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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-2017

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.txt · Last modified: 2019/07/11 14:25 by admin