🧭 Choose and switch on your industry module

Beginner · 8 min · Industry modules

How 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.

Why and when you use it

Core Stockivio (billing, GST, stock, accounts) works for every business, but a hotel needs rooms and folios, a pharmacy needs batches and drug registers, and a factory needs bills of material. Industry modules add those screens on top of the core. The owner or the person who set up the account usually does this once, at the start.

Before you start

  • Finish the tax step in Business Setup
  • Know which plan you are on (Plan & Usage)
  • Log in as the owner or an admin

Step by step

  1. Match your daily work to a moduleWrite down what you handle every day and pick the module named for it: rooms and stays - Hotel; tables and kitchen tickets - Restaurant; medicines with batches - Pharmacy; patients and beds - Healthcare; students and fees - Education; factory production - Manufacturing; export invoices - Trade; client hours and fees - Professional Services; LRs and trucks - Logistics & Transport; donors - NGO.
  2. Preview the module in the Guide BookOpen Guide Book and type the industry name in the box. A locked screen still opens as a preview that shows what it does, which plan it comes with and the price, so you can decide before you pay.
  3. Check your planIndustry modules are on the Enterprise plan; inside each module the My Plan tab shows, for example, "Hotel Enterprise (Enterprise plan)". Open Plan & Usage to see your current plan and the way to upgrade.
  4. Add or switch on the moduleOpen Marketplace, which lists the modules you can add to your business and what each includes, and add the one you chose. Logistics & Transport and NGO have their own screen with a switch-on button; press it and their screens appear in the menu. License keys and their expiry are listed in the last step of Business Setup (Step 11 of 11 - License, with Manage Licenses).
  5. See what changes in the menuThe module appears as its own item in the left sidebar (for example Hotel or Pharmacy), outside the "Stockivio ERP" group. On your Dashboard its tile shows under the "Your industry" group. Your core screens - Sales Invoices, Purchases, Inventory, GST Reports - stay exactly where they were.
  6. Fill in Compliance SettingsIndustry compliance settings live in Compliance Settings. The Pharmacy part holds your drug licence numbers and pharmacist details, the Hotel part holds the room GST slab rule, and there is an Export/import part. Press Save settings when done.
  7. Set the GST rules for your tradeOpen GST rules. Its Restaurant tab holds the restaurant type and rates, Education fees covers school fees, and Nil-rated goods lists item codes to leave alone. Agree the rates with your CA and press Save.
  8. Open the module's compliance pageSome modules have a register page under Compliance: Hotel compliance (Form C, Night audit, GST slab check), Pharmacy registers (Schedule H1, X, H and Expiry returns) and Export & import compliance (Exports, Imports, RoDTEP & drawback). Bookmark the one you need.

Worked example

Mehta Medicals, a pharmacy in Pune, has used core billing for three months. The owner, Mr. Mehta, wants batch and expiry tracking and a Schedule H1 register before the drug inspector's next visit.

  1. Opens Guide Book, types "Pharmacy" and reads the preview: medicines with batches and expiry, prescriptions and billing.
  2. Opens Plan & Usage, sees the account is on Growth and upgrades to Enterprise.
  3. Opens Marketplace and adds Pharmacy; a new Pharmacy item appears in the left sidebar and a tile under "Your industry" on the Dashboard.
  4. Opens Compliance Settings, Pharmacy part: enters the shop name, address, GSTIN, Drug licence Form 20B and Form 21B numbers, the registered pharmacist's name and registration no., ticks Also log Schedule H dispensing and sets Near-expiry window days to 90, then presses Save settings.
  5. Opens Pharmacy registers and checks that the Schedule H1 tab is ready.

Result: From 12 Nov 2026 every bill made in Pharmacy uses batches and expiry dates, and dispensed H1 medicines land in the register. Earlier invoices, stock and GST figures are unchanged.

💡 Tips

  • Pick the module for your main income. A hotel with a small restaurant starts with Hotel; add Restaurant only if the restaurant is run as its own business.
  • Set Compliance Settings on day one - registers only capture entries made after they are set up.
  • Use Staff & Limits so front-desk or counter staff see only the screens they need.
  • Read the module's lesson in this track before entering live data.

⚠️ Common mistakes

  • Switching on several industry modules "just to see". Use the Guide Book preview instead, so your menu stays clean.
  • Skipping GST rules for a restaurant or school, so bills use a product's default rate. Fill the tab and confirm the rates with your CA.
  • Expecting old bills to appear in a new register. Registers start from the day you switch the module on; use Add entry where the page offers it for the gap.

Questions

Will switching on a module change my existing invoices?

No. It adds screens. Your posted invoices, stock and GST figures stay as they are.

Where do I see whether the module is active?

Open the module and look at the My Plan tab, or check Plan & Usage.

🎬 Video walkthrough (script — recording coming soon)
  1. Scene 1: The Dashboard with no "Your industry" tiles yet.
  2. Scene 2: Guide Book search for "Pharmacy" and the locked preview with plan and price.
  3. Scene 3: Plan & Usage showing the upgrade to Enterprise.
  4. Scene 4: Marketplace - adding Pharmacy; the new sidebar item appears.
  5. Scene 5: Compliance Settings, Pharmacy part filled in, Save settings.
  6. Scene 6: GST rules tabs - Restaurant, Education fees, Nil-rated goods.
  7. Scene 7: The Pharmacy registers page ready for the first entry.

Related lessons

Guide BookMarketplacePlan & UsageCompliance SettingsGST rulesDashboard
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