Generate regular inventory performance reports

Purpose

1.1. Automatically generate, compile, and distribute comprehensive inventory performance reports to stakeholders at regular intervals.
1.2. Analyze sales velocity, stock-outs, overstocks, supplier lead times, and product turnover for decision-making.
1.3. Centralize data from POS, ERP, eCommerce, and supply chain systems, reducing manual reporting workload.
1.4. Enable forecast accuracy, optimize stock levels, identify slow movers, and facilitate proactive inventory management in appliance stores.

Trigger Conditions

2.1. Scheduled interval (daily, weekly, or monthly report execution).
2.2. Post inventory update (e.g., new stock arrival, stock adjustment).
2.3. Upon specific inventory thresholds (e.g., low or high stock alerts).
2.4. User-requested on-demand reporting through dashboard or command.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Schedule report refresh/publish; configure data source connection to cloud DB; set email distribution list.
3.2. Tableau
• Feature/Setting: Tableau Prep automated flows, schedule extract refresh, use email subscription for delivery.
3.3. Google Data Studio
• Feature/Setting: Scheduled email delivery; connect via BigQuery API for data source; automate sharing.
3.4. Zoho Analytics
• Feature/Setting: Scheduled reports; API-connected live inventory feeds; automated report burst to users.
3.5. SAP Crystal Reports
• Feature/Setting: Schedule recurring inventory reports; connect to SAP Business One inventory tables.
3.6. QuickBooks Commerce API
• Feature/Setting: Inventory API endpoint for fetching data; connect to report builder; automated scheduled runs.
3.7. NetSuite Saved Searches
• Feature/Setting: Inventory saved searches; set scheduled email for report output to managers.
3.8. Salesforce Reports
• Feature/Setting: Inventory object custom report; schedule report runs and email results.
3.9. Smartsheet Automation
• Feature/Setting: Automated workflows; inventory data collection sheet; scheduled report generation.
3.10. Monday.com
• Feature/Setting: Inventory board; automation recipe to generate and email performance summary.
3.11. Slack + Scheduled Workflow
• Feature/Setting: Slack Workflows; automated daily/weekly inventory report to a designated channel.
3.12. Google Sheets + Apps Script
• Feature/Setting: Apps Script trigger; import inventory from API; generate PDF and schedule email.
3.13. Airtable Automation
• Feature/Setting: Scheduled automation; inventory view; generate and email CSV or summary digest.
3.14. Zapier
• Feature/Setting: Scheduled workflow; connect inventory system, format report, auto-email to team.
3.15. Make (Integromat)
• Feature/Setting: Scheduler scenario; listen to inventory updates; format and send via email/SMS.
3.16. Shopify Admin API
• Feature/Setting: InventoryLevel endpoint; scheduled job to extract data and send report to managers.
3.17. Odoo Inventory Scheduler
• Feature/Setting: Automated scheduled actions; custom inventory summary reports to stakeholders.
3.18. Oracle BI Publisher
• Feature/Setting: Schedule report jobs; pull from inventory tables; burst to user list.
3.19. Jira Automation (Inventory Project)
• Feature/Setting: Scheduled automation in Jira; gather inventory issues/updates and email results.
3.20. Trello + Butler Automation
• Feature/Setting: Recurring command; collect daily inventory card data; auto-email digest.

Benefits

4.1. Increases inventory visibility and control, identifying issues proactively.
4.2. Reduces errors and reporting delays, saving manual labor.
4.3. Facilitates data-driven inventory and procurement decisions.
4.4. Enhances stakeholder communication and accountability through regular reporting.
4.5. Helps maintain optimal stock, avoiding overstock and stockouts.