Automated inventory valuation reports

Purpose

1. Automatically generate up-to-date inventory valuation reports for antique furniture stores.

2. Integrate pricing guides, sales history, acquisition cost, restoration costs, and depreciation for accurate real-time reporting.

3. Ensure regulatory compliance with consistent valuation methodologies and auditable report trails.

4. Provide store managers and accountants with timely insights for insurance, taxation, and strategic inventory management.

Trigger Conditions

1. Scheduled interval (e.g., weekly, monthly, or custom date).

2. Manual trigger by inventory manager.

3. Upon significant inventory changes (piece added, sold, revalued, or restored).

4. API webhook from point-of-sale or inventory system update.

Platform Variants

1. QuickBooks Online

• API: Reports endpoint — Schedule “Inventory Valuation Summary” via Reports API, output PDF/CSV.
  

2. Xero

• API: Inventory Endpoint — Generate “Inventory Item Summary” using GET /reports/inventory.
  

3. Zoho Inventory

• API: GET /reports/inventory/valuation — Fetch and email valuation report periodically.
  

4. Microsoft Power Automate (Dynamics 365)

• Trigger: Recurrence | Action: Dynamics 365 List Records & Compose Report.
  

5. SAP Business One

• DI API: Inventory Valuation Report object — Schedule report extraction and PDF delivery.
  

6. Netsuite

• SuiteScript: nlapiCreateSavedSearch (“Inventory Valuation”) — Export results on schedule.
  

7. Odoo

• Endpoint: /web/dataset/call_kw/inventory.report — Auto-generate downloadable PDF.
  

8. Google Sheets

• Apps Script: Time-driven trigger + custom script — Calculate valuations based on stock and formulas.
  

9. Airtable

• Scripting App: Run at schedule, aggregate item data, and output as .csv.
  

10. Smartsheet

• Workflow: Schedule “Generate Inventory Report” automation, email to stakeholders.
  

11. Oracle NetSuite

• REST API: /inventory/report — Export valuation report to cloud storage.
  

12. Salesforce

• Flow Builder: Scheduled flow to fetch inventory, calculate valuations, and attach report.
  

13. HubSpot

• Workflow: Webhook trigger to custom API, pulls inventory info for custom report.
  

14. Shopify

• Admin API: GET /admin/api/inventory_items.json, calculate valuations, output report.
  

15. Square

• API: Catalog & Inventory endpoints — Pull item data, calculate, send report.
  

16. TradeGecko (QuickBooks Commerce)

• API: GET /products — Combine cost, sales price, and history for report.
  

17. Cin7

• API: List Inventory endpoint — Automated export and report compile.
  

18. Fishbowl Inventory

• API: GetInventoryValuationReport — Scheduled export (CSV, email).
  

19. Lightspeed Retail

• API: GET /inventory — Aggregate and calculate for scheduled report.
  

20. Sage Business Cloud

• API: GET /stock_items & GET /valuation_reports — Combine and send to finance.
  

21. MYOB

• API: /Inventory/ItemRegister — Pull current and historical valuation for reporting.
  

22. Monday.com

• Integration: Scheduled automation using “Inventory Board” + “Export Board as Excel” action.
  

23. Trello

• Power-Up: Scheduled trigger to aggregate card values on “Inventory” board, email export.
  

Benefits

1. Eliminates manual errors, ensuring accurate, real-time valuation.

2. Improves audit-readiness and compliance with documented historical reports.

3. Enables proactive insurance, loss prevention, and risk management.

4. Frees up staff time, accelerating financial and operational planning.

5. Enables strategic sales, promotions, and purchasing decisions based on live data.