Inventory & DocumentationPURPOSE
1.2. Automating report extraction, valuation calculation, and multi-channel delivery for MG car dealership head office.
1.3. Automatedly capture inventory changes, integrate real-time values, and distribute reports without manual intervention.
1.4. Rapidly consolidate multi-branch inventory data for centralized, auditable corporate reporting compliance.
TRIGGER CONDITIONS
2.2. Manual trigger by finance team for ad hoc audits or compliance checks.
2.3. Automated trigger upon completion of monthly stocktaking in the DMS (Dealer Management System).
2.4. Error or stock adjustment triggers for re-running automation as needed.
PLATFORM VARIANTS
• Feature/Setting: Automates extraction using InventoryValuationReport endpoint; schedule workflow monthly.
3.2. Microsoft Power BI (Dataflow Scheduling)
• Feature/Setting: Automates refresh of connected inventory datasets; configures monthly scheduled delivery.
3.3. Google Sheets (Apps Script Automation)
• Feature/Setting: Automates data import from inventory databases via Google Apps Script, runs scheduled valuation macro.
3.4. Snowflake (Task Scheduler)
• Feature/Setting: Automates SQL queries and report generation on schedule, sends output to S3 or email.
3.5. Salesforce (Inventory Object Reporting)
• Feature/Setting: Automates custom report on "Inventory" object, emails PDF monthly.
3.6. Oracle NetSuite (Saved Search & SuiteAnalytics)
• Feature/Setting: Automates monthly saved search reports with valuation criteria; schedules email distribution.
3.7. Freshdesk (Automated Ticket)
• Feature/Setting: Automates ticket creation for missing inventory valuations; triggers workflow to start report process.
3.8. QuickBooks (Inventory Valuation Summary)
• Feature/Setting: Automates monthly inventory valuation summary export using Reports API, emails PDF.
3.9. Xero (Inventory Reports API)
• Feature/Setting: Automates scheduled report export via GET /reports/Inventory endpoint.
3.10. Airtable (Automation Scripts)
• Feature/Setting: Automates record aggregation and summary reporting; scheduled monthly script run.
3.11. Zoho Inventory (Analytics Module)
• Feature/Setting: Automates scheduled inventory report; configures workflow with scheduled Zoho Analytics export.
3.12. Dropbox (Scheduled File Upload)
• Feature/Setting: Automates uploading generated reports to shared corporate folder monthly.
3.13. AWS Lambda (Scheduled Events)
• Feature/Setting: Automates invocation of report generation Lambda function with CloudWatch Scheduler.
3.14. Microsoft Dynamics 365 (D365 Inventory Valuation Report)
• Feature/Setting: Automates custom reporting workflow using D365 Report Scheduler.
3.15. Tableau (Automated Extract Refresh)
• Feature/Setting: Automates monthly dashboard extract refresh and PDF report email.
3.16. Slack (Scheduled Message API)
• Feature/Setting: Automates delivery of inventory valuation summary to #mg-corporate channel monthly.
3.17. Jira (Automated Task Creation)
• Feature/Setting: Automates Jira issue for finance review of latest inventory report; assigns reviewer.
3.18. Monday.com (Automated Report Notification)
• Feature/Setting: Automates creation of inventory report item with file attachment via API.
3.19. SFTP (Automated File Transfer)
• Feature/Setting: Automates secure monthly report uploading to corporate SFTP server.
3.20. Twilio SendGrid (Automated Email Delivery)
• Feature/Setting: Automates scheduled email of valuation report PDF to stakeholder distribution list.
BENEFITS
4.2. Automatedly ensures compliance with corporate audit schedules and regulatory demands.
4.3. Automated multi-channel delivery improves stakeholder visibility and responsiveness.
4.4. Scalable automation accommodates additional locations and data sources.
4.5. Increases efficiency by automating report generation, formatting, and distribution for all MG dealer branches.