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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


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 GP Spire TradeGecko Unleashed Cin7 Stitch Micronet
Item Info
Essential item’s information
Channel N/A N/A N/A N/A N/A N/A N/A N/A
Item purchase price
Item category
Item subcategory
Info field
Supplier Name
Supplier Id
Min lot 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
Base currency N/A N/A
Supplier currency N/A N/A
Average buy price
Lead Time N/A N/A N/A N/A N/A N/A N/A
Essential transactions information
Stock change N/A N/A
Channel N/A N/A N/A N/A N/A N/A N/A N/A
Selling price
Buy price
Pending sales orders
Shipping date
Item code
Channel N/A N/A N/A N/A N/A N/A N/A N/A
Orders to receive
Essential In transition information
PO sendout date
PO number
Lot cost
Lead time
Lead time variance
Bill of Materials
Kitted items
Kits N/A N/A
Purchase order
Item code N/A N/A
Location N/A N/A
Supplier Id N/A N/A
Quantity N/A N/A
Reorder point N/A N/A N/A N/A N/A

Table description

The table consists of three sections: Imported, 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 directly. This table section is divided into four subsections based on the nature of the data: Item info, Transactions, Pending sales orders and Orders to receive. The Item info section contains static information about the item or unique item-location pair (if locations are given). The Transactions section represents a dynamic aspect – information about sales and purchase transactions. The Pending sales orders and Orders to receive sections describe the current state of the stock, i.e. quantity on open sales and purchase orders.

The Derived section shows the information that is not imported directly but is derived from the imported data.

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, description, on hand.
  • Essential transactions information: date, item code, quantity sold.
  • Essential In transition information: quantity, item code, expected delivery date.
  • Item code – the identifier of a planning item also known as SKU.
  • Location – a store or warehouse.
  • Description – a readable name for the item.
  • On hand – the amount of inventory that is currently in stock.
  • Stock change - how much the On hand has changed.
  • Shipping date – the expected shipping date for a pending sales order.
  • Item purchase price in Item info – current purchase price of the item.
  • Buy price in Transactions – the item price in the purchase transaction.
  • Selling price – the sales price of one item in the transaction.
  • Item category – the category the item belongs to.
  • Item subcategory – the category of the item category.
  • Supplier Id – the identifier of the supplier. Used to export purchase orders.
  • 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.
  • Base currency – the currency used in item’s prices.
  • Supplier’s currency - the currency in which the purchase orders are placed.
  • Average buy price – buy price of the item averaged over all the buy transactions.
  • Lead time – the interval of time between replenishment order placement and its receipt.
  • Lead time variance – the variance of the lead time.

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inventory-management-systems-connection.txt · Last modified: 2019/04/05 13:54 by admin