Purpose
1.2. Detect discrepancies between expected and actual inventory due to spoilage, theft, misplacement, or incorrect entries.
1.3. Automate the compilation, analysis, and distribution of comprehensive daily or weekly inventory reports for kitchen managers and procurement teams.
1.4. Streamline adjustments in procurement orders and menu availability based on real-time and reconciled stock data.
1.5. Enable data-driven supply chain decisions, minimizing over-purchasing and reducing waste.
Trigger Conditions
2.2. Inventory batch update or completion of stocktake process in POS system.
2.3. Manual trigger by authorized restaurant manager through dashboard.
2.4. Arrival of new stock and entry of purchase order receipts.
2.5. Detection of zero or negative stock for any key item.
Platform Variants
• Feature/Setting: Inventory API; configure webhook for end-of-day automatic report extraction.
3.2. Toast POS
• Feature/Setting: Inventory Management; scheduled export function or use Toast API to fetch daily counts.
3.3. Lightspeed Restaurant
• Feature/Setting: Stock API and Alerts; automated reconciliation logic using daily reports.
3.4. Revel Systems
• Feature/Setting: REST API; activate inventory export, connect report endpoint to reporting workflow.
3.5. Oracle MICROS
• Feature/Setting: Simphony Inventory Service; scheduled reconciliation tasks via RESTful endpoints.
3.6. Upserve
• Feature/Setting: Inventory integration; schedule daily/weekly summary exports via Upserve API.
3.7. QuickBooks Commerce
• Feature/Setting: Inventory API; automate pulling SKU and quantity data for reconciliation routines.
3.8. Zoho Inventory
• Feature/Setting: Reports API; configure routine extract of inventory balance sheets.
3.9. DEAR Systems
• Feature/Setting: Stock on Hand endpoint; use export function for regular inventory snapshots.
3.10. Fishbowl Inventory
• Feature/Setting: Data export scheduler; generate formulas for reconciliation actions in reports.
3.11. SAP Business One
• Feature/Setting: Inventory Counting Service; automate report running on a scheduled job.
3.12. Microsoft Dynamics 365
• Feature/Setting: Inventory Journals API; design daily posting and audit automation jobs.
3.13. NetSuite ERP
• Feature/Setting: Inventory Reports via SuiteAnalytics; schedule saved searches for reconciliation.
3.14. Infor CloudSuite Food & Beverage
• Feature/Setting: Stock Movement APIs; automate reconciliation on new entries.
3.15. Shopventory
• Feature/Setting: Scheduled stock reports; export as CSV and send to data processing node.
3.16. Shopify
• Feature/Setting: InventoryLevel GraphQL API; schedule queries for all ingredient SKUs.
3.17. Vend
• Feature/Setting: Inventory API; trigger report sync after stock updates.
3.18. Cin7
• Feature/Setting: GET Product Stock endpoint; automate downloads for report compilation.
3.19. Finale Inventory
• Feature/Setting: Inventory Report API; automated emailing of reconciled data to stakeholders.
3.20. Google Sheets
• Feature/Setting: Sheets API; push exported inventory for calculations and sharing.
3.21. Airtable
• Feature/Setting: Automated scripting block; update and reconcile stock table daily.
3.22. Slack
• Feature/Setting: Webhook notifications; deliver reconciliation summary to operations channel.
3.23. Gmail/Outlook
• Feature/Setting: SMTP API; schedule auto-sending of summarized inventory reconciliation to appointed emails.
3.24. Power BI
• Feature/Setting: Automatic refresh; configure inventory data pipeline for visualization/dashboard.
Benefits
4.2. Automated workflows minimize human error and reduce labor costs for report preparation.
4.3. Data is always up-to-date, enabling real-time inventory visibility for efficient procurement.
4.4. Streamlined communication with alerts or reports reduces manual oversight needs.
4.5. Insights support strategic planning and improve cash flow through more precise ordering.