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User Guide

1. Streamline Client

2.Streamline Server

3. Starting Up

4. Connecting data

5. Demand and Sales Forecasting

6. Inventory Planning

7. Reference


Version 4.3.2 (2016-12-21)

  • Support for the shelf life parameter.
  • Support for purchase prices and ROI calculation.
  • RAM consumption optimization.
  • Updates to Dynamix NAV, Spire and TradeGecko integrations.
  • Now it’s easier to import changes of inventory parameters from XLSX.
  • Lots of changes and improvements in the GUI.

Version 4.3.1 (2016-11-28)

  • A new TradeGecko connector.
  • A new grouping (by item category and location category) in the list view tab.
  • The service level parameter is now set by item and location.
  • Minor changes in the Spire connector.
  • Improved overall application stability.
  • Minor changes in the application GUI.
  • Small GUI changes.

Version 4.3.0 (2016-11-11)

  • A new built-in integration with Spire ERP.
  • A new two-echelon supply chain planning tab.
  • Minor GUI improvements.
  • Small bug-fixes.

Version 4.2.9 (2016-09-29)

  • Improved safety stock calculation for products with outliers in the sales history.
  • Fixed: In some conditions intermittent model calculates deviations wrongly.
  • Fixed: A few issues in the QuickBooks connection.

Version 4.2.8 (2016-09-23)

  • Improved forecasting of marginal cases.
  • The “As of” control now has a special incomplete period option.
  • A bug-fix in the Dynamics NAV connector.
  • Improved user interface in the ODBC connector.
  • Small bug-fixes and GUI changes.

Version 4.2.7 (2016-09-16)

  • Updated forecasting engine.
  • A new option in the “As of” control called “incomplete period”. The option helps avoid low sales forecast due to loading of sales history in the middle of the period.
  • When the last period had no price, we set projected price to 0, instead of taking the last non-zero price.
  • Now you can export tables of all items in a sub-tree to a single XLSX.
  • Now we can compose dates from year and week in the in order list connector.
  • Lots of small GUI changes and bug-fixes.

Version 4.2.6 (2016-08-19)

  • A new KPI - the last year revenue vs the next year revenue.
  • A small improvement in the intermittent demand calculation.
  • Fixed a crash when an item is deleted in the By Location mode.
  • We dropped the WAPE error calculation since it doesn't provide any advantage the MAPE error.
  • Changed layout of start page for smaller screens.
  • A fallback added in case QuickBooks can't provide PO creation date.
  • Incremental import from QuickBooks. Import from really large company files is unreliable on network drives, so we can initially import from a local drive, then apply Change Connection in the menu and continue to update data from a network drive.
  • Minor GUI improvements.

Version 4.2.5 (2016-08-11)

  • A simple report that shows orders In Transition.
  • Now all pairs [item,location] with non-empty location have their own hierarchy settings.
  • Now Streamline incrementally imports historic sales and all consequent import sessions update only the latest periods.
  • Removal/substitution rules now work in the same order that they were created, and trigger full (not incremental) import of data.
  • Changes in Dynamics NAV authentication method.
  • Now Streamline checks for updates automatically.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.2.4 (2016-07-29)

  • Improved integration with QuickBooks.
  • Minor GUI changes.

Version 4.2.3 (2016-07-26)

  • Improved integration with QuickBooks.
  • Minor GUI changes.
  • Bug-fixes.

Version 4.2.2 (2016-07-15)

  • A new model called “Auto + preorder intermittent”.
  • Purchase order export preview.
  • Backorder in now supported in all connection modules and reports.
  • Bug-fixes.

Version 4.2.1 (2016-07-08)

  • Minor GUI improvements
  • Bug-fixes.

Version 4.2.0 (2016-07-06)

  • Item code substitutions in the tree view and program menu.
  • Actual sales data can be showed and exported in the list view reports Final forecast and Forecast adjustments.
  • Save the chart in the item view tab as PNG or copy to clipboard.
  • Save the table in the item view tab as XLSX.
  • Reorganized program settings.
  • Improved database connection speed.
  • Microsoft Dynamics NAV connector.
  • Advanced inventory import from QuickBooks.
  • Now delivery date can be imported to the inventory report from a spreadsheet.
  • Drag-and-drop database tables in the Database connection dialog.
  • Bug-fixes.

Version 4.1.7 (2016-06-21)

  • Inventory KPIs added.
  • Updated example projects.
  • Small GUI changes.

Version 4.1.6 (2016-06-10)

  • ODBC export capability.
  • Bug-fixes.
  • Lots of small GUI changes.

Version 4.1.5 (2016-06-07)

  • Delivery dates in the list of a purchase orders.
  • The Item View tab now shows the projected inventory levels and the order plan.
  • QuickBooks connection improvements.
  • Lots of small GUI changes.

Version 4.1.4 (2016-05-30)

  • Adding notes to editable cells and item codes in the tree view.
  • Improved QuickBooks import.
  • Lots of small GUI changes.

Version 4.1.3 (2016-05-20)

  • Minor GUI improvements
  • Support for Subscription Licence

Version 4.1.2 (2016-05-17)

  • Support for daily sales history and daily forecast.
  • Support for re-sizing and moving the plot in the Item View tab.
  • Built-in QuickBooks integration instructions.

Version 4.1.1 (2016-05-13)

  • Import from QuickBooks now uses less RAM.

Version 4.1.0 (2016-05-12)

  • QuickBooks two-way integration.
  • Updated Periodic and Min/Max inventory replenishment strategies.

Version 4.0.12 (2016-04-28)

  • Improved outlier detection.
  • An option 'Move to another computer' in the menu Help.
  • Minor improvements.

Version 4.0.11 (2016-04-26)

  • Improved outlier detection.
  • Various bug-fixes.
  • Minor GUI improvements.

Version 4.0.10 (2016-04-20)

  • Fixed: Replenishment of backordered products in combination with non-zero quantities in transition.

Version 4.0.9 (2016-04-18)

  • Support for weekly sales history and weekly forecast.
  • Built-in calendar of public holidays and events.
  • Import of selling prices and revenue planning via future price changes.
  • Order cycle is now can be set in days.
  • Optional import of backorder quantities from a separate column.
  • A month can start from any day (1-31) when we aggregate sales orders into months.
  • We now show a message when forecast horizon is too small.
  • Minor GUI improvements.
  • We now provide a demo package containing preconfigured example projects. No more time limits for exploring the software, however the demo doesn't create new projects. Please contact us and we will gladly process your data on our side.

Version 4.0.8 (2016-03-29)

  • Forecasting engine improvements.
  • Forecast approval system.
  • Property inheritance indicators in the Tree.
  • The Search field is now synchronized between tabs.
  • Bread crumbs in the Item View.
  • Minor GUI changes.

Version 4.0.7 (2016-03-18)

  • Forecasting algorithm improvements.
  • The item code search field is now available across all tabs.
  • A new Forecast accuracy report in the Item view tab.
  • Database connection improvements.
  • Example project updates.
  • Minor GUI changes.
  • Several bug-fixes.

Version 4.0.6 (2016-03-10)

  • Database connection improvements.
  • The new Multiplier property in the Item view tab.
  • Several bug-fixes.

Version 4.0.5 (2016-03-01)

  • An update to seasonality calculation algorithm.
  • Column sorting in the List View and Inventory Report tabs.

Version 4.0.4 (2016-02-26)

  • Inventory report enchantments:
    • Support for backorders indicated by negative quantities on hand.
    • Calculation of Min and Max inventory level to support inventory management systems with Min/Max replenishment approach.
    • A switch between the entire ordering plan and the first order only.

Version 4.0.3 (2016-02-24)

  • Hotfix: Spreadsheet import problems.

Version 4.0.2 (2016-02-23)

  • MYOB built-in integration.
  • Inventory report enchantments.

Version 4.0.1 (2016-02-18)

  • A new Start tab.
  • A new option in the menu File > Recent projects > Clear.
  • Minor GUI changes.
  • Fixed: Rounding in the Inventory Report.

Version 4.0.0 (2016-02-16)

  • GMDH Streamline is a new name of GMDH Shell for Business Forecasting
  • Statistical forecasting algorithms are updated.
  • Manual adjustment of models, forecast values, and actual data.
  • Item properties are configurable on any level of product hierarchy and can be inherited.
  • Support for lost sales.
  • New project files with extension “.gsl”. Old projects need to be recreated.
changelog-2016.txt · Last modified: 2018/06/02 21:27 (external edit)