Product Area

Clients

Every article about Clients in Stockist, by type.

Getting-started

• Add your first client
• Set up dispatch and bring your client live
• Let your client see their stock

How-to

• Add a client and complete its company details
• Bring a client live, or allow early receipt
• Check your account and its status For your clients
• Keep client contacts and invite the client's people
• Manage your company's people and contacts For your clients
• Offboard and close a client account
• Put a client on hold, and lift the hold
• Set a client's operating rules
• Sign in for the first time For your clients

Concept

• A client account's life, from Onboarding to Closed

Reference

• What Client 360 shows