Sales activity in context
Record leads, appointments, notes, reminders, and complaints against the relevant prospect or customer so the next action is visible to the team.
Order Management
Order Management, without chaos
Manage customer records, catalogues, price lists, standing orders, cutoffs, and order changes in Streamline ERP, then pass captured demand into production, delivery, invoicing, and reporting without rebuilding the order.
What it does
Turn account rules into production-ready orders.
Streamline brings customer accounts, recurring demand, one-off orders, item access, pricing, lead times, and deadlines into the same order workflow. Each order keeps its customer, address, delivery date, quantities, and commercial rules attached as it moves to the teams that make, pick, deliver, and bill it.
The connected workflow: Customer and address records apply the right catalogue, price, delivery, lead-time, and deadline rules. The resulting order then supplies production, delivery, invoicing, and reporting with the same order details.
Create the customer, contacts, addresses, permissions, and account settings.
Assign visible items, customer pricing, delivery rules, lead times, and cutoffs.
Capture standing, cart, web, mobile, or supported imported orders.
Apply one-date changes before cutoff and route late exceptions for review.
Use the order in production, delivery, invoicing, and reporting.
Why it matters
Why Streamline for Order Management?
Phone calls, inboxes, and spreadsheets often separate the request from the rules needed to fulfil it. Streamline keeps the customer, delivery address, permitted items, agreed prices, required dates, and order history together from entry through billing.
📥
Capture repeat and one-off demand
Use standing orders for recurring quantities and cart orders for one-off purchases or date-specific changes.
📲
Apply buying rules at entry
Present each account with its assigned catalogue, prices, product lead times, and ordering deadlines.
🔢
Handle date-specific changes
Override a recurring quantity for one delivery date without rewriting the standing order used for later weeks.
🔖
Control access by account
Use price and visibility templates to manage what a customer or delivery address may order.
🔀
Respect cutoffs and lead times
Use item lead times and order deadlines to keep late changes from silently altering work already released to production.
📋
Turn orders into demand
Carry item quantities, dates, and customer requirements into the production view used to decide what to make.
🔗
Keep the account context visible
Store contacts, delivery addresses, permissions, notes, and order history with the customer record.
⚙️
Carry data into billing
Reuse the customer, address, item, quantity, price, and delivery details for delivery documents, invoices, and reports.
Online ordering
Give customers the right items, prices, and dates before they submit
Streamline gives wholesale and B2B customers a self-service ordering route governed by their account settings. Each order starts with the relevant catalogue, price, delivery address, lead time, and deadline instead of relying on staff to check those details later.
- Maintain standing orders for regular weekly demand
- Use cart orders for one-off purchases and date-specific amendments
- Speed up repeat buying with saved carts and frequently ordered items
- Apply product lead times and account ordering deadlines
- Carry submitted quantities and dates into downstream planning
Connected to production
Every approved order flows into production planning with the right quantities, products, dates, and customer requirements — no re-entry between sales and production.
Customer portal ordering
Customers place wholesale, standing, and one-off orders online with the correct catalogue, pricing, lead times, and order deadlines already applied.
Customer management
Keep every customer, contact, and delivery detail in one place.
The customer record holds the commercial and delivery context behind each order. Sales, customer service, operations, drivers, and finance work from the same account information instead of maintaining separate lists.
- Customer profiles and contact records
- Multiple delivery addresses per account
- Billing terms and delivery settings
- Standing orders and repeat order workflows
- Customer-specific pricing and catalogue visibility
- Shared notes, history, and special requirements
- User permissions by role and account access
- Connected data for invoicing, delivery, and reporting
Centralized
Customer profiles, contacts, delivery addresses, billing terms, and notes live in one connected system.
Flexible
Set delivery days, charges, permissions, price lists, and item visibility by customer or address.
Visible
Sales, customer service, production, delivery, and finance can all work from the same account history.
Connected
Customer data flows directly into ordering, invoicing, delivery, CRM, and reporting workflows.
Sales Catalogue & Pricing
Control every catalogue, price list, and order rule in one place.
A B2B catalogue is rarely identical for every buyer. Streamline combines the master item catalogue with pricing and visibility templates, customer SKUs, item lead times, and date rules so each account orders against the terms that apply to it.
Flexible pricing
Create unlimited price lists, apply customer-specific pricing, and update prices in bulk when costs change.
Controlled visibility
Show or hide items by customer or delivery address, and use templates to manage catalogue access at scale.
Seasonal rules
Make products live only on specific dates or seasons, with automated communication when availability changes.
CRM & SAMPLES
Carry the sales conversation into customer setup
Streamline keeps leads, appointments, notes, samples, reminders, and complaints alongside the account that may eventually place the order. When a prospect becomes a customer, the sales history stays connected to onboarding and day-to-day service.
Sample orders and reminders
Create sample orders from the shopping cart, keep the activity in customer history, and schedule a reminder or email for the next follow-up.
Onboarding with shared ownership
Share customer events with selected colleagues, send invitations, and use account-application details to move a qualified prospect into customer setup.
Sales follow-up support: Streamline helps teams manage sales leads, sample requests, customer history, reminders, shared events, onboarding invitations, and account application workflows — all without moving between disconnected CRM, email, and order systems.
Customer reviews
Real feedback from bakeries using Streamline for customer ordering.
Wholesale bakeries use Streamline to move customer ordering away from phone calls, emails, spreadsheets, and manual re-entry. These Capterra reviews highlight the practical impact of online ordering, customer self-service, and cleaner order management.
Online ordering that helped a growing bakery keep up.
“This software saved my life in a time where my business grew exponentially. We put in the time to get it up and running rather quickly, and I have wondered why I didn’t do it sooner.”
Fewer mistakes, less phone time, and more customer self-service.
“We have used Streamline for nearly 2 years. It has reduced mistakes and saved us lots of telephone time. It is a real advantage to have customers able to manage their own ordering.”
Complete feature list
Order management features in Streamline.
Standing orders One-off orders Order amendments Quick reordering Saved cart templates Frequently ordered items Web ordering Mobile ordering Fast order entry Order deadline locks Product lead times Personalized item catalogue Customer-specific pricing Unlimited price lists Batch edit prices Customer price notifications Visibility templates Seasonal item rules EDI-ready ordering Multi-channel capture User permissions CRM records Samples tracking
FAQ
Order management questions, answered.
What does Streamline customer ordering software manage?
Streamline manages customer accounts, contacts, delivery addresses, catalogues, pricing, permissions, standing orders, cart orders, online ordering, order imports, CRM activity, and samples. The resulting order data connects with production, delivery, invoicing, and reporting.
How do standing orders and cart orders work together?
A standing order holds the customer’s recurring quantities. A cart order handles a one-off purchase or a change for a specific date. Where an address has one delivery per day, the cart may override that day’s standing order; the standing quantity remains available for the next week.
Can each customer see different items and prices?
Yes. Pricing and visibility templates may be assigned by customer or delivery address. Customer SKUs, item lead times, order deadlines, and date-based availability further control what appears and when it may be ordered.
Which order-entry channels does Streamline support?
Streamline supports web and mobile ordering, standing and cart orders, CSV and SFTP imports, and EDI workflows where configured. The Streamline Chrome Extension may also create orders from supported emailed HTML, PDF, Excel, and CSV files after validation.
Where does the order data go after entry?
The customer, address, items, quantities, dates, prices, and other order details remain available to the downstream workflows that plan production, prepare delivery documents, issue invoices, and report on sales. The exact route depends on the modules and integrations configured for the operation.
Related features
Order management connects to every other part of Streamline.
Get started
See how Streamline manages bakery orders from customer portal to invoice.
Book a focused walkthrough of standing and cart orders, account-specific catalogues and pricing, cutoff behavior, and the handoff into production, delivery, and invoicing.
