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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


6.1. Definitions and Concepts

Here is a list of the most frequently used terms in this documentation:

  • Item –- an SKU.
  • Item category –- item's category such as product group.
  • Item description –- a description for the item code.
  • Location –- a store or a warehouse from where items are sold.
  • Distribution center (DC) – a warehouse that supply a set of locations or other DCs. DC can also sell items in addition to distribution. In Streamline, only DC-to-location replenishment relations are allowed.
  • Channel –- represents a channel by which an item is distributed or sold. For example, e-commerce, direct sales, distributors, or a single customer.
  • Planning item – represents a unique item-location or item-DC pair and is the lowest level of the planning hierarchy. The number of planning items is:

N = (nlocations + nDCs) * nitems,


  • nlocations – the locations number;
  • nDCs – the number of distribution centers;
  • nitems – the number of items.

If locations are not imported, nlocations = 1.

  • Material – an SKU at the lowest level of a BOM tree. It is used to build intermediate items and finished items.
  • Intermediate item – an SKU that is produced during the manufacturing process and is used to create finished or another intermediate item.
  • Finished item – an SKU that is produced from materials or intermediate items. This is the highest level of a BOM tree.
  • Data aggregation period –- the time interval your sales history data is aggregated in when you import them into Streamline.
  • On hand –- the quantity of planning item that is physically currently in stock.
  • Safety stock – a stock buffer used to protect against the random fluctuations in demand. It makes up inventory held to protect against forecast errors, changes in customer's orders, quality defects, or late shipments from the supplier of an inventory item.
  • Service level -– the percentage of the time (in the long run) that the item is in stock. It reflects the ability to sell the product to a customer.
  • Lead time -– the interval of time between replenishment order placement and its receipt.
  • Order cycle -– how often the item is ordered from your supplier.
  • In transition -– the item amount currently in transition. This quantity includes item amount on the open purchase and transfer orders.
  • Purchase order – a purchase order that is sent from a location or DC to a supplier.
  • Transfer order – a relocation order between two locations or DCs.
  • Replenishment order – a replenishment order that is sent from a location to a DC.
  • Work order – an in-house manufacturing order.
  • Purchase plan –- a plan showing which items should be ordered from your suppliers currently and in the future. It also shows the items’ order quantity and the locations where they should be delivered to (if locations are imported).
  • Replenishment plan – a plan showing which items should be replenished from DC(s) to locations currently and in the future.
  • Projected inventory levels –- the expected future inventory levels calculated based on the On hand quantity, generated forecasts and the Purchase/Replenishment plan.
  • Project's archive – a set of archived periods where the forecasts were generated.

The current period does not belong to the project's archive. Each archived period stores the following data:

  • statistical forecasts;
  • forecasts' overrides;
  • orders to receive;
  • on-hand.

Streamline updates this data for the current period each time you change them and save the project. As soon as a new period appears in the project, Streamline archives the previous period and adds a new option into the Period drop-down of the Reports tab.

For archived periods you can only view the statistical forecasts, forecasts' overrides, and the data derived from that, like forecast error/accuracy and projected revenue.

Next: Forecast Approval System

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definitions-and-concepts.txt · Last modified: 2019/05/16 18:19 by admin