# Getting started

# What Stockie is

Stockie is a stock and requisition web app.

## The replenishment loop

1. Keep the catalogue up to date (on-hand, target/par, location, vendor, price).
2. Review **Should order** (target − on-hand − back order).
3. Fill the ordering session and create purchase orders (one per vendor).
4. Raise each requisition in hospital iProc and record the iProc number in Stockie.
5. Receive stock (full or partial) when deliveries arrive.

## Two requisition numbers

<table id="bkmrk-idmeaning-internal-r"><thead><tr><th>ID</th><th>Meaning</th></tr></thead><tbody><tr><td>**Internal req no**</td><td>Allocated by Stockie when you create an order.</td></tr><tr><td>**iProc**</td><td>Hospital procurement number, entered after the buy is raised outside Stockie.</td></tr></tbody></table>

Receive lookup works with **either** number.

# Sign in & MFA

# Sign in &amp; MFA

Open the Stockie web address provided by your site. Sign in with your **username** and **password**.

![Stockie login screen](https://help.abitsystems.com.au/uploads/images/gallery/2026-09/scaled-1680-/login-jpg.jpeg)

*Login screen*

## Multi-factor authentication (MFA)

If MFA is enabled for the site, you may be asked to:

- **Set up email** the first time (enter a work email), then enter the code sent to that address; or
- **Enter a verification code** sent to your registered email on each sign-in.

You can resend the code from the login screen if needed. After a successful sign-in you land on the Items catalogue.

Accounts are managed in Stockie (Settings → Security for administrators).

# Getting around

# Getting around

After sign-in, every screen uses the same shell: a collapsible side navigation, a top bar with site subtitle and version, and the main work area.

 ![Side navigation and Items screen](https://help.abitsystems.com.au/uploads/images/gallery/2026-09/scaled-1680-/items-grid-jpg.jpeg)*Side navigation with Items selected*

## Navigation

 <table id="bkmrk-menupurpose-itemscat"> <thead><tr><th>Menu</th><th>Purpose</th></tr></thead> <tbody> <tr><td>Items</td><td>Catalogue, should-order, ordering session</td></tr> <tr><td>Orders</td><td>Purchase orders / internal requisitions</td></tr> <tr><td>Receive</td><td>Look up an order and receive stock</td></tr> <tr><td>Vendors</td><td>Supplier list used by items and order split</td></tr> <tr><td>Stock take</td><td>Count stock and update on-hand</td></tr> <tr><td>Settings</td><td>Administrators only — site coding, email, users, lookups, audit</td></tr> </tbody> </table>

## Top bar

- **About** — app version and release notes
- **Theme** — light or dark
- **Account menu** — Profile and Sign out. Read-only users see an indication that they cannot change stock.
 
On small screens, open the menu with the hamburger control. Collapse the sidebar on desktop when you want more grid space.

# Your profile

# Your profile

Open the account menu (your name) → **Profile**.

 ![Profile page](https://help.abitsystems.com.au/uploads/images/gallery/2026-09/scaled-1680-/profile-jpg.jpeg)*Profile: email, password, and MFA*

## What you can change

- **Email** — used for MFA codes when MFA is enabled
- **Password** — if site MFA is on, you may need a verification code to confirm the change
- **MFA for your account** — enable or disable (when the site allows MFA)

# Roles & permissions

# Roles &amp; permissions

Access is controlled per staff member. The catalogue and orders remain visible for read-only users; write actions are hidden when you do not have write access.

 <table id="bkmrk-leveltypical-access-"> <thead><tr><th>Level</th><th>Typical access</th></tr></thead> <tbody> <tr><td>**Reader**</td><td>View Items, Orders, Vendors, Receive lists. Cannot change quantities, create orders, receive, or save stock take.</td></tr> <tr><td>**Write**</td><td>Update items, run the ordering session, create orders, receive stock, save stock take.</td></tr> <tr><td>**Administrator**</td><td>Everything above, plus Settings (users, MFA/SMTP, hospital coding, lookups, audit). Administrators always have write access.</td></tr> </tbody> </table>

Module grants are configured under **Settings → Security**.