Daily sales and stock summary reports

Purpose

1.1. Automate creation and delivery of daily sales and stock summary reports for a fur coat shop in the fashion retail industry.
1.2. Automation consolidates sales transactions, inventory changes, and highlights low stock or out-of-stock products daily.
1.3. Automates track of product trends, automating inventory decision-making, and notifies key personnel.
1.4. Ensures management and staff have real-time, automated access to actionable inventory and sales data.

Trigger Conditions

2.1. Automated execution at a scheduled time every day (e.g., 8:00 PM local).
2.2. Optionally, automate generation on completion of last transaction of the day in POS.
2.3. Trigger automation manually via management interface for ad hoc reporting.
2.4. Automatedly initiated when inventory reaches critical thresholds.

Platform Variants

3.1. Shopify
• API: Orders (GET), Products (GET), Inventory Levels (GET) — Schedule automated API calls; compile daily report.
3.2. WooCommerce
• REST API: /wp-json/wc/v3/orders, /products, /reports — Automates pulling sales/stock data at set times.
3.3. Square
• Report API: ListPayments, ListInventory — Automator fetches sales and stock.
3.4. Lightspeed Retail
• Retail API: Sales, Products — Automated retrieval and summary generation.
3.5. Vend (by Lightspeed)
• API: GET /sales, GET /inventory — Automate compilation and delivery of summary emails.
3.6. Microsoft Dynamics 365
• Business Central API: Reports, SalesOrders, InventoryItems — Automatable scheduled reports.
3.7. SAP Business One
• Service Layer: Sales Orders, Items — Automates creation and scheduled sending of PDF/CSV reports.
3.8. Oracle NetSuite
• SuiteAnalytics or REST API: /records/transactions, /inventory — Set automation rules for report scheduling.
3.9. Zoho Inventory
• API: GET /salesorders, /items — Automate daily extraction and summary automation.
3.10. Odoo
• Automated Actions: Sales, Stock modules — Schedule automation for end-of-day reports.
3.11. Mailgun
• Messages API: Automates sending compiled reports as email to recipients.
3.12. Slack
• Incoming Webhooks: Automated channel reports; triggers on report ready event.
3.13. Google Sheets
• Sheets API: Automates population and sharing of summary sheets with data from POS.
3.14. Microsoft Excel Online
• Excel REST API: Automatedly write report to workbook, share via Teams or email.
3.15. Notion
• API: Automates creation and updating of daily report databases for collaboration.
3.16. Airtable
• REST API: Automate new record with sales/stock data; auto-notification to staff.
3.17. QuickBooks Commerce
• API: Inventory, Sales GET — Configured for daily, automated summaries.
3.18. Salesforce
• Reports and Dashboards API: Automated push of sales/stock summary to management.
3.19. SendGrid
• Mail Send API: Automates dispatch of report emails to distribution list.
3.20. Twilio SMS
• Messaging API: Triggers automated SMS of critical stock alerts to manager.
3.21. Dropbox
• Files API: Automates daily upload and versioning of PDF/CSV summary.
3.22. OneDrive
• API: Automatedly store and share daily reports with stakeholders.

Benefits

4.1. Automates repetitive reporting tasks to save staff time and reduce errors.
4.2. Automation ensures managers act quickly to restock fast-selling items.
4.3. Automated reports enable evidence-based decision making in the fur coats segment.
4.4. Immediate, automated dissemination boosts response speed for inventory shortfalls.
4.5. Automation builds a structured, historical record for trend analysis and forecasting.