Automated Stock Movement Reporting

The Challenge

A national wholesaler of medical and breathing air equipment was spending an entire day each month manually producing stock movement reports. The CEO was personally exporting raw data, reviewing sales, calculating stock movement, and building the report from scratch. Even then, critical product types were missing and reports lacked location-level visibility.

As the business scaled, this manual process became a major bottleneck — slowing reordering decisions and hiding key movement insights.

What I Did

• Connected SQL Inventory System: Replaced spreadsheet exports with real-time SQL integration to streamline data flow.
• Exposed Built Stock via MYOB API: Surfaced internal builds and assemblies previously hidden in standard reporting.
• Mapped Sales by Warehouse: Built logic to isolate movement by location — improving insight into operational hotspots.
• Designed Power BI Reporting: Created a user-friendly dashboard to analyse stock movement by category, product, and site.
• Automated Refreshes with OData: Enabled auto-refresh within an hour of month-end, eliminating manual report creation entirely.

The Result

• ⏱️ Reporting time cut from 8+ hours to under 1 hour
• 📦 Clear visibility into built stock and warehouse-level movement
• 📊 Fully automated reporting aligned with actual inventory turnover
• 🧠 Freed up the CEO's time and improved confidence in stock decisions

Why It Mattered

When stock reports rely on spreadsheets and guesswork, businesses fall behind. By automating the entire process and surfacing data that was previously invisible, I helped the leadership team gain control of their inventory — saving time, improving cashflow, and driving smarter decisions every month.