Waste and shrinkage report generation

Purpose

1.1. Automate generation of detailed reports analyzing ingredient waste and shrinkage rates across procurement, storage, preparation, and serving stages.
1.2. Aggregate data from POS, inventory, supplier, and employee logs to identify patterns leading to overuse, spoilage, theft, or process inefficiencies.
1.3. Provide actionable insights on high-risk waste areas, detect anomalies, and suggest corrective actions for kitchen, management, and procurement teams.
1.4. Schedule recurring reports and ad-hoc summaries for management, reducing manual calculation errors and improving food cost control and compliance.

Trigger Conditions

2.1. New transaction or stock movement in POS or inventory system (via webhook, API event, or scheduled ETL).
2.2. Weekly or monthly scheduled trigger for regular reporting cycles.
2.3. Manual initiation by manager via dashboard button click or mobile app command.
2.4. Exception thresholds are met (e.g., sudden waste spikes, deviations beyond allowed variance).

Platform Variants

3.1. Square POS
• Feature/Setting: Use “Inventory Adjustment API” to auto-fetch stock movements; configure webhook for real-time events.

3.2. Toast POS
• Feature/Setting: “Analytics API” with scheduled data pulls on waste reports; configure store-specific report templates.

3.3. Oracle MICROS
• Feature/Setting: “Inventory Management REST API” for transaction extraction; event triggers for batch inventory reports.

3.4. QuickBooks Online
• Feature/Setting: Use “Reports API” to integrate purchasing and waste as tracked in expense and inventory modules.

3.5. Xero
• Feature/Setting: Connect “Inventory API” to extract shrinkage data; automate sync with waste report spreadsheets.

3.6. SAP Business One
• Feature/Setting: Schedule “Inventory Counting” report via B1 Integration Framework API for automated delivery.

3.7. Zoho Inventory
• Feature/Setting: “Inventory Adjustments API” with webhook on manual adjustments or wastage entries.

3.8. Google Sheets
• Feature/Setting: App Script webhook to auto-update sheets upon new waste data; trigger Apps Script for PDF report generation.

3.9. Microsoft Excel Online
• Feature/Setting: Configure Office Script with automation for importing raw shrinkage logs and exporting summarized reports.

3.10. Power BI
• Feature/Setting: “Streaming Dataset API” to ingest live waste metrics; configure dashboards for management access.

3.11. Tableau
• Feature/Setting: “REST API” to refresh waste data extracts automatically for visual reporting.

3.12. Airtable
• Feature/Setting: “Automation” workflow triggers on record changes in waste tracking base; scheduled email report send.

3.13. Slack
• Feature/Setting: “Incoming Webhook” to send summarized waste alerts to designated management channels.

3.14. Trello
• Feature/Setting: Use “Butler Automation” for creating card checklists on new shrinkage incident, via API link.

3.15. SendGrid
• Feature/Setting: “Mail Send API” for distributing finalized PDF or HTML waste reports to relevant staff lists.

3.16. Dropbox
• Feature/Setting: “Files Upload API” to store and version periodic waste reports in shared folders.

3.17. Google Drive
• Feature/Setting: Use “Drive API” to upload and organize report archives; set notifications for new reports.

3.18. AWS S3
• Feature/Setting: “PutObject” operation to programmatically save large compressed report files for compliance.

3.19. Microsoft Teams
• Feature/Setting: “Incoming Webhook Connector” for fast notification of exception or end-of-period waste summaries.

3.20. Asana
• Feature/Setting: “Tasks API” to auto-create follow-up tasks for waste deviations, tied to report output.

3.21. Monday.com
• Feature/Setting: Use “Automations” with “Create Item” action when waste log is above the defined risk threshold.

3.22. Freshdesk
• Feature/Setting: “Tickets API” for auto-raising incidents if system flags non-compliance within waste logs.

3.23. Notion
• Feature/Setting: “Database API” to update centralized analytics or embed live waste/shrinkage dashboards.

3.24. Power Automate
• Feature/Setting: “Scheduled Flow” to collate multi-source data, analyze, and distribute waste reports.

3.25. Zapier
• Feature/Setting: “Multi-step Zap” for moving data from POS to storage, analyzing with spreadsheet tool, and auto-emailing reports.

Benefits

4.1. Enables data-driven waste reduction initiatives and compliance tracking.
4.2. Detects shrinkage trends in real-time, reducing manual effort and enhancing accuracy.
4.3. Automates report delivery, ensuring timely managerial oversight.
4.4. Integrates seamlessly with existing platforms, maximizing operational efficiency.
4.5. Contributes to cost reduction and improved sustainability by identifying actionable areas for improvement.