, reorder quantity, safety stock, lead-time, and demand-trend recommendations using POS and online sales
- Slow-moving and dead-stock classification with markdown, bundle, transfer, or discontinue actions
- Expiry-aware actions using FEFO lots where lot data is available
- Lost-sales and restock-demand feedback loop to improve purchase suggestions
phase-1inventorycash-flowreorder - Q3 - Customer retentionBring valuable customers backStatus: DoneGoals
- Detect customers whose buying rhythm has changed before they are lost
- Give staff a specific next-best action instead of a generic customer list
Definition of done- RFM segments, customer value, expected return window, and at-risk scoring across identified POS and online purchases
- Comeback queue with recommended channel, message, offer, and reason
- Next-best-product suggestions based on verified purchase history and basket patterns
- Campaign holdout and conversion tracking to measure incremental retention impact
crmrfmretention - Q4 - Profit and growthDiagnose profit and simulate growth decisionsStatus: PlannedGoals
- Explain why sales or profit changed and which controllable factor matters most
- Help owners test pricing and promotion decisions before committing
Definition of done- Revenue and margin variance diagnosis by product, category, branch, sales channel, and time window
- Frequently-bought-together, cross-sell, and missed-opportunity insights
- Promotion ROI and contribution-margin measurement
- Human-confirmed price recommendations and what-if scenarios with assumptions shown
profitgrowthsimulation - Q5 - Board game cafeTimed table play and game-library operationsStatus: DoneGoals
- Operate tables, time, participants, member rates, and playable game copies without mixing those concerns into product inventory
- Settle frozen time charges through the existing POS and publish nearby-cafe discovery only when each branch opts in
Definition of done- Tenant/branch-scoped zones, tables, hourly rates, sessions, participant billing groups, alerts, overrides, and cancellation
- Game title/copy library with checkout, return, issue, condition, and availability states
- Atomic POS settlement with receipt/reprint service lines and retry-safe session linkage
- Bilingual admin operations, dev fixtures, and a rate-limited public nearby-cafe directory exposing only published aggregate data
board-gameposmembershipdiscovery - Q6 - POS mobilePOS mobile app (iOS/Android)Status: In progressGoals
- Run retail, restaurant, board-game, shift, and branch workflows on phones and tablets through the existing device-token + cashier PIN model
- Finish native hardware and release verification without duplicating pricing, tax, stock, or authorization logic
Definition of done- Done: bare React Native app with generated Apollo operations, device pairing, PIN/RBAC, retail and restaurant workflows, returns, shifts, and named realtime invalidation
- Done: stable idempotency keys survive unknown network outcomes for money and stock actions
- Done: encrypted Emergency Offline Mode for plain retail cash sales, with server revalidation before a real receipt exists
- Done: Q6B feature parity for Board Game tables/time/members/game loans/POS checkout plus branch Stock Transfer and snapshot-delta Stock Count
- Remaining: real-device printer, scanner, cash-drawer, push, and pharmacy-evidence integration verification
- Remaining: internal TestFlight / Play distribution and production recovery/load evidence
posmobilecashierrealtime - Q7 - Insurance moduleInsurance sales inbox (new BMS module)Status: PlannedGoals
- Add a new BMS module for selling insurance policies, reusing the existing omnichannel inbox, CRM, and AI pipeline instead of building a parallel system
- Keep every policy-binding action human-confirmed by a licensed agent, matching BMS's existing sensitive-action guardrails
Definition of done- Policy, premium, payment-schedule, claim, and renewal schema with tenant-scoped RBAC and audit history, following the standard new-module checklist
- LINE-first lead capture through the existing omnichannel inbox, with an AI assistant that proposes quotes and answers FAQs but never confirms coverage itself
- Cross-channel customer identity matching hardened before go-live, since a wrong merge risks misattributing claims or beneficiaries
- Renewal reminders on the existing follow-up automation engine, verified against a real database before it is relied on for premium due dates
insuranceinboxcrmnew-module