Inventory and stock management involves manually checking stock levels across multiple sales channels, updating spreadsheets, and coordinating purchase orders with suppliers. This manual process is time-consuming, error-prone, and creates delays when stock runs low.
Automation pulls real-time stock data from all channels, updates inventory records automatically, identifies items below reorder thresholds, and generates purchase orders ready to send. the team focuses on exceptions and supplier relationships instead of data entry.
The full workflow, from trigger to completion.
A sale is recorded or a scheduled daily inventory sync runs. The automation platform receives the trigger and begins the flow.
The automation queries and any other sales channels via API to retrieve real-time stock quantities for all SKUs.
Stock figures are written, replacing manual entry. Formulas calculate totals and flag items below reorder threshold.
The automation reviews each low-stock item, applies reorder logic (quantity, supplier, lead time), and drafts a purchase order with all required details.
The composed PO is sent to the supplier's email address. A copy is logged for tracking.
Stock adjustments and received goods are automatically posted or Xero, keeping accounting records current.
Messages are sent to the operations and sales teams flagging stockouts, overstock, or items requiring manual review.
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