Financial & Operational ReportingPurpose
1.2. Automatedly aggregate data from POS, supplier, and storage systems to calculate real-time costings and inventory levels.
1.3. Automates compliance with financial reporting standards and accurate cost-of-goods-sold (COGS) determination.
1.4. Delivers automated reporting, limiting manual interventions and human errors in the operational workflow.
Trigger Conditions
2.2. Manual trigger: Manager-initiated request via dashboard or mobile app.
2.3. Conditional automator: On submission of all supplier invoices for the period.
2.4. Data threshold automation: Stock variance above set threshold compared to previous month.
Platform Variants
3.1. Square POS
• Feature/Setting: Inventory Reports API; configure automated export and transaction summary, endpoint `/v2/inventory/report`, time-triggered.
3.2. Toast POS
• Feature/Setting: Cloud Reporting API; automate scheduled inventory data pulls from `/reports/inventory/valuation`, last-day cron trigger.
3.3. Xero
• Feature/Setting: Inventory Valuation function, automate report generation via `/reports/Inventory`.
3.4. QuickBooks Online
• Feature/Setting: Inventory Valuation Summary API; automate fetch on `GET /v3/company/{companyId}/reports/InventoryValuationSummary`.
3.5. Sage Intacct
• Feature/Setting: Automated Inventory Value by Period report; schedule `/Inventory/ReportExecution`.
3.6. Netsuite
• Feature/Setting: Saved Search automation on Inventory Valuation Report, triggered monthly batch run.
3.7. Oracle Fusion Cloud
• Feature/Setting: Automated BI Publisher report at period close, Inventory Valuation module.
3.8. SAP Business One
• Feature/Setting: Inventory Audit Report, automates monthly export via DI API `/InventoryAuditReport`.
3.9. Microsoft Dynamics 365
• Feature/Setting: Automating periodic Inventory Valuation Report using `GET /api/data/v9.1/InventoryReports`.
3.10. FreshBooks
• Feature/Setting: Automated Inventory Valuation report via REST API scheduler, `/inventory/valuation`.
3.11. Zoho Inventory
• Feature/Setting: Scheduled report automation, Inventory Valuation by Date, webhook or REST API.
3.12. Fishbowl Inventory
• Feature/Setting: Automated Inventory Valuation Report export with scheduled jobs config.
3.13. Lightspeed
• Feature/Setting: Automated report generation, Inventory Valuator via API `/reports/inventory-valuation`.
3.14. Vend (now Lightspeed)
• Feature/Setting: Automated end-of-month inventory extraction, Scheduled Exports module.
3.15. Clover POS
• Feature/Setting: Inventory Summary automation through scheduled exports with API endpoints.
3.16. Upserve POS
• Feature/Setting: API-driven automated extraction of inventory amount and COGS, monthly trigger.
3.17. Restaurant365
• Feature/Setting: Automated Inventory Valuation Report via Analytics API scheduler.
3.18. Finale Inventory
• Feature/Setting: Scheduled API-driven exports for inventory value, `/api/inventory/reports/valuation`.
3.19. DEAR Systems
• Feature/Setting: Automation of Inventory Valuation Report export, daily/weekly/monthly trigger via API.
3.20. Sysco Inventory Management
• Feature/Setting: Scheduled report pull via Sysco Connect API, Inventory Valuation endpoint.
Benefits
4.2. Automates compliance and audit readiness for financial reporting.
4.3. Enhances data accuracy with automated synchronization across systems.
4.4. Increases efficiency by automating consolidation of supplier, POS, and storage data sources.
4.5. Drives timely decision making through scheduled, automated reporting.
4.6. Frees managerial resources by automating repetitive and error-prone processes.
4.7. Scales easily with multi-location or multi-unit Chesapeake restaurant operations through automation extensibility.
4.8. Enables rapid identification of inventory discrepancies via automator thresholds and alerts.
4.9. Supports future automation of forecasting, procurement, and wastage reduction workflows.
4.10. Facilitates automated dissemination of reports to finance, operations, and ownership through email, cloud-integrated, or dashboard delivery.