Supply Chain & Inventory ManagementPurpose
1.2. Streamline oversight of supply orders, vendor performance, purchase costs, and inventory inflow for all alcoholic beverage production lines.
1.3. Enable real-time compliance tracking with internal controls and industry regulations through continuous monitoring and documentation.
1.4. Allow for customizable scheduling and delivery of procurement reports for executive review, operations, and compliance teams.
Trigger Conditions
2.2. Procurement order status changes or new purchase approvals.
2.3. Threshold-based inventory or budget alerts.
2.4. Manual trigger via dashboard or email command.
Platform Variants
3.1. SAP ERP
• Feature/Setting: OData API—Configure API endpoint to fetch procurement and goods movement data with automated report export.
3.2. Oracle Fusion Cloud Procurement
• Feature/Setting: Procurement BIP Publisher—Schedule and trigger report extraction via Report Service SOAP API.
3.3. Microsoft Dynamics 365 Supply Chain
• Feature/Setting: Data Export Service—Automate Power Automate flow for exporting and emailing procurement summaries.
3.4. Coupa
• Feature/Setting: Report API—Set up API polling for Purchase Order and Invoice data on schedule for report generation.
3.5. NetSuite
• Feature/Setting: SuiteAnalytics Connect—Configure JDBC/ODBC connector for periodic procurement metrics export.
3.6. QuickBooks Online
• Feature/Setting: Reports API—Automate vendor expenses and purchase order report extraction with OAuth2 key.
3.7. Zoho Inventory
• Feature/Setting: Automated Reports—Configure schedule for purchase order and stock inflow report delivery through Zoho Mail integration.
3.8. Google Sheets
• Feature/Setting: Sheets API—Append procurement data from source systems via Apps Script with scheduled triggers.
3.9. Power BI
• Feature/Setting: REST API—Automate powerbi push dataset refresh, assemble procurement KPIs for dashboard or PDF distribution.
3.10. Salesforce
• Feature/Setting: Scheduled Reports—Configure Lightning Platform to extract Opportunity/PO data on schedule via Analytics API.
3.11. Slack
• Feature/Setting: Incoming Webhooks—Send summarized procurement reports to operations channels post-generation.
3.12. AWS Lambda
• Feature/Setting: Scheduled Lambda—Orchestrate API calls and compile reports, output to S3 or SES email.
3.13. Tableau Server
• Feature/Setting: Tableau REST API—Programmatically refresh and email procurement report visuals.
3.14. ServiceNow
• Feature/Setting: Scheduled Data Export—Automate procurement incident and vendor SLA reports via REST IntegrationHub.
3.15. Trello
• Feature/Setting: Custom Automation—Auto-create cards from key procurement exceptions or overdue purchase reports.
3.16. Dropbox
• Feature/Setting: API File Uploads—Deposit automated procurement report PDFs to shared folders after generation.
3.17. Microsoft Outlook
• Feature/Setting: Microsoft Graph API—Auto-email procurement report attachments to distribution list at set intervals.
3.18. Monday.com
• Feature/Setting: API—Populate and export board views reflecting latest procurement activities for weekly digests.
3.19. Xero
• Feature/Setting: Reports Endpoint—Request and download Procurement/Vendor Payment reports on a schedule.
3.20. FreshBooks
• Feature/Setting: Accounting API—Automate extraction of purchase records and compile into formatted reports.
Benefits
4.2. Ensures timely and consistent procurement oversight for compliance and cost control.
4.3. Enhances transparency of purchasing decisions and supplier performance.
4.4. Provides real-time alerts and actionable procurement analytics directly to stakeholders.
4.5. Supports audit readiness by establishing traceable procurement reporting routines.