This section walks you through the first steps with Beelocity — creating your account, setting up your organization, and bringing your team on board. The whole process takes just a few minutes.
- Sign up — create your personal user account and verify your email address.
- Create an organization — set up your company’s workspace where all your data will live.
- Invite your team — bring in your colleagues and assign them roles so they can start working.
Two pages then describe the shape of the app rather than any one screen, and reading them once saves reading them in every chapter: Working with Lists — searching, filtering, sorting and paging any list — and Working with Records — opening a row, creating a new one, the number a document suggests for itself, and saving it.
Once you are working day to day, one more page belongs here rather than in any one module: Printing and Sharing Documents — how to produce an invoice, a quotation, a purchase order or a delivery note as a PDF, and how to choose the language it is written in. Its companion, Branding Your Documents, is where the logo, the colour, the paper and the wording of those documents are set — with a preview, and without a template.
Before You Begin
All you need is an email address and a modern web browser. Beelocity runs entirely in the browser — there is nothing to install.
What Comes Next
Once your organization is set up and your team is on board, you will typically:
- Configure access control — create roles for your team (or use the built-in ones to start).
- 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 whatever is most relevant to your business.