Understanding Module Activation

Understanding Module Activation

EquiBillBook is a comprehensive business management software with multiple modules. Understanding how module activation works helps you enable only the features you need, keeping your interface clean and focused on your business requirements.

What Are Modules?

Modules in EquiBillBook are distinct functional areas that handle specific aspects of your business:

• Sales Module: Manage sales invoices, quotations, orders, POS
• Purchase Module: Handle purchase bills, orders, supplier management
• Inventory Module: Track stock, items, warehouses, transfers
• Accounts Module: Manage chart of accounts, journal entries, financial reports
• Banking Module: Track bank accounts and transactions
• Restaurant Module: Table bookings, KOT, kitchen management
• Expense Module: Record and track business expenses
• Reports Module: Generate various business reports

Why Activate/Deactivate Modules?

• Focus: Show only relevant features to reduce clutter
• Cost: Some modules may be part of premium plans
• Security: Limit access to features not needed by your business
• Performance: Reduce system load by disabling unused modules
• User Experience: Simplify navigation for users

How to Check Module Status

1. Log in as Super Admin or Admin
2. Navigate to Settings → System Settings or Module Settings
3. Look for "Module Activation" or "Active Modules"
4. You'll see a list of all available modules with their activation status

Activating a Module

Step 1: Access Module Settings

1. Navigate to Settings → System Settings → Module Activation
2. Or go to the specific module's settings page

Step 2: Enable the Module

1. Find the module you want to activate
2. Toggle the switch or checkbox to "Active" or "Enabled"
3. Some modules may require additional configuration before activation
4. Click "Save" or "Apply"

Step 3: Configure Module Settings

1. After activation, configure basic settings for the module
2. Set up numbering rules, default values, etc.
3. Complete any required setup steps

Deactivating a Module

1. Navigate to Settings → System Settings → Module Activation
2. Find the module you want to deactivate
3. Toggle the switch to "Inactive" or "Disabled"
4. Confirm the deactivation (if prompted)
5. Click "Save"

Important Considerations

Before Deactivating a Module

• ⚠️ Data Preservation: Deactivating a module doesn't delete existing data
• ⚠️ Dependencies: Some modules depend on others (e.g., Sales may need Inventory)
• ⚠️ Active Transactions: Ensure no pending transactions in the module
• ⚠️ Reports: Historical reports will still be accessible
• ⚠️ User Access: Users won't see deactivated modules in navigation

Module-Specific Activation Details

Sales Module

• When to Activate: If you sell products or services
• Dependencies: May require Items/Inventory module for product sales
• Initial Setup: Configure invoice numbering, payment terms, tax settings

Purchase Module

• When to Activate: If you purchase goods or services
• Dependencies: May require Items/Inventory module for product purchases
• Initial Setup: Configure purchase numbering, supplier payment terms

Inventory Module

• When to Activate: If you need to track stock levels
• Dependencies: Required for Sales and Purchase if dealing with physical products
• Initial Setup: Enable stock tracking, set up warehouses/locations, enter opening stock

Accounts Module

• When to Activate: For proper accounting and financial reporting
• Dependencies: Works with all other modules
• Initial Setup: Set up chart of accounts, configure accounting periods

Banking Module

• When to Activate: To track bank accounts and transactions
• Dependencies: Integrates with Accounts module
• Initial Setup: Add bank accounts, set opening balances

Restaurant Module

• When to Activate: For restaurants, cafes, or food service businesses
• Dependencies: Works with Sales and Inventory modules
• Initial Setup: Configure tables, floors, booking settings, kitchen stations

Expense Module

• When to Activate: To track business expenses separately
• Dependencies: Integrates with Accounts module
• Initial Setup: Set up expense categories and types

Module Activation Based on Business Type

Retail Business

• ✓ Sales Module
• ✓ Purchase Module
• ✓ Inventory Module
• ✓ Accounts Module
• ✓ Banking Module

Service Business

• ✓ Sales Module (for service invoices)
• ✓ Accounts Module
• ✓ Banking Module
• ✓ Expense Module
• ✗ Inventory Module (usually not needed)

Restaurant/Cafe

• ✓ Restaurant Module
• ✓ Sales Module
• ✓ Purchase Module
• ✓ Inventory Module
• ✓ Accounts Module
• ✓ Banking Module

Manufacturing

• ✓ Sales Module
• ✓ Purchase Module
• ✓ Inventory Module
• ✓ Accounts Module
• ✓ Banking Module
• ✓ Expense Module

Subscription Plans and Modules

• Some modules may be available only in specific subscription plans
• Check your plan details to see which modules are included
• Upgrade your plan if you need additional modules
• Contact support to understand module availability in your plan

Best Practices

• Start Essential: Activate only essential modules initially
• Add Gradually: Enable additional modules as your business grows
• Review Regularly: Periodically review which modules you're using
• Train Users: Ensure users understand activated modules
• Document Changes: Keep track of when and why modules were activated/deactivated

Troubleshooting

Module Not Showing in Navigation

• Check if the module is activated in settings
• Verify your subscription plan includes the module
• Check user permissions (user may not have access to the module)
• Clear browser cache and refresh

Cannot Activate Module

• Check if your subscription plan supports the module
• Verify all dependencies are met
• Complete any required setup steps
• Contact support if the issue persists

Module Data Missing After Reactivation

• Data is preserved when modules are deactivated
• Check date filters in reports
• Verify you're looking in the correct location
• Contact support if data appears to be missing

What's Next?

After understanding and activating your required modules:

• Complete the setup for each activated module
• Configure module-specific settings
• Train your team on using the modules
• Start using EquiBillBook for your daily operations

Tip: You can always activate or deactivate modules later as your business needs change. Start with the essentials and expand as needed!