This section walks you through your first steps with Beelocity. You create your account, set up your organization and bring your team on board. The whole process takes a few minutes.
- Sign up for your personal user account and verify your email address.
- Set up your business by saying what it does. Beelocity then creates the organization where all your data will live.
- Choose your modules so that the screen shows only the parts of Beelocity that your business uses.
- Invite your team and give your colleagues roles so that they can start working.
Two pages describe how the whole app works rather than any one screen. If you read them once, you will not need that explanation in every chapter:
- Working with Lists shows how to search, filter, sort and page through any list.
- Working with Records shows how to open a row, create a new one, use the number that a document suggests for itself, and save it.
When you work day to day, one more page belongs here rather than in any one module. Printing and Sharing Documents shows how to produce a PDF of an invoice, a quotation, a purchase order or a delivery note. It also says which language the document is written in. Its companion, Branding Your Documents, is where you set the logo, the colour, the paper and the wording of those documents. You get a preview, and you need no template.
If something on a screen is wrong, or could be better, read Reporting a Problem. It shows how to point at it on a page of the app and tell the Beelocity team in a sentence.
Before You Begin
All you need is an email address and a modern web browser. Beelocity runs entirely in the browser, so there is nothing to install.
What Comes Next
After your organization is set up and your team is on board, you will usually do the following:
- Configure access control. Create roles for your team, or start with the built-in ones.
- Set up your catalog foundations. Define product families, attributes and categories.
- Add your partners. Register your suppliers and clients with their addresses and payment terms.
- Organize your warehouses. Create warehouses, set up zones and locations, and define your units of measure.
- Build your product catalog. Add products, set up pricing and manage currencies.
There is no strict order. Start with what matters most to your business.
Steps 2 to 5 use the Inventory, Business Partners, Sales and Treasury modules. A new business has these four on, unless you turned one off during setup. The sidebar shows only the modules that are on, so a page of a module that is off is not there. If you miss one, turn its module on.