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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 has several integrations with different accounting or inventory management systems. The integrations have their own connections importing all necessary data to make forecasts and procurement plans in Streamline.

There are two types of integrations between Streamline and a 3-rd party system, one-directional integration and bi-directional integration. The difference is that bi-directional integration additionally allows exporting the recommended replenishment information as purchase 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 QuickBooks Dynamics NAV Dynamics NAV web Dynamics GP Spire TradeGecko Unleashed Cin7 Stitch Micronet Shopify
Imported
Item Info
Essential item’s information
Location
Location description N/A
Item purchase price
Item category 1 2
Item subcategory
Info field 3 4
Supplier code N/A
Supplier's item code N/A
Supplier's currency 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
Average buy price 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
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
Imported via custom fields (optional)
Lead time
Order cycle
PO delivery date 7
Derived
Lead time N/A
Lead time variance N/A
Bill of Materials
BoM N/A N/A N/A
Kitted items
Kits N/A N/A N/A
Exported
Purchase order
Item code N/A N/A N/A
Location N/A N/A N/A
Supplier Id 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 standard system's fields. This table section is divided into four subsections based on the nature of the data: Item info, Transactions, Orders to ship, and Orders to receive.

The Item info section contains static information about the planning item. The Transactions section represents a dynamic aspect – information about all transactions affecting item on-hand. The Orders to ship and Orders to receive sections describe the current state of open sales and purchase orders.

The Imported via custom fields section shows data that can be imported by means 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 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.

General:

  • Item code (or item) – an SKU.
  • Location – a store or a warehouse.

Item info section:

  • Item description – a description for the item code.
  • Last on hand – the item amount that is currently in stock.
  • Item purchase price – current purchase price for the item.
  • Item category – the category the item belongs to.
  • Item subcategory – the category of the item category.
  • Info field – any additional characteristic of the item.
  • Supplier code – the identifier of the supplier.
  • Supplier's item code – the item code in supplier's stock-list that corresponds to your Item code.
  • Supplier’s currency – the currency in which the purchase orders are placed.
  • Min lot – the minimum purchase order quantity.
  • Rounding allows Streamline to take into account how many items come packed in a carton, allowing the application to suggest exactly the right amount of the item to order.
  • Lead time – the interval of time between replenishment order placement and its receipt.
  • Base currency – the currency used in item prices.
  • Average buy price – the balance value of one unit of the item in stock.
  • Quantity to receive – the total amount of item on open POs and TOs.

Transactions section:

  • Stock change – how much the On-hand has changed due to the transaction.
  • Channel – represents a channel by which an item is sold.
  • Selling price – the sales price for one item in the transaction.
  • Buy price – the price for one item in the transaction.

Orders to ship section:

  • Shipping date –- the expected shipment date for an open sales order.
  • Quantity – the amount of the item in the order line.

Orders to receive section:

  • Delivery date – the expected delivery date of the item in stock from yor supplier.
  • Sendout date – the date when the purchase order was placed.
  • Order number – the date when the purchase order was placed.
  • Lot cost – the cost of the purchase order line.
  • Order cycle -– how often the item is ordered from your supplier.
  • Lead time variance – the variabce of the Lead time.

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inventory-management-systems-connection.txt · Last modified: 2019/08/16 13:34 by admin