Generate inventory reports for weekly management review

Purpose

1.1. Automate the process of generating weekly inventory reports for management review, enhancing the efficiency, accuracy, and timeliness of tracking Honda vehicle stock levels, trends, turnover, and actionable insights for decision-making.
1.2. Automate data collation from sales, deliveries, aging inventory, VIN tracking, and pricing changes, and automate distribution of compiled reports via multiple platforms or communication channels for streamlined review and archiving.
1.3. Enable automated alerts for anomalies, low stock, overstays, and high-performing models, supporting proactive inventory management and automating compliance with OEM reporting schedules.

Trigger Conditions

2.1. Automated weekly schedule (e.g., every Sunday 11:59 PM); manual override possible.
2.2. New vehicle delivery entries logged in DMS triggers report update.
2.3. Trigger on significant pricing changes or threshold breaches (e.g., stock drops below 10 units).
2.4. API/webhook trigger from integrated inventory management system after batch update.
2.5. Automator signal from management app dashboard trigger for on-demand generation.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Sheets API - automate data retrieval/export; auto-update spreadsheets with inventory rows.
3.2. Microsoft Power BI
• Feature/Setting: Scheduled Refresh/API – configure automated dataset pulls; automate report generation and email.
3.3. Salesforce
• Feature/Setting: Reports & Dashboards API – automate inventory report creation; automate export for weekly reviews.
3.4. SAP Business One
• Feature/Setting: Inventory Report Generator – scheduled jobs to automate PDF/CSV report export
3.5. QuickBooks
• Feature/Setting: Reports API – automate inventory valuation/stock reports for weekly intervals.
3.6. Zoho Inventory
• Feature/Setting: Automator, Workflow Rule – scheduled workflow to automate generation and distribution.
3.7. Oracle NetSuite
• Feature/Setting: Saved Searches/Scheduled Reports – automate exports with advanced filters and automated mailing.
3.8. HubSpot
• Feature/Setting: Custom Workflow – automate pulling inventory object data into reports, automated mailing.
3.9. Slack
• Feature/Setting: Incoming Webhooks – automate report delivery directly to 'Inventory' management channels.
3.10. Monday.com
• Feature/Setting: Automations – automate compiling inventory boards, trigger summary report each week.
3.11. Dropbox
• Feature/Setting: API – automate uploading generated reports for folder sharing/archival.
3.12. SAP ERP Central Component
• Feature/Setting: ABAP Reports + Job Scheduler – automate inventory analytics with scheduled output.
3.13. AWS QuickSight
• Feature/Setting: Scheduled Dashboard Refresh – automate visual inventory analytics sent to managers.
3.14. Tableau
• Feature/Setting: Tableau Extract Refresh – automate scheduled inventory dashboards for dealership OEMs.
3.15. Odoo
• Feature/Setting: Scheduled Actions – automate weekly report export from inventory module.
3.16. Twilio SendGrid
• Feature/Setting: Email API – automate direct email dispatch to management with PDF or Excel attachments.
3.17. Trello
• Feature/Setting: Power-Up/Butler automation – automate creation of inventory tracking cards and summary lists.
3.18. OneDrive
• Feature/Setting: Automated file upload API – automate saving and sharing inventory reports to designated folders.
3.19. Xero
• Feature/Setting: Inventory Reports API – automate generation and cloud storage of vehicle stock summaries.
3.20. Airtable
• Feature/Setting: Automations – automate pulling and formatting inventory databases into weekly reports.
3.21. Google Data Studio
• Feature/Setting: Scheduled email delivery – automate graphical inventory reports sent automatically as PDFs.
3.22. Asana
• Feature/Setting: API – automate task creation for managers to review and sign-off on delivered inventory reports.
3.23. Zoho Analytics
• Feature/Setting: Scheduled Reports – automate in-depth analytics pulled from Honda DMS and distributed via email.

Benefits

4.1. Replaces manual, error-prone reporting with automated, accurate, and consistent process.
4.2. Automates timely report delivery, eliminating delays and forgotten follow-ups.
4.3. Standards-based automation integrates easily with existing data systems, streamlines multi-platform workflows.
4.4. Enables automatable anomaly detection for inventory issues, triggering faster corrective action.
4.5. Automated reporting increases transparency, improves compliance, and enhances business insights for management teams.