A Guide for Advanced Users to Achieve Full Supply Chain Visibility
For advanced Hoobuyintegration. Manually tracking financial and quality control data in separate columns or sheets creates blind spots. By strategically linking your payment columns with your QC (Quality Check) notes, you unlock a unified, actionable view of your spending versus product quality across your entire order history.
Key Benefits of Linking Data
- Unified Order Intelligence:complete story
- Vendor Performance Analytics:cost-effectiveness.
- Proactive Decision Making:despite
- Audit & Trend Clarity:
How to Establish the Link: A Methodical Approach
Step 1: Standardize Your Column Structure
Ensure your spreadsheet has dedicated, consistently named columns. The crucial links are:
| Payment Data Columns | QC History Columns | Linking Action |
|---|---|---|
Order_ID, Unit_Cost, Total_Paid, Payment_Date |
Order_ID, QC_Status, QC_Notes, Defect_Count |
Use the Order_ID
|
Step 2: Employ Formulas for Dynamic Linking
Use lookup functions to pull QC information next to payment data automatically.
Example using XLOOKUP (or VLOOKUP):
=XLOOKUP([@Order_ID], QC_Log!$A$2:$A$500, QC_Log!$C$2:$C$500, "No QC Found")This formula, placed in a new column like "QC_Status_for_Order"
Step 3: Create a Centralized Dashboard View
Insert a PivotTable or a filtered view summarizing key linked metrics:
- Total Spend per Supplier vs. Their Average QC Pass Rate.
- Average Cost Per Unit for orders with "Failed" or "Minor Issues" status.
- Count of orders where high payment correlated with major QC defects.
Best Practices for Maintenance
- Data Validation:QC_Status
- Structured References:
- Regular Updates:
- Conditional Formatting:
- Structured References: