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Daily/weekly inventory reporting

Purpose

1.1. Automate the daily/weekly generation, aggregation, and distribution of inventory reports for rice cracker retail shops, covering stock levels, sales, low-stock alerts, order recommendations, receiving log updates, and wastage summaries.
1.2. Automatedly enable multi-location visibility, minimize manual entry, reduce error frequency, and ensure management receives timely actionable insights and stock analysis.
1.3. Automates preparing formatted reports in varied formats (PDF, Excel, email body, dashboard widget) and distributing via preferred channels to targeted recipients.

Trigger Conditions

2.1. Scheduled time-based triggers (daily/weekly specific hour).
2.2. Automatable event-based triggers, such as completion of end-of-day till closure or stock reconciliation routine.
2.3. Automated trigger upon entering new deliveries or detecting threshold-level stock.

Platform Variants


3.1. Zapier
• Feature/Setting: “Schedule by Zapier” for time triggers, “Formatter” for data aggregation, “Gmail/Slack/E-mail” zap for sending; configure triggers for daily 22:00 and automate email sending.

3.2. Microsoft Power Automate
• Feature/Setting: Recurrence trigger, Excel Online data fetch, Outlook/send automated email action; automated rules for specific days/times and dataset mapping.

3.3. Google Apps Script
• Feature/Setting: Time-driven triggers, SpreadsheetApp.getDataRange(), MailApp.sendEmail(); script runs automatedly to collate and deliver reports.

3.4. Integromat (Make)
• Feature/Setting: Scheduler, Google Sheets/Excel/CSV modules, Gmail or Teams modules; automates flow via visual scenario configuration.

3.5. Slack
• Feature/Setting: Scheduled Workflow Builder, scheduled message API, file upload API; schedule channel reports automatically.

3.6. Trello
• Feature/Setting: Butler rules for Report Generation, card creation on inventory reporting list; automate creating cards based on report content.

3.7. Shopify
• Feature/Setting: Admin API “GET /admin/api/2022-04/inventory_levels.json”, webhook for automated reporting.

3.8. QuickBooks Online
• Feature/Setting: Reports API “GET /v3/company//reports/InventoryValuationSummary”, schedule exports.

3.9. Xero
• Feature/Setting: “GET /api.xro/2.0/Reports/Inventory”; schedule endpoint hits for automated summaries.

3.10. WooCommerce
• Feature/Setting: REST API “GET /wp-json/wc/v3/reports/products/stock”; automate scheduled inventory report exports.

3.11. Odoo
• Feature/Setting: Automated actions for “Inventory Report”, scheduled email; cron job setup for automated reporting.

3.12. SAP Business One
• Feature/Setting: Scheduled Crystal Reports, Service Layer “GET /InventoryPostings”; automates distribution to managers.

3.13. Oracle NetSuite
• Feature/Setting: Saved Searches, Scheduled Reports for inventory status; automate recurring report delivery.

3.14. Salesforce
• Feature/Setting: Scheduled report for inventory objects, Reports API “GET /services/data/v52.0/analytics/reports”, automated notifications.

3.15. Smartsheet
• Feature/Setting: Scheduled workflows for inventory sheet, automated email action.

3.16. Airtable
• Feature/Setting: “Scripting Automation”, scheduled run, output records via email/sendWebhook; automate filter and delivery logic.

3.17. Notion
• Feature/Setting: Automated API queries with scheduled external service call for inventory databases, automated summary sendout.

3.18. Monday.com
• Feature/Setting: Automation recipes for “Every week, create a report from board X”, email integration.

3.19. SendGrid
• Feature/Setting: API “POST /mail/send” for scheduled and automated report emails with attachments.

3.20. Twilio
• Feature/Setting: Programmable Messaging API for timed inventory SMS reports; schedule via external scheduler.

3.21. HubSpot
• Feature/Setting: Workflow Automations for inventory task list, report emails via “Marketing Email API”.

3.22. Google Drive
• Feature/Setting: API “files.create”, scheduled export from Sheets, automate push to shared folder.

3.23. Dropbox
• Feature/Setting: “/files/upload” API via scheduled workflow, automate report backup.

3.24. Asana
• Feature/Setting: Custom Rules for recurring task with report Upload, automated notifications.

3.25. Pabbly Connect
• Feature/Setting: Scheduler module, Google Sheets/Email action for automated report workflow delivery.

Benefits

4.1. Automating report generation enables error reduction, increases consistency, and ensures timely delivery.
4.2. Automation minimizes staff workload, freeing team capacity for proactive tasks.
4.3. Automator triggers allow for proactive low-stock action, better inventory forecasting, and waste reduction.
4.4. Automatedly archived inventory logs create compliance, financial record, and loss prevention audit trails.
4.5. Automation of platform variants permits customized workflows to suit technical levels, scalability, and cost efficiency.

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