Stock discrepancy detection and alerts

Purpose

1.1. Automatically detect variances between actual and expected stock across inventory touchpoints.
1.2. Aggregate stock change logs from procurement, warehouse, in-transit, and sales for anomaly checks.
1.3. Alert relevant teams (supply chain, inventory, branch managers) to discrepancies for immediate review.
1.4. Initiate escalations if discrepancy resolution misses set thresholds or timelines.
1.5. Allow historical trend analysis to refine procurement and loss prevention strategies.
1.6. Document all detected discrepancies along with investigative actions for compliance and audit.

Trigger Conditions

2.1. Scheduled stock reconciliation (hourly, daily, or transaction-based).
2.2. Manual stocktake submission versus system inventory.
2.3. Inconsistency or negative values in inbound vs. outbound records.
2.4. Supplier delivery mismatches (quantity/quality).
2.5. Threshold breach (configurable, e.g., >2% variance triggers minor alert; >10% major alert).
2.6. Unexpected shrinkage patterns detected by AI/ML anomaly algorithms.

Platform variants

3.1. SAP S/4HANA
• API: InventoryManagementService -> StockDiscrepancyDetected event
• Setting: Configure webhook to capture “DiscrepancyType/Quantity/Location” changes.

3.2. Microsoft Dynamics 365 Supply Chain
• Feature: Inventory Journals > Discrepancy Notification
• Setting: Automated alert rule on negative stock adjustment entries.

3.3. Oracle NetSuite
• REST API: GET /inventory-adjustments, POST /notifications
• Setting: Monitor response payloads for variances, trigger custom workflow.

3.4. Infor CloudSuite
• API: InventoryTransactions (GET discrepancies)
• Setting: After Posting Inventory Count, run exception alert job.

3.5. Odoo ERP
• Module: Stock > Automated Actions
• Setting: Python script detects & emails difference in theoretical/actual stock.

3.6. Zoho Inventory
• Integration: Zoho Flow > Inventory level alert
• Setting: “Inventory discrepancies” trigger → Slack/Email action.

3.7. QuickBooks Commerce
• Webhooks: Stock Level API → InventoryAdjusted
• Setting: On webhooks, push notification for delta quantity thresholds.

3.8. Epicor ERP
• BAQ (Business Activity Query): Stock Discrepancy Exception
• Setting: Scheduled BAQ to monitor unusual transactions, trigger escalation.

3.9. IBM Sterling Supply Chain
• Feature: Inventory Visibility Alerts
• Setting: Rule-based monitoring for unplanned adjustments.

3.10. Fishbowl Inventory
• Custom Report/Alert: Exception Reporting Module
• Setting: Automated discrepancy spreadsheet sent to logistics team.

3.11. SYSPRO
• API: InventoryMovement/Query
• Setting: Invoke upon cycle count; validate difference, email stakeholders.

3.12. TradeGecko (QuickBooks Commerce legacy)
• API: Stock Location Inventory Level
• Setting: Auto-detect negative stock, Slack notification.

3.13. Monday.com
• Integration: Inventory board > Automations
• Setting: If item status “Discrepancy Detected,” notify via SMS/Email.

3.14. Slack
• API: chat.postMessage
• Setting: Use incoming webhook for “Stock Alert” channel if variance detected.

3.15. SendGrid
• API: Mail Send > Inventory Alert Template
• Setting: Automated email on discrepancy for each recipient category.

3.16. Twilio SMS
• API: Message.Create
• Setting: Instant SMS to site manager on breach of defined threshold.

3.17. PagerDuty
• API: Events v2 -> trigger
• Setting: Push urgent discrepancies for on-call incident management.

3.18. Google Sheets
• App Script/Trigger: OnEdit
• Setting: Match reported vs. expected inventory; highlight/accent cells, send email.

3.19. Power Automate (Microsoft Power Platform)
• Connector: Dynamics 365/Excel/SharePoint
• Setting: If detected discrepancy, auto-create Teams notification + task.

3.20. Salesforce
• Process Builder: Inventory Object > Discrepancy Rule
• Setting: When field “StockVariance” exceeds allowance, fire Chatter alert or escalate.

3.21. Asana
• Integration: Inbound webhook task creation
• Setting: New task in “Inventory Review” project auto-created on alert.

3.22. Jira
• Automation: Issue Create
• Setting: Automatically generate ticket for each incident above critical variance.

3.23. Notion
• Integration: API/Automation trigger
• Setting: Add flagged entries to an “Inventory Discrepancies” database page.

3.24. Email (SMTP)
• Function: SMTP send
• Setting: Template with dynamic discrepancy details triggered for every incident.

Benefits

4.1. Reduces manual labor and error; real-time transparency into all inventory anomalies.
4.2. Enables swift corrective actions, minimizing potential loss or wastage.
4.3. Delivers analytical insight for process refinement and compliance.
4.4. Establishes structured, auditable discrepancy handling and traceability.
4.5. Builds robust prevention mechanisms against recurring stock issues.