Supplier performance and pricing reports

Purpose

 1.1. Automate consolidation and analysis of supplier performance and pricing for Andalusian restaurant inventory management.
 1.2. Enable comparison of quality, delivery punctuality, cost changes, and compliance with supplier agreements.
 1.3. Facilitate informed future ordering, streamline order cycles, and aid renegotiation or supplier change decisions.

Trigger Conditions

 2.1. New supplier invoice or delivery receipt logged in POS or ERP.
 2.2. Scheduled reporting interval (e.g., weekly, monthly, upon threshold breach).
 2.3. Price fluctuation detected in supplier data.
 2.4. Manual request from management via dashboard or chat.

Platform variants

 3.1. Microsoft Power Automate
  • Feature/Setting: Scheduled Flows; connect to Excel Online or SQL Server for supplier logs; trigger on new data entries.

 3.2. Zapier
  • Feature/Setting: Multi-Step Zaps; connect POS (e.g., Square) to Google Sheets and Slack; trigger on updated supplier data.

 3.3. Google Sheets API
  • Feature/Setting: Sheets API; call to aggregate supplier prices and delivery dates; trigger report build.

 3.4. Airtable
  • Feature/Setting: Automation; auto-generate supplier report on table update; email output to stakeholders.

 3.5. HubSpot Operations Hub
  • Feature/Setting: Data Sync; link supplier CRM contact analytics; auto-tag performance issues.

 3.6. Slack
  • Feature/Setting: Workflow Builder; alert channel on report generation; link summary as PDF.

 3.7. Salesforce
  • Feature/Setting: Custom Reports; API-based supplier data integration; real-time performance dashboard.

 3.8. SAP Business One
  • Feature/Setting: Analytics; schedule performance and price fluctuation checks; distribute to procurement.

 3.9. Google Data Studio
  • Feature/Setting: Scheduled Reports; data from Sheets or BigQuery; supply automated visualization.

 3.10. Mailgun
  • Feature/Setting: Send API; email finalized reports to managers.

 3.11. Box
  • Feature/Setting: Files API; auto-upload report output, configure access for procurement.

 3.12. Trello
  • Feature/Setting: Power-Up Automation; create cards for suppliers flagged with issues.

 3.13. Asana
  • Feature/Setting: Rules; auto-task assignment when price or delivery KPIs unmet.

 3.14. Monday.com
  • Feature/Setting: Integration recipes; trigger board update for supplier review required.

 3.15. QuickBooks Online
  • Feature/Setting: Invoice API; fetch supplier payables, build into report.

 3.16. Dropbox
  • Feature/Setting: File Requests; auto-save supplier data extracts.

 3.17. DocuSign
  • Feature/Setting: Envelopes API; flag supplier contract deviations for signature or review.

 3.18. Notion
  • Feature/Setting: API integration; auto-create database entries with performance tags.

 3.19. Xero
  • Feature/Setting: Reporting API; extract and parse supplier expenses over period.

 3.20. Twilio
  • Feature/Setting: Messaging API; send SMS alerts if supplier breaches detected.

 3.21. Tableau
  • Feature/Setting: Scheduled Extracts; update dashboards with latest supplier stats.

Benefits

 4.1. Reduce manual data collation errors and time.
 4.2. Enable rapid detection of supplier issues and performance slippage.
 4.3. Ensure pricing transparency and contract compliance.
 4.4. Streamline negotiation and selection for best value suppliers.
 4.5. Accelerate managerial decision-making via real-time reporting and alerts.