Compliance Settings

Intermediate · 6 min · GST & tax

Compliance Settings stores your licence details and industry tax settings in one place: pharmacy licences, hotel room GST from the tariff, and export/import options.

Open this screen in Stockivio →

Compliance Settings

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Registers and bills need your licence numbers, and hotels need room GST to follow the nightly tariff. Typing these on every document invites mistakes. Enter them once here and the pharmacy registers, hotel bills and trade compliance pages use them. This is usually done by the owner or an administrator at setup, and checked when a licence is renewed.

Before you start

Your drug licence and pharmacist details (pharmacies)
The tariff threshold and rates your CA confirmed (hotels)
Administrator access

Step by step

Open Compliance SettingsOpen Compliance, then Compliance Settings.
Pharmacy sectionEnter name, address, GSTIN, Drug licence Form 20B, Form 21B, Schedule X licence Form 20G (if you hold one), Registered pharmacist and Pharmacist registration no.
Pharmacy optionsTick Also log Schedule H dispensing if you want Schedule H sales in the register too, and set Near-expiry window days for expiry warnings.
Hotel sectionTick Set room GST from the nightly tariff automatically, then enter Tariff threshold ₹/night, Rate up to threshold % and Rate above threshold % as confirmed by your CA.
Export/import sectionFill in the export and import options shown for your business.
SavePress Save settings. Check a register or a test bill to confirm the details appear.

Worked example

Hotel Lakeview in Udaipur charges between ₹3,500 and ₹9,000 a night. Its CA gives the tariff threshold and the two rates to apply. The manager sets this up on 5 Nov 2026.

Open Compliance Settings and go to the Hotel section.
Tick Set room GST from the nightly tariff automatically.
Enter the Tariff threshold ₹/night, Rate up to threshold % and Rate above threshold % from the CA's note.
Press Save settings.
Create a test folio for a ₹3,500 room and one for a ₹9,000 room and check the GST on each.

Result: Room bills now pick the GST rate from the tariff on their own, so front-desk staff do not choose a rate by hand.

💡 Tips

Update licence numbers on the day a licence is renewed.
Set Near-expiry window days to match how early your suppliers accept expiry returns.
Keep a note of who changed settings and when; the Audit Log also records it.

⚠️ Common mistakes

Entering hotel rates or thresholds from memory. Check with your CA; these have changed in the past.
Filling the pharmacy section but forgetting Save settings.

सवाल

Do I fill every section?

No. Fill only the sections for your industry.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Compliance Settings.
Scene 2: Pharmacy fields filled with sample licence numbers.
Scene 3: Tick Also log Schedule H dispensing; set Near-expiry window days.
Scene 4: Hotel section, tick the tariff option and enter values.
Scene 5: Press Save settings.
Scene 6: Test folio shows the GST rate.