Unifying Financial and Quality Control Data for Complete Supply Chain Insight
For advanced users managing complex sourcing operations on platforms like Hoobuy, data often exists in isolated columns. Payment details sit separately from Quality Control (QC) notes, obscuring the crucial relationship between cost and quality. By proactively linking payment columns with QC history, you unlock a holistic, actionable view of your entire order portfolio.
Follow this methodology to create a dynamic link between your financial and quality data within your Hoobuy tracking spreadsheet.
Ensure your spreadsheet has dedicated, consistent columns. Key columns include:
| Payment Data Columns | QC History Columns | Linking Key |
|---|---|---|
| Order ID/Number | Order ID/Number | Common Unique Identifier (e.g., Order #) |
| Unit Cost, Total Amount, Payment Date | QC Pass/Fail Status, Defect Photos Link, Inspection Date | |
| Supplier Invoice Reference | Inspector's Summary Notes |
Use lookup functions to connect datasets. For example, to pull the QC result for a specific order next to its payment total:
=XLOOKUP([@OrderID], OrderID_Column, QC_Result_Column, "QC Data Not Found")This formula searches for the Order ID in the payment row and returns the corresponding QC result from a separate log.
Create a summary sheet using pivot tables or filtered views that display key metrics side-by-side:
Set rules to highlight rows where a high-cost order has a "Failed" QC status, enabling immediate visual triage.
Use controlled lists for QC status (Pass, Minor Fail, Major Fail) to ensure consistency, making links and analysis more reliable.
Use tools like Google Apps Script or Power Automate to automatically pull updated QC reports into your sheet when a payment status changes.