Periodic stock reconciliation reports

Purpose

1.1. Ensure continuous alignment between recorded inventory and actual stock in the kitchen, bar, and storage.
1.2. Identify discrepancies (loss, theft, spoilage) proactively to minimize cost leakage.
1.3. Deliver actionable reports to management and procurement for timely reordering and supplier negotiation.
1.4. Simplify compliance for health, safety, and financial audits by maintaining transparent inventory records.
1.5. Enable trend analysis for popular items, wastage patterns, and seasonal stock needs in African restaurant operations.

Trigger Conditions

2.1. Scheduled time intervals (e.g., daily, weekly, end of month).
2.2. Manual initiation by manager in POS or ERP system.
2.3. Detection of threshold stock levels crossed in database.
2.4. Completion of inventory intake or new supplier delivery.
2.5. On-demand request via dashboard or chatbot interface.

Platform Variants

3.1. Square POS
• Feature: Inventory reporting API — configure scheduled export of inventory log.
3.2. Toast POS
• Feature: Inventory Count API — use daily automatic report generation.
3.3. Lightspeed
• Feature: Scheduled inventory reconciliation exports — enable and set frequency in the admin portal.
3.4. Upserve
• Feature: Back Office Inventory API — map inventory data to report fields, set scheduler.
3.5. Oracle MICROS
• Feature: Inventory Analytics Module — trigger scheduled reconciliation jobs, email report results.
3.6. Revel Systems
• Feature: Inventory summary export — configure FTP/SFTP transfer to data processor.
3.7. SAP Business One
• Feature: Inventory Reports Service — configure periodic task in Event Scheduler.
3.8. Zoho Inventory
• API: GET /reports/stock — trigger workflow via Zoho Flow for daily/weekly reconciliation.
3.9. QuickBooks Commerce
• API: GET /inventory — map results to reconciliation document, schedule via Intuit scheduler.
3.10. DEAR Systems
• Feature: Inventory Movement Report — setup periodic download via API.
3.11. Odoo
• Feature: Stock Quant Report — automate PDF generation and email via Odoo Studio.
3.12. Xero Inventory
• Feature: Inventory Summary API — use webhook to get updated reconciliation list.
3.13. Shopify
• API: InventoryLevel — automates periodic export with recurring job, maps to reporting target.
3.14. Vend
• Feature: Inventory Data Export — trigger cloud report job, receive CSV/JSON in storage.
3.15. Foodager
• Feature: Inventory Audit Scheduler — specify days for reconciliation and automated emailing.
3.16. MarketMan
• Feature: Auto-generated Inventory Reports — schedule exports to accounting or BI platform.
3.17. FreshBooks
• API: Inventory Tracking — retrieve item list and usage, generate reconciliation report.
3.18. Oracle NetSuite
• Feature: Inventory Count Automation — configure recurring workflow for African cuisine SKUs.
3.19. Microsoft Power Automate
• Feature: Scheduled cloud flows — connect with POS/ERP APIs, automate collection and reporting.
3.20. Google Sheets
• Feature: App Script triggers — automate imports from inventory system APIs and generate summaries.

Benefits

4.1. Minimizes manual work for staff in regular stocktaking.
4.2. Early detection of anomalies for corrective action.
4.3. Improves supplier accountability and negotiation power.
4.4. Reduces wastage and shrinkage costs.
4.5. Provides management with frequent, reliable data for better inventory decisions.
4.6. Supports scaling to multi-location and franchise operations.
4.7. Ensures digital audit trails and regulatory compliance.