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Expiry date monitoring and clearance offer triggers

Purpose

1.1. Automate expiry date monitoring for perishable aquatic pet products in real-time for a Goldfish store.
1.2. Notify managers automatically before expiry, enabling proactive clearance sales and minimizing losses.
1.3. Automate communication of clearance offers to customers and synchronize inventory updates across multiple channels.
1.4. Ensure automated audit logging of actions taken for compliance and process optimization.
1.5. Integrate automators for supplier coordination on expiring stock and replenishments.

Trigger Conditions

2.1. Automatedly trigger when SKU expiry date is X days from today (e.g., 30, 14, 7, or 1 day).
2.2. System triggers on new stock entries with short-dated expiry, or inventory edits flagging near-expiry items.
2.3. Automated trigger if daily scheduled batch finds new items breaching expiry thresholds.

Platform Variants


3.1. Shopify
• Function: Flow automation for Inventory Level/Expiry Date monitoring; use Shopify Flow to monitor item expiry property.

3.2. WooCommerce
• Function: Action Scheduler with custom expiry meta, automating batch clearance flagging.

3.3. Square POS
• API: Inventory API — expiry_date custom attribute, automate to trigger webhook for near-expiry products.

3.4. Vend (Lightspeed Retail)
• API: Product update webhook; automating nightly expiry check and tagging items.

3.5. Zoho Inventory
• API: Automated workflow on batch/lot expiry; configure notification and clearance price update automation.

3.6. Odoo
• Feature: Automated Scheduled Actions for expiry field, triggering inventory status updates and price rules.

3.7. Microsoft Power Automate
• Connector: Scheduled Cloud Flow with SQL/Excel triggers on expiry dates; automates Teams/email alerts and data updates.

3.8. Google Sheets
• Script: Time-driven Apps Script to scan expiry column, sending automated Slack/email notifications.

3.9. Airtable
• Automation: Scheduled automation for date field; conditional logic for updating status/clearance fields.

3.10. Klaviyo
• Feature: Automated campaign/flow triggered by expiry property for targeted customer outreach.

3.11. Salesforce Commerce Cloud
• API: Product custom attribute monitoring via scheduled job, automate clearance category assignment.

3.12. SAP Business One
• SDK/Workflow: Batch expiry query, automate internal alerts and update discount fields.

3.13. QuickBooks Commerce
• API: Inventory batch tracking, automate status updates and trigger notifications on expiry.

3.14. NetSuite
• SuiteScript: Schedule automation on expiry fields to tag and discount items close to expiration.

3.15. Slack
• API: Incoming Webhooks, automate posting of near-expiry items in inventory channel.

3.16. Microsoft Teams
• Power Automate Connector: Scheduled expiry scan, automate expiry notices in a dedicated channel.

3.17. Twilio SMS
• Feature: Automated SMS notification on expiry alerts and clearance offers to segmented customer lists.

3.18. SendGrid
• API: Triggered email automation with expiry alerts and automated clearance offer messages.

3.19. Mailchimp
• Marketing Automation: Audience segmentation and campaign trigger for near-expiry product promotions.

3.20. Zapier
• Integration: Scheduled Zaps to find expiring products, push automated notifications and update inventory status.

3.21. Monday.com
• Automation: Date-based recipe for automating expiry tracking, clearance tagging, and manager alerts.

3.22. Notion
• Database automation: Schedule templated reminders and clearance updates for expiring stock items.

3.23. Asana
• Rule Automation: Task generation for manual clearance efforts as expiry dates approach, automating workflows.

Benefits

4.1. Streamlined automated expiry tracking, eliminating manual checks and mitigating risk of expired sales.
4.2. Accelerated clearance activity via automated customer outreach, maximizing sell-through of near-expiry stock.
4.3. Improved supplier coordination and stock optimization with automation, reducing wastage.
4.4. Automated logging enhances compliance and future auditability, ensuring process accountability.
4.5. Scalable—easily supports additional branches, categories, or platforms without extra manual effort.

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