Reporting & Analytics Automation**Purpose**
1.2. Optimize inventory levels, avoid stockouts or surpluses, and provide real-time reporting for wholesalers.
1.3. Integrate data from ERPs, sales portals, purchase orders, logistics, and inventory databases.
1.4. Deliver actionable insights via scheduled dashboards, emails, or alerting systems.
**Trigger Conditions**
2.2. New sales data ingestion or purchase entry.
2.3. Inventory level or threshold crossing.
2.4. Manual trigger via reporting interface or webhook.
2.5. Receipt of external data files (e.g., supplier updates, EDI, CSV uploads).
**Platform Variants**
3.1. SAP ERP
- Feature/Setting: Configure Inventory Movement Report in S/4HANA; use OData service `API_MATERIAL_STOCK_SRV` to extract stock change records.
3.2. Oracle NetSuite
- Feature/Setting: Saved Search for Item Fulfillment & Item Receipt; REST API endpoint `/record/v1/inventoryitem` for daily pulls.
3.3. Microsoft Dynamics 365
- Feature/Setting: Data Export Service with scheduled queries on Inventory Transactions entity; trigger via Power Automate or Logic App.
3.4. QuickBooks Online
- Feature/Setting: Inventory Valuation Reports via Reports endpoint; configure webhook for New/Updated Inventory Event.
3.5. Xero
- Feature/Setting: Inventory Items API GET `/api.xro/2.0/Items` with custom field for turnover stats.
3.6. Zoho Inventory
- Feature/Setting: Inventory Summary API `/api/v1/items/report`; schedule data exports to cloud.
3.7. Salesforce Sales Cloud
- Feature/Setting: Inventory Custom Object, enable Process Builder for stock movement detection.
3.8. Google Sheets
- Feature/Setting: Google Apps Script scheduled function to import, calculate, and chart turnover data.
3.9. Airtable
- Feature/Setting: Automation with Run a Script action; Base with Inventory Logs and Script for calculating turnover.
3.10. Amazon Redshift
- Feature/Setting: Scheduled SQL task analyzing item_inbound and item_outbound tables for turnover metric.
3.11. Snowflake
- Feature/Setting: Task with SQL procedure using Streams on inventory changes for near-real-time analytics.
3.12. Tableau
- Feature/Setting: Connect inventory data source and schedule extract refreshes; build calculated turnover fields in Tableau Data Model.
3.13. Power BI
- Feature/Setting: Scheduled refresh from inventory source, DAX formulas for average inventory and turnover ratios.
3.14. Klipfolio
- Feature/Setting: Scheduled Pull data connector for inventory DB; turnover calculation and pre-built KPI dashboards.
3.15. Databox
- Feature/Setting: Custom SQL query integration with inventory source; set up alerts on turnover threshold KPIs.
3.16. IBM Cognos Analytics
- Feature/Setting: Scheduled report for Inventory Turnover Analysis; Data module for inventory facts table.
3.17. AWS Lambda
- Feature/Setting: Trigger function via EventBridge on new inventory event; process and store turnover result in DynamoDB.
3.18. Google Cloud Functions
- Feature/Setting: HTTP triggered or Pub/Sub function processing transactional inventory streams, output to BigQuery.
3.19. Azure Logic Apps
- Feature/Setting: Scheduled logic running inventory SQL query, sending result to Teams or SharePoint.
3.20. Slack
- Feature/Setting: Incoming Webhook to post scheduled turnover summary messages; custom bot for alerts on abnormal turnover rates.
3.21. Email (SMTP)
- Feature/Setting: Automated sending of turnover report as PDF or CSV attachment to distribution list at scheduled intervals.
**Benefits**
4.2. Minimizes manual reporting, freeing staff for higher-value activities.
4.3. Alerts prevent loss from overstock or missed sales due to stockouts.
4.4. Supports compliance with audit and business governance by documenting inventory movements.
4.5. Enables continuous improvement through historical turnover trend analysis.