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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

program-settings

6.11. Program Settings

Program settings allow you to set a number of options concerning the project, inventory report, ABC analysis, and distribution center. To open up the program settings, go to the menu File > Settings.

General Tab

The General tab comprises global settings of the program.

User name sets the name of the user that is assigned to the notes created for forecast adjusted cells and nodes in the Tree view.

Check for updates automatically option forces Streamline to check for updates when the application has started.

Project Tab

The Project tab contains options to manage the forecast process and customize the Reports.

Model is seasonal when test ≥ sets the threshold that is used to decide if a seasonal forecasting model should be used. If seasonality test has a value that is greater than the threshold, a seasonal model is applied. Calculated seasonality test value for the forecasted item is displayed in the Model tab of the Demand forecasting.

Forecast prices separately from demand option allows forecasting prices separately from sales forecasting. In this case, a new tree named ‘All prices’ is added to the Tree view. How to forecast prices using this option is described in detail on the Forecasting prices page.

Enable ordering availability allows you to put constraints on the inventory replenishment process by indicating future periods in which purchase orders are allowed to be issued. If you do not import on hand, the option is disabled.

Combine Min. shelf with Safety stock as allows you to switch between the ways Streamline refines Safety stock at the end of calculations.

Show actual sales option adds an additional table section in the Reports that displays sales history by periods.

Annual interest rate sets the annual interest rate on loans. It reduces the item Gross margin.

Add qty to receive to on hand for KPI calculation allows taking into account your future arrivals when the following KPIs are calculated:

Supply time in switches between the columns Days of Supply and Months of supply in the KPIs report and Inventory report.

Measure of accuracy switches Forecast accuracy report representation between Error (WMAPE) and Accuracy (100% - WMAPE) modes.

ABC analysis Tab

The ABC analysis tab allows setting the ABC analysis options.

Enable option enables or disables the ABC analysis.

Number of classes option sets the number of classes for the analysis.

You can set the annual revenue percentage for each class Using the options below the Number of classes. For example, the percentage for the A class set to 70% means that the class contains the items that give 70% of annual revenue in total. The percentage for the last class is a leftover from other classes and is calculated automatically.

Inventory Tab

The Inventory tab contains a number of options allowing you to customize the Inventory report.

Default lead time option sets the default lead time in days for all the planning items.

Default order cycle option sets the default order cycle. Order cycle is the interval of time between two successive replenishment orders. It can be given in months/weeks (depending on the sales history aggregation period), or in days or lead times.

Default average shelf life exceeding sets the default percentage of the item’s purchase quantity that we might have to: send to a clearance sale, return to the supplier and so on.

All defaults are applied to all planning items together.

Safety stock section defines how the Safety stock is calculated. It can be:

  • Computed based on the given Service level percentage using the formula:

Safety_stock = α* δ *√t,

where:

  • α is determined by the given Service level unambiguously;
  • δ is the standard deviation of the model error;
  • t is the Order cycle value if the periodic strategy is used, or the Lead time value if the min/max approach is applied. The Order cycle and Lead time values are converted to the data aggregation periods before the calculation.
  • Taken as the demand of n data aggregation periods coming after the Lead time plus Order cycle. Where n is given.
  • The maximum from the two options above.

Show columns section contains options that hide or show the particular column or section in the Inventory report table.

When the Include material consumption option is unchecked, the Demand forecast section of the inventory report shows only the final demand forecast based on the sales of items. Otherwise, the section shows summed demand that includes consumption due production and sales of the items.

Streamline can drive the replenishment process using Periodic or Min/Max replenishment strategies.

The periodic strategy is used when purchase orders are placed periodically, for example, once per month. In this case, Streamline provides just-in-time reorder plan of what, when and how much to order. The information is given in the Order now section of the Inventory report.

Show entire purchase plan option shows the purchase plan within entire forecast horizon.

The min/max strategy is used when a purchase order should be placed when a stock level is about a certain replenishment threshold (reorder point), and you need to fill it up to some maximum level. In this case Streamline provides the Reorder point and Max inventory information via the Inventory planning. This information can be used then to draw your purchase plan.

Distribution center Tab

Distribution center tab allows you to configure the distribution center and its inventory report.

Enable option enables or disables distribution center (DC).

The Location control defines how Streamline treats the DC. If the ‘(Other location)’ is active, DC is considered as an intermediate warehouse between suppliers and locations that can only receive products from suppliers and replenish other locations with necessary volumes of goods. Any other option of the Location drop-down list makes Streamline to incorporate chosen location in the DC so that it can ship products to customers in addition to the intermediate warehouse functionality.

Default lead time option sets the default lead time in days to deliver an item from supplier to DC.

Default order cycle option sets the default interval of time between two successive replenishment orders made from DC to the supplier.

Default average shelf life exceeding sets the default percentage of the item’s purchase quantity that we might have to: send to a clearance sale, return to the supplier and so on.

The defaults mentioned above are set for all the planning items at once.

Safety stock section defines how the DC safety stock is calculated. It can be:

  • Computed based on the given DC service level percentage using the formula:

DC_safety_stock = √(SS21(α,t) + SS22(α,t) + … + SS2m(α,t)),

SSi(α,t) = α * δi *√t, i = 1, …, m,

where:

  • SSi is the safety stock for i-th location; m is the number of locations.
  • δi is the standard deviation of the model in i-th location.
  • α is determined by the given DC service level unambiguously.
  • t is the Order cycle value if the periodic strategy is used, or the Lead time value if the min/max approach is applied. The Order cycle and Lead time values are converted to the data aggregation periods before the calculation.
  • Taken as the demand of n data aggregation periods coming after the Lead time plus Order cycle. Where n is given.
  • The maximum from the two options above.

Show columns section contains options that hide or show a particular column or section in the table on the Distribution center tab.

Streamline can drive the replenishment process using Periodic or Min/Max replenishment strategies. These options allow you to set the strategy for the DC.

Next: Changelog

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program-settings.txt · Last modified: 2019/04/15 17:06 by admin