Every document that Beelocity prints for you starts with who you are: your registered name, your address and your legal identifiers. An invoice, a quotation and a delivery note all start this way. These details belong to the organization itself, so they live on the organization’s own page.
To open the profile, click the organization’s name at the foot of the sidebar and choose All organizations. Click the organization’s code, and go to the Organization Profile tab. You can also fill it in the moment you create the organization, and Setting Up Your Business walks you through that.
The profile has to exist before anything can be printed. A business that you set up with New organization already has one, because the setup writes it. A personal workspace starts without one. Until there is a profile, the Print button answers with a message that tells you so. It does not produce a document with a blank letterhead.
What to fill in
- Legal name is your company as registered, and it is required. A Trade name prints under it if you have one.
- Address, Phone, Email and Website print in the top-left block of every document. The address’s Country is also where your imports arrive. You pick an import dossier’s place of discharge among that country’s places (Import dossiers).
- Registration says where the business is registered: on the Trade register, on the Craft register, or Not registered yet. It decides which identifiers the page asks for. A business on the trade register gives its RC. A craftsman on the craft register gives the artisan card instead. A business not registered yet gives neither, and no AI. When you save, Beelocity clears an identifier that no longer applies, so a craftsman’s documents never print a stray RC. If you leave Registration empty, the page asks for all three.
- NIF, NIS, RC and AI are your tax identification number, statistical identification number, trade register number and tax article number. A client’s accounts department will send back an invoice without a NIF, so fill in at least the NIF and the RC.
- Artisan card number is the card that a craftsman on the craft register holds instead of an RC. The online store shows buyers one or the other. Documents do not print this number yet.
- Employer number is the number that the
CNASregistered you under as an employer. Payslips and the declarations you file with the fund print it. An organization with no employees can leave it empty. - Share capital and Share capital currency are kept with your legal identity. After you save, the page shows the capital as an amount in that currency (“1,000,000.00 DA”). The letterhead does not print it yet. If you want it on your documents, put it in the footer line on Branding Your Documents.
- Default treasury account is the bank account that an invoice names. Its RIB and IBAN print under “Payment instructions”, so that clients know where to pay.
- Default document language is the language of your documents, unless the client or supplier has a document language of its own on its partner record. If you leave it empty, Beelocity uses your organization’s working language. Nothing asks for a language when you print, and the language you read Beelocity in never decides it (how the language is decided).
- Timezone decides the date printed on a document, which is today in this zone. An invoice issued at half past midnight in Algiers is dated today. A server clock set to UTC would print yesterday. Pick a region zone such as Africa/Algiers.
You upload your logo on Branding Your Documents, not here, because it belongs to the documents.
Saving
Click Edit, change what you need, and click Save. If an organization’s profile has never been filled in, the tab opens straight on the form, because there is nothing to look at yet. The page asks for the capital’s currency after you type a capital.
The page refuses an empty legal name and a capital without its currency before it sends anything. It also refuses a bank account or a time zone that it does not recognise. Saving the profile never touches your logo. It also leaves the organization’s name and code on the tab beside it alone, because each tab saves its own fields.
Changes apply to the next document you print. A PDF that you have already sent to a client is its own record and does not change. See Printing and Sharing Documents.
Who can see and change it
Opening the tab needs the permission to view the organization profile, and saving needs the permission to update it. The profile is your organization’s identity, so by default only its owner can change it. One built-in role, Online store manager, can read it. If you hold neither permission, Beelocity does not offer you the tab.
Permissions belong to one organization, and this page can show you any organization you belong to. What you can do here depends on what you hold in the organization you are looking at. The one you are working in now does not matter. So an accountant who administers a client’s organization can open it and save its profile without switching to it first.