Setup Contacts (web & app)

Setup Contacts (web & app)

Contacts allows the user to include all contacts in StockMate whom the business deals with, e.g., buyers, contractors, veterinarians etc. Contacts can be setup and edited on the web, and to a limited extent on the app.

Setup Contacts on the Web

  1. Select Configuration, Contacts, + Add Record.

  2. Enter the Contact Details fields, Save Changes.
    Info
    Name and/or Company and Code are required fields. If Code is not populated by the user it will be auto-populated. The Code is used when importing Contacts via CSV throughout StockMate. 


  3. Then select the Contact Group(s), select Save Changes again.

  4. Repeat steps 1-3 to setup each Contact.

Setup Contacts on the App

Info
Limited Contact types are available for setup on the App: Purchaser, Vendor, Item Purchaser or Item Vendor.
  1. Tap Configuration (top-right cog icon), Purchasers & Vendors.

  2. Select the Type, tap +, Input details, Save.

  3. To edit details of existing Purchasers & Vendors, select the record, update details, Save.


    • Related Articles

    • Configuration Overview (web & app)

      The Configuration Section of the StockMate website allows setup of various components of the database for your business, prior to using the website and app in scan sessions. Refer to Install StockMate & Setup Tablet (app) for StockMate app install ...

    • DNA Documents (web & app)

      The StockMate App can be used when taking DNA samples to record the case number along with other details. When DNA documents are received they can be uploaded and saved against the animal on the web. The information can then be viewed in the scan ...

    • Session Screen Overview (web)

      The Session Screen displays all the animals that were scanned, imported or bulk uploaded into StockMate in a selected Session. Other Session related information can been viewed, added or edited from this screen. Accessing the Session Screen Select ...

    • Mob-based Sessions (web)

      Sessions are used throughout StockMate, for recording animal attributes, drafting, movements, examination results and applying treatments. They can be created via scanning animals, bulk selection or importing data using the relevant templates. The ...

    • Import CSV – Input Information (web)

      Importing a CSV can be used to add animals to sessions, edit session information, and to add/edit Treatment details. It is important the format is correct, and options have correctly been setup for a successful import to occur. Please use the ...