User Guide
A built-in reading guide that explains how Stockivio fits together and what to do first.
Why and when you use it
Before you click around, it helps to know how the parts connect: a purchase brings stock in, a sale takes it out, and both update your books and GST without extra work. The User Guide explains this in eight short sections. New owners and new staff should read it once; it saves many mistakes later.
Step by step
- Open the User GuideClick User Guide in the left sidebar. It is one page with eight numbered sections.
- Read 1. What each area is forThis tells you which menu holds what: sales, purchases, stock, money, people and more.
- Read 2. What to do firstFollow this order on your first day. It matches Business Setup and the first-day workflow lesson in this Academy.
- Read 3. How inventory updates automaticallyUnderstand that saving a purchase bill adds stock and saving an invoice reduces it, so you should not adjust stock by hand after normal trading.
- Read 4. Packaging and units of measureLearn how a product can have a base unit and larger units such as a box or carton.
- Read 5. Pricing and discountsSee how sale prices, tiers and discounts are applied.
- Read 6, 7 and 8 when you need them6. Photo / document intake covers reading a bill from a photo, 7. Reports covers where your numbers are, and 8. Adding optional modules covers extra modules.
Worked example
Spice Route Restaurant in Bengaluru has just signed up. The manager, Deepa, will train two cashiers next week and wants to understand the system first.
- Deepa opens User Guide and reads sections 1 to 3 in about ten minutes.
- From section 3 she learns that kitchen purchases, once saved as purchase bills, add stock automatically.
- In section 4 she sees how to buy cooking oil in 15 L tins but use it in litres.
- She bookmarks section 6 for when the owner wants to photograph supplier bills.
- She then opens Business Setup, as section 2 suggests.
Result: Deepa has a clear picture of how stock, sales and accounts link, and starts setup in the right order.
💡 Tips
- Read sections 2 and 3 before entering any data.
- Share the User Guide with new staff on their first day.
- For step-by-step help on a single screen, use the Guide Book or this Academy's screen lessons.
⚠️ Common mistakes
- Skipping section 3 and then adjusting stock by hand after every sale, which doubles the stock change.
सवाल
How is the User Guide different from the Guide Book?
The User Guide explains how the system fits together. The Guide Book lists every single screen with its purpose and plan.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open User Guide from the sidebar and scroll the eight headings.
- Scene 2: Read the key line of section 3: purchases add stock, sales remove it.
- Scene 3: Show section 4 with a carton and piece example.
- Scene 4: Point to section 8 for optional modules.
- Scene 5: End by opening Business Setup.