Stock valuation and aging reports generation

Purpose

1.1. Automate the compilation of stock valuation and aging reports for aerated drinks inventory.
1.2. Integrate live inventory, purchase, and sales data for real-time asset value and aging insights.
1.3. Provide actionable intelligence on slow-moving or expired products to optimize procurement, storage, and distribution.
1.4. Deliver scheduled, error-free reports to finance and warehouse teams via multiple formats and channels.

Trigger Conditions

2.1. Scheduled interval (e.g., daily, weekly, monthly) via calendar or cron job.
2.2. Manual request by finance user through dashboard.
2.3. Real-time trigger upon inventory level/property change (e.g., goods received, goods issued).

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Scheduled Report Refresh; configure dataset linking to ERP/API, schedule at desired interval.
3.2. Google Sheets
• Feature/Setting: App Script trigger to run custom functions that fetch and process inventory data via Google API.
3.3. Zoho Analytics
• Feature/Setting: Data Import Automation via Zoho Inventory/Books API, schedule report delivery via email.
3.4. SAP Business One
• Feature/Setting: Crystal Reports integration, set automatic batch report generation using SAP Business One SDK.
3.5. QuickBooks Online
• Feature/Setting: Inventory Valuation Summary API endpoint, auto-fetch and export with scheduled connection.
3.6. Oracle NetSuite
• Feature/Setting: SuiteScript automation to generate inventory aging reports, schedule using SuiteCloud Process Scheduler.
3.7. Salesforce
• Feature/Setting: Scheduled Flows for report generation, Inventory Management AppExchange integration for live data.
3.8. Xero
• Feature/Setting: Inventory API, fetch and compute report via app integration and webhook.
3.9. Airtable
• Feature/Setting: Scripting block calling external APIs for data aggregation, schedule with Airtable Automations.
3.10. Smartsheet
• Feature/Setting: Data Uploader + Automation workflows to consolidate inventory and schedule PDF/CSV report.
3.11. Tableau
• Feature/Setting: Hyper API for live data ingestion, Tableau Prep Conductor for scheduled report creation.
3.12. FreshBooks
• Feature/Setting: Inventory API polling and scheduled summary emailing via webhooks.
3.13. Odoo
• Feature/Setting: Automated Actions to trigger report generation on inventory events or on schedule.
3.14. IBM Cognos Analytics
• Feature/Setting: Batch Reporting API, schedule delivery and BI workbook update.
3.15. Monday.com
• Feature/Setting: Custom dashboards with inventory widgets, automation to email snapshot reports.
3.16. Slack
• Feature/Setting: Incoming Webhook to post PDF report when generated by external automation on schedule/trigger.
3.17. Asana
• Feature/Setting: Workflow rule to attach inventory reports to finance tasks automatically.
3.18. Trello
• Feature/Setting: Power-Up/webhook adds card with attached aging reports from cloud storage.
3.19. Dropbox
• Feature/Setting: Auto-sync from source app, then notify stakeholders via Dropbox API when file updated.
3.20. SharePoint
• Feature/Setting: Scheduled Power Automate job generates, uploads, and shares finance reports with permissioned users.

Benefits

4.1. Eliminates manual compiling and human errors.
4.2. Provides instant, up-to-date inventory value and age.
4.3. Supports regulatory, audit, and operational transparency.
4.4. Enables timely decision-making for inventory rotation, order placement, and loss prevention.
4.5. Saves finance and operations team hours per reporting cycle.