Inventory usage and reorder tracking

**1. Purpose**

1. Automate end-to-end monitoring of inventory levels, track usage rates of cleaning supplies, and trigger reordering of key items in real time for HVAC duct-cleaning operations.

2. Consolidate data from purchase, usage, and stock locations to ensure optimal stock levels, reduce manual tracking errors, and maintain uninterrupted operations.

3. Enable reporting and analytics for usage trends, reorder frequency, supply burn rates, and cost forecasting within professional services HVAC workflows.

**2. Trigger Conditions**

1. Inventory item quantity falls below a customizable minimum threshold.

2. Scanning in/out of items during job dispatch or completion.

3. Periodic scheduled audit of inventory via system or device sync.

4. Incoming shipment logged into inventory system.

5. Exception rule identified (e.g., rapid burn rate of specific supply).

**3. Platform Variants**

1. Zebra Savanna

• API: Inventory API—Trigger on quantity change, configure endpoint for real-time scan updates.
  

2. Microsoft Power Automate

• Feature: Inventory connectors—Set inventory item low-stock trigger, connect to SQL data or SharePoint inventory list.
  

3. SAP ERP

• Function: Materials Management (MM) module—Automate reorder point processing via BAPI_REQUISITION_CREATE.
  

4. Odoo

• Setting: Automated actions—Configure automated procurement rules based on stock levels.
  

5. Salesforce

• Feature: Flow Builder—Trigger on record change in custom Inventory object, update and send notification.
  

6. Oracle NetSuite

• Function: Inventory Management API—Enable low-stock alerts, auto-generate purchase orders by threshold.
  

7. QuickBooks Online

• Function: Inventory tracking—Setup notification for items below reorder point via API or Zapier.
  

8. TradeGecko (QuickBooks Commerce)

• API: Webhooks—Auto-trigger reorder request if available stock drops below set minimum.
  

9. Fishbowl Inventory

• Feature: Reorder Levels—Link to reorder point, schedule automatic POs to suppliers.
  

10. Google Sheets

• Script: Google Apps Script—Run inventory stock check on edit; trigger reorder alert via webhook.
  

11. SAP Ariba

• API: Procurement Requisition—Configure to auto-issue requisitions when item levels fall below target.
  

12. Smartsheet

• Feature: Automated Workflows—Trigger email or webhook notification on inventory threshold breach.
  

13. ServiceTitan

• API: Material Usage—Trigger based on job item consumption, create POs or push notifications.
  

14. Monday.com

• Automation: Low-stock alert—Custom automation to notify and log supply needs.
  

15. Airtable

• Automation: Scripting block—Script checks for low inventory, sends alert/creates restock record.
  

16. Klipfolio

• Data Source: Inventory API connection—Dashboards auto-update on new stock events, triggers data-driven alerts.
  

17. Inventory Now

• Setting: Reorder notifications—Enable auto-reminder when stock listed is below set number.
  

18. InFlow Inventory

• Trigger: Threshold-based reorder—Set up automated reorder rules, optionally syncing to supplier system.
  

19. Lightspeed

• API: Inventory adjustments—Set webhook for low inventory to trigger email/order.
  

20. Square for Retail

• API: Inventory counts—Configure real-time low-stock webhook and SMS alert.
  

21. ShipBob

• Function: Inventory Alerts—Integrate with webhook for reorder trigger on supply drop.
  

**4. Benefits**

1. Eliminates manual inventory tracking errors and reduces risk of unplanned supply shortages.

2. Ensures just-in-time restocking and seamless job readiness for duct-cleaning teams.

3. Frees up administrative time and reduces procurement cycle times.

4. Delivers actionable analytics and audit trails for inventory usage and purchasing.

5. Enables cost-control through bulk purchasing and optimized reorders.

6. Supports real-time insights for resource allocation and trend forecasting.