Stocktaking and discrepancy reports

Purpose

 1.1. Automate complete stocktaking operations, capturing real-time inventory levels, reconciliation, and generating detailed discrepancy reports.
 1.2. Reduce manual errors, accelerate audits, and ensure compliance, especially concerning adult product regulations.
 1.3. Alert management on variances or expiry issues, streamline reordering, integrate new product arrivals, and support regulatory record-keeping.

Trigger Conditions

 2.1. Scheduled intervals (e.g., nightly stock count runs).
 2.2. Manual initiation by store staff on demand.
 2.3. Low inventory thresholds are reached.
 2.4. Receipt of new stock or returns.
 2.5. POS system data sync, signaling sales or refunds.

Platform Variants

 3.1. Shopify
  • Feature/Setting: Admin API — GET /admin/api/2023-01/inventory_levels.json for live stock counts, POST discrepancy records to private app.
 3.2. Zoho Inventory
  • Feature/Setting: Stock Adjustments API — List/Update inventory, Trigger Alert Webhooks for variances.
 3.3. Square POS
  • Feature/Setting: Inventory API — BatchRetrieveInventoryCounts, Inventory Adjustment Webhooks for tracking discrepancies.
 3.4. Lightspeed Retail
  • Feature/Setting: Product API — Retrieve stock snapshots, Adjust inventory endpoint for corrections.
 3.5. TradeGecko (QuickBooks Commerce)
  • Feature/Setting: Stock Adjustment API — Schedule count reconciliation and log discrepancies.
 3.6. WooCommerce
  • Feature/Setting: REST API v3 — GET /products, Update meta fields with discrepancy notes.
 3.7. Netsuite
  • Feature/Setting: InventoryAdjustment Module — Automate stocktake jobs, report abnormal deltas.
 3.8. Odoo
  • Feature/Setting: Inventory Adjustment Wizard — Automate inventory recount and filtering discrepancies.
 3.9. SkuVault
  • Feature/Setting: InventoryAdjustment API — On-demand and scheduled reconciliation jobs.
 3.10. SAP Business One
  • Feature/Setting: InventoryCountingService — Retrieve, reconcile, and flag deviations.
 3.11. Oracle NetSuite
  • Feature/Setting: Inventory API — Batch process inventory discrepancies, auto-route alerts to management.
 3.12. Microsoft Dynamics 365
  • Feature/Setting: Inventory Journals API — Automate count upload, error reporting.
 3.13. BigCommerce
  • Feature/Setting: Catalog Inventory API — Poll inventory, annotate discrepancies via PATCH.
 3.14. Fishbowl Warehouse
  • Feature/Setting: Restful API — Inventory status polling, discrepancy event triggers.
 3.15. Vend (Lightspeed X)
  • Feature/Setting: Inventory API — Scheduled reconciliation, Events API for discrepancy alerts.
 3.16. Unleashed
  • Feature/Setting: Stock Adjustment Endpoint — Push/Pull count data, log issues to audit trail.
 3.17. InFlow Inventory
  • Feature/Setting: API StockCount endpoint — Generate count reports, automate difference flagging.
 3.18. Cin7
  • Feature/Setting: StockTake API Trigger — Retrieve counted data, compare, log differences.
 3.19. DEAR Systems
  • Feature/Setting: Stocktake API — Automate count schedule, push discrepancy summary.
 3.20. Monday.com
  • Feature/Setting: Inventory Board Automation — Trigger automations for stock count and alerts for discrepancies using webhooks/integrations.
 3.21. Slack
  • Feature/Setting: Incoming Webhooks — Deliver real-time inventory discrepancy alerts to staff channels.
 3.22. Google Sheets
  • Feature/Setting: Google Sheets API — Write stock levels, compute deltas, email reports.
 3.23. PagerDuty
  • Feature/Setting: Events API — Escalate critical stock discrepancies for urgent action.

Benefits

 4.1. Accelerated and accurate stock counts minimizing manual labor.
 4.2. Early detection of losses, theft, or supplier errors.
 4.3. Immediate discrepancy resolution reducing costly stock-outs or overstock.
 4.4. Automated, auditable, regulation-ready records tailored to adult product compliance.
 4.5. Actionable, real-time alerts via staff’s preferred platforms.
 4.6. Full integration with purchasing and POS to keep inventory aligned with sales and supply chain events.