Order Processing & BillingPurpose
1.2. Ensures comprehensive visibility over sales performance, inventory movements, and payment reconciliation automatedly.
1.3. Enables near real-time tracking, allowing management to make data-driven decisions, spot discrepancies, and optimize end-of-day closing.
1.4. Standardizes end-of-day reporting automation, minimizing manual data entry, reducing errors, and accelerating financial closure in audiology product retail.
Trigger Conditions
2.2. Manual trigger from POS or dashboard.
2.3. New sale transaction posted in POS or ERP system.
2.4. File upload detected in cloud storage (e.g., sales CSV upload).
2.5. Webhook event from e-commerce or payment platform.
Platform Variants (Selected Examples with API/Feature)
• Feature: Orders API — automate fetching daily sales data.
• Configuration: GET /v2/orders?location_id={id}&date={today}
3.2. Shopify
• Feature: Orders API — automate extracting daily order info.
• Configuration: GET /admin/api/2023-04/orders.json?created_at_min={dateT00:00:00}&created_at_max={dateT23:59:59}
3.3. QuickBooks Online
• Feature: Reports API — automate report generation for sales receipts.
• Configuration: GET /v3/company/{companyId}/reports/SalesByProduct
3.4. Zoho Books
• Feature: Sales API — automate listing and exporting daily sales invoices.
• Configuration: GET /salesinvoices?date={today}
3.5. Lightspeed Retail
• Feature: Reports API — automate extraction of sales and closing reports.
• Configuration: GET /API/Account/{account}/Report/Sales
3.6. Vend by Lightspeed
• Feature: Sales API — automate reading register closures and sales data.
• Configuration: GET /api/register_sales?since={today}
3.7. Sage Intacct
• Feature: Data Delivery Service — automate exporting transaction files.
• Configuration: Scheduled export of sales journals for end-of-day.
3.8. Salesforce
• Feature: Reports API — automate sales order extraction.
• Configuration: GET /services/data/v53.0/analytics/reports/{reportId}
3.9. Oracle NetSuite
• Feature: Saved Search API — automate pulling end-of-day transaction records.
• Configuration: GET /record/v1/order?criteria=date={today}
3.10. Microsoft Dynamics 365
• Feature: Power Automate Flow — automate exporting and emailing sales reports.
• Configuration: Create flow: "When sales order closed" → "Export report"
3.11. SAP Business One
• Feature: Service Layer API — automate extracting invoices and sales summaries.
• Configuration: GET /Invoices?$filter=DocDate eq {today}
3.12. Xero
• Feature: Reports API — automate extraction of sales and payment data.
• Configuration: GET /reports/ProfitAndLoss?fromDate={today}&toDate={today}
3.13. Google Sheets
• Feature: Google Sheets API — automate exporting sales data for aggregation.
• Configuration: Append or read range for daily sales log.
3.14. Airtable
• Feature: REST API — automate recording or extracting daily sales data.
• Configuration: GET /v0/{baseId}/Sales?filterByFormula={today}
3.15. Dropbox
• Feature: File Webhook — automate detection of new reports for distribution.
• Configuration: Monitor folder for new daily sales CSV.
3.16. Slack
• Feature: Incoming Webhook — automate direct sales report notifications.
• Configuration: POST /services/{webhookId} with sales summary.
3.17. Microsoft Teams
• Feature: Teams Connector — automate posting end-of-day summary to channel.
• Configuration: Send message action with aggregated sales data.
3.18. Gmail
• Feature: Gmail API — automate sending end-of-day report emails.
• Configuration: POST /gmail/v1/users/me/messages/send with attachment.
3.19. Outlook 365
• Feature: Graph API — automate delivery of sales report to distribution list.
• Configuration: POST /me/sendMail with summary or file.
3.20. AWS S3
• Feature: S3 Event Notification — automate trigger when sales report uploaded to bucket.
• Configuration: S3 bucket event → trigger processing Lambda.
3.21. Google Cloud Storage
• Feature: Cloud Functions — automate running aggregation on file upload.
• Configuration: Trigger Cloud Function on new sales file.
Benefits
4.2. Enables rapid, automatedly generated EOD insights for better decision-making.
4.3. Eliminates delays by automating distribution of reports to stakeholders.
4.4. Drives process consistency, compliance, and auditability in sales automation flows.
4.5. Frees staff for customer-facing tasks by automating repetitive reporting.
4.6. Guarantees automated, secure, and timely data archiving.