Online order consolidation and daily sales reporting

**1. Purpose**

1. Automate consolidation of all online customer orders from multiple sales channels (website, marketplaces, POS) into a single system to ensure seamless order management for a picture frame shop.

2. Automate daily sales reporting, scheduling automated delivery of sales summaries, product performance, and inventory trends to management and staff.

3. Automating manual data entry and reconciliation to reduce errors and ensure up-to-date sales insights.

4. Ensure automated updates, including real-time sales aggregation and automatic notification for order discrepancies or exceptions.

**2. Trigger Conditions**

1. Automated trigger when new orders are placed via any connected sales channel.

2. Scheduled automation trigger at a set daily time (e.g., every day at 11:45 PM) for sales data consolidation and report dispatch.

3. Trigger based on inventory threshold or specific item sales surges for exception-based automation.

**3. Platform Variants**

1. Shopify

• API: "Orders" endpoint — automate fetching new orders for consolidation.
• Admin triggers for daily automation of order export.

2. WooCommerce

• REST API: "List Orders" — automate retrieval and export of order data.
• Webhook automation for real-time order events.

3. Wix

• Wix Stores API: Orders — automate extraction for sales report automation.

4. BigCommerce

• Orders API: Automate scheduled pulling of order data for reporting.

5. Square

• Orders API: Fetch new sales, automate POS data integration.
• Webhook for real-time automated order notifications.

6. Lightspeed Retail

• Order Integration API — automate consolidating sales for daily reports.

7. Vend (now Lightspeed X-Series)

• API: Sales and Orders endpoints for automated sales aggregation.

8. Amazon Seller Central

• Reports API: Automate order report generation and download.

9. Etsy

• Orders API: Retrieve and automate all order data consolidation.

10. eBay

• Order API: Automate fetching daily orders for reporting.

11. Google Sheets

• API: Automate order consolidation into a live sales spreadsheet.
• Scheduled automation for report sharing.

12. Microsoft Excel Online

• Graph API: Automate filling worksheets with consolidated orders.
• Automated task for report dispatch.

13. QuickBooks

• Accounting API: Automate pushing daily sales summaries.
• Invoice automation for each order consolidated.

14. Xero

• API: Automated sales reconciliation and order syncing.

15. Slack

• API: Automate sending daily automated sales summary to a dedicated channel.
• Automated notifications for sales anomalies.

16. Gmail

• API: Automated email delivery of daily consolidated sales reports.

17. Outlook

• Graph API: Automate scheduled sending of sales recaps.

18. Dropbox

• API: Automated upload of daily sales report files for record-keeping.

19. Google Drive

• API: Automate saving and sharing consolidated reports with teams.

20. Trello

• API: Create automated cards or checklists for orders requiring manual follow-up.

**4. Benefits**

1. Automates cross-platform order data aggregation, removing manual copy-paste.

2. Enables automated, unified reporting for quick sales analysis.

3. Reduces errors and speeds up reconciliation with automation flows.

4. Improves staff efficiency by automating monotonous reporting tasks.

5. Ensures automated, timely notifications for exceptions and sales trends.

6. Simplifies order fulfillment by automating status updates and centralized access.

7. Facilitates automated audit trails and historical report storage.