User Tools

Site Tools


Company Website

Video Tutorials

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 or Item code – an SKU.
  • Item category –- item's category such as product group.
  • Item description –- a description for the item.
  • Location – a store or a warehouse.
  • Distribution center (DC) – a warehouse that supplies a set of locations. A DC can also sell items in addition to distribution.
  • Channel – represents a channel of sales. For example, e-commerce, direct sales, sales person, or a customer.
  • Planning item – a unique item-location pair; it is a unit of inventory planning in Streamline. The upper bound for the number of planning items is:

N = nlocations * nitems,


  • nlocations – the locations number;
  • nitems – the number of items.

If locations are not imported, nlocations = 1.

  • Model – a mathematical formula that generates forecasts for a certain item-location-channel triple. It is built based on the channel's sales history of each item-location pair. The upper bound for the number of models is:

N = nlocations * nitems * nchannels,


  • nlocations – the locations number;
  • nitems – the number of items.
  • nchannels – the number of channels.

If locations and channels are not imported, nlocations = nchannels = 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.
  • Material requirements plan – a Purchase plan containing Materials. If an Intemediate item is set to be purchased, you should manualy add it to this plan using filters.
  • Production plan – a plan containing Finished and Intermediate items that should be manufactured. If items of these types are set to be purchased, you should manually remove them from this plan using filters. The main difference between generating a purchase/replenishment plan and generating a production plan is that Streamline doesn't currently account for the lead time for production.
  • 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;
  • forecast 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, forecast overrides, and the data derived from that, like forecast error/accuracy and projected revenue.

Next: Forecast Approval System

Download PDF

definitions-and-concepts.txt · Last modified: 2019/07/17 16:33 by admin