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Exporting daily/monthly inventory reports

Purpose

1.1. Automate generation and distribution of inventory reports for Andhra restaurants, capturing daily/monthly ingredient usage, wastage, low stocks, purchase requirements, and supplier variances for better stock control and cost reduction.
1.2. Ensure accurate, timely tracking to prevent ingredient shortages, inform purchasing decisions, optimize stock levels, and comply with F&B auditing standards.

Trigger Conditions

2.1. Scheduled time event (e.g., every day at 11:55 PM, every 1st day of the month at midnight).
2.2. Manual trigger by manager via mobile app/web dashboard.
2.3. Inventory threshold breach (e.g., any item dips below reorder point).
2.4. Upon successful purchase order confirmation or goods receipt update.

Platform Variants

3.1. Google Sheets
• Feature: Apps Script-based timed triggers for report generation and mail integration.
• Setting: Configure Apps Script `Time-driven trigger`, worksheet read, and email via `MailApp.sendEmail()`.

3.2. Microsoft Power Automate
• Feature: Scheduled cloud flows with Excel Online (Business).
• Setting: Recurrence trigger, “List rows present in a table”, “Send an email (V2)”.

3.3. Zapier
• Feature: Scheduled zaps connecting POS/inventory tools to email and Drive/Sheets.
• Setting: “Schedule by Zapier” trigger, “Formatter”, “Gmail/Drive” actions.

3.4. Airtable
• Feature: Automations; scripting blocks.
• Setting: “At a scheduled time” trigger, script block to aggregate inventory, email/send to Google Drive.

3.5. Slack
• Feature: Workflow builder for scheduled notifications.
• Setting: “Scheduled date & time” trigger, “Send a message” with report summary, file upload.

3.6. Dropbox
• Feature: API for file creation/upload.
• Setting: Create/upload report file via `/files/upload`, scheduled script.

3.7. Email SMTP (e.g., Outlook, Gmail)
• Feature: Programmable batch emails.
• Setting: Use SMTP server creds, automate via code (Python `smtplib`, Node.js `nodemailer`).

3.8. WhatsApp Business API
• Feature: Media message with inventory report PDF/CSV.
• Setting: Use `/v1/messages`, programmatic trigger , upload file/media.

3.9. MongoDB Atlas Triggers
• Feature: Scheduled triggers executing aggregation and emailing.
• Setting: Scheduled function to query inventory, format report, send via AWS SES.

3.10. Amazon S3
• Feature: Triggered Lambda upload of reports.
• Setting: Lambda scheduled event, write to S3 bucket.

3.11. Monday.com
• Feature: Automation recipes and integrations.
• Setting: Scheduled notification/export via integration, summary e-mail.

3.12. Oracle NetSuite
• Feature: Saved search scheduled export via SuiteScript.
• Setting: Schedule suitelet/saved search, generate CSV/XLS, auto-e-mail.

3.13. SAP Business One
• Feature: Reporting module with job scheduling.
• Setting: Scheduled report, configure export format (CSV, Excel), email to recipients.

3.14. QuickBooks Online
• Feature: Scheduled reports in Inventory module.
• Setting: Memorized reports scheduled for delivery, recipient by email.

3.15. Smartsheet
• Feature: Data workflow automation.
• Setting: Schedule workflow to summarize daily/monthly, email attachment.

3.16. Trello
• Feature: Butler automation scheduled report cards.
• Setting: Rule to export board/list, email summary/report.

3.17. Freshdesk
• Feature: Supervisor rules to trigger exports.
• Setting: Scheduled exports using custom widget/API integration.

3.18. Notion
• Feature: Integration API for data extraction/reporting.
• Setting: API script scheduled pull/export, mail via webhook.

3.19. ClickUp
• Feature: Automation for recurring export.
• Setting: Recurring task trigger; integration scripts to export and mail.

3.20. HubSpot
• Feature: Scheduled workflow notifications.
• Setting: Workflow with scheduled triggers, export inventory properties, send via mail.

3.21. Zoho Inventory
• Feature: Custom schedule and alert workflows.
• Setting: Schedule reports with webhook for export, auto-send via mail.

Benefits

4.1. Eliminates manual report generation effort and errors.
4.2. Timely insights minimize ingredient stockouts and wastage.
4.3. Facilitates compliance—supports audit/compliance needs.
4.4. Frees up staff for core restaurant operations.
4.5. Enables faster, data-driven procurement and planning for Andhra cuisine menus.

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