Inventory & Order ManagementPurpose
1.2. Automates extraction, aggregation, and analysis of inventory data, including SKU-level stock quantities, average cost, market value, overstock, and shrinkage.
1.3. Delivers scheduled, event-driven, or on-demand stock valuation reports, detecting inventory discrepancies and providing actionable insights to procurement, sales, and finance teams.
1.4. Automator can alert managers of critical stockouts, automating replenishment and compliance checks.
Trigger Conditions
2.2. Automate triggers on purchase order receipt, sales transaction, or stock adjustment.
2.3. Threshold-based triggers for low-stock or excess inventory.
2.4. Manual on-demand automation initiated by warehouse managers or finance personnel.
Platform Variants
• Feature/Setting: Automate API call to `Reports API` for Inventory Valuation Detail.
3.2. Xero
• Feature/Setting: Automating `GET /api.xro/2.0/Inventory` to fetch stock values.
3.3. SAP Business One
• Feature/Setting: Automate Service Layer “ItemsService” to retrieve and report on item valuation.
3.4. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automator in “InventoryReports” API to generate batch valuation.
3.5. Zoho Inventory
• Feature/Setting: Automatedly invoke API endpoint `/inventoryreports/stock-summary`.
3.6. NetSuite
• Feature/Setting: Automation using SuiteScript to extract and send Inventory Value Reports.
3.7. Shopify
• Feature/Setting: Automate `InventoryLevel` GraphQL API to synchronize physical and reported stock.
3.8. WooCommerce
• Feature/Setting: Automator with REST API `/wc/v3/reports/stock` for real-time reporting.
3.9. Square
• Feature/Setting: Automatedly pull `ListInventoryChanges` from Inventory API for stock valuation.
3.10. Lightspeed Retail
• Feature/Setting: Automating Reports `GET /reports/inventory` endpoint.
3.11. Odoo
• Feature/Setting: Automated “/api/v1/inventory_valuation_report” call for scheduled reporting.
3.12. Sage Intacct
• Feature/Setting: Automate `InventoryControl_Report` function for stock valuations.
3.13. Oracle NetSuite
• Feature/Setting: Automator using “Inventory Valuation” saved searches scheduled and fetched via API.
3.14. Cin7
• Feature/Setting: Automated `/api/inventory` and `/api/stockonhand` for batch pulls.
3.15. Fishbowl Inventory
• Feature/Setting: Automate “Inventory Valuation Report” function using SDK/API.
3.16. Unleashed
• Feature/Setting: Automatedly trigger `/inventory/stockonhand` API for daily reports.
3.17. TradeGecko
• Feature/Setting: Automate `GET /stock_adjustments` for report generation.
3.18. Dear Systems
• Feature/Setting: Automated `/InventoryMovement` API call for live valuation snapshots.
3.19. Brightpearl
• Feature/Setting: Automate “Inventory Valuation Report” endpoint with filtering.
3.20. Google Sheets
• Feature/Setting: Automator to insert valuation and summary data via Sheets API, and distribute by email/SMS.
3.21. Microsoft Excel Online
• Feature/Setting: Automate sending reports into cloud workbooks using “Create Table” and “Insert Row” API.
3.22. Power BI
• Feature/Setting: Automate data push into dataset for live dashboarding of stock value trends.
3.23. Tableau
• Feature/Setting: Schedule automated refresh from inventory sources via Web Data Connector.
Benefits
4.2. Automation reduces risk of human calculation errors and accelerates financial monthly closing.
4.3. Automated alerts proactively address low stock and overstock situations.
4.4. Enables automated stock audits, shrinkage detection, and trend analysis.
4.5. Saves time, increases operational visibility, and empowers decision-making via automated reporting.
4.6. Automation ensures regulatory and internal compliance for inventory controls.