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Zero config / Auto Discover
See this guide for detailed setup of Zero config
Register Entra application
Basic application setup Create a new application and allow Web URL of http://localhost Record Application (client) ID and Directory (tenant) ID for future use. Click Add a certificate or secret Click new secret...
Update global settings
You will need the Azure clientid, applicationid and secret from the Azure Application Start the Service Scheduler Install / Upgrade wizard on the server Click next until the Account Settings page and select "Global" Set sso...
Limit access to groups / UPN
For groups to work the Microsoft Entra application will need Group.Read.All permission Start the Service Scheduler install and upgrade wizard Select settings Locate the settings sso_entra_allow_groups and sso_allow_upn_suffix...
Windows 11 Upgrade from Windows 10 using Microsoft Windows Update option
This process could take 1 – 3 hours, depending on individual PC. Click or press on Windows logo and then click on settings (gear icon) Click on “Update & Security” in Windows Setting screen. Check for Windows 11 installation...
Adding staff / contractors
If the planner has not staff members, select the tools then press on the positions button If the tools menu is missing, right click on the planner grid and select View -> Tool panel
User administation - account switching
When multiple dealerships are setup in Service Scheduler, users may be granted access to swap between sites without logging out and logging back in. To enable, "Allow account change" must be checked in each account they are allowed to swap...
User interface
Overview This is a general overview of the user interface for Stockie Login Login options may vary depending on the environment configured for your installation Web hosted login Microsoft SSO Local or LDAP After login, ...
Vendors
Mange your vendors in the vendor module Entry details Vendor details Vendor code can be left blank and Stockie will generate a code. Communication Keep a log of communication with Vendors. Documents can be stored against communication. Documents S...
Items
Manage items in the items module Entry details Item details Documents Store documents or other images against each time.
Stocktake
To start or resume a stock take, navigate to Items and select one of the stocktake navigation options NOTE: Only stocktake can be active but you can close and resume the stocktake until it is closed or cancelled. Add items to stocktake Add items to the st...
Zero config / Auto Discover
See this guide for detailed setup of Zero config
Updating registration details
Login as an administrator user Select the system menu, navigation to System and search settings for "registration_", edit the entry Enter the new key and press save