Account Set up
Add Checklists
Adding Checklists To add a checklist to your StationStok account select 'Administration' to drop down additional options, then press 'Checklists'. Then press '+New Checklist'. Enter the Name, and Frequency Type. Then select the location to assign the ...
Add and Edit Locations
Adding Locations To add location(s) to your StationStok account, on the left side of your online account, select 'Administration' to drop down additional options. Then select 'Locations'. Now enter the appropriate information for the Primary ...
Add or Edit Staff
Add Staff To add staff to you StationStok account, on the left side of your online account, select 'Administration' to drop down additional options. Then select 'Staff'. Select '+ New' at the top right of your screen. Enter in Basic Information. ...
Add Roles
Adding New Roles There are two default roles in your StationStok account. (Admin and Staff) To add new roles to your StationStok account select 'Administration', then 'Roles' from the drop down. Now select 'Actions' on the right hand side of your ...
Building Categories
Building Categories To build categories on your StationStok account, select 'Administration' to drop down more options, then press 'Categories'. Select '+ Product Custom Field' Enter the Name and Product Category of the new custom field. Then press ...
Add or Edit Budgets
Add Budgets To add budget(s) to your StationStok account, select 'Administration' on the left side of your screen. Then press 'Budgets' from the drop down. Then select '+ New Budget'. Enter in the 'Budget Name', 'Date Range', and 'Total Amount'. ...
Account Settings
Account Settings To view and edit you StationStok account settings, Select 'Administration' on the left side of your screen, then press 'Account Settings' from the drop down. Update the Company information, and Primary Contact as needed. Add a photo ...
Custom Dashboards
Customizing Dashboard To customize the dashboard for your StationStok account, on Dashboard select the ellipses '...' on the far right. Then select '+New Dashboard' Or select 'Administration' to view additional options. Then press 'Dashboards'. Press ...
Add or Edit Products
Add Products Before creating a new product make sure you have the following information: *These are required fields. Manufacturer Description Vendor Vendor Part Number Vendor Price To add products to your StationStok account, select 'Products' on the ...
Add or Edit Vendors
Add Vendor To add vendor(s) to your StationStok account, on the left side of your online account, select 'Administration' to drop down additional options. Then select 'Vendors'. Now Select '+ New'. Enter in Vendor information in appropriate fields. ...