Ordering
Weekly Orders
Weekly orders are also known as standing orders, depending on where you are in the world, they are also known as recurring orders, subscriptions and fixed orders. We refer to...
Cart Orders
Use the cart to place one off orders and to edit a standing order for a given date only: When an address has only one delivery per day enabled, by default,...
Late Orders
New clients often remind us that Late Orders become a thing of the past. The order Deadline is drilled continuously in login screens, Standing Orders and Carts, and all email confirmation messages. As you enter...
Mobile Ordering
Mobile Ordering Features Lightning Fast Experience seamless, real-time online ordering designed to keep up with your fast-paced business. Total Orders – Weekly view Streamline offers a plethora of reports, by...
Retail Orders – Boomerang
Mountain Stream’s clientele are wholesale distributors. When the pandemic hit and everything shut down, we scrambled to keep our clients in business and developed Boomerang, a shopping cart built in...
Importing Orders via SFTP
Go to Company › Settings and enter the SFTP credentials: If you are using XML, every order must be in one individual XML file that starts with “po_”, the rest of...
EDI Integration
Company › Settings. Integrate EDI via SFTP Electronic Data Interchange: automated exchange of structured data, by agreed message standards, between Streamline and your trading partners. Includes Purchase Orders, Invoices and...
Importing CSV Orders
Steps to Import CSV Orders Please note though that the ORDER IS NOT YET SAVED at this point. Review your order and make sure everything is correct before clicking the Place...
CSV Template
Copy paste as follows:Do not change the headings: Item Legacy Code This may be the Item’s Legacy Code in Streamline. Alternatively, this may be your Customer’s own SKU (Go to...
The CSV Attachment
Configuration Steps The CSV attachment with the orders must include at least 4 columns:Purchase Order # (optional).
Validations (EDI, CSV, XML, TXT, Credit Notes)
Order Validation Orders are validated to ensure they qualify and respect your business rules, as follows: If Validation Passes If Validation Fails
Failed Validations
When an import fails, you will be redirected to a page where you will be able to see exactly why validation has failed. A red triangle will flash for as...
Save Carts as Templates
NB: Carts override Standing Orders when an address only has one delivery per day enabled. When an address has multiple deliveries enabled, the cart may also be used to override the...
Cloning Orders
Once a cart order is placed, you may click the “More” button and clone the placed order as a Cart or Standing Order for any customer. NB: This option will only appear after placing the...
