Automation Center · Stock Master — Run the whole business.

Bank sync is failing. Last run: failed 06:00 — statement format changed. Two consecutive failures — reconciliation is falling behind (41 lifetime runs, ~10h saved so far).

Active automations6of 8

Lifetime runs275

Estimated time saved34.3hours

≈ 4.3 working days

Needs attention1failed

Low-stock reorder

Active

WHEN Available < min stock AND weekly sales > 5

THEN Create Purchase Request → route to Purchasing Manager

34 runs 2h ago ~6.8h saved

Overdue invoice reminder

Active

WHEN Invoice unpaid 3 days past due

THEN Email customer + flag on collections dashboard

57 runs 6h ago ~4.8h saved

PO follow-up

Active

WHEN PO unconfirmed after 48h

THEN Remind supplier; escalate at 96h

12 runs 1d ago ~1.6h saved

Price-drop approval

Active

WHEN Any price set below minimum selling price

THEN Block + request manager approval

5 runs 3d ago ~0.8h saved

Birthday reward

Active

WHEN Customer birthday

THEN Issue 200 loyalty points + SMS voucher

22 runs today ~1.1h saved

Dead-stock flag

Paused

WHEN No sales in 30 days AND stock > 20

THEN Add to clearance review list

8 runs 12d ago ~1.1h saved

Shift-close summary

Active

WHEN Cashier closes shift

THEN Email end-of-shift report to owner

96 runs yesterday ~8.0h saved

Bank sync

Failed

WHEN Daily 06:00

THEN Import BML statement → auto-match transactions

41 runs failed 06:00 — statement format changed ~10.3h saved

Execution history

Every automation run is logged — successes, blocks and failures alike.

When	Automation	Result	Detail
Today 06:00	Bank sync	Failed	BML statement format changed — 0 of 38 transactions imported.
Today 05:30	Low-stock reorder	OK	PR-0143 drafted: Red Roses ×350 (Bangkok Flora) — awaiting approval.
Today 05:30	Overdue invoice reminder	OK	INV-2026-0298 (Bloom & Petal, 27d overdue) — 2nd reminder emailed.
Yesterday 22:04	Shift-close summary	OK	Hulhumalé shift report → owner: 214 receipts, MVR 18,340.
Yesterday 06:00	Bank sync	Failed	Same format error — second consecutive failure.
Jul 15, 14:20	PO follow-up	OK	PO-2026-0186 unconfirmed 48h — reminder sent to Guangzhou Homeware.
Jul 15, 09:12	Price-drop approval	Blocked	Cashier attempted MVR 118 on Mineral Water (floor 98, tier 140) — sent to manager.
Jul 14, 08:41	Low-stock reorder	OK	PR-0142 Detergent 5L ×60 — approved, now in the pipeline below.

Live case: 🧴 Detergent 5L — from low stock to goods received

This is the real reorder running right now — every step below happened (or is scheduled) against live data.

PR-0142 → PO-2026-0187

Low stock detected done Jul 14, 06:02

Detergent 5L — 6 available vs minimum 18, half a week of cover at 14/wk.
Purchase Request created done Jul 14, 06:02

PR-0142 auto-drafted for 60 bottles, tagged “automation: low-stock reorder”.
Routed to approver done Jul 14, 08:41

Fathimath Sana (Manager, Malé HQ) — approved in 32 minutes from mobile.
RFQ sent to 3 suppliers done Jul 14, 08:42

Guangzhou Homeware, CTH Lanka, Mumbai Stationers — reply window 48h.
Quotes compared — best recommended done Jul 15, 14:20

Rule-based score: price 50% · delivery 30% · rating 20% (weights shown below). CTH Lanka wins despite the higher unit price.
Purchase Order created done Jul 15, 14:31

PO-2026-0187 — 60 bottles @ MVR 102.00 = MVR 6,120.00, Net 30.
PO emailed to supplier done Jul 15, 14:31

orders@cthlanka.lk — delivery confirmation requested within 48h.
Follow-up reminders done Jul 16, 09:05

Unconfirmed after 48h → reminder; 96h → escalate to Purchasing Manager. Confirmed Jul 16 — no reminder needed.
GRN on receipt in progress ETA Jul 24

Goods Receipt Note will post stock into Malé Central WH and 3-way match PO → GRN → supplier invoice.
Supplier rating updated scheduled after GRN

On-time %, quality and price variance update automatically when the GRN posts.
Alternative-supplier watch scheduled continuous

Mumbai Stationers sits at 81% on-time (3 late deliveries this quarter) — below the 85% floor, so the engine suggests quoting alternates on their next reorder.

Quote comparison — RFQ-0056, Detergent 5L × 60

Rule-based recommendation. Score = price 50% + delivery speed 30% + supplier rating 20%, each normalised to the best quote. No hidden weighting.

Supplier	Unit quote	Lead	Rating	Price /50	Delivery /30	Rating /20	Score
🇱🇰 Colombo Trade HouseAlternate — fastest lead	MVR 102.00	9d	4.6★	47.1	30	18.4	95.5	recommended
🇮🇳 Mumbai StationersAlternate	MVR 99.00	12d	4.1★	48.5	22.5	16.4	87.4
🇨🇳 Guangzhou Homeware CoCurrent supplier	MVR 96.00	24d	4.2★	50	11.3	16.8	78.1

Guangzhou is MVR 6.00 cheaper per bottle, but a 24-day lead against half a week of cover makes the maths simple: CTH Lanka lands the goods 15 days earlier for MVR 360.00 more — cheaper than one stockout weekend.

Budget guardrail

POs above MVR 25,000 or beyond the monthly purchasing budget require Owner approval before sending.

Price-change watch

If a supplier quote comes in more than 5% above their last price, the line is flagged with the history shown side-by-side.

Order consolidation

Open PRs for the same supplier within 7 days are merged into one PO — Satin Ribbon and Glass Vases ride the same CTH Lanka shipment.

Three-way match

Supplier invoices only post when PO, GRN and invoice agree within 1% — mismatches go to a review queue.

No-code workflow builder

IF trigger + conditions THEN action. Test-run executes the rule against your current data — it shows exactly what would happen, and creates nothing until saved and triggered.

THEN for units

ALSO

Saved workflows

stored on this device

No saved workflows yet — build one above. The default draft is the classic low-stock rule.

Workflow execution history

When	Workflow	Outcome
Today 06:00	Low-stock reorder rule	3 products matched → 1 new PR (2 already had open PRs)
Yesterday 06:00	Low-stock reorder rule	2 products matched → PRs already open, no action
Jul 14, 06:00	Overdue reminder rule	1 invoice matched → reminder sent to Bloom & Petal