Monthly inventory reconciliation and reporting

Purpose

1.1. Automate monthly inventory reconciliation and reporting for animal hospitals to maintain accurate stock levels, identify discrepancies, streamline order management, and ensure regulatory compliance across all consumables, medical supplies, pharmaceuticals, and equipment.
1.2. Synchronize data between physical inventory counts, purchasing systems, and reporting dashboards to minimize manual errors, reduce time investment, and provide actionable insights for efficient supply management and cost control.

Trigger Conditions

2.1. Scheduled trigger at predefined monthly intervals (e.g., first business day of each month).
2.2. Receipt of end-of-month inventory data file (CSV, XLSX, or API payload).
2.3. Inventory system event signifying completion of physical count or audit.
2.4. Threshold-based restock alert (critical minimum or maximum reached before monthly cycle).

Platform Variants

3.1. Shopify
• Inventory API: Pull monthly stock-on-hand and sales data using GET /admin/api/2022-10/inventory_levels.json.
3.2. Zoho Inventory
• Reports Module: Schedule and fetch Inventory Valuation Summary via Reports API endpoint.
3.3. Square for Retail
• Inventory Management API: Use ListInventoryCounts to extract stock levels and recent adjustments.
3.4. NetSuite
• SuiteTalk SOAP API: Request InventoryBalance or perform a saved search via getSavedSearch.
3.5. QuickBooks Online
• Reports API: Get Inventory Valuation Summary and Product/Service List via GET /v3/company/{companyId}/reports/InventoryValuationSummary.
3.6. SAP Business One
• Service Layer API: Use GET /InventoryGenEntries and GET /Items endpoints for reconciliation data.
3.7. Oracle NetSuite
• REST Web Services: Execute Inventory Balance query on supplies and drugs via endpoints.
3.8. Fishbowl Inventory
• REST API: Issue GET /api/inventory/get to pull stock levels for reconciliation.
3.9. Brightpearl
• Inventory Service API: Invoke GET /warehouse-service/inventory-on-hand-summary.
3.10. Dynamics 365 Business Central
• API v2.0: GET /inventory. GET /itemLedgerEntries for movement tracking.
3.11. Cin7
• API Inventory Report: Retrieve current levels and value via inventory/report endpoint.
3.12. DEAR Systems
• Inventory API: GET /InventoryMovements or /InventoryOverview for end-of-month reporting.
3.13. Vend POS
• Inventory API: List all stock items with GET /api/2.0/products and /inventory.
3.14. SquareSpace Commerce
• Orders & Inventory API: Export product inventory counts and order logs.
3.15. Google Sheets
• Spreadsheets API: Pull or update inventory logs from shared sheets, use Apps Script for triggers.
3.16. Airtable
• REST API: Retrieve inventory base with GET /v0/{baseId}/{tableName}, automate reporting with scripts.
3.17. Smartsheet
• API: Fetch or append inventory tallies using GET /sheets/{sheetId}.
3.18. Amazon Seller Central
• Reports API: Request Inventory Report _GET_AFN_INVENTORY_DATA_, parse for monthly snapshot.
3.19. Slack
• Incoming Webhooks/Chat API: Send team notification and report with chat.postMessage.
3.20. Mailgun
• Messages API: Automate monthly email report dispatch using POST /v3/{domain}/messages.
3.21. DocuSign
• eSignature REST API: Procure management digital sign-off for compliance on reports via POST /envelopes.
3.22. Dropbox
• Files API: Auto-upload and share reconciled monthly inventory PDFs; use files/upload endpoint.

Benefits

4.1. Eliminates manual compilation of inventory reports, reducing chances of data entry errors.
4.2. Real-time insights into inventory health, expiration, and turnover rates.
4.3. Ensures consistent regulatory and audit compliance with verifiable digital records.
4.4. Supports automatic restock workflows, lowering the risk of shortages or overstock.
4.5. Frees up operational staff for value-added veterinary tasks by reducing reporting overhead.