User Tools

Site Tools


Sidebar

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

iv-tree-view

6.7.2 Tree View

The Tree View of the Item view shows the imported categories, their items, and locations. It is used to browse the items and view their properties using the special icon-coding. The item information immediately appears in the Table, Plot and item's Panel as you select it in the Streamline's Tree view.

If any of manual adjustments is made to a tree node, Streamline shows it in blue (see figure below).

This helps you to spot adjusted items and categories in your data hierarchy.

Buttons

The Collapse and Expand links, residing above the tree, are used to fold and unfold currently selected node.

Options

There are several options to manage the Tree view:

  • By item. All the information (forecasts, historical data, inventory) is aggregated by categories and items. The tree shows items and their categories on top of the locations. This is the default option.

  • By location. The information is aggregated by location. The tree shows locations on top of the items.

  • By channel. The information is aggregated by channel. The tree shows channels on top of the items.

  • ABC analysis option runs the ABC analysis and categorize items into three categories: A, B, and C. These categories make up an additional hierarchy to the previous tree and appear on the top of it.

  • Hide categories option hides the item’s hierarchy of categories in the tree. This is handy, for example, when you need to see the SKUs under the ABC classification directly.
  • Sort by margin option ranks items within their lowermost category by margin. It is usually used along with the Hide categories option checked, allowing you to arrange all items within the topmost category called “All items”.

Icon-coding

The Tree view is tightly linked to the Forecasting tab settings. Each option of the tab (except default option) has its own icon that is immediately prefixed to the currently selected tree node. The description of the notation is the following:

Each of the icons has its gray variant meaning that the node inherits the option from its parent.

Context Menu

The context menu of the Tree view holds the most common operations used to manipulate tree nodes. It is accessible with the right mouse button. The commands in the menu are applied to the currently selected node in the Tree view.

  • Expand is used to show all sub-levels of the current selection.
  • Collapse is used to hide all sub-levels of the current selection.
  • Copy item to clipboard sends the item code to the clipboard.
  • Approve/Unapprove changes the status of an item and all its sub-levels to Approved or Unapproved depending on which status is current.
  • Mark as needing attention is used to indicate that the item needs to be reviewed at a later time.
  • Remove from import bans selected item code from import.
  • Substitute is used to merge current item code with the other item code. If you merge current item code with non-existent code this will rename current item code.
  • Add note creates a note for the current tree view selection.
  • Save table as XLSX. The Current item command exports the Item view table of the selected item to Excel. The All child nodes command merges the tables of all the child nodes of the selected item and exports the result in a single Excel spreadsheet.

Next: Table

Download PDF

iv-tree-view.txt · Last modified: 2018/06/05 12:27 by admin