User Guide
1. Streamline Client
2.Streamline Server
3. Starting Up
4. Connecting data
5. Demand and Sales Forecasting
6. Inventory Planning
7. Reference
1. Streamline Client
2.Streamline Server
3. Starting Up
4. Connecting data
5. Demand and Sales Forecasting
6. Inventory Planning
7. Reference
Updating a project is one of the commonly used operations. After a project has been created based on the available sales history, you will inevitably need to update it by a new sales period or inventory information in future.
You should reimport completely if the scope of the project has been extended. For example:
In any other cases, a project update is enough to synchronize your data correctly. For example, you add a new warehouse or channel without any sales and the stock-list has not been changed.
To synchronize your project with the data source, click the Update data button in the Toolbar.
As you update the data, Streamline shows the date of the last relevant transaction in the data source in the program title (see figure below).
Let’s consider an example project created from an Excel file. In the project, we have all the forecasts approved as of December 2015 (see figure below).
1. We added a new sales period (January 2016) in the Excel file and saved the changes.
2. Now, click the Update data button to load the new sales period in Streamline (see figure below).
3. Since we have approved forecast in the project, let us first unapprove them. To do this, we select the top node in the tree (the All items node) and click the Approve/Unapprove button in the tab toolbar (see figure below).
4. In our example, the last updated period is complete, therefore let us set the As of parameters to Jan 2016 and re-forecast the project (see figures below).
Now, we have all the forecasts and replenishment plans updated.
To reimport a project completely: