Purpose
1.2. Enable scheduled or event-driven generation of reports, automated alerts to stakeholders, and seamless integration with ERP, inventory, and analytics platforms for holistic supply chain execution.
1.3. Centralize data sources, standardize analysis through configurable criteria (e.g., movement thresholds, time periods), and facilitate multi-channel delivery (email, dashboards, messaging).
Trigger Conditions
2.2. Threshold-based—inventory movement crosses predefined slow/fast rates
2.3. Event-based—on stock receipt, sales order, or inventory adjustment
2.4. Manual—user-initiated report via web app or chatbot
Platform Variants
• Feature/Setting: Dataflow refresh schedule, DAX for movement classification, Power Automate for report emails/socket triggers
3.2. SAP Business One
• Feature/Setting: Inventory Movement API, Crystal Reports Scheduler, Service Layer for triggering automated report generation
3.3. Salesforce
• Feature/Setting: Scheduled Flows, Inventory Management API, Email Alert actions
3.4. Zoho Inventory
• Feature/Setting: Webhooks on item update/sale, Custom Schedulers, Analytics integration API
3.5. Google Sheets
• Feature/Setting: Apps Script triggers (time-based function), Sheets API for row movement, Email/Slack integrations
3.6. Amazon QuickSight
• Feature/Setting: Scheduled dashboard refresh, Report Subscription, Redshift/Athena connector settings
3.7. Oracle NetSuite
• Feature/Setting: Saved Searches (criteria: movement rate), SuiteScript Scheduled Script, Email automation
3.8. Odoo
• Feature/Setting: Automated Actions (“Server Actions”), Inventory API, QWeb report delivery, Email templates
3.9. Tableau
• Feature/Setting: Tableau Prep Conductor for scheduled data flows, Dashboard Subscriptions, Webhooks
3.10. SAP S/4HANA
• Feature/Setting: CDS Views for inventory metrics, Fiori Notification, Output Management for report delivery
3.11. IBM Cognos Analytics
• Feature/Setting: Scheduled Jobs, Data Modules for inventory analysis, Email Report Delivery
3.12. HubSpot
• Feature/Setting: Operations Hub custom code actions, Webhook triggers (sales update), Email workflow
3.13. Slack
• Feature/Setting: Incoming Webhooks API for report messages, Scheduled reminders (Workflow Builder)
3.14. Twilio SMS
• Feature/Setting: Programmable Messaging API (triggered SMS on SKU status), Scheduler API
3.15. Gmail
• Feature/Setting: API “Send Message” endpoint, Filters to trigger on inventory alert keywords
3.16. SendGrid
• Feature/Setting: Transactional Mail API, Scheduled Campaign send (for summary reports)
3.17. Monday.com
• Feature/Setting: Automation recipes (“Every Time Period”, “When status changes”), Board API for inventory values
3.18. Freshdesk
• Feature/Setting: Automations (“Ticket Creation on Product Movement Anomaly”), Outbound Email triggers
3.19. Google Data Studio
• Feature/Setting: Scheduled Email Delivery, Inventory Data Sources, Community Connectors
3.20. Airtable
• Feature/Setting: Scripting Block (summary by movement), Automations (at scheduled interval), Notification integrations
3.21. QuickBooks Commerce
• Feature/Setting: Stock Movement Reports API, Webhooks for product updates, Scheduled PDF export
3.22. Shopify
• Feature/Setting: InventoryLevel API, Scheduled Reports App, Admin API webhooks
Benefits
4.2. Reduced operational overhead—manual tracking and reporting eliminated
4.3. Enhanced visibility—real-time insights for all stakeholders via preferred platforms
4.4. Minimized losses—time-sensitive alerts to prevent overstock, expiration, or missed sales
4.5. Improved forecasting—consistent, data-driven review of product velocity
4.6. Seamless integration—links supply, sales, and inventory maintenance workflows