Create Clients

Do you need to manually create a client sheet for each client? No! When you realize a sale on the linked e-commerce platform, Stoqflow will automatically create a client sheet based on the data it receives from the linked e-commerce platform.

Creating Client Sheets

Through the "clients" menu, you can add a new client. You can quickly do this via the "plus" sign in the menu, or via the "add" button to the right below the client list.

What fields must I fill in?

Mandatory Fields

• Client name
• Address details

Interesting Fields

• VAT number: If you fill in the VAT number, the client will get a B2B label in the summary list.
• Contact information: By filling in the contact details, the client sheet will also have an email address, which is particularly interesting for Track & Trace updates or to contact the client in case of delivery problems.
• Delivery address: The billing address may differ from the delivery address. By clicking on the delivery address, you can easily enter the desired address.
• Client numbering: If you work with your own client numbering system, you can fill it in, but when Stoqflow needs to automatically number your clients, leave the "client number" field blank.