Location-based supply transfer workflow

Purpose

1.1. Automate location-based supply transfer between animal hospital branches to maintain optimal inventory, prevent shortages, lower wastage, and enable just-in-time resource management.
1.2. Ensure critical supplies (medicines, consumables, equipment) are efficiently shared or delivered based on real-time stock and geolocation data.
1.3. Facilitate automated notifications, vendor/restocking requests, and intra-location logistics for urgent inventory needs.

Trigger Conditions

2.1. Stock levels drop below configured minimum at a specific location.
2.2. Scheduled inventory audits indicate imbalance or overstock in certain branches.
2.3. Real-time location data shows a nearby branch with surplus for required items.
2.4. Critical supply (e.g., emergency drugs) expiry monitoring triggers preemptive transfer.
2.5. Manual request submitted by staff via dashboard or mobile app.

Platform Variants

3.1. Google Sheets
• Feature: Sheets API; automate real-time inventory logging, thresholds, and updates.
3.2. Microsoft Power Automate
• Feature: Inventory automation template; configure triggers for stock and location change.
3.3. Twilio SMS
• Feature: Messaging API; auto-notify staff of transfer requests and approvals.
3.4. Slack
• Feature: Incoming Webhooks; push transfer alerts and confirmations to team channels.
3.5. SendGrid
• Feature: Mail Send API; send automated supply status and logistics emails.
3.6. DocuSign
• Feature: eSignature API; automate authorization of supply transfers across locations.
3.7. Salesforce
• Feature: Inventory object and Flow Builder; sync transfer data and location status.
3.8. SAP
• Feature: Inventory Management API; create and update delivery notes for transfers.
3.9. Oracle NetSuite
• Feature: SuiteTalk API; set auto-transfer scripts for supply orders.
3.10. Zoho Inventory
• Feature: Workflow automation; auto-generate transfer orders by location.
3.11. QuickBooks Online
• Feature: API v3 – Inventory Tracking; log supply movement for accounting.
3.12. Airtable
• Feature: Automations; real-time update records and notification workflows.
3.13. Trello
• Feature: Power-Ups & Automation; task cards for in-transit or pending transfers.
3.14. Tableau
• Feature: Web Data Connector; visualize inventory balance heatmaps.
3.15. RFID Middleware (e.g., Zebra Savanna)
• Feature: API; track supply geolocation and auto-initiate transfers.
3.16. Shopify POS
• Feature: Inventory Locations API; sync inventory changes by branch.
3.17. HubSpot
• Feature: Workflow Automation; transfer ticket creation and status updates.
3.18. Dropbox Business
• Feature: File Request API; collect digital transfer proofs and receipts.
3.19. Monday.com
• Feature: Automations Center; trigger item movement across boards (locations).
3.20. ShipStation
• Feature: Shipping API; outbound transfer label auto-generation.

Benefits

4.1. Reduces manual errors, shortens response time for urgent supply needs.
4.2. Optimizes inventory costs, increases efficiency and compliance in supply management.
4.3. Enables transparency, streamlined coordination and proactive resource balancing.
4.4. Minimizes supply shortages and overstocking risk through real-time visibility and automation.