Purpose
1. Automate scheduled optical stocktakes, compare physical counts with digital inventory, identify discrepancies, generate automated variance reports, send notifications, and escalate for review.
2. Support multi-site wholesale optical inventory accuracy, improve compliance, and reduce manual error risk across the eyewear industry.
3. Enable continuous, automated oversight for order and inventory management, minimize shrinkage, and optimize stock levels.
Trigger Conditions
1. Scheduled trigger (e.g., every Friday at close-of-business or monthly).
2. Manual trigger by warehouse manager.
3. Threshold-based trigger: automated if inventory variance crosses pre-set thresholds.
4. Automated API event from ERP or warehouse system indicating new shipment or restock.
Platform Variants
1. Microsoft Power Automate
- Feature/Setting: Recurrence trigger, “Get rows” (Dataverse/Excel), “Send email notification (V2)”, configure scheduled cloud flows.
2. Google Cloud Functions
- Feature/Setting: HTTP trigger, automate data extraction from Google Sheets and scheduled task for stocktake automation.
3. SAP ERP
- Feature/Setting: Inventory Management API, automate BAPI_MATERIAL_STOCK_REQ_LIST call for stock snapshots, integrate with SAP Fiori Notifications.
4. Oracle NetSuite
- Feature/Setting: REST API > InventoryAdjustment, automate GET/POST for scheduled stock takes and reporting.
5. Shopify
- Feature/Setting: GraphQL Admin API, automate stock level fetch, batch job automation, Order API for cross-validation.
6. Salesforce
- Feature/Setting: Apex Scheduler, automate periodic stock check, Inventory API, auto-generate reports with Salesforce Reports API.
7. Twilio SMS
- Feature/Setting: Programmable SMS API, automate variance alert SMS to warehouse leads.
8. Slack
- Feature/Setting: Incoming Webhooks, automate notifications and variance summaries to audit channels.
9. SendGrid
- Feature/Setting: v3 Mail Send API, automate variance reports to stakeholders by scheduled email.
10. Zoho Inventory
- Feature/Setting: Inventory Adjustments API, automate stock accuracy check and send automated variance email.
11. QuickBooks Commerce
- Feature/Setting: Inventory Reports endpoint, automate stocktake data extraction on a schedule.
12. Airtable
- Feature/Setting: Airtable Automations + REST API, automate data fetch and variance calculations.
13. Smartsheet
- Feature/Setting: Scheduled Workflows, automate pulling sheet data, variance logic with formulas, auto-email reports.
14. Monday.com
- Feature/Setting: Automations Center, Inventory board integrations, scheduled automated variance pulse.
15. Freshdesk
- Feature/Setting: Webhooks, automate task alerts if manual check triggered.
16. Trello
- Feature/Setting: Butler automation, automate card creation for flagged variances.
17. Asana
- Feature/Setting: Rules Automation, automate task generation for review of large variances.
18. Microsoft Teams
- Feature/Setting: Incoming webhook, automate sending variance alerts to teams channel.
19. Dropbox
- Feature/Setting: File Request + API, automate uploading scanned stocktake sheets and processing.
20. REST API (Custom Systems)
- Feature/Setting: Schedule automated GET/POST to inventory service, configure webhook for stock variance push notifications.
Benefits
1. Automates repetitive, error-prone manual stocktaking for optical wholesalers.
2. Automated detection of inventory discrepancies, improving stock accuracy and reducing shrinkage.
3. Automating reporting accelerates review and issue escalation.
4. Automate cross-system coordination, supporting scalability across eyewear retailers.
5. Automated variance alerts enable proactive resolution and compliance for inventory audits.
Order & Inventory Management