Table of Contents
Step-by-Step Configuration #
- Create Customer Profiles
- Treat each market/shop as a wholesale customer (or use multiple addresses under one customer).
- Pricing Strategies
- Option 1: Set full retail price on invoices to reflect maximum sales value.
- Option 2: Set prices equal to item cost to track total goods cost.
- Option 3: Set prices to $0 for manual sales entry.
- Invoice Settings
- In Customer Settings, you can choose not to generate invoices. Unprocessed data is deleted upon publishing. You need to record your sales in your accounting system separately from Streamline.
- If you do an invoice with 0 value, then you can use that invoice number (gap) to post the actual sales.
- Accounting Adjustments
- Amend exported invoices to reflect true sales values (e.g., change $0 → actual retail price).
