Holidays
The holiday master: days that the Beat Planner and routes skip, such as festivals, government holidays, company off-days and meetings.
Why and when you use it
If the system does not know that Diwali or a monthly sales meeting is a non-working day, it will plan visits for that day and your Planned vs Actual report will show missed beats that were never possible. The office manager enters the year's holidays once and adds one-off days as they come up.
Before you start
- Know your company's holiday list for the year
Step by step
- Open HolidaysUnder Stockivio ERP, open Holidays. The list shows Date, Name, Type and Actions.
- Press Add HolidayPress Add Holiday, pick the date and enter a clear name, for example Diwali.
- Choose the typePick a type: Festival, Government, Company, Maintenance, Meeting or Custom. The type helps you read the list later; all types are skipped by the planner.
- Save and repeatSave the holiday and repeat for every holiday in the year.
- Check Working DayUse Check Working Day to test any date before you promise a delivery or a visit. It tells you whether that date is a working day.
- Regenerate the planIf you add a holiday after the Beat Planner was generated, open Beat Planner and press Refresh or adjust that day.
Worked example
Sharma Traders closes for two Diwali days in November 2026, observes Republic Day, and holds a sales meeting on the first Saturday of each month.
- Open Holidays and press Add Holiday.
- Add the two Diwali dates with Type Festival.
- Add 26 Jan 2027, Republic Day, with Type Government.
- Add 7 Nov 2026, Monthly Sales Meeting, with Type Meeting.
- Use Check Working Day on 7 Nov 2026; it shows it is not a working day.
Result: When the November Beat Planner is generated, no beats are placed on the Diwali days or on 7 Nov 2026, and those days do not count as skipped visits.
💡 Tips
- Enter the whole year in January so you never forget one.
- Use Maintenance for days the godown is closed for stock-taking; dispatch and visits both stop.
- Name holidays clearly; Custom days especially need a name you will understand in six months.
⚠️ Common mistakes
- Adding holidays after the month's schedule is generated and not refreshing the plan.
- Adding a holiday on the wrong year. Check the date column after saving.
Questions
Can different branches have different holidays?
The screen keeps one holiday list. If a branch has a local holiday, add it as a Custom type and adjust that branch's beats in the Beat Planner.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Holidays and show the columns.
- Scene 2: Press Add Holiday and enter Diwali as a Festival.
- Scene 3: Add a Meeting day.
- Scene 4: Use Check Working Day on the meeting date.
- Scene 5: Open Beat Planner and show that the day is skipped.