Weekly and monthly inventory usage reports

Purpose

1.1. Automate weekly and monthly inventory usage reports for Filipino restaurant operations, ensuring accurate tracking of consumables, wastage, and reordering needs.
1.2. Automatedly consolidate data from PoS, inventory, and purchasing systems into actionable automated reports to inform procurement and reduce stockouts and overstocking.
1.3. Streamline inventory processes by automating calculation and visualization of item usage trends, cost variances, and projected requirements, allowing proactive supply chain management and minimizing manual work.
1.4. Ensure automatable notifications, analytics, and data exports are delivered to management, finance, and kitchen teams to drive data-driven decisions in Food & Beverage, specifically Filipino cuisine operations.

Trigger Conditions

2.1. Automation scheduled at fixed intervals (e.g., each Monday 00:00 and first of every month 00:00).
2.2. Automator detects completion of daily stock reconciliation or sales close-out as a signal for data readiness.
2.3. Optional: Manual trigger via dashboard or specific automatable Slack/Teams message command.

Platform Variants

3.1. Salesforce
• Feature/Setting: Schedule Apex Job; automate report generation and emailing using Inventory__c custom object data.
3.2. Microsoft Power BI
• Feature/Setting: Scheduled Refresh; automate fetching POS data and distributing reports to subscribed email groups.
3.3. Google Sheets
• Feature/Setting: Apps Script Trigger; automate script to parse daily inventory logs and summarize for weekly, monthly email dispatch.
3.4. Airtable
• Feature/Setting: Automations (Scheduled time trigger); automates aggregation from Tables and sends summary emails or Slack messages.
3.5. Oracle NetSuite
• Feature/Setting: Saved Searches with Scheduled Email; automate recurring inventory usage report delivery.
3.6. SAP Business One
• Feature/Setting: Query Generator + Scheduled Alerts; automate customized inventory usage extracts.
3.7. Tableau
• Feature/Setting: Tableau Prep Conductor; automate flow runs aggregating transactional data on a schedule.
3.8. Zapier
• Feature/Setting: Scheduled Zap; automates retrieval and formatting of inventory records piped to Google Drive or email.
3.9. Slack
• Feature/Setting: Workflow Builder Scheduled Workflow; automate notification posting with attached report link to inventory channel.
3.10. HubSpot
• Feature/Setting: Workflows; automate sending and logging inventory report emails for operational transparency.
3.11. Shopify
• Feature/Setting: Scheduled Reporting App; automate pulling inventory delta and emailing weekly/monthly summaries.
3.12. QuickBooks
• Feature/Setting: Custom Scheduled Reports; automate expense/inventory usage report generation for accounting review.
3.13. Trello
• Feature/Setting: Butler Automation Scheduler; automates inventory task checklists creation and report attachments.
3.14. Notion
• Feature/Setting: Notion API with scheduled integrators; automate prepending fresh usage data to Inventory Databases.
3.15. Amazon QuickSight
• Feature/Setting: Scheduled Reports; automate dashboard snapshot delivery for inventory trends.
3.16. Python (Custom Script)
• Feature/Setting: cron job; automate ETL of inventory, generate PDFs and email or upload to cloud.
3.17. Monday.com
• Feature/Setting: Automations Center – Scheduled actions; automate board updates and notification of generated reports.
3.18. Email (SMTP/API)
• Feature/Setting: Automated email send via authenticated account; distribute inventory report PDFs and CSVs.
3.19. Dropbox
• Feature/Setting: API Scheduled Upload; automate saving of inventory reports to shared folders for traceability.
3.20. Azure Logic Apps
• Feature/Setting: Recurrence Trigger + Data Connector Flows; automate orchestration of multi-system report generation.
3.21. Twilio SendGrid
• Feature/Setting: Automated Email Campaign triggers; automate customized periodic inventory usage reports to distributor and staff list.
3.22. Google Data Studio
• Feature/Setting: Scheduled Email Delivery; automate recurring visual inventory dashboards sent to stakeholders.

Benefits

4.1. Automated generation ensures consistency and timeliness for compliance and operations audits.
4.2. Automating report delivery minimizes manual labor, reduces error, and frees up staff for value-adding tasks.
4.3. Automation enables rapid detection of variances and potential losses, supporting proactive inventory decisions.
4.4. Automator support for multi-platform distribution means critical data reaches all relevant teams without delay.
4.5. Automatable integrations adapt to both cloud and on-premise Filipino restaurant environments, ensuring flexibility and scalability in food & beverage automation solutions.