Understand your plan & modules
Goal: Understand what your plan includes, and what changes when you move up.
Paldo BOS is sold as plans — each bundles the areas a business of a certain size needs, and hides the rest to keep things simple.
The plans
Section titled “The plans”| Plan | What’s included |
|---|---|
| Starter | Selling, Customers, Invoices, basic payments |
| Operations | Starter + Stock and Buying |
| Finance | Selling and Invoices + full accounting |
| Full BOS | Everything — Sales, Buying, Stock, full accounting, HR & Payroll, Manufacturing |
Your plan decides which areas appear in your sidebar and what your team can access.
Upgrading and downgrading
Section titled “Upgrading and downgrading”- Upgrade and the extra areas simply appear — your data is untouched.
- Downgrade and they’re hidden again; your data is kept, access is just limited.
How to change plan
Section titled “How to change plan”Plans are managed with your subscription. To change plan or ask what fits, get in touch.
You’re done when…
Section titled “You’re done when…”You know what your plan covers and what a higher plan would unlock.