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Regular inventory reconciliation processes

Purpose

 1.1. Automate the entire process of inventory count comparison, flagging discrepancies, logging adjustments, and updating the central system without manual intervention.
 1.2. Automates reconciliation of received supply quantities with usage data from POS, generating alerts for variances or losses.
 1.3. Ensures automated real-time accuracy in inventory valuation, preventing human errors and enabling automated actionable insights for reordering and waste reduction.
 1.4. Automator eliminates data silos by syncing multi-location Lebanese restaurant inventory data in an automated and auditable workflow.

Trigger Conditions

 2.1. Scheduled triggers (daily, weekly, monthly) for automated reconciliation runs.
 2.2. Automatedly triggered by item receipt, POS sales transaction, or physical stock check submitted via mobile app.
 2.3. Manual override or on-demand run by manager via dashboard click.

Platform Variants


 3.1. Microsoft Power Automate
  • API: Scheduled Flow; Configure to trigger at 2am daily for automated reconciliation.
  • Action: SQL Server Connector "Execute a SQL query" for fetching actual vs. system stock data.

 3.2. Zapier
  • Zap Trigger: Schedule by Zapier; Set a repeat every Sunday.
  • Zap Action: Google Sheets "Find Row" and "Update Row" for inventory logging.

 3.3. Make (formerly Integromat)
  • Module: Scheduler; Schedule reconciliation scenario.
  • Module: Airtable “Search records” and “Update records” for inventory movement.

 3.4. Workato
  • Recipe Trigger: Scheduler; daily execution.
  • Recipe Action: Oracle NetSuite “Search Inventory” and “Update Inventory Quantity” API.

 3.5. UiPath
  • Activity: Time Trigger; Scheduled run for automated reconciliation bot.
  • Activity: Excel Application Scope with "Read Range" / "Write Range" for updating inventory counts.

 3.6. Tray.io
  • Trigger: Scheduled Trigger Node weekly.
  • Action: Salesforce “Update Record” for adjusting inventory objects.

 3.7. Boomi
  • Start Shape: Schedule.
  • Process Shape: SAP “GET” and “POST” inventory endpoints for reconciliation data.

 3.8. ServiceNow Flow Designer
  • Trigger: Scheduled Flow.
  • Action: Table API “GET” and “PATCH” inventory items.

 3.9. Oracle Integration Cloud
  • Job Scheduler: Timed trigger.
  • REST Adapter: “GET /inventory/levels” & “POST /inventory/adjustments” configuration.

 3.10. SAP Business Technology Platform
  • Automation Factory: Time-based automation trigger.
  • BAPI “BAPI_MATERIAL_GETLIST” for stock, “BAPI_MATERIAL_SAVE” for updates.

 3.11. QuickBooks Online
  • Trigger: Scheduled Batch Automation.
  • Endpoint: “InventoryQtyAdjustment API” for pushing reconciled data.

 3.12. Google Apps Script
  • Time-driven Trigger function.
  • Script: Reads/writes stock counts in Google Sheets, emails variance report.

 3.13. Smartsheet Automation
  • Trigger: Recurring Workflow.
  • Action: “Update Cells” to reconcile quantities.

 3.14. monday.com
  • Automations: Scheduled “Every X Days” workflow.
  • Integration: “Update Item” action on inventory boards.

 3.15. Odoo ERP
  • Server Action: Scheduled Automated Action.
  • Python Script: Inventory line reconciliation.

 3.16. TallyPrime
  • ODBC Integration: Schedule script to fetch/update stock.
  • TDL Script: Automate variance alert.

 3.17. NetSuite
  • SuiteScript: Scheduled Script for reconciliation.
  • RESTlet: “PUT” endpoint for stock update.

 3.18. Zoho Inventory
  • Scheduler Automation.
  • API: “Update Item” function for reconciliation.

 3.19. Freshdesk
  • Workflow Automator: Scheduled job.
  • Action: “Update custom field” for inventory module.

 3.20. Slack
  • Workflow Builder: Schedule weekly inventory report automation.
  • Slackbot: Sends automated variance alerts to #management.

Benefits

 4.1. Automates time-consuming reconciliation into minutes, not hours.
 4.2. Reduces manual labor and automatable risk of human error.
 4.3. Automated variance detection ensures accountability.
 4.4. Increases audit readiness with a fully digital, automatedly tracked reconciliation trail.
 4.5. Automates cross-system data consistency, streamlining Lebanese cuisine inventory for cost-effective ordering and minimized waste.
 4.6. Enables automators to integrate POS, supplier, and warehouse modules for always up-to-date inventory data.
 4.7. Empowers decision makers via automated reports and actionable alerts to optimize food costs and reduce stockouts.

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