Automated inventory reconciliation and reporting

Purpose

1. Ensure up-to-date, real-time match of physical alcohol inventory to digital records across warehouses, minimizing shrinkage, overstock, and errors.

2. Automate extraction, consolidation, and validation of inventory data from multiple sources (ERP, POS, warehouse management, procurement) for compliance and detailed reporting.

3. Generate discrepancy alerts, stock reports, and audit logs for both operational review and regulatory adherence in alcoholic beverage wholesaling.

Trigger Conditions

1. Scheduled intervals (e.g., daily at midnight or end of shift).

2. Manual initiation for audit events or surprise inspections.

3. Receipt of new stock, product movement between warehouses, or outgoing orders.

4. Key threshold events (e.g., stock below reorder point, mismatch detected, compliance reporting periods).

Platform Variants

1. SAP ERP

• Feature/Setting: Inventory Management API — Configure "GET /stock" and "POST /stock-reconcile" actions for data extraction and reconciliation posting.
  

2. Oracle NetSuite

• Feature/Setting: Inventory Adjustments Interface — Use Saved Search automation and "POST /adjustInventory" API for reporting and true-ups.
  

3. Microsoft Dynamics 365

• Feature/Setting: Data Entity "InventoryOnHand" — Schedule OData pulls and reconciliation batch jobs.
  

4. QuickBooks Online

• Feature/Setting: Reports API, Inventory Valuation Detail endpoint for extraction, "Inventory Adjustment" POST for updates.
  

5. Zoho Inventory

• Feature/Setting: "GET /inventoryadjustments" API and "Create Adjustment" workflow trigger.
  

6. Fishbowl Inventory

• Feature/Setting: Plugin API Event Trigger on Stock Change; export reconciliation CSV on schedule.
  

7. Cin7

• Feature/Setting: Inventory Reconciliation module webhook; "GET /stocktake" for report sync.
  

8. DEAR Systems

• Feature/Setting: "Stocktake" API endpoint, trigger reconciliation automation post-stock count event.
  

9. TradeGecko/QuickBooks Commerce

• Feature/Setting: Product Quantity API and Scheduled Reports for extraction.
  

10. Unleashed Software

• Feature/Setting: StockOnHand HTTP GET API and "Stock Count Entry" webhook.
  

11. Microsoft Power BI

• Feature/Setting: Scheduled Report Export with data refresh hooked to reconciliation event.
  

12. Tableau

• Feature/Setting: Web Data Connector for live pulls, auto-export reconciliation dashboard.
  

13. Google Sheets

• Feature/Setting: App Script triggers for .csv reconciliation import; Data Connector to pull from ERP.
  

14. Airtable

• Feature/Setting: Scripts or Automations, Schedule sync from ERP; trigger Inventory Variance output.
  

15. Amazon Redshift

• Feature/Setting: Scheduled SQL Query for reconciliation; export notification webhook.
  

16. PostgreSQL

• Feature/Setting: CRON-scheduled inventory audit query; trigger result webhook push.
  

17. Slack

• Feature/Setting: Incoming Webhook, alert channel for discrepancies or readiness of reports.
  

18. Microsoft Teams

• Feature/Setting: Adaptive Card notification automation for reconciliation completion or mismatches.
  

19. SendGrid

• Feature/Setting: API-triggered report delivery email on reconciliation completion.
  

20. Dropbox

• Feature/Setting: File upload automation for archiving reconciliation logs.
  

21. DocuSign

• Feature/Setting: API-triggered document request for sign-off on reconciliation reports.
  

22. Monday.com

• Feature/Setting: Board update automation and trigger-based inventory record approval workflow.
  

23. Shopify

• Feature/Setting: InventoryLevel API for extraction and webhook for major stock adjustments.
  

Benefits

1. Eliminate manual inventory checks, reducing time and labor costs.

2. Immediate detection of anomalies and compliance data gaps for alcohol regulations.

3. Seamless, real-time reporting for audits and executive oversight.

4. Full traceability across all inventory movements and reconciliations.

5. Custom notifications and document archiving for regulatory and internal process adherence.