Client Diary has some of the most advanced, yet easy to use stock tools available. This document will link to a range of topics that you can use to discover power tools to help your business.
From single location businesses to national based companies with hundreds of stores, Client Diary can effortlessly handle your businesses stock movements.
Full documentation
The complete list of documents for stock control are located here. This document though, will guide you through the complete processes required to place orders and receive deliveries.
Placing orders and receiving deliveries
- Before you place an order. You should ensure all your stock/products are in the system. This document shows you how to add stock/products.
- If your business has usage stock as well as retail stock, we’ve got you covered here.
- To view your current stock on hand. These instructions can help.
- When you’re ready to make an order, click here to follow these instructions to learn how to place your first order.
- When you have made an order and would like to send it to the supplier. Follow these steps.
- When your delivery has arrived from your supplier/s you need to receive the stock into Client Diary. Click here to learn how to do that.
- If you have more than one location you can transfer stock from one to store to another. This document shows you how to do that.
- When placing the order and you need to add a supplier. This can show you how to do that.
- If you would like to update details of a supplier. This can show you how to do that.
- To view the history of existing stock orders. Follow these steps.
There are many, powerful tools in Client Diary to help make your business life easier. If you need help with any of them, remember you can quickly request help to get you up and running quickly.