How-to guides
Step-by-step guides for common Flowlity tasks.
These guides walk you through common tasks in Flowlity, step by step. Each one says what you need before you start and links to the concept pages that explain the logic behind it.
Everyday list work
Filter, sort and group a list: search, filter by tags or any value, sort on several columns, group with subtotals.
Set up and manage views: save your setup as a view, share it, and use it as an automation scope.
Add KPI columns: show a metric as a column, create your own KPI, edit or delete it.
Demand management
Investigate and fix demand anomalies: spot anomalies, review agent suggestions, and accept or reject corrections.
Run a forecast accuracy review: decide what to measure and who is involved, then build a review view, shortlist products, fix inputs and record decisions.
Diagnose forecast errors: recognize the common causes of a bad forecast and apply the right fix.
Revenue optimization
Create and apply forecast events: create an event, link it to products, and check its impact on the demand chart.
Inventory & supply
Configure your inventory strategy: choose a strategy, set it on a product, set the buffer policy, and check the result in Planning.
Review and validate supply orders: review planned orders, check constraints, adjust quantities and validate.
AI & automations
Set up an automation: create an automation, pick a Demand, Planning or Pricing view as scope, set actions and schedule, and follow its runs.
Flowlity Lite
Import data: upload your demand, stock and supplier files and generate forecasts and a plan.
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