The Orderbook – Managing Orders with Streamline

Online Ordering: Shopping Cart & Standing Order #

This video tutorial will be sent to all your customers when you invite them to use the system.

Key Steps for Efficient Order Management #

As you enter orders, keep the following open:

• Production > Total Orders > Weekly (Refresh after entering orders)

Enter all:

• Standing Orders – Set up recurring orders for regular customers.
• One-off Orders via Cart – Save carts for easy reordering.
• Amend Standing Orders – Adjust on a one-off basis using the cart.

Why Update Your Orderbook? #

Keeping your order book up to date ensures:

• Automatic Report Generation – Including invoices.
• Streamlined Workflow – All data syncs seamlessly.