Purpose
1. Automate batch tracking of craft supplies across purchases, stock usage, and supplier deliveries.
2. Automatedly maintain visibility on inventory age, expiry, and batch origins to ensure craft quality and recall readiness.
3. Enable automators to flag slow-moving or obsolete batches and automate replenishment with suppliers.
4. Provide regulatory compliance in traceability via workflow automation and digital records.
Trigger Conditions
1. New batch received from supplier automatedly entered into the system.
2. Batch consumed, used, or adjusted in sales or projects.
3. Automated inventory checks identifying discrepancies, expiry, or thresholds crossed.
4. Manual data import or barcode scan for batch entry automating update.
5. Automated customer recall triggered by defect or notice from supplier.
Platform Variants
1. Airtable
- API: Automate “Create Record” in inventory table for batch assignment; sample: PATCH /v0/
/
2. Google Sheets
- API: Use “Append Values” to inventory sheet upon each receipt; configure Sheets API for POST requests
3. Zoho Inventory
- API: Automate “Add Batch Details” on new purchase order via Items API endpoint
4. Microsoft Power Automate
- Feature: Trigger workflow on new item added in Dynamics 365 inventory module
5. SAP Business One
- Function: Use Batch Number Transactions API to automatedly post arrivals and depletion
6. QuickBooks Commerce
- API: Automate batch tracking using “Add Batch” to items via Inventory Batch API
7. Shopify
- API: Automatedly update metafields or stock per warehouse location using Admin API
8. Oracle NetSuite
- Feature: Use SuiteScript to automate batch assignment on goods receipt
9. Fishbowl Inventory
- API: Automatedly create and update batches when receiving and using stock
10. Xero
- API: Automate inventory update endpoint with custom batch parameters
11. Odoo
- API: Automate “create” and “update” using Stock Production Lots model
12. Trello
- Feature: Automate batch tracking cards using Power-Ups or Butler script
13. Asana
- Feature: Automated task creation for batch checks and updates
14. Slack
- API: Use incoming webhooks to automate batch notifications to team channels
15. Monday.com
- API: Automate item creation in inventory board with batch columns
16. Smartsheet
- API: Use “Add Row” endpoint on inventory sheet for received batches
17. Klipfolio
- API: Automate dashboards reflecting live batch status from integrations
18. Integromat (Make)
- Feature: Automate batch flows between inventory and supplier platforms
19. Salesforce
- API: Use Flow Builder to automate batch history on inventory object
20. Amazon S3
- API: Automated backup of batch tracking logs to cloud storage for compliance
Benefits
1. Automates manual inventory entry, reducing errors and increasing speed.
2. Automated compliance and recall readiness ensure safer craft sales.
3. Automator workflows prevent stockouts by flagging low/expiring batches.
4. Automation centralizes inventory data, providing real-time batch traceability.
5. Automatable, scalable tracking processes support retail growth and auditability.