Daily sales report generation and delivery

Purpose

1.1. Automate extraction, compilation, and dissemination of daily sales data for an army & navy surplus shop across all sales channels.
1.2. Automate creation of an actionable sales summary including total revenue, top sellers, refunds, and inventory changes.
1.3. Enable automated delivery to stakeholders via preferred digital channels like email, SMS, or secure cloud folders.
1.4. Automate error detection and flagging of data anomalies or missing information for management review.
1.5. Automate archival of each report for regulatory, auditing, and historical analysis purposes.

Trigger Conditions

2.1. Automated trigger at a set daily time (e.g., 11:59 PM local time).
2.2. Manual trigger when urgent reporting is required.
2.3. Trigger upon end-of-day sales register or POS system closure.
2.4. Automated trigger from receipt of daily batch files or sales feeds in email or cloud storage.
2.5. Triggered by API notification for new sales data availability.

Platform Variants

3.1. Shopify
• Function: Orders API — automate extraction of daily orders.
3.2. Square
• Function: Transactions API — automate pulling daily transaction summaries.
3.3. QuickBooks
• Function: Sales Receipt Endpoint — automate reconciling and generating daily accounting reports.
3.4. Xero
• Function: Reports API — automate custom report scheduling and delivery.
3.5. WooCommerce
• Function: Orders REST API — automate periodic order data extraction.
3.6. Vend (Lightspeed Retail)
• Function: Sales API — automate fetching and compiling daily sales records.
3.7. Zoho Books
• Function: Reports endpoint — automate daily sales summary export.
3.8. Google Sheets
• Feature: Script Automation — automate aggregation and formatting of raw sales data.
3.9. Microsoft Excel (via Office 365)
• Function: Power Automate — configure to pull, format, and send daily sales data automatically.
3.10. Gmail
• Feature: Scheduled Send — automated email dispatch of compiled reports to recipients.
3.11. Outlook
• Feature: Office Scripts & Power Automate — automatedly attach and deliver sales reports.
3.12. Slack
• Feature: Incoming Webhook API — automate report posting to accounting or management channels.
3.13. Zapier
• Feature: Multi-step Zap — automate workflow for data collection, formatting, and delivery across apps.
3.14. Dropbox
• Feature: File Requests — automate collection and archiving of automated reports.
3.15. OneDrive
• Feature: Automated folder uploads — configure to store daily reports in shared space.
3.16. Trello
• Feature: Card Creation API — automate adding report links or summaries to a reporting board.
3.17. Notion
• API: Automated page creation — automate saving of report snapshots.
3.18. PDF Generator API
• Feature: HTML to PDF — automate conversion of data to standardized, distributable PDFs.
3.19. Twilio
• Feature: SMS API — automate text notification delivery of sales highlights.
3.20. SendGrid
• Feature: Automated transactional email API — automate sending of full report PDFs or links to team.

Benefits

4.1. Automates repetitive report generation, freeing staff time for higher-value activities.
4.2. Reduces risk of human error via consistent automation and validation.
4.3. Speeds up decision-making by automatedly delivering actionable insights daily.
4.4. Improves compliance through automated archival and traceability of all sales documentation.
4.5. Enables management to react quickly to sales trends with timely automated notifications.
4.6. Supports scalability as automation can handle increased data volumes with no extra cost.
4.7. Enhances visibility and transparency across departments by centralizing automated reporting.
4.8. Facilitates cross-channel retail sales analytics with automated data aggregation and delivery.