Editing a client's basic information is a breeze in Stokkup. You can change the Client's company name, address, phone, email, blind settings, and even payment terms all from the "Company Info" tab in the Client Single page. To edit this information:
1. Navigate to the "Company Info" tab.
2. Click the "action menu" in the top right corner of the "Company Information" box.
3. Click "Edit".
4. A pop-up box will appear. Enter your client's information here.
5. Try out the "Use It" button! It's very useful. Simply type the name or address of the business, and it will carryover all of the relevant details to the fields below once you click "Use It".
6. Don't forget to scroll down! You might miss something important.
7. Click "Save"
8. Remember to fill out all of the required information, or Stokkup will not let you save the client. Required fields include: "Company Name", "Billing Email", and "Default Price Grid".