The Basics

Protocols & Data Model

Watch a video tutorial to familiarize yourself with the ordering system.  If and when you invite your customers to use the system, they will be given a link to this tutorial.

Protocols

Client refers to you, the client of Mountain Stream.  Customer means your customer.  Streamline operates in Client Mode and Customer Mode.

Client Mode = Admin Mode

Click on the cogs to load the Customer Dashboard

Mouseover the cogs to switch between Client and Customer Mode

Data Model

  1. Orders are entered
  2. Snapshot – closes order line, checks prices and generates reports (Production, Distribution and Unprocessed Invoices)
  3. Publishing invoices removes data from Production, Distribution and Unprocessed Invoices.
  4. Invoices are instantly published to the customer’s invoice library.  We assume they have been downloaded and posted to their accounts, therefore no changes may be made to Published Invoices.  
  5. Disputes must be resolved with Credit Notes or another Invoice

Unprocessed data is visible in Production and Distribution including Delivery Notes and Driver reports.

Only items that are in production are on the Unprocessed Invoice.

That means if the invoice contains items with different production times, it takes more than one day to be completed, as it populates every day with items that go into production.

IMPORTANT Published data is not visible in Unprocessed data.