Stockivio ERP
The 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.
Why and when you use it
When you work mostly in billing, purchases and payments, this screen is your starting point inside the Stockivio ERP menu. It tells you each morning how much was sold, how much is still to be collected or paid, and which items are running low. Owners and accountants use it to decide what to do first; counter staff use the shortcuts to reach invoices quickly.
Before you start
- Complete Business Setup
- Add at least a few products, customers and suppliers so the figures are meaningful
Step by step
- Open the screenIn the left sidebar open Stockivio ERP. The overview loads first.
- Check the figures at the topRead today's sales and the money to collect and to pay first thing in the morning. These figures come from your saved invoices, bills and payments.
- Look at stock alertsItems that have fallen to their low-stock level are flagged. The level is set per product in Inventory (Low Stock Alert At).
- Jump to work with the shortcutsUse the shortcuts to go straight to invoices, purchases or payments instead of searching the menu.
- Follow up on what you seeIf money to collect is high, open Receivables to see who owes what. If stock alerts are many, plan a purchase.
- Come back at day endOpen the screen again before closing to confirm the day's sales look right.
Worked example
Mehta Medicals, a pharmacy in Pune, opens Stockivio ERP at 10 am on 12 Nov 2026. Yesterday's sales were heavy and the owner wants to check money and stock.
- Open Stockivio ERP from the sidebar.
- Read the top figures: money to collect ₹38,500 and money to pay ₹1,12,000.
- See the stock alerts: 4 medicines are below their low-stock level.
- Use the shortcut to purchases to plan the reorder from the regular supplier.
- Use the shortcut to payments to record ₹12,000 received from a clinic that buys on credit.
Result: The money-to-collect figure falls by ₹12,000 after the payment is saved, and the owner has a list of four medicines to reorder.
💡 Tips
- Set a sensible Low Stock Alert At value for each product, or the alert list will be either empty or too long.
- Check the screen at the same time every day so you notice changes quickly.
- If a figure looks odd, open the screen behind it rather than guessing.
⚠️ Common mistakes
- Expecting figures before any invoices or bills are saved. The overview only shows what has been entered.
- Correcting stock from here. Stock is changed by purchases, sales and, for corrections only, Stock Adjustment in Inventory.
Questions
Is this the same as the home Dashboard?
No. The home Dashboard covers every module and your setup progress. This screen is the overview within the Stockivio ERP menu.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Stockivio ERP from the sidebar.
- Scene 2: Highlight today's sales and money to collect and pay.
- Scene 3: Show the stock alerts and where the low-stock level is set.
- Scene 4: Click a shortcut into Payments and back.
- Scene 5: Recap the morning routine in one sentence.