Accounting and ReportingPurpose
1.2. Automates identification of fast- and slow-moving SKUs across seasons, helping optimize revenue, reduce holding costs, and boost customer satisfaction.
1.3. Automatedly generates actionable analytics for management, with visualization and scheduled reporting, to improve business forecasting and product assortment.
1.4. Enables automated alerts for products needing reordering or markdowns, and automates recommendations for merchandising and promotions.
Trigger Conditions
2.2. Automated completion of daily sales upload.
2.3. Product inventory hitting defined thresholds automatedly.
2.4. Manual or automated initiation via dashboard or webhook on-demand.
2.5. Real-time trigger upon integrating new POS data.
Platform Variants
3.1. Shopify
• Feature: Shopify Admin API (`/admin/api/2023-01/reports.json`).
• Setting: Automate pulling sales by product report, schedule for end-of-day.
3.2. Square
• Feature: Square Reporting API (`/v2/reports`).
• Setting: Automator for automated daily SKU-level trend summary export.
3.3. WooCommerce
• Feature: WooCommerce REST API (`/wp-json/wc/v3/reports/products`).
• Setting: Automated report scheduled via API cron job.
3.4. Lightspeed Retail
• Feature: Lightspeed Reports API (`/reports/sales`).
• Setting: Enable automation to fetch automated best/worst SKU data every midnight.
3.5. QuickBooks
• Feature: Reports API (`/v3/company/{companyId}/reports/SalesByProduct`).
• Setting: Automate scheduled direct integration for category-level SKU summaries.
3.6. Xero
• Feature: Reports API (`GET /Reports/ProfitAndLoss`).
• Setting: Auto-pull and cross-reference aquarium category via automation rules.
3.7. Zoho Inventory
• Feature: Zoho Books API (`/salesorders`).
• Setting: Schedule automation that fetches product sales volume per period.
3.8. Amazon Seller Central
• Feature: Reports API (`GET /reports/2021-06-30/documents/{reportDocumentId}`).
• Setting: Automator to retrieve automated sales data by ASIN, aggregate for aquarium accessories.
3.9. Vend POS
• Feature: Vend Reporting API (`/2.0/register_sales`).
• Setting: Automatedly export sales by product, daily automation configured.
3.10. BigCommerce
• Feature: Analytics API (`/stores/{store_hash}/v3/reports`).
• Setting: Automate scheduled extraction, filter “Aquarium Accessories” by sales.
3.11. Google Sheets
• Feature: Google Sheets API (`spreadsheets.values.get`).
• Setting: Schedule automator pulling best/worst sales from daily logged sheet.
3.12. Power BI
• Feature: Power BI REST API (`/groups/{groupId}/reports`).
• Setting: Automation to refresh and notify on updated trend dashboards.
3.13. Tableau
• Feature: Tableau REST API (`/api/api-version/sites/site-id/views`).
• Setting: Automate refresh for visualized aquarium accessory sales trends.
3.14. Salesforce
• Feature: Salesforce Reports API (`/services/data/vXX.X/analytics/reports`).
• Setting: Automate sales trends via prebuilt 'Product Sales' report.
3.15. Smartsheet
• Feature: Smartsheet API (`/reports`).
• Setting: Automated trend report extraction with category-level filter.
3.16. Microsoft Dynamics 365
• Feature: Dynamics 365 API (OData endpoint).
• Setting: Automation to retrieve and send scheduled SKU trend analyses.
3.17. Netsuite
• Feature: SuiteAnalytics API (`/query/v1/suiteql`).
• Setting: Automate custom queries to show best/worst-selling aquarium SKUs.
3.18. Airtable
• Feature: Airtable API (`/v0/{baseId}/{tableName}`).
• Setting: Use automator for scheduled data fetch and reporting.
3.19. SAP Business One
• Feature: SAP Service Layer API (`/b1s/v1/InventoryReports`).
• Setting: Automated scheduling of product trend reports.
3.20. Google Data Studio
• Feature: Data Studio API (Connector refresh).
• Setting: Automate refresh for trend reports and notify stakeholders.
3.21. Odoo
• Feature: Odoo JSON-RPC (`/web/dataset/call_kw`).
• Setting: Auto-scheduled extraction of aquarium accessory product trends.
Benefits
4.2. Automatedly boosts visibility of slow movers for tactical markdowns.
4.3. Reduces manual report generation time and errors through automating data flows.
4.4. Automates category-level forecasting, enabling proactive inventory optimization.
4.5. Drives automated business intelligence adoption, powering smarter aquarium shop growth.