Daily inventory reconciliation reports

Purpose

1.1. Automatically reconcile daily stock between POS orders and current inventory systems, identifying discrepancies, generating reports, and distributing to key staff.
1.2. Reduce manual reconciliation, minimize inventory shrinkage, support compliance for food safety, and enable real-time response to supply issues.
1.3. Aggregate sales/usage data from registers, kitchen, and storeroom, comparing with inventory movement logs for true stock position.
1.4. Deliver error/variance flags and summary reports to managers for corrective action and ordering optimization.

Trigger Conditions

2.1. Scheduled daily at set business close time or after last transaction.
2.2. Manual trigger by manager when early reconciliation needed.
2.3. Automatic on completion of all shift closes or when new stock receipts are logged.

Platform Variants

3.1. Square POS
• Feature: Inventory API → GET /v2/inventory/counts
• Setting: Connect with API key; schedule count extraction at end of day.
3.2. Toast POS
• Feature: REST Inventory endpoint → GET /api/v2/inventory/items
• Setting: OAuth credentials; pull item-level sold and remaining stock.
3.3. Lightspeed
• Feature: Inventory endpoint → GET /inventory/items
• Setting: Configure nightly batch job for differential scan between start/end of day.
3.4. Oracle MICROS
• Feature: Inventory Control Module → Run Daily Inventory Export
• Setting: SFTP credential setup; automate report download at set hour.
3.5. Upserve (by Lightspeed)
• Feature: Inventory Insights API → GET /inventory/counts
• Setting: API integration mapped to end-of-day trigger event.
3.6. Square for Restaurants
• Feature: Webhooks → Inventory Updates
• Setting: Subscribe webhook for real-time updates; aggregate changes by day.
3.7. Revel Systems
• Feature: Inventory Value Report Export
• Setting: Nightly cron job to fetch CSV/XLS export via API token.
3.8. TouchBistro
• Feature: Inventory Management endpoint → Fetch latest counts
• Setting: Use REST API to get ingredient-level details at closing.
3.9. QuickBooks POS
• Feature: Inventory Adjustment Transaction Search
• Setting: Schedule query/filter for by-item daily adjustments.
3.10. Shopify POS
• Feature: InventoryLevel API → GET /admin/api/inventory_levels.json
• Setting: OAuth token; extract and compare daily on preset schedule.
3.11. Sapaad
• Feature: Inventory Report API
• Setting: Scheduled report fetch based on store timezone.
3.12. SAP Business One
• Feature: Inventory Reports Service → Generate Stock Counting
• Setting: Trigger stock take and report to SFTP for ingestion.
3.13. Zoho Inventory
• Feature: Daily Inventory Report API
• Setting: API scheduled token-based download of reconciliation document.
3.14. MarketMan
• Feature: Daily Stock Count Endpoint
• Setting: Nightly batch extraction, compare consumed vs. purchased.
3.15. Koomi
• Feature: ‘End of Day’ Inventory Snapshot API
• Setting: Set scheduler for snapshot pull via REST key.
3.16. Xero
• Feature: Inventory Items GET
• Setting: Use secure OAuth for extracting stock on-hand, reconcile with sales data.
3.17. DEAR Systems
• Feature: GET Inventory Availability Endpoint
• Setting: Extract closing stock, automate variance checks.
3.18. Vend by Lightspeed
• Feature: Inventory Count API
• Setting: Set daily automatic export for reconciliation process.
3.19. NetSuite
• Feature: Inventory Balance Saved Search
• Setting: Schedule CSV export at close, push to automation flow.
3.20. Microsoft Dynamics 365
• Feature: Inventory Reports API
• Setting: Setup recurring Power Automate flow for pulling item balances and export.

Benefits

4.1. Eliminates manual inventory reconciliation and reduces human error.
4.2. Rapidly detects and surfaces stock discrepancies to trigger fast action.
4.3. Provides standardized, timestamped report archive for audits and compliance.
4.4. Allows automated replenishment recommendations and reduces out-of-stock risk.
4.5. Integrates with notification platforms for instant alerting on stock issues (e.g., via Slack, email, or SMS).