User Tools

Site Tools


Menu

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

program-window

6.5. Program Window

Program window consists of the Menu bar, Toolbar, and Tabs.

The Menu bar is a horizontal menu at the top of the program window that provides access to all Streamline commands and is represented be the File, Item, Process, and Help items.

The Toolbar contains the most commonly used Streamline commands and options.


File menu is used to manipulate Streamline project files, create new projects using different data sources, open existing or recent projects, update and configure the current project, change the data source of the current project and show its statistical information.

Item menu is used to manipulate items in the Tree View, Reports, Inventory planning, and Distribution center. The manipulations include: banning item code from import, setting items substitutions or making item removals, and adding/editing notes of the tree view leaf nodes.

Process menu is used to start forecasts and inventory plans calculation.

Help menu provides access to the Streamline’s documentation, allows to change the language, check for updates, and to move the software to another computer.

File > New is used to create a new Streamline project from a number of data sources.

File > New > Spreadsheet connection > Aggregated data is used to create a new project from Excel spreadsheet or CSV file having your sales data aggregated into particular periods (e.g. days, months, quarters,…).

File > New > Spreadsheet connection > Transactional data is used to create a new project from an Excel or CSV file containing a list of sales transactions. Such a list is usually an extract from a database or ERP, accounting or inventory management system.

File > New > Database connection is used to create a new project via direct SQL-requests to a database using ODBC or MySQL driver.

File > New > QuickBooks connection is used to create a new project from QuickBooks company file.

File > New > Dynamics NAV connection is used to create a new project from Dynamics NAV company.

File > New > Spire connection is used to create a new project from Spire company database.

File > New > TradeGecko connection is used to create a new project from TradeGecko company.

File > New > Unleashed connection is used to create a new project from Unleashed company.

File > Open is used to open existing project in Streamline.

File > Recent projects is used to open recent project.

File > Save saves a new project or save changes to an already created project.

File > Save as… is used to save the current project under a new name.

File > Update data loads new data from the data source into the current project, for example, a new sales period.

File > Change connection is used to change the data source of the current project.

File > Settings opens the Program settings dialog which allows customizing the program, current project, and the main Streamline tabs.

File > Project statistics shows a statistics of the current projects.

The statistics includes:

  • Import method – the connection that was used to import the data.
  • Data source – the path to the data source.
  • Items – the number of SKUs.
  • Locations – the number of warehouses or stores.
  • Planning items – the number of unique (item, location) pairs.
  • Models – the number of planning items multiplied by the number of periods in the past where forecasts were obtained.
  • Base currency – the base currency of the project.

Item > Remove from Import bans selected item from import. After the command has executed, the item will be removed from the current project and added to the list of removals and substitutions. To return the item back to the project, you should first remove corresponding rule in the Removal/substitution rules dialog, and re-import the data using the Update Data button then. In this situation, the Update data command makes a full re-import of the data.

Item > Substitute makes a substitution for the currently selected item code by a new item code, entered by a user in the newly appeared Substitute an item dialog shown below. This command actually merges sales history and inventory information of the items and entitles the result with the item code typed in the dialog. If you enter an item code that is not in the project, the command will rename the source item code.

If the item to be removed or substituted is referenced by any other item (for example, the reference is built via the Use model from option), Streamline removes the reference and notifies about that the user.

Item > Removal substitution rules… is used to manage item code removals and substitutions made in the current project. The command opens the Removal/substitution rules dialog.

Item > Add note… and Item > Edit note are used to add and edit an annotation to item code (if no locations imported), or to planning item (if locations are imported). If selected item code has a note, the Add note command is changed to the Edit note command in the menu.

Item > Add note… opens the Edit note dialog shown below.

The title of the dialog contains the username that is set in the General settings. If the name is empty, the Anonymous name is used. A little green triangle is added to the items having notes in the Reports, Inventory planning, and Distribution center. In the Tree view such items are prefixed with a speech-bubble icon.

If you hover over the cell with the triangle, Streamline pops up a little tooltip, showing the content of the note, its date, and the user who wrote it.

Item > Edit note opens the Edit note dialog allowing to change the note. It also shows, who last edited the note, and when that was.

Process > Forecast starts generating forecasts and performing inventory optimization process (if inventory information is given). The forecasts and inventory planning are made for the time, starting from the next period of the As of parameter that lasts the number of periods set in the Horizon parameter.

Help > Documentation opens the Streamline’s online documentation in the default browser.

Help > Language allows changing the language of Streamline's user interface.

Help > Move to another computer… is used to deactivate Streamline on the current machine. You can activate the software on another computer later using the same license key.

Toolbar

The toolbar contains the most commonly used operations and options.

New button is used to create a new project from different data sources.

New > Spreadsheet connection is used to create a new project from Excel spreadsheet or CSV file.

New > Order list connection is used to create a new project from an Excel or CSV file containing a list of sales transactions.

New > Database connection is used to create a new project via direct SQL-requests to database using ODBC or MySQL driver.

New > QuickBooks connection is used to create a new project from QuickBooks company file.

New > Dynamics NAV connection is used to create a new project from Dynamics NAV company.

New > Spire connection is used to create a new project from Spire company database.

New > TradeGecko connection is used to create a new project from TradeGecko company.

New > Unleashed connection is used to create a new project from Unleashed company.

Open… is used to open an existing project.

Save saves a new project or save changes to already created project.

Update data loads new data from the data source into the current project, for example, a new sales period.

Forecast generates forecasts and inventory procurement plans (if inventory information is imported) or updates existing ones.

As of control is used to set the period at which you want to have forecasts and inventory plans. If you open the drop-down list, Streamline shows you the periods for which the forecasts can be generated. It also indicates the past periods where forecasts were obtained. It is done by a little blue circle before the period in the list. So, on the one hand, Streamline allows you to go back in the previous periods and see what were the forecasts and plans on that time. On the other hand, it allows you to forecast the past periods, where we have actual data, and, consequently, evaluate them.

Besides the concrete period options, this parameter has the Incomplete period option (the incomplete December on the figure). The option means that the current period is not over, and makes Streamline ignore the sales data in this period and build the forecast as if the last period is the previous one. This option designed to make Streamline not to underestimate the forecast for the incomplete period. Thus, if your sales are not at the end of the current period, use this option when forecasting and building inventory plans.

Horizon sets the number of periods in future for which you want to have forecasts and inventory plans.

Tabs

The program Tabs are the following:

  • Start provides access to the built-in examples and learning materials.
  • Item View allows:
    • viewing and modifying the imported data on an item basis;
    • viewing the demand forecasts by item or location graphically and numerically;
    • adjusting the forecasts;
    • making corrections to the models on every level of the data hierarchy;
    • performing the ABC analysis;
    • viewing inventory information of every item.
  • List View represents all the items as a list and allows generating a number of reports. Some of the reports can be modified in Excel and imported back to Streamline.
  • Inventory Report shows all inventory information on the items, generates replenishment recommendations and warns the user about current and expected stock-outs and overstocks.
  • Distribution Center provides the ability to plan the inventory and manage safety stocks using a two-echelon system.
2017/05/30 12:39
program-window.txt · Last modified: 2019/04/15 11:35 by admin