When a feature or limit is not in your plan

When a feature or limit is beyond your plan, StockBold tells you where you encounter it, names the plan that includes it, and shows the owner how to reach the plans. Nothing you already have is taken away.

Sections not included in your plan

Supplier claims, shelves, assembly, the supplier inbox and the management reports are whole sections that start on a higher plan. In the menu, the first four have a small lock beside their name.

When you open one, you see a faded picture of the page with a card explaining what the section does. The card shows Available on followed by the plan that includes it, and your current plan.

The owner sees Compare plans and Upgrade to followed by the plan's name. Both open the Plans & Pricing page. Everyone else sees Ask your organisation's owner to change the plan.

Fields and options not included in your plan

When only part of a page needs a higher plan, the control is turned off and a small lock appears beside its label. Point at or tap the lock to see which plan includes it. For the owner, selecting the lock opens the Plans & Pricing page.

These locks appear on the currency of a purchase order, payment terms in instalments, tracking a product on shelves, and document text search in Settings, then Documents. Where there is no label for the lock, as on a comment box, a short line with the lock gives the same information.

When you reach a limit

Counted limits, such as products, team members, warehouses, suppliers, departments, API keys, supplier inbox mailboxes and storage, only stop you adding more. Everything you already have keeps working.

If you try to add one more, a window headed Plan limit reached shows what your plan and the next plan include. For example: Free includes 100 products. Starter includes 500. For products, team members, warehouses, suppliers and departments, it also shows how many you use.

The owner can go to the plans from the window; everyone else is asked to talk to the owner. Select Close to go back.

Some screens warn you before you try: the add button is turned off and the same message appears above the list. Settings, then API does this when the organisation holds as many API keys as its plan allows.

AI assistant questions and API calls stop for the rest of the month once they are used up and start again at the next reset. See API keys, API calls and AI assistant questions.

Who can change the plan

Only the organisation's owner can change the plan. If you are not the owner, the invitations show you what is needed so you can ask them.

After a move to a smaller plan

An organisation can move to a plan with lower limits or fewer features, for example when a trial ends or the owner chooses a smaller plan. Nothing is deleted.

What you created with a feature the new plan leaves out stays, and you can keep working with it: supplier claims, assembled products and projects, shelves and the stock on them, and mail already in the supplier inbox. The section opens as usual rather than as the locked picture, and the invitation appears where you would create something new.

Products tracked on shelves keep their shelf stock; only tracking more products needs the plan again.

The management reports show the locked picture again, but the figures they are built from are kept. Per-person permissions already given stay as they are, and new ones beyond the role defaults need Pro again.

If you are over a counted limit after the move, everything you have keeps working. You cannot add more of that kind until you are back under the limit, for example by deleting what you no longer need, or until the plan goes up again.