Store Operations
helio / store-opsConnect your store or ERP data. Your AI teammate rolls it into a daily operations report — sales, orders, inventory, anomalies — and flags what needs a restock or a second look.
What is Store Operations?
- ·Turns three dashboards into one morning report: Sales, order volume, and inventory summarized together, in the same format every day so trends are easy to spot.
- ·Flags anomalies explicitly: A stockout, an order spike, or a return spike gets called out, not buried in the numbers.
- ·Catches a restock need before it's a stockout: Inventory checked against reorder thresholds; low items flagged before they run out.
- ·Escalates for approval, never commits on its own: A supplier payment plan is proposed for sign-off — it never places a purchase order automatically.
What does Store Operations produce?
| 📊Daily operations report | Sales, orders, and inventory in one consistent format, every morning. |
| ⚠️Anomaly flag | Stockouts, order spikes, or unusual returns, called out explicitly. |
| 📦Low-inventory flag | Raised before a product actually runs out. |
| 💳Supplier payment plan | Amounts, dates, and payment nodes, generated from approved purchase terms. |
The SOP, step by step.
- 01
Pull yesterday's data
Sales, orders, and inventory from your connected store or ERP.
- 02
Summarize the picture
One report instead of three separate dashboards to reconcile.
- 03
Flag anomalies
Stockouts, order spikes, or unusual returns, called out explicitly.
- 04
Deliver every morning
Same format, same time, so trends become visible over time.
- 05
Check inventory levels
Against reorder thresholds you've set per product.
- 06
Flag what's running low
Before it actually runs out, not after.
- 07
Generate the payment plan
Amounts, dates, and payment nodes, from approved supplier terms.
- 08
Escalate for approval
The plan is proposed for sign-off, not committed automatically.
What it produces, in practice.
Illustrative example generated for this page — actual output depends on your real data.
🏪 Daily Store Operations Report
Sample · illustrativeSales were up 8% versus the prior day; one SKU has hit its restock threshold.
| Metric | Yesterday | Change | Status |
|---|---|---|---|
| Revenue | $42,300 | +8% | ✅ |
| Orders | 186 | +5% | ✅ |
| Returns | 4 | -1 | ✅ |
| Low-inventory flag | SKU-A: 38 units left | — | ⚠️ Needs restock |
Procurement: 1 new purchase order approved in the system → payment plan auto-generated:
Deposit 30% ($15,000) due 7/20 · on-delivery 50% ($25,000) due 8/05 · balance 20% due on inspection.
Awaiting your confirmation: payment amounts have been checked against the purchase order — finance sign-off needed before execution.
Watch Store Ops set up a new automation.
What Store Operations connects to.
Store backend / ERP
ConnectedReads sales, order, and inventory data directly from your existing systems.
Database
ConnectedTracks inventory thresholds and supplier terms for procurement planning.
Questions
- Does it place purchase orders automatically?
- No — it generates a proposed payment plan for approval. Committing to an actual purchase order is a separate, human-approved step.
- Can it connect to our specific ERP?
- It reads from whatever store backend or ERP data source you connect — it's not limited to one specific platform.
- How does it decide what counts as 'low inventory'?
- You set the reorder threshold per product; it flags anything crossing that threshold rather than guessing at a generic cutoff.
- Is the daily report customizable?
- Yes — tell it which metrics matter most to your store and it adjusts what gets included in the daily summary.
Know how your store did, every morning.
Connect your store data — Helio delivers the daily report and flags restocks before you run out.
Ask about this automation