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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

changelog

Changelog

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.

Version 4.9.0 (2018-12-13)

  • Negative on hand now compensates with past due orders in transition in the planning formulas.
  • The ability to sum minimum display quantity and safety stock in the formulas as opposed to taking maximum of them.
  • Now only the 'Inactive' an 'Termination' models set safety stock to zero for items with zero forecast.
  • Streamline now sets a file lock on opened projects to ensure that one user does not override changes of the other user by accident.
  • DC fill rate column in the Inventory report tab.
  • Locations are not shown if there’s only one.
  • The ability to group items by supplier in the List view tab.
  • Split the code and description columns for locations in the List view and Inventory report.
  • Supplier code added in the Spreadsheet connection.
  • Export of Inventory report and Distribution center report to a database.
  • Improved built-in integrations with Spire and Cin7.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.9 (2018-11-02)

  • Added 'In Transition' tab in the Spreadsheet connector.
  • Improved integration with Stitch, TradeGecko, QuickBooks, and Cin7.
  • Now we detect dedicated Distribution Centers and always show them in the DC tab, even if some items aren’t sourced.
  • Now database connector can export the 'To Order' quantity for Min/Max replenishment strategy.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.8 (2018-09-28)

  • Supplier field added in the List View tab.
  • Database connector settings can be protected with a password.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.7 (2018-09-10)

  • Location code and location description fields are now separate.
  • Cin7 data connector.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.6 (2018-08-27)

  • Bug-fixes.

Version 4.8.5 (2018-08-24)

  • Improved holiday editing.
  • Streamline now offers a 14-day full version trial.
  • A beta version of Stitch Labs data connection.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.4 (2018-08-17)

  • Basic holiday editing.
  • Mass clear of forecasting properties using the right-click menu.
  • Changed UI for spreadsheet connection selection.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.3 (2018-08-10)

  • Inventory report columns marked yellow can be edited using the right-click menu (or F2).
  • Service level with 0.1 step.
  • Now we show recommended purchase value in the KPI report.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.2 (2018-07-12)

  • Bug-fixes.

Version 4.8.1 (2018-07-10)

  • A new 'Order By' column in the Inventory Report that shows an optimal date to place a new PO.
  • New filter operations: Contains, Doesn't contain
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.8.0 (2018-06-22)

  • Filters in the Inventory report and Distribution center report.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.9 (2018-06-06)

  • Optional Net order column in the Inventory Report.
  • Bug-fixes.

Version 4.7.8 (2018-06-01)

  • Bug-fixes.

Version 4.7.7 (2018-05-29)

  • Improved large project file usability.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.6 (2018-05-22)

  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.5 (2018-05-19)

  • Bug-fixes.

Version 4.7.4 (2018-05-14)

  • Support for multiple distribution centers in the higher echelon.
  • Support for minimum shelf quantity.
  • Added a thousand separator to numbers.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.3 (2018-04-16)

  • Combined 64/32-bit package.
  • Historical revenue report in the List View.
  • Optimized ODBC connector that works 2-1000x faster.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.2 (2018-04-05)

  • Bug-fixes.

Version 4.7.1 (2018-04-03)

  • Minor GUI changes.
  • Bug-fixes.

Version 4.7.0 (2018-03-16)

  • Converted to a 64-bit application. IMPORTANT: Database connections that use the 32-bit ODBC driver has to be reconfigured to use the 64-bit ODBC driver.
  • The column 'Days of supply' in the Inventory Report now accounts for 'Pending orders'.
  • Updated Intermittent model. Transaction probability calculation takes lost days into account.
  • QuickBooks connector reworked in order to support 64-bit Streamline.
  • Inventory Report now exports the ABC classification to the 'Export parameters' file.
  • Inventory Report now has the 'Model type' column.
  • A number of GUI improvements.
  • Bug-fixes.

Version 4.6.6 (2018-03-05)

  • Bug-fixes.

Version 4.6.5 (2018-02-28)

  • An option to select periods where ordering is available.
  • Improved the view of the Purchase Plan. The 'Order Now' column now does not replace the first column in the purchase plan.
  • Japanese translation.
  • Historical On Hand report in the List View.
  • The purchase order section of the Inventory Report now shows the number of days of supply for recommendations.
  • Minor GUI improvements.
  • Bug-fixes.

Version 4.6.4 (2018-01-23)

  • The historical turnover report in the List View tab.
  • Percentage accuracy. Can be turned on in the project settings.
  • Improved intermittent demand model.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.6.3 (2017-12-22)

  • Now the Free Edition pups up a warning message on exceeding the 100 item limit.
  • Months of supply information in the Item view, List view, and Inventory report.
  • The last transaction date is added to the program header in case of the Database connection.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.6.2 (2017-12-05)

  • A checkbox in the Database Connection that aggregates all locations into one.
  • New ABC classifications based on the 'inventory value', and the 'cost of goods sold' (COGS).
  • Added 'Days of supply' to the KPIs report in the List View.
  • Formatted gross profit in LV as money.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.6.1 (2017-12-01)

  • Added 'annual gross profit' to the KPIs report in the List View.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.6.0 (2017-11-17)

  • An option to add inventory in transition to inventory on hand in the KPI calculations. File > Settings > Project tab.
  • Production details in the 'Explain inventory' dialog.
  • Balance cost in the spreadsheet connector.
  • In transition cost in spreadsheet and database connectors.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.5.9 (2017-11-09)

  • Support for BOM functionality in Unleashed.
  • An experimental feature called Explain calculation 'Process > Explain calculation'. When applied to a selected item in the Inventory Report the feature shows the event model/values from under the hood.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.5.8 (2017-10-26)

  • A new property 'Manufacture in-house' to choose between purchasing and manufacturing of an SKU.
  • Aggregation using a number of categories in the List View.
  • Now Safety Stock calculation method 'Future demand of x months' can be set per SKU.
  • A translation tool is added under menu Help > Languages > Translation tool.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.5.7 (2017-10-06)

  • Support for loading category overrides in the List View for both unit and revenue forecasts.
  • Updated resources links in the Start tab.
  • Minor GUI changes.

Version 4.5.6 (2017-09-27)

  • Days of supply calculation in the inventory report.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.5.5 (2017-09-22)

  • Item categories can be viewed in the 'By location' view as well.
  • Actual sales can be viewed in the Inventory Report.
  • Intermittent demand now commits to the revenue.
  • A few bug-fixes.

Version 4.5.4 (2017-09-15)

  • Support for semi-finished products purchased elsewhere as opposed to manufactured using raw materials.
  • A new demand model used for product termination. The product will not be replenished.
  • Support for revenue overrides.
  • An ability to export POs to a CSV file.
  • Now all model adjustments can be cleared on any level of the hierarchy. Use the second button click on an item in the Tree View and select Clear Adjustments in the menu.
  • The search function in the In-Transition Details window.
  • Fixed: NAV connection could not use the Auto authentication method due to updated OpenSSL package.
  • A number of GUI improvements.
  • A number of bug-fixes.

Version 4.5.3 (2017-09-04)

  • Now the bill of materials can have fractional quantities.
  • The Final Forecast report in the List View can sum the data by quarter or year.
  • More precise Multiplier control - now has 3 digits.
  • QuickBooks connector now supports Assembly items.
  • A number of GUI improvements.
  • A number of bug-fixes.

Version 4.5.2 (2017-08-17)

  • Improved calculation of inventory KPIs.
  • Improved Bill of materials support.
  • Lots of GUI improvements.
  • A number of bug-fixes.

Version 4.5.1 (2017-07-28)

  • Support for the cost of money parameter.
  • Measuring of inventory excess due to the Min lot or other constraints.
  • Bill of materials.
  • Gross profit calculation.
  • Two-dimensional ABC.
  • Lots of GUI improvements.
  • A number of bug-fixes.

Version 4.5.0 (2017-06-26)

  • Support for sales channels. For the database connector only.
  • The ignore data before feature now can use all data for seasonality calculation.
  • Now the cost of remaining inventory is used for KPI calculations primarily.
  • Added the ability to change the weight of seasonal coefficients from simple moving average to exponential moving average.
  • Added the supplier column in the Distribution Center report.
  • Improved detection of inactive products.
  • Now the On hand and Revenue history can be loaded via the spreadsheet connection.
  • QuickBooks connector now checks whether the COM-connection initialization succeeded.
  • Now we show total weight and volume of the ordered items in the Export orders dialog.
  • The ABC analysis column is added to the List View tab.
  • Added the ability to aggregate the List View records by the ABC categories.
  • Fixed: Repetitive import could put an item into two categories.

Version 4.4.2 (2017-05-18)

  • Support for supplier's Min lot by volume, weight, value, and quantity.
  • Support for backorders with required shipment date. The feature is only available in the database connector.
  • A few GUI improvements and bug-fixes.

Version 4.4.1 (2017-04-21)

  • Forecast adjustments on a category level, including formula adjustments.
  • Now we calculate the number of days of supply for the recommended order in the inventory report.
  • Item description is now added to the dialogue Export to ERP.
  • The note column in the inventory report that displays item notes.
  • A few bugfixes.
  • Minor GUI improvements.

Version 4.4.0 (2017-04-10)

  • Now Streamline adjusts forecasting models for stockouts (in days) identified in the On Hand history. (Not yet enabled for QuickBooks.)
  • The ODBC connector now can suggest the connection string automatically.
  • Lots of GUI improvements.
  • A number of bugfixes.

Version 4.3.9 (2017-03-17)

  • Now we show the safety stock band in the plot view.
  • A few bug-fixes.
  • Minor GUI improvements.

Version 4.3.8 (2017-03-10)

  • Now you can jump to the Item View from the List View using item code links.
  • A few bug-fixes.
  • Minor GUI improvements.

Version 4.3.7 (2017-03-07)

  • Forecast overrides now allow operators. Example: 1000, +200, -500, *1.2
  • Forecast overrides now can be propagated (the whole row is filled out with the propagated value). Example: 200>, +200>, *1.2>
  • Now you can jump to the Item View from the Inventory Report using item code links.
  • A few bug-fixes.
  • Minor GUI improvements.

Version 4.3.6 (2017-02-27)

  • ABC classification
  • Ability to hide categories in the tree view.
  • Minor GUI improvements.

Version 4.3.5 (2017-02-08)

  • Minor GUI improvements.
  • A number of bug-fixes.

Version 4.3.4 (2017-02-02)

  • Choosing the linear trend model manually in the model properties now allows short-period trends.
  • Revenue forecasting is now powered by the full-scale price forecasting.
  • An ability to ignore data before certain period in the history.
  • Now seasonality threshold can be changed in the project setting.
  • Minor GUI improvements.
  • A few bug-fixes.

Version 4.3.3 (2017-01-17)

  • A new connector to Unleashed - inventory management software.
  • Direct MySQL support in the database connector.
  • New groupings in the list view tab.
  • The KPI panel is now reworked.
  • Inventory replenishment decision support based on the turn-earn index. Item's T/E index = Turnover * Margin.
  • Multiple currencies in the purchasing price column.
  • Lots of small GUI changes.
  • A number of bug-fixes.

Changelog 2017

changelog.txt · Last modified: 2019/05/02 18:14 by admin