Automated Stock Movement Reporting

The Challenge

A national wholesaler of medical and breathing air equipment was losing a full day every month to a manual stock reporting process. The CEO personally exported raw data, reviewed sales, calculated movement, and rebuilt the report from scratch — all within spreadsheets.

Even after hours of effort, key product types were missing and the report lacked location-level visibility. As the business scaled, the process became a major bottleneck, slowing reordering decisions and masking critical stock trends.

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 that were previously hidden from standard reports.
• Mapped Sales by Warehouse
  Created logic to isolate stock movement by warehouse, improving visibility across locations.
• Designed Power BI Dashboard
  Developed a user-friendly report to analyse stock movement by category, product type, and warehouse.
• Automated Refresh with OData Feed
  Enabled auto-refresh within one hour of month-end, eliminating the need for manual reporting.

The Result

• ⏱️ Reporting time reduced from 8+ hours to under 1 hour
• 📦 Clear visibility of internal builds and warehouse-level movement
• 📊 Fully automated, dynamic stock movement reporting
• 🧠 Freed up CEO time and enabled faster, more confident stock decisions

Why It Mattered

When inventory reports rely on manual spreadsheets, businesses make slow or misinformed decisions. By automating the entire stock movement reporting process and surfacing previously invisible data, I gave the leadership team clarity, control, and confidence.

The result? Better stock planning, stronger cash flow, and smarter decisions — every single month.

✅ Key Takeaways

• Manual reporting cost the CEO a full day each month
• Built stock and warehouse movement were previously invisible
• SQL, MYOB API, and Power BI created a seamless reporting flow
• Reporting time reduced by over 85%
• Enabled faster and more confident inventory decisions