User Guide

1. Streamline Client

• 1.1. Introduction
• 1.2. Software Downloading and Installation
• 1.3. Software Activation
• 1.4. Switching to Another Computer
• 1.5. Using Streamline on a Mac
• 1.6. Updating Software
• 1.7. How to Translate Streamline
• 1.8. Using Streamline on a VM

2.Streamline Server

• 2.1. Introduction to Streamline Server
• 2.2. Server Downloading and Installation
• 2.3. Server Setup
• 2.4. Server: Users and Permissions
• 2.5. Automatic update and data export

3. Starting Up

• 3.1. Basic Workflows
• 3.2. Creating a New Project
• 3.3. Updating a Project

4. Connecting data

• 4.1. General Requirements
• 4.2. Aggregated Spreadsheets
• 4.3. Transactional Spreadsheets
• 4.4. Databases
  • 4.4.1. Data Types
  • 4.4.2. Importing Data
  • 4.4.3. Exporting Data
  • 4.4.4. Intermediate database
• 4.5. Inventory Management Systems
  • 4.5.1. Cin7
  • 4.5.2. DEAR
  • 4.5.3. Dynamics 365 Business Central
  • 4.5.4. Dynamics GP
  • 4.5.5. Dynamics NAV
  • 4.5.6. Fishbowl
  • 4.5.7. Micronet (Australia)
  • 4.5.8. NetSuite
  • 4.5.9. Odoo
  • 4.5.10. QuickBooks Desktop
  • 4.5.11. QuickBooks Online
  • 4.5.12. SAP Business One
  • 4.5.13. Shopify
  • 4.5.14. Skubana
  • 4.5.15. Spire
  • 4.5.16. Unleashed
• 4.6. Multiple connection

5. Demand and Sales Forecasting

• 5.1. Statistical Forecasting
• 5.2. Generating and Viewing the Forecasts
• 5.3. Adjusting and Approving the Forecasts
• 5.4. Exporting Forecasts to Excel
• 5.5. Manual Adjustments
  • 5.5.1. Forecasts Adjustments
  • 5.5.2. Fine-tuning the Forecasting Models
  • 5.5.3. What-if Revenue Analysis
  • 5.5.4. Historical Data Corrections
• 5.6. Accounting for Lost Sales
• 5.7. Accounting for Calendar Events
• 5.8. New Product Forecasting
• 5.9. Product Substitutions
• 5.10. Evaluating the Forecasts
• 5.11. Revenue Forecasting
• 5.12. Creating Custom Reports
• 5.13. ABC analysis
• 5.14. Collaborating with Colleagues
• 5.15. Forecast Versions

6. Inventory Planning

• 6.1. Inventory Replenishment Strategies
• 6.2. Configuring Replenishment Parameters
• 6.3. Viewing Purchase Plan and Projected Inventory Levels
• 6.4. Analyzing Expected Stockouts and Overstocks
• 6.5. Creating Purchase Orders
• 6.6. Exporting Purchase Plan
• 6.7. Two-Echelon Planning
• 6.8. Inventory Optimization via Inter-Store Transfers
• 6.9. Material Requirements Planning
• 6.10. Products with Shelf Life

7. Reference

• 7.1. Definitions and Concepts
• 7.2. Item Status System
• 7.3. Approval Horizon Feature
• 7.4. Seasonality Pattern
• 7.5. Safety Stock Calculation
• 7.6. Ordering Plan Calculation
  • 7.6.1. Inventory Planning in General
• 7.7. Program Window
• 7.8. Start
• 7.9. Demand Forecasting
  • 7.9.1. Toolbar
  • 7.9.2. Tree View
  • 7.9.3. Table
  • 7.9.4. Plot
  • 7.9.5. Panel
  • 7.9.6 Confidence intervals
• 7.10. Reports
  • 7.10.1. Historical Reports
  • 7.10.2. Projections Reports
  • 7.10.3. KPIs Report
• 7.11. Inventory Planning
  • 7.11.1. Filter Dialog
  • 7.11.2. In Transition Details Dialog
  • 7.11.3. Planned Orders Preview Dialog
  • 7.11.4. Containers and Groups
  • 7.11.5. Explain Inventory Calculation Dialog
• 7.12. Inter-store Optimization
• 7.13. Distribution Center
• 7.14. Program Settings
• 7.15. Command Line
• 7.16. Keyboard Shortcuts

• Changelog