Streamlined

Group associated customers for easier organization and reconciliation.

What is customer grouping?

How to form a group of associated customers.

How to change a group name or its members.

Shopify companies will be synced into your account as customer groups.

Manually trigger a sync from Shopify to Streamlined to update a customer group.

Set net terms for all members of a customer group

Set a preferred billing address for all members of a customer group

View a comprehensive Statement of Account for an entire group

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