1. General Information

• 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

2. Starting Up

• 2.1. Basic Workflows
• 2.2. Creating a New Project
• 2.3. Updating a Project

3. Connecting data

• 3.1. General Requirements
• 3.2. Aggregated Spreadsheets
• 3.3. Transactional Spreadsheets
• 3.4. Databases
  • 3.4.1. Data Types
  • 3.4.2. Importing Data
  • 3.4.3. Exporting Data
• 3.5. Inventory Management Systems
  • 3.5.1. Cin7
  • 3.5.2. DEAR
  • 3.5.3. Dynamics GP
  • 3.5.4. Dynamics NAV
  • 3.5.5. Dynamics NAV web
  • 3.5.6. Fishbowl
  • 3.5.7. Micronet (Australia)
  • 3.5.8. QuickBooks
  • 3.5.9. Shopify
  • 3.5.10. Spire
  • 3.5.11. Stitch
  • 3.5.12. TradeGecko
  • 3.5.13. Unleashed

4. Demand and Sales Forecasting

• 4.1. Statistical Forecasting
• 4.2. Generating and Viewing the Forecasts
• 4.3. Adjusting and Approving the Forecasts
• 4.4. Exporting Forecasts to Excel
• 4.5. Manual Adjustments
  • 4.5.1. Forecasts Adjustments
  • 4.5.2. Fine-tuning the Forecasting Models
  • 4.5.3. What-if Revenue Analysis
  • 4.5.4. Historical Data Corrections
• 4.6. Accounting for Lost Sales
• 4.7. Accounting for Calendar Events
• 4.8. New Product Forecasting
• 4.9. Product Substitutions
• 4.10. Evaluating the Forecasts
• 4.11. Revenue Forecasting
• 4.12. Seasonal Price Forecasting
• 4.13. Creating Custom Reports
• 4.14. ABC analysis
• 4.15. Collaborating with Colleagues

5. Inventory Planning

• 5.1. Inventory Replenishment Strategies
• 5.2. Configuring Replenishment Parameters
• 5.3. Viewing Purchase Plan and Projected Inventory Levels
• 5.4. Analyzing Expected Stockouts and Overstocks
• 5.5. Creating Purchase Orders
• 5.6. Exporting Purchase Plan
• 5.7. Two-Echelon Planning
• 5.8. Inventory Optimization via Inter-Store Transfers
• 5.9. Material Requirements Planning
• 5.10. Products with Shelf Life

6. Reference

• 6.1. Definitions and Concepts
• 6.2. Forecast Approval System
• 6.3. Safety Stock Calculation
• 6.4. Ordering Plan Calculation
  • 6.4.1. Inventory Planning in General
• 6.5. Program Window
• 6.6. Start
• 6.7. Demand Forecasting
  • 6.7.1. Toolbar
  • 6.7.2. Tree View
  • 6.7.3. Table
  • 6.7.4. Plot
  • 6.7.5. Panel
• 6.8. Reports
  • 6.8.1. Historical Reports
  • 6.8.2. Projections Reports
  • 6.8.3. KPIs Report
• 6.9. Inventory Planning
  • 6.9.1. Filter Dialog
  • 6.9.2. In Transition Details Dialog
  • 6.9.3. Planned Orders Preview Dialog
  • 6.9.4. Explain Inventory Calculation Dialog
• 6.10. Inter-store Optimization
• 6.11. Distribution Center
• 6.12. Program Settings
• 6.13. Command Line
• 6.14. Keyboard Shortcuts

• Changelog

Documentation for Streamline 4.x