Guide Book
Every 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.
Why and when you use it
Stockivio has well over a hundred screens, grouped into 15 areas such as Sales, Purchases, GST & tax and Money. When you are not sure which screen does a job, or whether your plan has it, the Guide Book answers in seconds. Owners use it to judge an upgrade; staff use it to find the right screen.
Step by step
- Open the Guide BookClick Guide Book in the sidebar. You see every screen in one list, grouped by area.
- Filter the listType in the box to filter, for example 'challan', 'GST' or 'payroll'. The list narrows as you type.
- Read the purposeEach entry says in one line what the screen is for, so you can pick the right one.
- Check the planEach entry shows which plan it comes with, such as Free, Starter, Growth, Professional, Field Pro or Enterprise.
- Open a locked screenIf a screen is not in your plan, open it to see a preview of what it does, with the plan and price needed to unlock it.
- Go to the full lessonFor step-by-step help, open the matching lesson in this Academy, which uses the same areas.
Worked example
Sharma Traders wants their salesmen Ravi and Imran to carry stock on vans and bill from it. The owner is not sure which screen does this or whether his plan covers it.
- Open Guide Book and type 'challan' in the box.
- The list shows Challans (stock issued to a salesman for the day), Challan POS and My Challans.
- Challans is locked on his current plan; he opens it and sees the preview with the plan and price needed.
- He also types 'beat' and finds Beat Planner and Today's Beat under Field team.
Result: In two minutes he knows exactly which screens van sales need and what plan unlocks them, without calling support.
💡 Tips
- Search by the job you want to do, such as 'returns' or 'e-way', not by a menu name.
- The Guide Book's areas match this Academy's tracks, so lessons are easy to find.
- Use the locked-screen preview to show your partner or CA what an upgrade would give.
⚠️ Common mistakes
- Assuming a feature does not exist because it is not in your menu. It may be locked on your plan or hidden for your role.
Questions
Does opening a locked screen change my plan?
No. It only shows a preview. Plan changes are made from Plan & Usage.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Guide Book and scroll through the areas.
- Scene 2: Type 'challan' and watch the list filter.
- Scene 3: Open a locked screen and show the plan and price preview.
- Scene 4: Point out the matching Academy lesson.