QTrade Teas & Botanicals

QTrade Teas & Botanicals is one of North America's leading specialty tea manufacturers, sourcing teas and botanicals from growing regions around the world and turning them into private label and custom-blended products for major beverage brands. The purchasing and demand planning teams live at the intersection of supplier relationships, inbound inventory, and production schedules. Right materials, right place, right time, twelve months ahead, depends on seeing four things together in one place: what is forecast, what is on hand, what is on order, and what is short. QTrade runs on NetSuite, and the data the team needs is already there. NetXcel sits on top of NetSuite, giving purchasing and planning one Excel view that brings those four together, with NetSuite continuing to own the data and the transactions.

The workflow needs that led QTrade's purchasing and demand planning teams to adopt NetXcel:

• Building a single view of forecast, on-hand inventory, on-order POs, and shortage across the catalog meant stitching multiple NetSuite reports together in Excel by hand every week
• By the time the workbook was ready, the underlying NetSuite numbers had already moved
• Updating demand plans for thousands of items at scale required tooling beyond what record-by-record entry could support
• Bulk-editing demand plan quantities across the catalog needed a structured workflow safer than ad-hoc CSV imports
• The team needed twelve months of supply and demand visibility in a daily dashboard format, alongside the supplier follow-up workflow itself

QTrade's purchasing team needed both a single twelve-month view of forecast, on-hand, on-order, and shortage, and a faster way to push validated demand plan updates back into NetSuite when plans changed.

The NetXcel Reporting and Data Management capabilities QTrade's purchasing and demand planning teams use today:

• A consolidated twelve-month view in Excel that brings forecast, on-hand inventory, on-order POs, committed and available quantities, and resulting shortage together on one row per item per location, refreshed live from NetSuite
• Open PO and supplier follow-up data embedded in the same view, so buyers can act on what they see without exporting anything
• Item shortage flags that surface products at risk before they become a customer service issue
• Bulk demand plan upload templates that update thousands of forecast quantities in a single Excel sheet, with structured validation before anything writes to NetSuite
• A reload workflow that pulls current demand plan data from NetSuite into Excel, captures edits, and pushes the changes back

The outcomes the QTrade purchasing and planning team has achieved with NetXcel:

• Twelve months of demand, on-hand inventory, on-order POs, and shortage all visible in one Excel view that ties back to NetSuite
• Demand plan updates now happen in bulk through a structured Excel template, with NetSuite receiving validated data ready to use
• Sonny tracks open POs and supplier follow-ups directly in the same view, refreshed live from NetSuite, with no manual exports
• Item shortage visibility moved from reactive scrambling to proactive supplier conversations

NetXcel Data Management follows the same principle as the reporting library. NetSuite owns the data and the transactions. NetXcel gives the team a spreadsheet surface for the high-volume work. It works because NetSuite is the foundation underneath: the data model, the transaction integrity, all of it is what makes a fast Excel surface on top of NetSuite trustworthy.