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New Customers

Customers may be imported from CSV files or added using the interfaces.

To add using the interface, go to the Customer List or the Dashboard and click “Add Customer”.

Streamline will automatically guide you through the necessary steps to be able to place orders.

To be able to place an order, a customer must have at least:

  • One contact.
  • One address.

Unlimited Users

Streamline comes with unlimited users. 

We suggest that you only create one account for your customer – the main one.  Invite them and let them manage their own users, for example, chefs for placing orders, the bookkeeper for downloading invoices.

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