Plan & Usage
Your 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.
Why and when you use it
Every plan has limits. When a meter is full, you cannot add more of that kind until you upgrade or buy more, which is a bad surprise in the middle of billing. Plan & Usage lets the owner see each meter early and act before the team is blocked.
Step by step
- Open Plan & UsageOpen Plan & Usage from the Stockivio ERP menu. Your current plan is shown at the top.
- Read each meterCheck users, branches, invoices, AI help and bill scans: how much is used and how much is left.
- Know what a full meter meansA full meter stops new additions of that kind. For example, a full users meter stops you adding another login.
- Remember office vs field usersOffice and field users are counted separately, so check the right meter.
- Buy a bill-scan (OCR) pack if neededOn Growth and Business plans you can buy an OCR pack here for more bill scans.
- Upgrade or add moreUse the upgrade option on this screen when you need a higher plan.
Worked example
Mehta Medicals uses Photo Invoice to read supplier bills. On 20 Nov 2026 the bill-scan meter is nearly full, with 10 days still left in the month.
- Open Plan & Usage and see the bill-scan meter close to full.
- Check the invoices and users meters; both have room.
- Since they are on the Growth plan, the owner buys an OCR pack here.
- The bill-scan meter now shows room again.
Result: The pharmacy keeps scanning supplier bills for the rest of the month without typing them by hand.
💡 Tips
- Check this screen at the start of each month and before hiring staff or opening a branch.
- If you only need more of one thing, such as scans, a pack may be cheaper than upgrading.
- Use the Guide Book to see which screens a higher plan would unlock.
⚠️ Common mistakes
- Waiting until a meter is full during peak billing.
- Reading the office users meter when the person you want to add is a field user.
Questions
What is the difference between Plan & Usage and Plan Limits?
Plan & Usage shows all meters and lets you upgrade or buy packs. Plan Limits is a short view of users, branches and invoices against your plan.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Plan & Usage and show the current plan.
- Scene 2: Walk through each meter.
- Scene 3: Explain office vs field users.
- Scene 4: Show the OCR pack option on Growth or Business.
- Scene 5: Point to the upgrade option.