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1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

inventory-management-systems-connection

3.5. Inventory Management Systems

Streamline integrates with different accounting and inventory management systems. Each integration has its own built-in connection in Streamline that imports all the data required to generate forecasts and produce replenishment plans.

There are two types of integrations, one-directional and bi-directional integration. The difference is that bi-directional integration additionally allows exporting the recommended replenishment information as purchase and transfer orders into the system back.

Bi-directional integrations are the following:

One-directional integrations are:

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

Data type QuickBooks Dynamics NAV Dynamics GP Spire TradeGecko Unleashed Cin7 Stitch Micronet Shopify Fishbowl DEAR
Imported
Item Info
Essential item’s information
Location
Location description N/A N/A
Item purchase price
Item category 1 N/A
Item subcategory 2 N/A
Info field 3 4
Supplier code N/A
Supplier's item code N/A N/A
Supplier's currency N/A N/A
Supplier's min lot N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Min lot N/A N/A N/A N/A N/A N/A N/A N/A
Rounding N/A N/A N/A N/A N/A N/A N/A N/A
Lead Time N/A N/A N/A N/A N/A N/A N/A N/A N/A
Base currency N/A N/A
Inventory value/unit N/A
Weight/unit N/A N/A N/A N/A N/A N/A N/A N/A N/A
Volume/unit N/A N/A N/A N/A N/A N/A N/A N/A N/A
Quantity to receive
Transactions
Essential transactions information
Location
Stock change N/A N/A N/A
Channel 5 6 N/A N/A N/A N/A N/A N/A N/A N/A
Selling price
Buy price N/A
Orders to ship
Shipment date N/A
Item code N/A
Location N/A
Quantity N/A
Orders to receive
Essential In transition information N/A
Location N/A
Sendout date N/A N/A
Order number N/A
Lot cost N/A
Order type
Source from
Bill of Materials
Finished good's code N/A N/A N/A
Component's code N/A N/A N/A
Component qty/batch N/A N/A N/A
Finished batch size N/A N/A N/A
Promotions
Promotions N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Batches
Batches N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Imported via custom fields (optional)
Lead time
Order cycle
PO delivery date 7
Derived (optional)
Lead time N/A
Lead time variance N/A
Exported
Purchase order N/A N/A N/A N/A
Transfer order N/A N/A N/A N/A N/A N/A N/A
Reorder point N/A N/A N/A N/A N/A N/A


Table Legend

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

1 TradeGecko “Product type” field is imported as Item category into Streamline.
2 TradeGecko “Product name” is imported as Item subcategory into Streamline.
3 Four Cin7 fields are imported as an Info field into Streamline. These are: Supplier name, Option1, Option2, Option3.
4 The Stitch's “Product description” field is imported as an Info field into Streamline.
5 You can optionally import customers as channels from QuickBooks.
6 By default, the country, items are sold to, is returned as a channel in the Dynamics NAV integration.
7 You can optionally import purchase order Delivery date on an order line basis from QuickBooks.

Table Description

The table consists of four sections:

  • Imported – shows the information that is imported into Streamline using the standard system's fields.
  • Imported via custom fields – indicates data that can be imported through the system's custom fields.
  • Derived – displays the information that is derived from the data of the 3rd party system.
  • Exported – contains the exported information.

Imported Section

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

  • Item info – contains static information about the planning item.
  • Transactions – represents the dynamic aspect of the system, i.e. the information about all transactions affecting item on-hand.
  • Orders to ship – describes items that should be shipped to your customers, i.e. products on open sales orders or back-orders.
  • Bill of materials – describes components of finished goods.
  • Promotions – allows Streamline to take into account future promotions when it generates the forecasts.
  • Batches – indicates whether tracking product expiration date by batches is available in Streamline.

Data Types Description

The description of the Data type column of the table is the following:

  • Essential item’s information: Item code, Item description, Last on hand.
  • Essential transactions information: Transaction date, Item code, Quantity sold.
  • Essential Orders-to-receive information: Qty to receive, Item code, Delivery date.
  • The description of the rest data types you can find in the Data types article.

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inventory-management-systems-connection.txt · Last modified: 2020/05/18 10:29 by admin