Regular stock aging and expiry reports generation

Purpose

1.1. Automate regular generation of detailed stock aging and expiry reports to ensure compliance, optimize warehouse turnover, flag slow-moving inventory, and automatedly alert staff to impending expiry or dormant stock, preventing financial and regulatory risks.

Trigger Conditions

2.1. Automated scheduling (daily, weekly, monthly) based on inventory levels.
2.2. Automated trigger on new batch entry or nearing expiry thresholds.
2.3. On-demand trigger through dashboard or operator command.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Scheduled Flow — Recurrence trigger; Excel Online/Dataverse integration for automated report processing.
3.2. Google Apps Script
• Feature/Setting: Time-driven triggers; SpreadsheetApp for automated report computations and emailing.
3.3. Zapier
• Feature/Setting: Schedule trigger; Google Sheets/Email integration for automated report generation and delivery.
3.4. Make (formerly Integromat)
• Feature/Setting: Scheduler module; Google Sheets/MS Excel modules, Array aggregator for automated reporting logic.
3.5. AWS Lambda
• Feature/Setting: EventBridge schedule trigger; automated S3/SES for report storage and notification.
3.6. Azure Logic Apps
• Feature/Setting: Recurrence trigger; Azure Table/SendGrid connectors for automated report generation and sending.
3.7. IBM App Connect
• Feature/Setting: Scheduler node; Cloudant DB, automated SMTP email output for aging/expiry alerts.
3.8. Salesforce Flow
• Feature/Setting: Scheduled Flow Trigger; report automation using Custom Reports and email alerts.
3.9. SAP Business Technology Platform
• Feature/Setting: Workflow service, SAP HANA triggers, automated email through SAP Cloud services.
3.10. Oracle Integration Cloud
• Feature/Setting: Scheduled Orchestration; automated reporting via Oracle Inventory and Email Adapter.
3.11. Smartsheet Automation
• Feature/Setting: Automated Workflows, recurring time triggers, automated report sharing.
3.12. Airtable Automations
• Feature/Setting: Scheduled trigger, script action to auto-create and email reports.
3.13. Monday.com Automations
• Feature/Setting: Scheduled automations, formula columns for automated expiry calculations, PDF export.
3.14. Workato
• Feature/Setting: Schedule trigger, SQL/Sheet connector, automated PDF report generation.
3.15. Alteryx
• Feature/Setting: Scheduled workflow, Inventory Input node, Output Data node for automated report distribution.
3.16. Tableau Prep
• Feature/Setting: Scheduled Flow, connect to inventory DB, automated report export and notification with Tableau Server.
3.17. Google Data Studio
• Feature/Setting: Scheduled report emailing, automated connection to inventory data sources.
3.18. Klipfolio
• Feature/Setting: Scheduled snapshots, automated inventory API connection, expiry rule widget.
3.19. Slack Workflow Builder
• Feature/Setting: Scheduled trigger, automated data fetch, deliver reports or expiry alerts in Slack channels.
3.20. Notion Automations (Zapier/Make/Automate.io)
• Feature/Setting: Scheduled page updates, automated expiry calculations, integration with email or Slack for notifications.

Benefits

4.1. Automates compliance workflows with less manual input and error.
4.2. Automated reduction of financial waste and regulatory risk through early alerts.
4.3. Enhances business intelligence with automated, actionable stock aging insights.
4.4. Speeds up decision-making by automating report access and delivery to stakeholders.
4.5. Support scalable warehouse operations by automating repetitive reporting tasks.
4.6. Automates follow-ups to ensure timely action by warehouse staff.