Customers
The Customer List
Add new customers and customer attributes Dashboard Viewing and Filtering Customers with Orders Customize the interface
Adding Customers
Add new customers using the user interface or import from QuickBooks or Xero, or in CSV files. To use the interface, go to the Customer List or the Customer Dashboard and click...
CRM
Customer Relationship Management Streamline has a built in CRM that not only saves you time managing an external one, it also saves you money – it is part of the...
Customer SKUs
A customer may want to see their own SKU’s in your packing slips or invoices, making it easy to enter your data to their system. Either you or your customer...
Cancelling Orders
Use the Customer Calendar to cancel orders. Streamline ignores any orders in the system during that time. Cancelling orders for all customers: Company Holidays
Credits
If the Administrator has enabled “May request credits”, you will see the Credits tab.
Discounts
Finance › Settings › Discount Rules Streamline Discount Types & Rules Invoice Total Discounts Invoice Total Discounts are applied to an invoice when it obeys the rule set and attached to the customer....
