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Video Tutorials

User Guide

1. Streamline Client

1.1. Introduction

1.2. Software Downloading and Installation

1.3. Software Activation

1.4. Switching to Another Computer

1.5. Using Streamline on a Mac

1.6. Updating Software

1.7. How to Translate Streamline

1.8. Using Streamline on a VM

2.Streamline Server

2.1. Introduction to Streamline Server

2.2. Server Downloading and Installation

2.3. Server Setup

2.4. Server: Users and Permissions

2.5. Automatic update and data export

3. Starting Up

3.1. Basic Workflows

3.2. Creating a New Project

3.3. Updating a Project

4. Connecting data

4.1. General Requirements

4.2. Aggregated Spreadsheets

4.3. Transactional Spreadsheets

4.4. Databases

4.4.1. Data Types

4.4.2. Importing Data

4.4.3. Exporting Data

4.4.4. Intermediate database

4.5. Inventory Management Systems

4.5.1. Cin7

4.5.2. DEAR

4.5.3. Dynamics 365 Business Central

4.5.4. Dynamics GP

4.5.5. Dynamics NAV

4.5.6. Fishbowl

4.5.7. Micronet (Australia)

4.5.8. NetSuite

4.5.9. Odoo

4.5.10. QuickBooks Desktop

4.5.11. QuickBooks Online

4.5.12. SAP Business One

4.5.13. Shopify

4.5.14. Skubana

4.5.15. Spire

4.5.16. Unleashed

4.6. Multiple connection

5. Demand and Sales Forecasting

5.1. Statistical Forecasting

5.2. Generating and Viewing the Forecasts

5.3. Adjusting and Approving the Forecasts

5.4. Exporting Forecasts to Excel

5.5. Manual Adjustments

5.5.1. Forecasts Adjustments

5.5.2. Fine-tuning the Forecasting Models

5.5.3. What-if Revenue Analysis

5.5.4. Historical Data Corrections

5.6. Accounting for Lost Sales

5.7. Accounting for Calendar Events

5.8. New Product Forecasting

5.9. Product Substitutions

5.10. Evaluating the Forecasts

5.11. Revenue Forecasting

5.12. Creating Custom Reports

5.13. ABC analysis

5.14. Collaborating with Colleagues

5.15. Forecast Versions

6. Inventory Planning

6.1. Inventory Replenishment Strategies

6.2. Configuring Replenishment Parameters

6.3. Viewing Purchase Plan and Projected Inventory Levels

6.4. Analyzing Expected Stockouts and Overstocks

6.5. Creating Purchase Orders

6.6. Exporting Purchase Plan

6.7. Two-Echelon Planning

6.8. Inventory Optimization via Inter-Store Transfers

6.9. Material Requirements Planning

6.10. Products with Shelf Life

7. Reference

7.1. Definitions and Concepts

7.2. Item Status System

7.3. Approval Horizon Feature

7.4. Seasonality Pattern

7.5. Safety Stock Calculation

7.6. Ordering Plan Calculation

7.6.1. Inventory Planning in General

7.7. Program Window

7.8. Start

7.9. Demand Forecasting

7.9.1. Toolbar

7.9.2. Tree View

7.9.3. Table

7.9.4. Plot

7.9.5. Panel

7.9.6 Confidence intervals

7.10. Reports

7.10.1. Historical Reports

7.10.2. Projections Reports

7.10.3. KPIs Report

7.11. Inventory Planning

7.11.1. Filter Dialog

7.11.2. In Transition Details Dialog

7.11.3. Planned Orders Preview Dialog

7.11.4. Containers and Groups

7.11.5. Explain Inventory Calculation Dialog

7.12. Inter-store Optimization

7.13. Distribution Center

7.14. Program Settings

7.15. Command Line

7.16. Keyboard Shortcuts

Changelog

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