How-to guides

Step-by-step guides for common Flowlity workflows.

These guides walk you through the most common tasks in Flowlity, step by step. Each guide tells you which modules and settings are involved and links to the relevant concept pages for deeper understanding.

Views and filtering

• Set up and manage views — Create a custom view, configure filters, save it, and use it as an automation scope.

Inventory and supply

• Configure your inventory strategy — Choose a strategy, set it on a product, configure the buffer policy, and verify the result in Planning.

• Review and validate supply orders — Review planned orders, check constraints, adjust quantities, and release orders.

Demand and forecasting

• Create and apply forecast events — Create an event, link it to products, and verify its impact on the demand chart.

• Investigate and fix demand anomalies — Spot anomalies, review agent suggestions, and accept or reject corrections.

Automations

• Set up an automation — Create an automation, pick a view scope, define actions and schedule, and monitor runs.