Online Ordering

Customers can input order, set standing order deadlines, quickly navigate between clients and update settings in real-time.

Mobile Ordering - Wholesale

  • Loads order template ready for editing
  • Manage standing orders and carts
  • Send important messages to the production and distribution teams
  • Simple, clean and easy to use interfaces
  • Loved by busy, demanding chefs
  • Lightning fast

The Shopping Cart – Wholesale

  • The shopping cart works in tandem with the Standing Order window
  • Loads items on Standing Order for amending on a given date
  • Save order templates
  • Open template by default
  • Send samples free of charge.
  • The cart locks orders for items in production

Watch a short video tutorial that shows the online ordering shopping cart and standing orders.

Deadline & Late Orders

New clients often remind us how “late orders” become a thing of the past.

The order deadline is drilled continuously in login screens, standing order and cart and all email confirmation messages.

Your customers don’t like phoning, emailing or texting you.

As you enter a late order, you create the packing slip and invoice and update all production and distribution reports.  Late orders are clearly marked in all reports.

Deadline & Late Orders

New clients often remind us how “late orders” become a thing of the past.

The order deadline is drilled continuously in login screens, standing order and cart and all email confirmation messages.

Your customers don’t like phoning, emailing or texting you.

As you enter a late order, you create the packing slip and invoice and update all production and distribution reports.  Late orders are clearly marked in all reports.

Wholesale & Retail

Streamline offers a plethora of reports, by item, by customer, date range, dough type etc. As many reports as you can imagine!

  • View total retail orders
  • View total wholesale orders
  • Filter reports for production
  • Print jobs for all reports

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Production Planning

Program reports according to your production logic

Plan production at a glance – view all required information to make decisions:

  • Total quantity on order
  • Current stock
  • Balance needed
  • Suggested amount to make
  • Maximum stock limit
  • Shelf life
  • Filter each recipe line by date range and save settings.
  • Adjust suggested production figures and click and drag to production.
  • View planner by day or week

Unlimited Production Reports

Our database structure allows you to easily and quickly create ANY report needed.

Standard reports:

  • Recipe Cards
  • Cut & Shape
  • Slicing
  • Bagging
  • Labels
  • Ingredients used
  • Stock levels
  • Shopping lists
  • Total weekly orders
  • Orders by item
  • Orders by customer

Report filters:

  • Date range
  • Production shift
  • Production line
  • Weigh station
  • Delivery route
  • Delivery date
  • Production date
  • etc – (Unlimited)

Trays, Trolleys & Decks

Streamline calculates the number of trays and decks needed to bake a batch.

Production reports show the total number of pieces as well the individual weight of each item.

Production Reporting: Features & Settings

Custom Reports

Format and customize production reports to suit your needs:

Organize production reports to follow your production logic: item groups and item lines appear in the order needed.

  • Hide/show columns and rows
  • Set column widths
  • Set font size for print
  • Save custom settings

Production times (turnaround times)

Production Times

An item’s production time is the time needed from order deadline to delivery, as follows:

Production Time Delivery
0 Next day
1 After 24 hours
2 After 48 hours, etc

Delivery Date vs Production Date

Example:

A  sourdough baguette may be produced over 24 hours as it requires time to ferment the dough. The production time = 1.

A brioche, on the other hand, is available for next day delivery. The production time = 0.

Streamline reports by production shift and by delivery date.

Production reports respect an item’s production time.  Late orders are highlighted to illustrate the changes.

Recipe Cards

Recipe cards are automatically created according to orders.

Recipes are split in various mixes, depending on the capacity of the machine used.

For example, if the total needed is 300kg and the maximum capacity is 200kg, then the recipe will be broken down into 2 mixes, giving the option to mix two equal ones or one at the maximum capacity of 200kg and one at the balance of 100kg, or there is third option to manually enter each desired mix.

You may also set the total yield to be a percentage higher than that called for by the recipe.

Save wasted time and needless errors

Eliminate data entry & reduce human error

Distribution

Load your vehicles in delivery order and minimize driver time

Export deliveries to the driver’s iPhone or Android App, including route order and all delivery information for every address.

On delivery, take a picture, get a signature or scan a barcode. Your customer and you receive the proof of delivery instantly by email and the delivery is marked “Completed” in the dashboard.

The driver is able to make changes to the data and the information is captured by Streamline.

Train new drivers using Google Street View

Streamline Distribution offers:

  • Uber-like, real time delivery tracking dashboard
  • Instant, paperless proof of delivery (POD)
  • Infinite delivery routes
  • Individual delivery charges or delivery rules per address
  • Specific delivery days per address
  • Permission controlled access to drivers, couriers, pick & pack staff to view, print or edit reports

Route Manager & Route Optimizer

Optimize and save routes by day of the week or date specific. An address may be delivered by a different route on different days.

Keep address specific notes, for example for the driver on delivery and also set recurring notes to be printed on packing slips and invoices.

Real-time tracking:  location, speed and trip distance

Daily delivery reports include:

Pick and pack

  1. By item
  2. By Customer
  3. By route

Packing slips

Configure packing slips by address: show/hide prices, codes, etc.

Box Labels

Generate one unique label per box, together with barcode.

Driver report

Driver sign and date the daily report; keep a record of who drove on what day.

Supports complex delivery charges

Delivery Charges & Delivery Rules

Delivery Charges
Delivery charges and rules are applied at address level.
A flat delivery charge is a constant one, always applied, regardless of the invoice total.

Delivery Rules
Create a rule or set of rules in Distribution > Delivery Rules, then attach the rule to the customer’s address.

Example: Create 2 delivery rules:
Rule 1: City Centre
if invoice total is less than $100, charge $5 for the delivery.

Rule 2: Outskirts
if invoice total is less than $100, charge $10 for the delivery;
if between $100.01 and $200, delivery = $5;
above $200.01, delivery is free.

Next, attach either rule to a delivery address. Deliveries will be charged according to invoice totals.

Order Minimums & Weekly Averages

Order Minimum
No order is accepted below the order minimum.

Minimum for Delivery
Below the minimum for delivery, the order is held for pick up.

Weekly Average
If daily average is met, a customer is refunded any individual delivery charges applied for not meeting the minimum for delivery

Example:
A customer meets the daily average during the week but they have been charged for one or more individual deliveries during the week for not meeting the daily minimum.

The delivery charges are credited back to the customer after publishing the last invoice in the period.

Real time delivery info with live tracking

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Finances & Accounting

  • Gross Profit – by Customer & Item
  • AR- Live Statements
  • Online Invoicing and Credits
  • Accounting Software Integrations
  • Features: Discounts, Order Minimum & Averages
  • Settings: Bank accounts, Payment Terms and Types, Tax Rates

Management Accounting – GP & AR

Accounting Features

Streamline automatically calculates gross profit per item and per customer, taking into account the items costs from its recipe and the price for the customer.

The accounting module integrates seamlessly with the inventory and order management system.

Automate invoicing and gain greater visibility over costs and profits.

Gross Profit – Winners & Losers

Winners & Losers: by Customer and by Item

  • GP & sales reports by item and by customer: best to worst
  • Gain control with more accurate accounting
  • Takes into account the customer’s custom prices per item
  • Filter by date range

Accounts Receivable & Customer Statements

Extract payments to invoices from Xero, Quickbooks Online, and Quickbooks and reflect accounts receivable in Streamline.

Statements are live and up to date. Customers may view, download and print statements, invoices, and credits from their finance module.

Automatic email reminders are sent when accounts become overdue

Accept returns – damaged, sale or return, undelivered etc. Issue credit notes

Online Invoicing & Credits

  • Invoices are automatically generated, ready for publishing
  • Published invoices are instantly posted to the customer’s invoice library
  • Batch process and mass publish invoices
  • Batch multiple invoices to print all in one click, email or download the batch.
  • Your customers may give access to their bookkeeper or accountant to access the invoices
  • Select which customer users receive invoices
  • Accounts Receivable and self-service statements: post payments to invoices or import from Xero, Quickbooks and Quickbooks Online.
  • Account balances are live and up to date.
  • Accept returns and issue credits

Never send an invoice or statement again!

Accounting software integrations

Connect to Xero & Quickbooks

Streamline integrates seamlessly with Quickbooks Desktop, Quickbooks Online and Xero.

It also exports to Sage, MYOB, Visma, Surf and more…

If your accounting software supports importing sales invoices, consider it done.

Accounting Features & Settings

Settings by Customer

  • Unlimited price lists and bespoke pricing
  • Unlimited discount rules
  • Set invoicing frequency per customer:
    • daily
    • weekly
    • monthly
    • ad hoc
  • A customer may have multiple delivery addresses.
  • Consolidate all deliveries to one invoice, or raise one invoice per delivery.
  • Option not to generate the invoice, for example, own shop or farmers markets.
  • Paperless billing
  • Set multiple contacts to receive invoices

Discounts, Minimums & Averages

Discounts

  • Create unlimited discount rules
  • Assign one rule per customer

Order Minimum

  • Set a generic order minimum. Below this, no orders are accepted
  • Set a minimum for delivery: below this minimum, orders are held for pick up
  • Set a minimum by item quantity
  • Streamline also supports complex delivery charging, by address

Standing Order Average

Set an average spend per delivery. If the average is met during the week, any delivery charges that we applied are refunded to the customer.

Bespoke reporting

If your business has bespoke requirements, we take great pride in ensuring that we understand and deliver a solution that addresses your needs. Contact us, and we′ll work together to tailor a solution for you.

Eliminate data entry & reduce human error

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Inventory, Vendors & Ingredients

Ingredient List

The ingredient list may be sorted by location – great for taking stock, by vendor (supplier) – great for placing orders, or alphabetically.

Customize the list by choosing which columns to show or hide.

Ingredient Attributes

Edit an ingredient to set all the values of the attributes:

  • Waste. Example: 1 kg of purchased bananas translates to 400g after peeling. The waste is 60%.  If a recipe calls for 1kg of bananas, we must buy 2.5kg, as 60%, ie 1.5kg are waste
  • Variations: A variation is another version of the same ingredient. For example, it can be exactly the same but from two different vendors (suppliers) or the same ingredient from the same supplier, but in different pack type or size.  For example, Coca-Cola comes in a can or various size bottles. These are all variations.
  • Groups and Categories: These are essentially two different ways of grouping ingredients.  Groups could be Dry, Perishables, Dairy, Grain etc.  A second grouping option, by category, could be Front of House and Back of House, or Chilled and Ambient, and so on.
  • Allergens: Ingredient allergens are automatically applied to recipes calling for the ingredient.

Stock Levels

Stock is automatically updated as recipes are marked done and ingredients are depleted. Make stock adjustments for missing stock, spillages, waste, theft and damages. Sort stock reports by vendor, by location and alphabetically. Total value of stock in hand is always up to date and live. A great feature for year-end accounting.

Purchase Orders

Automatic shopping lists become purchase orders when emailed to your vendor. A reminder is emailed to you as deadline approaches

Receive Goods

Enter invoice number and date. Cross-check purchase order to invoice totals, instantly detect changes to prices or quantities. Capture use by dates, delivery temperature, assign your own lot number and store in a given location. Reject goods if needed. Stock levels are updated.

Vendor Invoices

Purchase invoices are created from purchase orders and are ready to export to accounting, as well as being posted to the invoice library.

Locations

Create infinite locations and sublocations, as needed. For example,

    • Cold room
    • Right Shelf
    • Right top
    • Right middle
    • Right bottom
    • Middle Shelf
    • Middle top
    • Middle

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Recipes & The Recipe Book

The recipe book is made up of recipes. You may create unlimited recipes. Recipe cards are generated from recipes. Recipe cards are used daily in Production.

Recipes, Recipe Cards & The Recipe Book

Every item in the master item catalogue is linked to a recipe and it also has a scaling weight.  We auto-populate the recipe book with all the names of the recipes that are assigned in the item catalogue, ready to create the recipe card, saving you time.

Click and drag recipes to organize the recipe book in production logic order.  The order stipulated here dictates the order of printing.

Recipes as ingredients

A recipe can be used as an ingredient in another recipe. For example, make a sourdough starter that is then used in various other recipes, or make a tomato sauce that is then used to assemble a pizza.

Recipe cards detail every item that must be made from the recipe, as well as any other recipes that call for the former one as ingredients.

As well as ingredients, recipe cards also have steps (instructions) which may be used for HACCP compliance. For example, recording temperatures at given points in the process.

An ingredient may be marked as foreign, meaning that it will not participate in the coefficients in the mix. For example, you may make a dough with flour, water and salt. Then, when the bread is formed, you will dab seeds on top. Seeds are added as a foreign ingredient.

Streamline automatically calculates costing for the recipe and therefore all items. Together with sales information, this is used to compute the gross profit reports by item and by customer.

Daily recipe cards are automatically created according to total orders. You may ‘mark -up’ the required yield by either a percentage or a fixed amount.

Total ingredients used are reported by quantity and cost and may be sorted either by vendor, ingredient group, location or alphabetically.

Ingredients

We always suggest that you use the ingredient lot number in stock that has the nearest use by date. This may be over-ridden prior to marking the recipe card as ‘done’.

When marking the recipe card done, ingredients are depleted from stock and added to the shopping list. A lot number and use by date are assigned to the manufactured recipe. You may also record the temperature, in compliance with HACCP regulations.

Recipes also carry allergen information from the ingredients used.

You may set the total yield to be a percentage higher than that called for by the recipe.

Units of Measure

The unit of measure that you stipulate for the overall mix, as well as the unit of measure that you stipulate for each individual ingredient, is the unit of measure that will be used in the recipe card.

If you want to see your recipe cards in grams, simply create the card in grams. Then, if you want to see, for example, water in litres, lbs or kgs, simply use that when adding the ingredient.

Trace ingredients by packing slip and recall goods with one click.

Machines

Create a list of production machines and their maximum capacity.

When making a recipe, a machine is required.

Depending on the capacity of the machine, recipes are broken down as necessary, when the total called for is greater than the machine’s capacity.

Example:

If the total needed is 300kg and the maximum capacity is 200kg, then the recipe will be broken down into 2 mixes, giving the option to

1. Mix two equal ones

2. One at the maximum capacity of 200kg and one at the balance of 100kg,

3. Manually enter each desired mix.

A Recipe Manager with Item Costings

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Personalized Item Catalog

The Customer’s Item Catalog

  • Bespoke pricing
  • Show/hide items
  • Set templates and attach to customer
  • Organize columns
  • Prices net or gross

The Master Catalogue

  • Item costings are calculated from the item’s recipe.
  • Import/export: work in a spreadsheet to make major changes to the catalogue, then import again
  • Unlimited price lists
  • Set deadline time by item or by item group
  • An item’s production time is the time from order to delivery
  • Add as many attributes (columns) as you like. For example, recommended retail price, delivery temperature, shelf life, etc.
  • Streamline supports metric and imperial systems

Seasonal Products and Templates

Show/Hide item to all customers: a great feature for switching seasonal products on and off.

Templates: choose which items to show or hide from the catalogue and save as a template. Attach the template to a customer.

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Users & Permissions

Unlimited Users & Support

Unlimited Customer User accounts: for owner, chefs, accountant/bookkeeper. All with individual permissions, at address level

  • Ordering: standing order, cart
  • Invoices, credits, payments & statements
  • Personalized item catalogue
  • Address and contact manager
  • Audit Trail

Unlimited Admin Users have access to all the above, per customer, as well as:

  • Production
  • Distribution
  • Finance
  • CRM
  • Inventory

We recommend that you only set up one admin user per customer and let them manage their own users. 

Send User Invitations

Standard invitations are sent to customers, introducing the new ordering system.  They set up a password and watch a 4-minute tutorial on managing orders and they’re up and running.

Weaning your customers into the systems is effortless and instant.

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