Configuration

StockrHub is designed to work out of the box, but you can tailor it to match your business workflow. Settings are available from the Settings page inside the app.

Company Settings

Your company details appear on purchase order PDFs and email communications sent to suppliers.

Setting	Description
Company name	Your business name as it should appear on POs
Email	Your company contact email shown on PO documents
Phone	Your company phone number shown on PO documents
Logo	Upload your company logo to brand your PO PDFs

Tip

Adding your logo and company details makes your purchase orders look professional and helps suppliers identify your orders quickly.

Purchase Order Settings

Customize how purchase orders are generated and formatted.

Setting	Description
PO number prefix	A prefix added to all PO numbers (for example, PO- or FR-)
Default payment terms	Pre-filled on new POs and still overridable per PO
Accent color	Primary color used on PO PDF headers and styling
Default notes	Boilerplate notes included at the bottom of every PO
Default terms and conditions	Standard terms printed on PO PDFs

Note

Changes to PO settings apply to newly created purchase orders only. Existing POs retain the settings they were created with.

Accounts

Use Settings -> Setup -> Accounts to save the cards and bank accounts your team uses for supplier payments once, then select them from purchase orders and receiving workflows.

Each saved account can include:

• payment method
• account title
• last four digits only
• expiration
• bank name
• bank customer service phone
• default account per payment method

Note

Stockr stores only the last four digits, never full card or bank account numbers.

Company Addresses

Use Settings -> Setup -> Company Addresses to save the office, warehouse, return, forwarder, or box addresses your team reuses for incoming supplier shipments.

Each saved address can include:

• label
• company name
• contact name
• phone
• address lines
• city / state / postal code / country
• default flag

These saved addresses are used on standard purchase orders when the PO ships to one of your own locations instead of directly to a customer.

Email Settings

Configure how StockrHub sends emails to suppliers and alert recipients.

Built-in Email

StockrHub includes a built-in email service that works without any configuration. Emails are sent from a StockrHub address on your behalf.

SMTP Configuration

For emails sent from your own domain, configure a custom SMTP server:

Setting	Description
SMTP host	Your mail server hostname (for example, smtp.gmail.com)
SMTP port	The port number, typically 587 for TLS or 465 for SSL
Username	Your SMTP account username
Password	Your SMTP account password, stored encrypted
From address	Sender address for outgoing emails

Caution

SMTP credentials are encrypted at rest using AES-256-GCM. Use an app-specific password or dedicated sending account rather than your primary mailbox password.

Email Templates

StockrHub uses pre-built email templates for:

• Purchase order emails - sent to suppliers with the PO PDF attached
• Low stock alerts - sent to your team when items hit their reorder point

Templates include your company name and logo automatically.

Reorder Settings

Control how StockrHub calculates and presents reorder suggestions.

Setting	Description
Default reorder point	Default stock threshold that triggers a low stock alert for new products
Default reorder quantity	Default number of units to suggest ordering when a product hits its reorder point
Auto-generate POs	When enabled, StockrHub automatically creates draft purchase orders when items fall below their reorder point, grouped by supplier

Tip

Start with conservative reorder points and adjust based on your actual sales velocity. StockrHub’s demand forecasting will help you fine-tune these values over time.

Alert Settings

Configure notifications so your team stays informed about inventory levels.

Setting	Description
Low stock email alerts	Enable or disable email notifications when products fall below their reorder point
Alert frequency	Send alerts in real time, daily digest, or weekly digest mode
Alert recipients	Email addresses that receive low stock notifications

Note

Daily digest emails are sent at 8:00 AM in your store’s timezone. Weekly digests are sent every Monday morning.

Location Settings

If your Shopify store has multiple locations, you can control which ones StockrHub tracks.

• Enable or disable locations - Toggle tracking for each Shopify location. Disabled locations are excluded from inventory totals and reorder calculations.
• Primary location - Set which location is used as the default when creating purchase orders and receiving stock.

Caution

Disabling a location does not delete its data. Re-enabling it restores historical inventory levels and includes it in calculations again.

Supplier Defaults

Set default values that are pre-filled when creating new suppliers. These save time if most of your suppliers share similar terms.

Setting	Description
Default lead time	Default number of days from placing an order to receiving it
Default payment terms	Default payment terms for new suppliers

Tip

Even after setting defaults, you can customize lead time and payment terms on each individual supplier. Defaults simply speed up data entry when adding new suppliers.

Stocky Import

If you are migrating off Stocky, the Setup tab includes a Stocky Import card.

Path:

• Settings -> Setup -> Stocky Import

Required inputs:

• Stocky API Key
• Store Name in your-store.myshopify.com format

Workflow:

1. Enter the API key and store name
2. Click Test Connection
3. Click Import Suppliers
4. Click Import Purchase Orders only after supplier import is complete so Stockr can link each PO to the correct imported supplier

The importer can:

• import supplier records and skip duplicates by supplier name
• import open Stocky purchase orders as archival read-only records
• refresh those same imported POs on rerun by Stocky external id instead of creating duplicates
• move the next local PO number forward to the next value after the highest imported Stocky PO number

Imported Stocky POs are archive-only in Stockr. If one still needs operational work, open it and use Duplicate as Stockr PO to create a normal editable local draft.

Current scope:

• imports supplier contact and address details
• assigns a temporary default lead time of 7 days
• does not import historical POs
• does not create vendor mappings automatically
• does not create item pricing automatically

After import, use Shopify Vendor Import in the same Setup tab, then complete vendor mappings and pricing in the supplier records.

Note

Shopify’s current guidance says Stocky becomes unavailable after August 31, 2026. If you still rely on Stocky for supplier data, migrate early and use Stockr as the new source of truth.