Daily sales and inventory reporting automation

Purpose

1.1. Automate the daily compilation of sales transactions and inventory changes for Nasi Uduk restaurants, generating standardized reports.
1.2. Ensures seamless data aggregation from POS, kitchen, inventory, and finance channels for operational decision-making.
1.3. Automates notification to management and staff regarding sales totals, out-of-stock ingredients, and reordering needs.
1.4. Supports regulatory compliance by automating record retention and traceable audit logs.
1.5. Facilitates automated integration with accounting, procurement, and analytics systems for end-to-end workflow.

Trigger Conditions

2.1. Automated start at a set daily schedule (e.g., restaurant closing time).
2.2. Triggered by end-of-day POS closure or inventory recount.
2.3. Optionally automated by detecting low-stock or sales anomalies in real-time.

Platform Variants

3.1. Square POS
• Feature/Setting: Sales Report API — automate daily sales data extraction (endpoint: `/v2/reports/sales`).
3.2. Toast POS
• Feature/Setting: Toast API — use automated inventory and sales endpoints (e.g., `/sales`, `/inventory`).
3.3. Shopify
• Feature/Setting: Orders API and Inventory API — automate reports via `/admin/api/2023-07/orders.json` and `/inventory_levels.json`.
3.4. Vend (Lightspeed Retail)
• Feature/Setting: Vend API — automate retrieving daily register closures, stock movements (`/api/register_closures`, `/api/products`).
3.5. QuickBooks Online
• Feature/Setting: Reports API — automate pushing sales data for real-time financial reporting (`/v3/company/reports`).
3.6. Xero
• Feature/Setting: Accounting API — automate journal updates and daily sales uploads (`/api.xro/2.0/Invoices`).
3.7. Slack
• Feature/Setting: Incoming Webhooks — automate daily summary post to staff channels.
3.8. Microsoft Teams
• Feature/Setting: Teams Connector — automated posting of sales/inventory report messages to management group.
3.9. Google Sheets
• Feature/Setting: Sheets API — automate appending sales/inventory entries to a report spreadsheet (`spreadsheets.values.append`).
3.10. Airtable
• Feature/Setting: Base API — automatically update daily records for sales and stock (`PATCH /v0/{baseId}/{tableName}`).
3.11. SAP Business One
• Feature/Setting: Service Layer — automate integration for financial, inventory, and sales modules.
3.12. Oracle NetSuite
• Feature/Setting: SuiteTalk API — automate pushing sales order and inventory info nightly.
3.13. Zoho Inventory
• Feature/Setting: Inventory Reports API — automate pulling/restocking updates and sales summary.
3.14. FreshBooks
• Feature/Setting: Invoices and Expenses API — automate daily sales entries and food cost reporting.
3.15. Trello
• Feature/Setting: API — automate creating daily checklist/report card for kitchen/manager review.
3.16. Dropbox
• Feature/Setting: Files Upload API — automate saving PDFs/CSVs of reports to a shared folder.
3.17. OneDrive
• Feature/Setting: Graph API — automate uploading daily report files to controlled access folders.
3.18. Power BI
• Feature/Setting: REST API — automatically feed sales/inventory summary for automated dashboards.
3.19. Tableau
• Feature/Setting: REST API — automate report dataset upload for visualization.
3.20. Mailgun
• Feature/Setting: Sending API — automate daily email distribution of reports to nominated contacts.

Benefits

4.1. Automated reporting eliminates manual data entry, reducing errors and increasing efficiency.
4.2. Automates compliance by timestamped record-keeping and regulatory traceability.
4.3. Automated notifications support proactive inventory management and restocking.
4.4. Automated report delivery ensures all stakeholders receive timely insights.
4.5. End-to-end workflow automation connects sales, operations, finance, and analytics platforms, supporting business scalability.