Automating Inventory Counting with Power Platform

Customer Profile

 A leading U.S. omnichannel retailer serving professional trades, businesses, and DIY customers across multiple channels. The organization operates a large retail footprint complemented by a strong digital commerce presence. Its technology landscape supports complex retail, supply chain, fulfillment, and financial operations at scale.

Business Challenge

The retailer relied on manual processes to extract, consolidate, and share inventory count data across stores and operational teams. Monthly inventory counting involved manual data extraction, FTP transfers with external agencies, and lengthy reconciliation cycles that delayed month‑end closing. Comparing physical stock counts against system inventory was time-consuming and required significant spreadsheet-based effort. Inventory variances often required manual investigation and coordination between store, supply chain, and finance teams. This delayed the identification and resolution of stock discrepancies and impacted inventory accuracy. As store and transaction volumes increased, the process became increasingly difficult to manage and scale. 

Solution

BASOFA implemented a low‑code automation framework using Microsoft Power Platform integrated with Dynamics 365 Supply Chain Management. The solution automated data extraction, sharing, variance reporting, and financial reconciliation.

Impact

• Cycle time reduced from one week to less than one day
• Elimination of manual data preparation
• Improved reconciliation accuracy
• Faster financial close
• Secure partner collaboration