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User Guide

1. Streamline Client

2.Streamline Server

3. Starting Up

4. Connecting data

5. Demand and Sales Forecasting

6. Inventory Planning

7. Reference


4.5. Inventory Management Systems

Streamline integrates with various accounting and inventory management systems. Each integration has a built-in connection in Streamline that imports all the necessary data to make forecasts and create replenishment plans.

There are two types of integrations: unidirectional and bidirectional. The difference is that the bidirectional integration allows exporting the recommended replenishment orders (POs, TOs, MOs) back to the system.

Almost all integrations are bi-directional except for Shopify connection.

The table below shows the imported and exported data for each of the systems.

Integrated system Import Export
Item info Sales history On-hand history Orders to ship Orders to receive BOM Batches Promotions Purchase order Transfer order Manufact. order
Cin7 N/A N/A
Dynamics NAV N/A N/A
Dynamics GP N/A N/A N/A
Dynamics 365 BC N/A
Exact Online N/A
Oracle NetSuite N/A
Odoo N/A N/A
QuickBooks Desktop N/A N/A N/A
QuickBooks Online N/A N/A N/A N/A N/A N/A
SAP Business One N/A
SellerCloud N/A N/A N/A N/A N/A N/A
Shopify N/A N/A N/A N/A N/A N/A N/A N/A
Skubana N/A N/A N/A N/A N/A
Pronto N/A N/A
Spire N/A N/A
Unleashed N/A N/A

Table Legend

Notation Description
The data is imported or the feature is implemented in Streamline.
“N/A” The data/feature is not currently exposed by the system's API, or it is not available in the system.
Empty cell An empty cell means that data/feature is not currently available in Streamline; this can be implemented on-demand.

Table Description

The table consists of four sections:

  • Imported – shows data chunks that is imported into Streamline.
  • Exported – contains the exported information.

Imported Section

The Imported section is divided into the following subsections based on the data type:

  • Sales history – sales transactions representing what (item), where (location), when (sale date), how much (quantity sold/returned), and by what means (sales channel) was sold/returned.
  • On-hand history – transactions representing all your inventory movements, e.g. sales, purchases, transfers between locations, manufacture orders, stock adjustments, sale/purchase returns, write-offs, and others.
  • Bill of materials – describes receipts containing components of finished goods.
  • Batches – describes data required to account for a product expiration date when generating replenishment recommendations.
  • Promotions – describes data allowing Streamline to take into account future promotions when it generates the forecasts.
We should mention, that the volume of imported data depends on the API abilities of the integrated system.

Next: Cin7

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inventory-management-systems-connection.txt · Last modified: 2023/03/13 12:24 by admin