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Documentation for Streamline 4.x

User Guide

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, transfer and/or manufacturing 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 NAV web Dynamics GP Spire TradeGecko Unleashed Cin7 Stitch Micronet Shopify Fishbowl
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
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
Rounding 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 N/A N/A
Volume/unit N/A N/A 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 6 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
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 N/A
Kits
Kits 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
Item code N/A N/A N/A
Location N/A N/A N/A
Supplier code N/A N/A N/A
Quantity N/A N/A N/A
Reorder point N/A N/A N/A N/A N/A N/A


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.

The table consists of four sections: Imported, Imported via custom fields, Derived, and Exported. An empty cell means that import/export of this data is not currently implemented; “N/A” - the data is not available in the system.

The Imported section shows the information that is imported into Streamline using the standard system's fields. This table section is divided into eight 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 receive – 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
  • Kits – indicates whether kit items are decomposed into their components when they are imported as sales transactions into Streamline.

The Imported via custom fields section shows data that can be imported through the system's custom fields.

The Derived section shows the information that is derived from the data of the 3rd party system.

The Exported section contains the exported information.

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: Date, Item code, Quantity sold.
  • Essential Orders-to-receive information: Qty, Item code, Delivery date.
  • The description of the rest datatypes you can find in the Data types article.

Next: Cin7

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inventory-management-systems-connection.txt · Last modified: 2019/11/14 11:18 by admin