Daily/weekly inventory reporting to management

Purpose

1.1. Deliver automated daily/weekly inventory levels to management to ensure visibility, prevent shortages/overstock, and enhance procurement planning.
1.2. Streamline reporting from warehouse/ERP systems, reducing manual overhead, and enabling proactive supplier coordination for appliance parts.
1.3. Support decision-making with timely, accurate data on high-turnover and slow-moving items, plus flag low-stock alerts.

Trigger Conditions

2.1. Scheduled time-based trigger (e.g., weekdays at 7:00 AM or every Monday at 9:00 AM).
2.2. Manual on-demand trigger for urgent management requests.
2.3. Inventory threshold breach detected (optional, for urgent/exception alerts).

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Scheduled flow, action: "Get rows" from Excel/SQL, "Send email (V2)" with report attached.

3.2. Google Apps Script
• Feature/Setting: Time-driven trigger, function to query Google Sheets, "MailApp.sendEmail" to management.

3.3. Zapier
• Feature/Setting: Schedule by Zapier, action: connect to inventory software, “Send Outbound Email” or Slack message.

3.4. Make (Integromat)
• Feature/Setting: Scheduler module, HTTP module for data extraction, Gmail/Slack/Teams module for delivery.

3.5. Salesforce
• Feature/Setting: Flow with scheduled path, "Report Export" action, "Email Alert" to management recipients.

3.6. Oracle NetSuite SuiteScript
• Feature/Setting: Schedule script, Inventory Balance search, use nlapiSendEmail API for delivery.

3.7. SAP Business One
• Feature/Setting: Use Crystal Reports to schedule, trigger “Send Email” with report PDF.

3.8. QuickBooks Online
• Feature/Setting: Scheduled export of inventory summary, “Send Email” via connected mail service.

3.9. Odoo
• Feature/Setting: Automated Actions, cron schedule, “Send Email” server action.

3.10. AWS Lambda
• Feature/Setting: CloudWatch Event rule (scheduled trigger), boto3 to query DB, SES for email.

3.11. Google Cloud Functions
• Feature/Setting: Pub/Sub on schedule, fetch inventory from Firestore, send report with Gmail API.

3.12. Twilio SMS
• Feature/Setting: Scheduled job, use Twilio SMS API to notify management with key stats.

3.13. SendGrid
• Feature/Setting: Use SendGrid API to deliver custom HTML reports as scheduled attachments.

3.14. Slack
• Feature/Setting: Scheduled webhook, post inventory updates to #management-inventory.

3.15. Microsoft Teams
• Feature/Setting: Scheduled Teams webhook, post inventory summary to relevant channel.

3.16. Airtable
• Feature/Setting: Scripted automation, scheduled trigger, “Send email” action with report from filtered view.

3.17. HubSpot
• Feature/Setting: Custom workflow, scheduled report generation, send internal notification or email.

3.18. monday.com
• Feature/Setting: Scheduled automation to aggregate board items, send summary email or notification.

3.19. Notion
• Feature/Setting: Integration with scheduled script to read database, send inventory summary email.

3.20. Freshdesk
• Feature/Setting: Scheduled automation to create and assign reporting tickets to management.

3.21. Trello
• Feature/Setting: Scheduled Butler automation to create and email a daily inventory card.

3.22. Jira
• Feature/Setting: Scheduled automation rule, generate inventory task or send summary to management group.

3.23. Zoho Inventory
• Feature/Setting: Automated scheduled report dispatch to specified email list.

Benefits

4.1. Reduces manual data collection effort and minimizes reporting errors.
4.2. Ensures management always has current inventory visibility for critical parts.
4.3. Speeds up procurement response and supplier communications.
4.4. Highlights stock risks, improving service levels and avoiding lost sales.
4.5. Frees staff to focus on value-adding tasks and strategic planning.