What Client 360 shows | Stockist WMS Help centre

In short

This lists what each part of a client's Client 360 shows and who can change it. Open it from Clients by selecting the client's name.

Part	What it shows
Account status	The Client Status, what it means, and since when. Offboarding adds the notice and last trading dates.
Hold details	While On Hold: the status lifting returns it to, the Hold Reason marked Internal, and the Message for the client.
Lifecycle steps	Onboarding, Active, Offboarding and Closed, each with the date reached. On Hold shows beside the step it was placed on.
Warehouse may	A tick or a cross, with the reason, for creating purchase orders, booking in deliveries, accepting arrivals, finishing receiving, releasing orders and dispatch. Internal work is always allowed.
Go-live checklist	While Onboarding: the seven items to finish before Go live, how many are done, and the next one.
Account health	Once live: how much stock it holds, open inbound shipments and purchase orders, products, people and pending invitations, and any warnings.
Self-service	The share of people and contact changes made by the client's own people in the last 3 months.
Lifecycle actions	Go live, Allow early receipt, Withdraw early receipt, Place hold, Lift hold, Start offboarding and Close account, as they apply. A locked action says why.

Warning	Means
Operating rules change on [date] (version [number]).	A rules version is scheduled.
No contact for [purposes].	A Contact Purpose is unfilled.
Contract ends in [number] days ([date]).	The Contract End Date is coming up. It also says tomorrow or today.
Contract ended on [date].	The Contract End Date has passed.
Nothing needs attention.	No warnings.

Section	What it holds	Who can change it
General Details, Account Management, Company Registration Numbers, Invoice Address, Street Address	The code, name, Account Manager, contract, company numbers and addresses, with Edit Client.	Account Manager, Admin
Contacts	Each Contact Purpose and who holds it, then All contacts.	Account Manager, Admin
Operating rules	The rules in force now beside any scheduled version, each with its source, and earlier versions under Other versions.	Account Manager, Admin
Dispatch settings	The Dispatch Warehouse, Default Service Level, Sender Name, returns address, Packing Slip and Required Packaging.	Account Manager, Admin
People	Who signs in for the client, by role, and pending invitations.	Account Manager, Admin
History	Everything that happened to the account, newest first, with who did it and when.	Nobody: it is a record

The client's own Client Account Administrator can also change its contacts and people.

Part	Who sees it
The page	Every Staff Role except a QA Checker on their own.
Hold Reason, and hold and lift reasons in History	Account Manager, Finance Manager, Warehouse Manager, Admin.
Entries marked Internal in History	All staff. Never the client.
The client's own version	The client's people, from Your account: no checklist, Hold Reason, lifecycle actions or internal history.

Buttons a role can't use show greyed out or not at all.