📚 Learn Stockivio

Stockivio Academy

182 step-by-step lessons across 15 areas — the same areas you see in the app’s Guide Book. Every lesson has a worked example, tips and the mistakes to avoid.

Start here: your first day → Book a live walkthrough

Learning paths by role

👑

Business owner

  1. Your first day: from setup to your first paid invoice
  2. Dashboard
  3. Business X-Ray
  4. The Monday 20-minute owner review
  5. Receivables
  6. Reports
  7. AI Assistant
🧮

Accountant

  1. Purchases
  2. Payments
  3. Bank Reconciliation
  4. Monthly GST routine
  5. ITC Reconciliation (GSTR-2B)
  6. Month-end close
🚴

Salesman

  1. A salesman's day on the phone
  2. Today’s Beat
  3. Orders
  4. Challan POS
  5. My Work
📦

Storekeeper

  1. Inventory
  2. Purchases
  3. Packing
  4. Dispatches
  5. Stock count: from physical count to correct stock value

All areas

🚀 1. Getting started 12 lessons · about 80 min

DashboardYour home screen in Stockivio: where you are in setup, what needs attention today, and shortcuts into every module.Beginner · 5 minStockivio ERPThe overview screen of the Stockivio ERP menu: today's sales, money to collect and pay, stock alerts and shortcuts to the screens you use most.Beginner · 4 minUser GuideA built-in reading guide that explains how Stockivio fits together and what to do first.Beginner · 6 minBusiness SetupThe setup checklist for a new business: company details, tax settings, units and opening records, in an 11-step wizard you can revisit at any time.Beginner · 10 min🧭 Your first day: from setup to your first paid invoiceA complete first-day run: set up the business, add a product and a supplier, record a purchase, add a customer, raise a sales invoice, receive payment and see it all on the Dashboard.Workflow · Beginner · 15 minImport dataBring existing data in from a spreadsheet or from Tally / Zoho, instead of typing it again.Intermediate · 8 min🧭 Moving from Tally: masters, opening balances and going liveBring your masters (products, customers, suppliers) and opening balances from Tally into Stockivio with Import data, check them against Tally, and go live on a clean date.Workflow · Intermediate · 15 minGuide BookEvery screen in Stockivio in one list: what it is for and which plan it comes with. Locked screens show a preview with the plan and price.Beginner · 4 minHelpAsk a question in your own words and get an answer from the guides and approved answers.Beginner · 3 minGlobal SearchSearch across customers, invoices, products and other records from one box.Beginner · 3 minDocumentsStore and find documents attached to your business: bills, agreements and scans.Beginner · 4 minFeature DiscoveryShows what else your plan already includes that you have not tried yet.Beginner · 3 min

🧾 2. Sales 11 lessons · about 89 min

Sales InvoicesRaise GST invoices for your customers, take payment against them, print or WhatsApp them, and keep track of what each customer still owes.Beginner · 12 minQuick POSRing up counter sales quickly: add items to a cart, take payment, and print or WhatsApp the bill in one go.Beginner · 7 minQuotationsSend priced quotations to prospects and customers, and convert them when the customer accepts.Beginner · 5 minQuotes & ProformaMake quotes and proforma invoices: priced offers that do not touch stock or the books until you convert them.Beginner · 5 minReturnsRecord goods a customer sends back against the original invoice, so stock and money are both corrected.Intermediate · 7 minCredit NotesIssue credit notes to customers for returns or price corrections, and track whether each one has been used.Intermediate · 7 minAmendmentsCorrect documents that are already posted through visible amendments, instead of silent edits.Advanced · 5 minRecurringSet up invoices, bills or expenses that repeat every few days, weeks or months, and let Stockivio create them on schedule.Intermediate · 8 minOnline StoresConnect your Shopify or WooCommerce store, link its products to Stockivio by SKU, keep stock in sync, and bring online orders in as sales invoices. Amazon and Flipkart orders come in through report files.Advanced · 12 min🧭 Quote to cash: from quotation to payment receivedFollow one sale from the first price offer to the money in your bank: quotation, order, invoice, payment and a cleared receivable.Workflow · Intermediate · 12 min🧭 Customer return to refundHandle goods coming back from a customer from start to finish: record the return, issue the credit note, and pay the refund if the customer had already paid.Workflow · Intermediate · 9 min

📥 3. Purchases 5 lessons · about 41 min

PurchasesRecord supplier bills, bring stock in, handle purchase returns, and pay your suppliers from one screen.Beginner · 12 minSuppliersKeep your list of suppliers with their contact and GST details, opening balance and what you currently owe each one.Beginner · 5 minAccounts PayableSee what you owe your suppliers, how old each amount is and what falls due next, so you can plan payments.Intermediate · 6 minLanded CostSpread freight, customs duty, clearing and other charges over the goods you bought, so your stock cost shows the true cost of getting them to your godown.Advanced · 8 min🧭 The purchase cycle: from supplier to cleared payableFollow one purchase from adding the supplier to paying them: supplier, purchase bill, stock in, supplier payment and a cleared payable.Workflow · Beginner · 10 min

📦 4. Inventory 6 lessons · about 59 min

InventoryAdd and manage your products: codes, units and packaging, GST rate and HSN, prices, opening stock, low-stock alerts, quantity price tiers and stock corrections.Beginner · 14 minPrice ListsSet up advanced price tiers for products, such as lower rates for bigger quantities or for particular customer groups, and test what price the system will actually charge.Intermediate · 7 minBarcode LabelsPrint barcode labels for your products so they can be scanned at billing.Beginner · 4 minSerial NumbersTrack individual units by serial number: which serials are in stock, which bill brought each one in and which invoice it went out on.Advanced · 10 minWarehouseRun your godowns properly: warehouses and bins, goods receipts, picking and packing, shipments, transfers, cycle counts, returns, fleet, freight, dock scheduling, 3PL billing and safety.Advanced · 14 min🧭 Stock count: from physical count to correct stock valueCount your stock (a small cycle count or a full physical count), correct the differences with stock adjustments, and check the stock value report.Workflow · Intermediate · 10 min

🏛️ 5. GST & tax 13 lessons · about 108 min

GST / TaxGST / Tax is the home of everything tax in Stockivio. It shows the GST your sales and purchases have already calculated and leads you to the reports and return files.Beginner · 5 minGST ReportsGST Reports gives GSTR-1 and GSTR-3B style summaries from your sales and purchases, and exports them as CSV files, a file for your CA, or a full GST pack.Beginner · 8 minGST Returns (Portal files)GST Returns (Portal files) holds the GST return files Stockivio prepares for upload to the GST portal.Intermediate · 6 minGST Rate ReviewGST Rate Review checks the GST rate on each product against your HSN → rate map and lets you fix mismatches in one go.Intermediate · 7 minGST catch-upGST catch-up records GST for documents that were posted before Stockivio's GST register was being kept, so your tax reports include them.Advanced · 6 minITC Reconciliation (GSTR-2B)ITC Reconciliation compares your purchase bills with the GSTR-2B statement from the GST portal, so you claim only the input tax credit that is safe to claim.Advanced · 12 mine-Invoice & e-Way Bill connectionThis screen connects Stockivio to a GSP / NIC API account so you can generate and cancel e-invoice IRNs and e-way bills straight from your sales invoices.Advanced · 9 mine-Way BillsThe e-Way Bills desk lists your sales invoices, shows which need an e-way bill, prepares a JSON file for bulk upload on the e-way bill portal and records the 12-digit EWB number you get back.Intermediate · 10 minComplianceCompliance is the hub for rules that depend on your type of business: GST rules for restaurants, education and nil-rated goods, hotel and pharmacy registers, and export and import compliance.Beginner · 5 minGST rulesGST rules sets how Stockivio applies GST in three special cases: restaurant service, education fees and nil-rated goods.Intermediate · 7 minCompliance SettingsCompliance Settings stores your licence details and industry tax settings in one place: pharmacy licences, hotel room GST from the tariff, and export/import options.Intermediate · 6 min🧭 Monthly GST routineA step-by-step monthly routine: review product rates, check GST Reports, reconcile ITC with GSTR-2B, export GSTR-1 and GSTR-3B data and share everything with your CA.Workflow · Intermediate · 15 min🧭 Moving goods with an e-way billFrom deciding whether an e-way bill is needed to printing it with the invoice and cancelling or extending it: the full routine for every outgoing consignment.Workflow · Intermediate · 12 min

💰 6. Money 15 lessons · about 119 min

AccountingAccounting holds the books that every transaction in Stockivio updates automatically: sales, purchases, payments, expenses and adjustments.Beginner · 5 minPaymentsPayments is where you record money received from customers and money paid to suppliers, and match each amount to the bills it settles.Beginner · 9 minAdvance PaymentsAdvance Payments records money received or paid before a bill exists, keeps it as an advance, and adjusts it against the bill later.Intermediate · 6 minReceivablesReceivables shows what each customer owes you, in total and by age, so you know whom to follow up first.Beginner · 7 minPayment RemindersPayment Reminders helps you remind customers who have overdue bills, so collections do not depend on someone remembering to call.Beginner · 5 minExpensesExpenses records day-to-day business costs such as rent, fuel, electricity and tea, each under a category.Beginner · 6 minRefundsRefunds records money paid back to a customer, linked to the return or credit note it relates to.Intermediate · 6 minBankingBanking brings together your bank accounts, the receipts and payments that go through them, and bank reconciliation.Beginner · 5 minBank ReconciliationBank Reconciliation matches your bank statement with the entries in your books, so you can prove the bank balance in Stockivio is right.Intermediate · 12 minCash Flow ForecastCash Flow Forecast shows the money you expect to come in and go out over the next 13 weeks or 6 months, and the balance you will be left with.Intermediate · 9 minBudgetsBudgets lets you set planned amounts for the financial year and compare them with what actually happened.Intermediate · 8 minCurrencies & ForexCurrencies & Forex keeps exchange rates, sets which customers and suppliers deal in a foreign currency, revalues open balances at month end and records exchange gain or loss.Advanced · 9 minFixed AssetsFixed Assets is the register of things your business owns and uses for years, such as machines, vehicles, computers and furniture, along with their depreciation.Intermediate · 7 min🧭 Daily cash closeA 15-minute end-of-day routine: record every receipt, payment and expense, check cash and bank, and plan tomorrow's collections.Workflow · Beginner · 10 min🧭 Month-end closeA monthly checklist to close the books: reconcile the bank, review receivables and payables, check expenses and budgets, run Profit & Loss and build the GST pack for your CA.Workflow · Advanced · 15 min

👥 7. Customers & leads 9 lessons · about 60 min

CustomersYour customer master: each customer's name, contact, GST and tax details, address, route, map location and opening balance, plus a ledger of everything they have bought and paid.Beginner · 10 minLeadsLeads are people and businesses who might buy from you. This screen keeps them in one list and follows each one from first contact to won or lost.Beginner · 6 minActivitiesActivities is a log of the calls, visits and follow-ups you make against leads and deals, so everyone can see what was said and what happens next.Beginner · 5 minPipelineThe Pipeline shows your deals grouped by stage, so you can see what is close to closing and where deals are getting stuck.Intermediate · 6 min🧭 From lead to first invoiceFollow one enquiry all the way: record the lead, log calls and visits, move the deal through the pipeline, add the won shop as a customer and raise its first invoice.Workflow · Intermediate · 12 minConnectStockivio Connect adds messaging and payment links to your business. This screen has one job: switching Connect on.Beginner · 4 minCommunicationCommunication holds your WhatsApp settings: which business number and provider Stockivio uses to send messages and notifications to customers and staff.Intermediate · 6 minCustomer PortalThe Customer Portal is what your customers see when they log in to place orders and view their statements. On this screen you see which customers have portal access and turn it on or off.Intermediate · 6 minPortal accessPortal access shows, in one place, who from your customers, retailers and suppliers can log in to their portal.Intermediate · 5 min

🚚 8. Orders & dispatch 11 lessons · about 72 min

OrdersOrders holds customer orders before they become invoices: you capture them, get them approved and follow them through packing and dispatch.Beginner · 8 minPackingPacking is where the warehouse packs approved orders, prints packing slips and marks each slip as it moves from Pending to Ready For Dispatch.Beginner · 6 minVehiclesVehicles is the list of your own trucks, vans and two-wheelers, which you pick when you create dispatches and trips.Beginner · 4 minDispatchesDispatches sends packed goods out with a vehicle and driver (or a salesman or transport agency) and records when they are delivered.Intermediate · 7 minDeliveries / My RouteDeliveries / My Route shows the invoices to deliver on a route, gives the driver a printable route sheet and records each delivery as it is made.Beginner · 5 minOrder TrackingOrder Tracking tells you where an order is right now: ordered, packed, dispatched or delivered.Beginner · 3 min🧭 From order to deliveryFollow one customer order from the phone call to the customer's door: take the order, approve it, pack it, dispatch it with a vehicle and driver, deliver it, invoice it and track it.Workflow · Intermediate · 12 minShipmentsShipments sends invoices by courier: choose a courier, print labels and the manifest, book a pickup, follow delivery problems (NDR / RTO) and record cash-on-delivery money when the courier pays it.Advanced · 12 minDamage ClaimsDamage Claims records goods damaged in the warehouse, in transport or at the customer, so each loss is claimed, approved or rejected and tracked.Intermediate · 5 minReorder AssistReorder Assist looks at past orders for each product and suggests what to order again, then raises the order for you from the suggestions.Intermediate · 5 minRetailer CatalogRetailer Catalog holds the product pictures, PDFs and videos your retailers see when they order from you.Beginner · 5 min

🏬 9. Distribution 7 lessons · about 63 min

ChallansChallans records the stock you issue to a salesman for the day (van sales), the stock he brings back, the e-way bill details for the movement, and the final settlement.Intermediate · 9 minMy ChallansMy Challans shows a salesman the challans issued to him, so he knows what stock he is carrying today.Beginner · 4 minChallan POSChallan POS lets a salesman bill shops from the goods on his open challan, so van stock turns into proper invoices with payment recorded.Intermediate · 6 minSettlementsSettlements reconciles, at the end of the day, what a salesman took out, sold, returned and collected, and shows any mismatch before the day is closed.Intermediate · 8 minDistribution DeskThe Distribution Desk is the office's daily control screen for a distribution business: collections from the field, approvals, salesman access, reports and day close.Intermediate · 7 min🧭 A van sales day: challan to day closeRun one complete van sales day: issue the morning challan to salesman Ravi, sell on the route with Challan POS, take collections, bring back unsold stock, settle and reconcile in the evening and close the day.Workflow · Intermediate · 14 minDistributionThe Distribution module manages a whole distribution network: channel partners, transactions, logistics, collections, credit control, returns and claims, schemes, targets, field force, the retailer portal, secondary sales and merchandising.Advanced · 15 min

🚴 10. Field team 18 lessons · about 117 min

SalesmenThe master list of your salesmen: add each one with a code, phone and territory, keep them active or inactive, and see what stock they carry.Beginner · 6 minSalesman MappingLinks each salesman to his user login and to the customers and routes he covers, so the phone screens show him only his own work.Intermediate · 5 minRoutesCreate sales and delivery routes, give each one a territory, frequency and salesman, and set the order of stops along the way.Beginner · 8 minBeat MapShows your customers and routes on a map, so you can fix customer locations, set your central point and see how well your area is covered.Intermediate · 6 minBeat PlannerThe monthly visit plan: generates which route each salesman covers on which date, skipping holidays, and lets you adjust individual days.Intermediate · 8 minHolidaysThe holiday master: days that the Beat Planner and routes skip, such as festivals, government holidays, company off-days and meetings.Beginner · 4 minToday’s BeatThe salesman's phone screen for the day: the customers to visit today, with phone, address and visit status, so he can mark each visit as he goes.Beginner · 5 minLive TrackingSee where your field team is right now: salesmen, drivers or vehicles share their phone location and managers watch it on a map.Intermediate · 5 minTargetsSet sales, quantity and visit targets for each salesman for a period, and load them to see how each person is doing.Beginner · 6 minIncentive SlabsThe rules that turn a salesman's achievement against target into incentive pay: percentage of sales, a fixed amount, or both.Intermediate · 7 minPerformanceCompares each salesman's actual sales, quantity and visits with his targets over a period, with an achievement percentage.Beginner · 5 minPlanned vs ActualCompares the beats that were planned with what actually happened: stops completed and stops skipped for each salesman and day.Intermediate · 5 minRoute ProductivityShows each route with its territory, salesman, frequency, number of customers and pending amounts, so you can see which routes pay and which need work.Advanced · 6 minTeam WorkboardAssign tasks and follow-ups to your team, such as customer visits, stock checks, deliveries and collections, and track them to done.Intermediate · 6 minAdmin WorkboardEvery task across the business in one list, with filters by status, the power to assign and reassign, and delegation settings for who may act on your behalf.Advanced · 6 minMy WorkYour personal task list: everything assigned to you, with who assigned it, priority and due date, so you can work through it and mark it done.Beginner · 4 min🧭 Set up field sales from scratchA step-by-step path from an empty system to salesmen running planned beats on their phones, with targets and incentives in place.Workflow · Intermediate · 15 min🧭 A salesman's day on the phoneWhat a salesman does in Stockivio from morning to evening: open the day's beat and tasks, share location, visit shops, take orders and collections, and close the day.Workflow · Beginner · 10 min

🧑‍💼 11. People & HR 7 lessons · about 53 min

HR & PayrollThe home of the HR & Payroll module: your starting point for employees, attendance, leave and monthly payroll.Beginner · 5 minEmployeesYour staff records for HR and payroll: one record per person with the details payroll and attendance need.Beginner · 6 minHR AttendanceRecord and review who was present each day, so leave and payroll are based on actual days worked.Beginner · 5 minHR LeaveLeave requests and balances: record leave, approve or reject it, and see how much leave each employee has left.Beginner · 5 minPayrollCalculate monthly pay for each person: basic salary, incentive from your slabs, allowances and deductions, and move each month from Draft to Processed to Paid.Intermediate · 12 minTeamYour users and their roles: see everyone who can log in, check their current role and change it.Beginner · 5 min🧭 Run monthly payroll end to endThe month-end routine from final attendance and leave, through incentives, to generating, reviewing and paying salaries and recording the outgo.Workflow · Intermediate · 15 min

📊 12. Reports & insights 10 lessons · about 66 min

ReportsRun the core business reports (Sales Summary, Purchase Summary, Expense Summary, GST Summary, Profit & Loss and Stock Valuation) for any period, then print or export them as PDF.Beginner · 10 minReportsThe Reports module page: pick any report across your business, set From and To dates, and press Run report.Beginner · 4 minCustom ReportsDesign your own reports: choose the data and the columns you want, and save the layout to run again whenever you need it.Advanced · 7 minCustomer-wise PerformanceSee how each customer is buying and paying over a period: number of invoices, total sales, collections, outstanding and last purchase date.Intermediate · 6 minItem-wise PerformanceSee how each item is selling over a period: quantity sold, sales value, taxable value, GST and cost.Intermediate · 6 minExport CenterDownload your data, such as invoices, purchases and stock, as spreadsheets for your CA, your own analysis or your records.Beginner · 5 minBusiness X-RayA one-click health check of your business numbers that highlights what needs your attention right now.Beginner · 6 minExecutiveThe owner's view of the business: sales, money and risks in one place, for decisions rather than data entry.Intermediate · 6 minExecutive BriefA short written summary of how the business is doing and what needs a decision, for owners who want the headline first.Beginner · 4 min🧭 The Monday 20-minute owner reviewA fixed weekly routine for owners: check the dashboard, run Business X-Ray, look at money owed, and review item and customer performance, all in about 20 minutes.Workflow · Beginner · 12 min

🤖 13. AI & automation 18 lessons · about 105 min

AI AssistantAsk questions about your business in plain words, such as today's sales, low stock or who owes you money, and get an answer from your own Stockivio data.Beginner · 8 min🧭 Ask your business: 20 questions for the AI AssistantTwenty ready-to-use questions an owner can ask the AI Assistant, grouped by sales, stock, money and GST, with advice on checking each answer.Workflow · Beginner · 10 minAI WorkspaceThe home of Stockivio's AI tools: a dashboard that shows which AI providers are set up and links to the AI Agents and the other AI Workspace screens.Beginner · 5 minAI CopilotAI Copilot gives help while you work in Stockivio: explaining a screen, suggesting the next step or answering a quick how-to question.Beginner · 5 minAI Prompt LibraryA place for saved questions (prompts) you can reuse, so you and your team ask the AI the same good questions every time.Beginner · 4 minAI Knowledge BaseThe AI Knowledge Base holds the answers and information the AI assistant draws on, so its replies match how your business actually works.Intermediate · 5 minAI RecommendationsAI Recommendations shows suggestions for what to do next, such as items to reorder, customers to chase or slow stock to clear.Intermediate · 5 minCommand IntelligenceCommand Intelligence lets you ask the system what is happening right now and what needs action, across sales, stock, money and operations.Intermediate · 5 minAI AgentsAI Agents are assistants that carry out set tasks for you, such as preparing a summary or checking for a condition, within limits you control.Advanced · 6 minAI Automation CenterThe AI Automation Center lists automatic actions the AI can take, each with your approval, so you stay in control of anything that changes your records or contacts customers.Advanced · 6 minAI StudioAI Studio is where you build your own AI helpers for your business's particular questions and tasks.Advanced · 6 minPhoto InvoiceTake a photo of a supplier's bill, or upload a scan, and Stockivio reads it into a draft purchase bill that you check, correct and confirm.Beginner · 8 minDocument AIDocument AI, inside the AI Workspace, reads a scanned bill into a draft purchase bill, the same job as Photo Invoice.Beginner · 4 minStuck bills (all)A list of bill scans that did not finish reading, so you can retry them or enter the bill by hand.Beginner · 4 minOCR healthShows the health of bill scanning: how many scans ran and whether the bill reader is working.Intermediate · 4 min🧭 Record supplier bills by photo, end to endThe full routine for turning paper supplier bills into saved purchase bills with Photo Invoice, including stuck scans and checking OCR health.Workflow · Beginner · 12 minAI LogsAI Logs record what the AI was asked and what it did, so you can check answers, trace actions and spot misuse.Intermediate · 4 minAI System HealthAI System Health shows whether the AI services behind Stockivio's AI tools are working.Intermediate · 4 min

🏭 14. Industry modules 21 lessons · about 216 min

🧭 Choose and switch on your industry moduleHow to pick the industry module that fits your business, switch it on, see what changes in the menu and fill in the industry compliance settings.Workflow · Beginner · 8 minRetail Add-onsRetail Add-ons adds shop-floor tools on top of POS: offers and promotions, till cash-up, customer orders, returns and exchanges, loyalty points, gift cards, store staff, merchandising and store KPIs.Intermediate · 9 minHotelHotel runs the front desk and back office: rooms, reservations, guest folios, housekeeping, rates and seasons, groups, banquets, night audit, the foreign-guest register and reports.Intermediate · 12 minHotel complianceHotel compliance shows your in-house and foreign guests and has three tabs: Form C (foreign guests), Night audit and GST slab check.Intermediate · 7 minRestaurantRestaurant runs your dining room and kitchen: menu, tables, orders, kitchen display, reservations, takeaway and delivery, recipes and costing, kitchen stock, guests, staff, catering, day close and FSSAI hygiene records.Intermediate · 12 minPharmacyPharmacy handles medicines with batches and expiry: billing, drugs and batches, purchases, patients and doctors, stock and expiry, returns, adjustments, reorder, compliance and reports.Intermediate · 12 minPharmacy registersPharmacy registers keeps the Schedule H1, Schedule X and Schedule H registers, lets you add entries by hand and tracks expiry returns, with Show and Download CSV for inspections.Intermediate · 7 minHealthcareHealthcare runs a clinic or hospital: patients, appointments, doctors' schedules, OPD consultations, admissions, wards and beds, lab and radiology orders, operation theatre, billing, insurance and TPA, health packages and compliance.Advanced · 12 minEducationEducation runs a school or college: students, faculty, classes, attendance, homework, exams, fees and concessions, parents, notices, transport, library, hostel, health, campus, labs and certificates.Advanced · 14 minAgricultureAgriculture runs farms and agri-businesses: farms and fields, seasons, inputs, soil and irrigation, harvest and yield, livestock and dairy, farmers and advances, produce buying and selling, machinery, storage and schemes.Intermediate · 12 minManufacturingManufacturing turns raw materials into finished goods: bills of materials, work orders, material requisitions, production plan, by-products and scrap, quality control, daily log, maintenance, job work, product costing and safety.Advanced · 15 minMfg. Add-onsMfg. Add-ons adds MRP (material requirements planning - working out what to buy and when) and machine Maintenance to Manufacturing.Advanced · 8 minProjectsProjects runs project-based work: projects, tasks, milestones and billing, timesheets, issues, risks, change requests, resources, subcontracts, site diary, documents and RFIs, and project finance.Advanced · 12 minField ServiceField Service runs after-sales service: requests, work orders, installed machines, AMCs and contracts, technicians, preventive maintenance, spare parts, warranty claims, customer feedback and SLAs.Intermediate · 11 minTradeTrade handles export invoices in foreign currency in four steps: register a currency, set its exchange rate, register the overseas trade partner and create the export invoice.Intermediate · 8 minTrade IntelligenceTrade Intelligence tracks the paperwork and money of exports and imports: export and import shipments, landed cost, LCs and forex, export incentives, compliance report, licences, CHA and forwarders, samples and enquiries.Advanced · 13 minExport & import complianceExport & import compliance lists your exports and imports and tracks RoDTEP and duty drawback, with Add export manually for exports made outside the Trade module.Intermediate · 6 minProfessional ServicesProfessional Services runs a CA, law or consulting firm: clients and contacts, engagements, time entries with approval, billing, TDS and Form 26AS matching, due dates, documents, team capacity, quality and templates.Intermediate · 14 minLogistics & TransportLogistics & Transport is switched on from this screen. It adds screens to book LRs (bilty), run trips with own and hired trucks, settle driver advances, raise GTA freight bills and keep vehicle, driver and e-way bill reminders.Beginner · 6 minNGONGO is switched on from this screen. It adds screens to record donors and donations with 80G receipts, funds and grants, beneficiaries and volunteers, and the NGO reports.Beginner · 6 minGRCGRC (governance, risk and compliance) keeps the business's registers: statutory calendar, risks, controls testing, compliance, audits, third-party risk, policies, training, legal, incidents, whistle-blower, business continuity, ESG and governance.Advanced · 12 min

⚙️ 15. Settings & platform 19 lessons · about 106 min

SettingsBusiness-wide settings: company details, invoice and number formats, tax defaults, your own AI keys and other options, saved together with Save All Settings.Intermediate · 8 minStaff & LimitsYour team's logins and the limits on what each person may do.Intermediate · 7 minBranchesYour locations (shops, godowns, offices), within the limit of your plan.Intermediate · 5 minWorkflow RulesAutomatic approvals and actions that run on your documents.Advanced · 7 minApproval QueueRequests waiting for a manager's approval, in one list.Intermediate · 5 minWorkflow DiagnosticsChecks on your automated workflow rules: which ran, which are waiting and which failed.Advanced · 5 minAudit LogWho changed what and when, across your business.Intermediate · 5 min🧭 Set up roles and approvals for your teamAdd a staff member, give them the right role and limits, set a workflow rule for risky cases, approve requests in the Approval Queue, and check everything in the Audit Log.Workflow · Intermediate · 15 minPlan & UsageYour plan, what you have used (users, branches, invoices, AI help and bill scans) and what is left, with the way to upgrade or add more.Beginner · 5 minPlan LimitsA quick view of users, branches and invoices against your plan's limits.Beginner · 3 minFree PlanWhat the Free plan includes and how to move to a paid plan.Beginner · 4 minMarketplaceAdd modules to your business and see what each one includes.Beginner · 4 minBulk OperationsChange many records at once, with a preview before anything is saved.Advanced · 6 minStockivio Health CheckConfirms your data and settings are consistent and points out what needs fixing.Intermediate · 5 minRestore PointsSaved states of your business that you can go back to.Advanced · 5 minAPI & WebhooksAPI access and webhooks, so other systems can read from and write to your Stockivio account.Advanced · 6 minRemote SupportGive a support partner time-limited access to your business to fix a specific problem, and see every support session.Intermediate · 4 minAI Keys & LogsFor the platform administrator only: the platform's AI keys, what each plan may use, and the AI log.Advanced · 4 minAI Release EngineerA tool for the Stockivio platform team only. Businesses using Stockivio do not see or need it.Advanced · 3 min
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