Help
Guides for using Stokk: setup, day-to-day flows, and how the AI features work.
Get started
- Welcome to Stokk
What Stokk does, how the day-to-day flow works, and where to start.
- Navigate Stokk
What each section in the sidebar is for.
- Users and roles
Invite your team and decide who sees what.
Connect your ERP
- Connect DK
Wire up DK Plus as your ERP source so Stokk can sync.
- Connect Shopify
Pull live product images and online-store metadata into Stokk.
- Sync troubleshooting
Why ERP and Stokk numbers might disagree, and what to check.
Locations & suppliers
Dashboard
- Dashboard overview
What each card on the Dashboard tells you and where to act.
- System Health card
What the green/yellow/red dots mean and what to do when one goes red.
Items
- The items grid
Browsing inventory with virtualised tables and column filters.
- The item card
Everything Stokk knows about a single SKU.
Forecasting
- How forecasting works
What goes into Stokk's demand forecast and what affects it.
- Forecast snapshots
Why Stokk stores yesterday's forecast and what you can do with it.
Replenishment
- Store replenishment
How a store manager works through their daily order.
- Drafts and auto-save
How draft orders persist and what triggers a regeneration.
- Rebalancing
Move stock between stores when one is overstocked and another is running thin.
Purchasing
- Purchase orders
Creating, approving, and sending POs to suppliers.
- Vendor reliability
How Stokk scores supplier delivery reliability and where to see it.
- Saved reports
Save the columns, filters, and sort you use most on Inventory and return to them with one click.
Reports
- Sales report
Net revenue trends with day, week, and month granularity.
- Inventory Value report
Stock value by supplier, with sales velocity and stock-turn context.
- Dead Stock report
Find items that aren't moving and the capital they're tying up.
AI features
- Overnight Intelligence
What Claude evaluates each night and how that becomes the brief.
- Supplier Intelligence Files
How to capture freeform supplier knowledge so Claude can use it.
- The Morning Brief
Reading and acting on Claude's overnight supplier evaluation.
Settings
- Company settings
Tenant-wide values: base currency, ERP connection, and global toggles.
- ABC classification
How Stokk groups items by revenue contribution and what each class means.
Loyalty & memberships
- Loyalty overview
Issue digital wallet membership cards under your own brand, on Stokk's infrastructure.
- Programs & settings
Create and configure loyalty programs — branding, approval policy, and the public enrollment form.
- Enrolling members
Three ways to enroll a member: at the till, on a kiosk form, or via bulk CSV.
- The applications queue
Approve or reject pending loyalty applications. Approving issues the wallet pass and emails the link.
- Migrating from SmartWallet (or any third-party vendor)
How to move existing wallet pass holders onto Stokk-issued cards.
FAQ
- Frequently asked questions
Common questions about Stokk's behaviour.