Generate weekly or monthly supply usage reports

Purpose

1.1. Automatically collect, analyze, and generate weekly or monthly supply usage reports for an Anago restaurant, enabling accurate tracking of ingredient consumption, cost management, and supplier accountability.
1.2. Centralize data collection from POS, inventory, supplier invoicing, and internal usage logs to ensure a complete overview of supply trends.
1.3. Distribute finalized reports to relevant team members and management for review, audit, and strategic decision-making.
1.4. Enable proactive reordering, waste reduction, and data-driven optimization for all Japanese cuisine ingredient streams.

Trigger Conditions

2.1. Scheduled: Triggered automatically every week or month at pre-set date and time.
2.2. Manual: Optionally launch report generation via admin panel or authorized manager action.
2.3. System: Initiated upon completion of stock recount or supplier delivery logging.
2.4. Data Thresholds: Trigger if certain inventory items drop below reorder point or usage spike detected.

Platform Variants

3.1. Google Sheets
• API: "read" for POS/inventory logs; "write" to append report.
3.2. Microsoft Excel Online / Office 365
• API: Graph "Workbook.Read"; "Workbook.CreateSession" for data extraction and report file creation.
3.3. Airtable
• API: "List records" for pulling usage data; "Create record" for report results.
3.4. QuickBooks
• API: "Reports API" for extracting supplier bills and expenses; configure filters for purchase item/category.
3.5. Xero
• API: "GET /Reports/Inventory"; fetch supply usage by SKU/date filter; format for reporting.
3.6. Square POS
• API: "ListInventoryChanges" to aggregate item movement.
3.7. Clover POS
• API: "Inventory API – GET /v3/merchants/{mId}/items" for supply changes.
3.8. Lightspeed
• API: "GET Inventory Movements" for item-level usage; "POST Report" for creation.
3.9. Toast POS
• API: "Inventory Usage" endpoint to pull daily/weekly consumption.
3.10. SAP Business One
• API: Service Layer, "InventoryCounting" object; schedule extraction jobs.
3.11. Oracle NetSuite
• API: REST "GET /inventoryBalance" for supply levels; "GET /transaction" for vendor bills.
3.12. Zoho Inventory
• API: "GET /items" for current stock; "GET /purchaseorders" for vendor supply data.
3.13. Dropbox
• Feature: "Automated file export" for storing and sharing weekly/monthly PDFs.
3.14. Slack
• API: "chat.postMessage" for alerting staff/report submission.
3.15. Microsoft Teams
• API: "Send message in chat or channel" for auto-sending the report.
3.16. Trello
• API: "Create card" with supply summary for management boards.
3.17. Asana
• API: "Create task" for report review or supply anomalies.
3.18. Email (SMTP/IMAP)
• Feature: Use "Send Email" with attached report to distribution list.
3.19. Google Drive
• API: "Upload file" for storing generated report and sharing link.
3.20. Power BI
• API: "Push Datasets" to auto-update dashboards from generated report data.
3.21. Tableau
• Feature: "Refresh Extracts" with scheduled report CSV upload.

Benefits

4.1. Removes manual report creation, saving staff time and reducing errors.
4.2. Ensures timely, consistent visibility into supply flows to prevent shortages or waste.
4.3. Improves auditability for inventory, supplier, and financial records.
4.4. Enables proactive supply chain adjustments and vendor negotiations based on real data.
4.5. Centralizes reporting, supporting transparent communication and compliance for Japanese cuisine operations.