End-of-day inventory reporting to management

Purpose

1.1. Automate the daily collection, aggregation, analysis, and reporting of all inventory movements and current stock status within the angler fish restaurant.
1.2. Ensure accurate end-of-day inventory visibility by item, supplier, location, and loss, to inform purchasing, reduce waste, and provide management with actionable insights.
1.3. Eliminate manual reporting, reduce errors, and enable proactive inventory management for specialty seafood operations.

Trigger Conditions

2.1. Scheduled time-based trigger (e.g., every day at restaurant close, 11:59 PM).
2.2. Manual override trigger for unscheduled audits.
2.3. Conditional trigger based on completion of final stock input or POS closure.

Platform Variants

3.1. Square POS
• Feature/Setting: Inventory API “ListInventoryCounts”; configure API read at close-of-business event.
3.2. Toast Tab
• Feature/Setting: Inventory Export Scheduler; automate daily CSV push to chosen endpoint.
3.3. Oracle NetSuite
• Feature/Setting: SuiteTalk REST Inventory API; schedule GET requests on “Inventory Balance” at day-end.
3.4. SAP Business One
• Feature/Setting: Service Layer API “InventoryCountingService_GetList”; specify filter for date/time.
3.5. Lightspeed Restaurant
• Feature/Setting: Inventory endpoint (/inventory/count); automate GET at closure.
3.6. Clover
• Feature/Setting: Inventory API “GET /v3/merchant/{mId}/items”; run daily export task.
3.7. Microsoft Power Automate
• Feature/Setting: Recurrence trigger; connect to inventory source, pipe to reporting tools.
3.8. Zapier
• Feature/Setting: Schedule trigger + “Webhooks by Zapier” GET; connect to inventory data source.
3.9. Google Sheets
• Feature/Setting: “ImportData” or Apps Script; run nightly update-import from POS/export file.
3.10. Slack
• Feature/Setting: Incoming Webhook; push inventory summary to management channel at EOD.
3.11. Microsoft Teams
• Feature/Setting: Scheduled Cloud Flow from inventory data to Teams notification.
3.12. SendGrid
• Feature/Setting: SMTP or Web API v3; send CSV/PDF inventory reports to mgmt email list, daily.
3.13. Gmail API
• Feature/Setting: “Users.messages.send”; automate emailing of daily inventory data attachment.
3.14. QuickBooks Online
• Feature/Setting: Inventory Reports API “GET /v3/company/{companyId}/reports/InventoryValuationSummary”; schedule pull.
3.15. Notion
• Feature/Setting: Database API “/databases/{database_id}/query”; nightly update, push EOD report.
3.16. Airtable
• Feature/Setting: Automation scheduler; read/write inventory log table, trigger email/report.
3.17. Dropbox
• Feature/Setting: “files/upload” to save daily inventory file, auto-share link.
3.18. AWS Lambda
• Feature/Setting: CloudWatch scheduled run, retrieve & process inventory data, store in S3.
3.19. Google Drive
• Feature/Setting: Drive API “files.create”; automate upload, update of daily reports.
3.20. Power BI
• Feature/Setting: Daily dataset refresh from inventory ETL, send scheduled dashboards to stakeholders.
3.21. Trello
• Feature/Setting: API “cards/create”; post daily inventory summary as a new card on report board.
3.22. Monday.com
• Feature/Setting: API “create_item”; automate addition of inventory report on dashboard board.

Benefits

4.1. Reduces manual workload and reporting time for staff.
4.2. Improves accuracy and real-time visibility for specialty seafood inventory.
4.3. Supports proactive stock management, cost control, and spoilage reduction.
4.4. Enables swift, data-driven decisions for management at closing and next-day planning.
4.5. Enhances transparency, compliance, and record-keeping for audits.