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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



Version 5.4.0 (2019-06-20)


  • Overrides are extrapolated onto newly imported periods if more than 1 was added.
  • Next order date column is now corrected for the current date, keeping all the ordering schedules updated.
  • Applying existing items’ models to new items is now available with database connection


  • New hotkeys
  • Fixed a few crashes
  • Implemented filtering by note
  • New Projected write-offs Report
  • Approval button now protects items from model overrides
  • Fixed bug with chart not updating with model coefficients
  • Fixed bug with Inventory Levels and Purchase Plan not calculating if you incrementally increased the horizon
  • Ordering availability edits indicator added to the tree
  • Several dashboard improvements, refreshed interface
  • Safety stock on the chart is shifted to the right, now indicating ‘safety stock to order’, as opposed to ‘safety stock at the time of arrival’
  • Changed Promotions appearance on the chart
  • Demand Forecasting now shows the forecast section by default

QuickBooks integration

  • A custom field for PO arrival date
  • Backorder date displays in In transition details
  • Import inactive items from QuickBooks


  • A couple of minor command-line bugs fixed.
  • Command line improvements – added ability to save the project under another name.

Version 5.3 (2019-06-07)

  • Spanish translation.
  • Polish translation.
  • UI and planning engine improvements.
  • Bug fixes.

Version 5.2 (2019-05-24)

  • Inventory batch expiration. Projected write-off report and improved inventory level projections.
  • Shopify connection.
  • Improved Dynamix NAV and GP connections.
  • UI improvements.
  • Bug fixes.

Version 5.1 (2019-05-02)

  • Promotions planning.
  • Bug fixes.

Version 5.0 (2019-04-05)

  • A 3-D data model that allows forecasting by channel-item-location as opposed to item-location.
  • Automatic re-forecast when necessary (no Forecast button).
  • Filtered reports are opened in separate tabs.
  • A dashboard for inventory KPIs.
  • Incomplete period control is handled automatically and is removed from the UI.
  • UI improvements.

Version 4.9.4 (2019-02-22)

  • Fixed: Spire connector error.
  • Reworked QB connector.
  • Embedded customer survey. It shows up after one month of application use.
  • If there are no sales of an item during the last 12 months, we detect the item as Inactive.

Version 4.9.3 (2019-01-25)

  • Fixed: Issues in the export of purchase orders.

Version 4.9.2 (2019-01-23)

  • Fixed: Orders exported to ERP do not immediately show up in 'In transition'.

Version 4.9.1 (2019-01-17)

  • The ability to execute Streamline via the command line.
  • Unique filenames of reports exported to Excel files. Date and time of the export is added.
  • We now output incomplete period of sales in the actual sales history in the inventory report.
  • Full re-import option in the drop-down menu of the Update Data button.
  • The ability to export source DC in the database connection in the Export periodic order tab.
  • Minor GUI improvements.
  • Bug-fixes.
changelog.txt · Last modified: 2019/07/16 12:33 by admin