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User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

Documentation for Streamline 4.x

changelog

Changelog

Version 5.16.1 (2020-04-09)

UI/UX
  • Redesigned Start page and 'New project' dialog.
  • Removed Item Info columns from the Transactions table of the Transactional data connection.
  • Added 'on hand' information to the chart on all levels of the tree.
  • Added a warning dialog for filter deletion.
  • Included 'item description' into the 'Demand forecasting' table export.
  • Improved Days of Supply calculations when To Ship information and the Bill of Materials are loaded.
  • An ability to preserve approval status across project updates when a new period of data is imported.
  • An ability to set the time range for the 'Actual sales' report
Integrations
  • Added the 'Aggregate by' (day, week month) control for the DEAR connector.
  • Added container load information to the Aggregated data spreadsheet connector.

Version 5.15.1 (2020-03-10)

Engine
  • Implemented Container rounding by weight, volume and quantities, separating containers based on supplier code.
  • Changed the logic of the Preorder/Inactive model, splitting it into two different models - Preorder and Inactive.
  • Changed the logic of the category-level overrides, they are now saved at the item-channel level as constants as opposed to coefficients.
  • Added a “Panned vs Actual” report into Reports
Integrations
  • Improved connection with Fishbowl.
  • A Fishbowl connection option to export only finished product orders.
  • A Cin7 connection option: Consider items with missing Qty Dispatch as shipped for dispatched orders.
  • Added import of outlier marks as a binary column in the Transactions table.

Version 5.14 (2020-01-17)

Engine
  • Added ability to change the DC code for replenished items in the Inventory planning report using the Export/Import Parameters function.
  • A change in the manufacturing orders logic, now we export manufacturing orders for finished items and do not export intermediates anymore.
  • Added ability to manually import outliers. Specific transactions can be marked as outliers in a separate field during the import of data. The whole period becomes an outlier.
Integrations
  • New integration with DEAR Inventory.
  • Added a multi-database connection for Spire.
Bug fixes
  • Auto/pre-order intermittent model still making order suggestions.
  • Inconsistency between affected periods in stockout report and in the Inventory Planning table.
  • Crashes as a result of incompatibility with some Windows versions.
  • Project resetting after adding the channel level into the import.
  • Outliers are not saving in the project on some conditions.
  • Overrides not showing on the Demand Forecasting tab on some conditions.
  • Safety stock zeroing out after item approval.
  • Pending sales orders are not importing from TradeGecko.

Version 5.13 (2019-12-05)

Engine
  • Made improvements to top-down modeling.
UI
  • Now displaying Supplier's Min Lot parameters in the Inventory Planning tab.
  • Highlighting outliers on the chart now
  • Added Item Type column (for the bill of materials) to the Reports section
  • Added success message for order export for Min/Max strategy
  • Now we show 3 digits in the Safety stock Settings equation.
  • Fixed some localization issues in the Register window.
  • Greatly sped up tree Expand in several cases.
Integrations/Fishbowl
  • Introducing new integration!
Integrations/TradeGecko
  • Implemented balance price.
  • Now we use transaction update date instead of creation date.

Version 5.12 (2019-11-12)

  • Added ability to show/hide any columns in Inventory planning and Reports tables:
    1. Common menu in the toolbar (moved it out of Settings).
    2. Each column can be hidden by right-clicking.
    3. Exported reports are now customized.
  • Improved localized interface (column width in Spanish etc).
  • Added color-coding to outlier points on the chart (black dots).
  • Quick filters functionality:
    • Set any cell value as a filter condition on right-click.
    • Auto-naming for filters from the column header.
    • Add any value to existing filter as another condition.
  • Created Fishbowl integration and connector interface.
  • Added ability to auto-adjust model level after applying another item's model (Use model from).
  • Removed seasonal price forecasting functionality.
  • ABC analysis returned to the Inventory report section.
  • Improved performance - Item tree navigation happens more quickly now.
  • Total order weight and volume figures are shown the Inventory reports and the Planned orders dialogue
  • Fixed several bugs.

Version 5.10 (2019-09-26)

  • Improved ODBC and MySQL integration.
  • Fixed several bugs.

Version 5.9 (2019-09-18)

Engine

  • New 'Projected Stockouts' report breaking down stockouts by period.
  • Fixed not passing 'Display quantity' into 'Planned orders' in case of a safety stock debt.
  • Slightly speed up BOM inventory calculations.
  • Added filters to the Reports tab.

Reports

  • New columns in the Reports tab: Model Quality, Model Type.

Explain inventory

  • Added Shelf Life explanation into Explain Calculation.
  • Exclamation mark replaced with ± and tool-tip in the 'On hand+In Transition' row in Explain Calculations.

Inter-store optimization

  • Added default Lead Time control for inter-store transfers in Settings > Project.
  • Added the 'Available for transfer' column into Inventory Planning tab.
  • Now reducing stockouts has priority over reducing the number of purchases.

Misc.

  • Changed the wording on a number of functions and localizations.
  • Fixed several bugs.

Version 5.8 (2019-08-30)

Engine/UX

  • Faster recalculation of purchasing recommendations after changes in the Inventory Report settings, or upon project reload.
  • Added an import of Sales Price per SKU in the Item Info section of the database connector.
  • Fixed: Changing manufactured goods status between Purchased and Manufactured didn't change the Order Type status.
  • Fixed a search issue with selected and hidden nodes.
  • Fixed: Explain Inventory dialog started calculations from a period in the past.
  • Fixed: Safety Stock calculation that uses 'demand of future periods' didn't skip the demand of the Lead Time + Order Cycle.
  • Enabled linking to the source location from the Inter-Store Optimization tab, 'Source From' column.
  • Unified sales price aggregation across Reports and Demand Forecasting tabs.
  • Approve function now disables forecast settings.

Integrations

  • Service level parameter is added into the Database connector and Transactional spreadsheet connection.
  • Dynamics NAV connector now has a Company name field.

Version 5.7 (2019-08-16)

New features

  • Added Approval Status column in the reports.
  • Inter-store optimization module
  • Added a new tab into the workspace called 'Inter-store optimization'.
  • Streamline automatically suggests inter-store transfers in the 'Inter-store optimization' tab.
  • New columns in the data import dialog: Transfer Regions (in Item Info section), Source From, Order Type

Engine

  • Fixed: Unable to override Sales Price in the current period in Demand Forecasting tab
  • Faster processing of the inventory planning report and faster project loading, smoother functioning on large projects.
  • Fixed: Dashboard doesn't reflect all project changes before the project is reopened.
  • Fixed: QuickBooks integration bugs.
  • Fixed: Automatic forecast recalculation is not triggered by some changes in the settings when necessary.

UI

  • Fixed an issue with column width
  • Added Arrival Date column in the Planned orders dialogue window

UX

  • Added Mass Clear at the lowest level in the tree
  • Fixed: An issue in the Import Parameters function of the Inventory Report. Service Level overrides load as x0.1 of the actual Service Level in the Excel file.

Version 5.6 (2019-08-02)

  • Added an option to include Manufacturing Orders into planned orders
  • Settings button added to the Demand Forecasting tab
  • Fixed a couple of dashboard issues, providing a more graphically clear and coherent comparison.
  • Fixed several automation bugs, auto-recalculation is now smoother.
  • Improved naming of multiple sections in the interface, including tips in the database connector.
  • Fixed approval function
  • Numerous speed enhancements, a lot less delays in recalculations and the overall increase in productivity.
  • A number of other UX/UI improvements
  • A number of other UX and functional bugs fixed

Version 5.5 (2019-07-19)

  • Support for transit warehouses that do not store inventory.
  • A new dashboard that shows the expected savings due to optimal inventory planning.
  • Minor UI improvements.
  • Bug fixes.

Version 5.4 (2019-06-20)

Engine

  • 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

UI

  • 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

Misc.

  • 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 Dynamics 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. The date and time of the export is added.
  • We now output an 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: 2020/04/09 20:11 by admin