Setting Up Your Business

An organization is the top-level workspace in Beelocity. Each organization is completely isolated. Its products, stock, partners, members, roles and settings belong to it, and data never crosses from one organization to another. So each organization is a private, self-contained space.

Think of an organization as your company’s digital home in Beelocity. Everything you do lives inside it: every product you create, every partner you add and every role you define.

Setting one up is a short conversation rather than a form. You say what the business is called, pick its trade and say how it works. Beelocity proposes the modules and the settings that fit, and you change whatever you like. Beelocity then creates the organization with exactly those choices, and you land on its dashboard.

Setting Up Your Business

Beelocity creates a personal workspace for you when you sign up. It carries your name, and it is always available as a tile on the Choose organization page. The steps below set up a business beside it.

Beside the questions, a panel shows what you are setting up. It shows the business’s name and trade, and the modules that your answers bring. Each module shows the answer that brought it, such as You sell products, Customers pay at a counter or Needed by Sales. Just added marks the modules that your last answer brought. On a phone, the bar under the progress opens this panel.

Choose New organization to start. You find it in three places:

• It is a tile on the Choose organization page.
• It is in the list that opens when you click the organization’s name at the foot of the sidebar.
• It opens when you click New on the Organizations page.

Six short screens follow, and each one opens on a question. Continue (or Enter) moves on, and Back returns without losing an answer. Cancel leaves without creating anything. If you have answered something, Beelocity asks you first. Your browser’s own Back and Forward buttons move between the screens in the same way. If the page reloads, you stay on the same screen and your answers are still there.

1. Name asks What is your business called?

   • Type the Business name that you and your team will see throughout Beelocity, such as “Menuiserie Ben Amar”.
   • Beelocity makes the organization’s code from this name. You can change the code later on the organization’s own page.

2. Trade asks What kind of business is it?

   • The screen shows 77 trades as tiles under nine headings. The headings are shops, food and drink, industry, crafts, trading, building, transport and vehicles, services, and health and beauty.
   • Type a few letters to narrow them, in English, French or Arabic. bake, boul and مخبزة all find the bakery, whatever language you read in.
   • Pick the closest trade. If none fits, pick Something else and answer the next questions yourself.
   • A trade only saves you some answers. It is not a declaration, and it asks nothing that a licence would ask.

3. How it works asks How does your business work? You answer each question with a click:

   • What do you sell? The answers are Products, Services and Both.
   • Do you make what you sell? Beelocity asks this only if you sell products or both.
   • Do customers pay at a counter?
   • Do you sell online?
   • Do you have machines or vehicles to keep running?
   • Do you employ people?
   • Do you import goods?

   Your trade answers the first five for you, and says so under each one, as in From your trade: Bakery. That line stays until you change the answer. If you go back and pick another trade, only the answers that still come from the old trade change.

   Each answer brings the modules it needs:

   • Every business gets Sales, Business Partners and Treasury. Sales needs Inventory, so Inventory comes too.
   • Selling products brings Inventory and Procurement.
   • Making them brings Manufacturing.
   • A counter brings Point of Sale.
   • Selling online brings the Online Store.
   • Machines bring Maintenance.
   • Employing people brings Human Resources and Payroll.

   Do you import goods? has three answers:

   • No means that the business does not import.
   • Yes, to resell them as they are records the import-for-resale activity on your trade register.
   • Yes, for our own needs: raw materials, parts, equipment is for what the business uses itself.

   Either yes brings Foreign Trade. That one answer sets what the business imports for, and it is final: nothing asks it again, and nothing changes it. The law keeps the two kinds of import apart. So a business that imports both to resell and for its own needs creates a second organization for the second kind (Setting up foreign trade).

4. Modules asks Which modules will it use?

   • The screen lists the twelve modules, each with a sentence on what it is for. The modules that your answers call for are on, and every other one is off.
   • Switch any of them on or off.
   • Turning a module on also turns on what it cannot work without, and the screen says so. Point of Sale, for example, needs Inventory, Sales and Treasury.
   • A module that another one needs stays on until that other module is off.
   • If you go back and change your trade or an answer on How it works, Beelocity proposes the modules again. Your own switches are then lost.
   • Choosing Your Modules says more.

5. On paper asks Who is it on paper? It starts with Where is the business registered?

   • On the Trade register, you confirm the activities that your register lists: production of goods, artisanal production, wholesale, retail, services and export of goods. If you picked a trade, its activities are already ticked. Keep at least one, unless you import to resell, which is an activity of its own.
   • On the Craft register, you give your artisan card instead of an RC, and no activities.
   • Not registered yet asks for neither, and for no AI.

   Then you say who the organization is on paper. The Legal name is already filled in with the business’s name, and the address has its country set to Algeria. Give the identifiers that apply.

   Only where the business is registered and the legal name are needed now, with the activities on the trade register. Most of what you give here prints on the documents that the organization issues. You can complete the rest later on the organization’s own page. Your Organization Profile explains every field.

6. Review asks Check your answers.

   • First, under Regional settings, you find the Working language, the Default currency and the Timezone. Beelocity sets them to the language you are reading in, the dinar (DZD) and Algiers.
   • You choose the working language once. Beelocity writes the tax classes and codes that it installs for the organization in this language, and they keep that wording afterwards. So pick the language that your team really works in.
   • Below them, every other answer sits on a card for its screen. Edit on a card takes you back to that screen.
   • Click Create.

Beelocity creates the organization with exactly those answers, in one go. If anything is refused, nothing is created. If you already own an organization with that name, Beelocity takes you back to the first screen to rename it. It keeps every other answer.

You are then inside the new organization, on its dashboard, and the sidebar holds only the modules you chose. You are automatically its Organization owner, which gives full access to every feature. From here, you can start configuring your workspace, or invite your team first and set things up together.

From the Keyboard

You can set up a business without touching the mouse. Each screen opens with the cursor on its first question, and the last screen opens on Create.

• Enter moves on from anywhere on a screen, and creates the organization on the last one. In a picker, Enter opens the list or picks from it. On a button, Enter presses that button.
• On the trade screen, the cursor starts in the search box. Down moves into the tiles, and the arrow keys move from tile to tile and from row to row. Enter picks the tile you are on and moves on. If your search leaves a single trade, Enter in the search box picks it.
• On a set of choices, the arrow keys move from one choice to the next. On How it works, Up and Down move to the next question instead. Space picks the choice you are on. A number key picks the choice it numbers, and the number shows in the corner of each choice.
• Tab moves to the next question.
• Your browser’s Back button, or Alt+Left, returns to the previous screen.

Opening an Organization Again

The Organizations page lists every organization you can reach. To open this page, click the organization’s name at the foot of the sidebar and choose All organizations.

Click an organization’s code, in the first column, to open its page. Overview holds its name and defaults, Organization Profile holds its printable identity, and Roles holds the jobs you have defined.

What Your Business Does

The organization’s Overview has an Activity section. It holds the Activities on the trade register, and the Trade, such as a bakery or a timber yard. The organization’s owner can click Edit to correct them. A business on the craft register, or not registered yet, has no trade-register activities. It leaves them empty and keeps its trade. If activities are ticked, the trade has to belong to one of them. A bakery is artisanal production or retail, not wholesale.

Changing them turns no module on or off. You turn modules on and off in the settings, as Choosing Your Modules shows. A personal workspace has no such section.

Choosing a Good Code

When you set up an organization, Beelocity makes its code from its name: the name in capital letters, cut at 20 characters. You can change the code on the organization’s Overview. A good code is a brief, memorable abbreviation of your company name. Here are a few tips:

• Keep it short. 2 to 6 characters is ideal.
• Use uppercase letters, which are easier to read (for example BZT, ACME, DZT).
• Make it meaningful, so that your team recognizes it at a glance.
• Treat it as settled. You can change it, but your team knows the organization by it, and anything outside Beelocity that refers to this organization was given this code. So a change is a change everywhere.

Multi-Organization Support

One user account can belong to several organizations, with its own roles and permissions in each. This is useful for:

• Consultants who manage systems for several clients.
• Holding companies with separate subsidiaries that each need their own workspace.
• Administrators who oversee several business units within a group.

Your organizations are one click apart. The foot of the sidebar names the one you are working in. Click it and pick another, or choose New organization in that list to set up another business. Every action applies only to the organization that the sidebar names.