Business Details
Business details provide comprehensive information about your company beyond the basic organization profile. This includes additional descriptive information, business characteristics, and operational details that help customize EquiBillBook for your specific business needs.
What are Business Details?
Business details encompass additional information about your company such as:
- Business Description: A brief description of what your business does
- Business Activities: Primary activities and services offered
- Business Size: Number of employees, revenue range, or business scale
- Operating Model: How your business operates (B2B, B2C, B2B2C, etc.)
- Additional Business Information: Any other relevant business details
Accessing Business Details
To configure your business details:
- Navigate to Settings → Organization Settings → Business Settings
- Look for the "Business Details" section
- This section may be below the Organization Profile section
Key Business Detail Components
Business Description
A brief description of your business helps:
- Provide context for support and assistance
- Customize system recommendations
- Understand your business model
- Improve feature suggestions
Example: "We are a retail business specializing in electronics and home appliances, serving customers both online and through our physical store locations."
Business Activities
Describe your primary business activities:
- What products or services you offer
- Your target market
- Key business operations
- Specializations or niches
Business Size
Indicate your business size (if applicable):
- Micro Business: Very small, often home-based
- Small Business: Few employees, local operations
- Medium Business: Moderate size, regional operations
- Large Business: Many employees, multiple locations
- Enterprise: Large scale, multiple branches or regions
Operating Model
Select your primary operating model:
- B2B (Business to Business): Selling to other businesses
- B2C (Business to Consumer): Selling directly to end customers
- B2B2C (Business to Business to Consumer): Selling through intermediaries
- Mixed: Combination of different models
Step-by-Step Configuration
Step 1: Enter Business Description
Write a clear, concise description of your business (typically 2-3 sentences). Focus on what you do and who you serve.
Step 2: List Business Activities
Detail your primary business activities. Be specific about:
- Products you sell
- Services you offer
- Industries you serve
- Specializations
Step 3: Select Business Size
Choose the category that best describes your business size. This helps EquiBillBook provide appropriate recommendations.
Step 4: Choose Operating Model
Select your primary business model. If you operate multiple models, choose the most significant one or select "Mixed".
Step 5: Add Additional Information
Include any other relevant details about your business that might help customize your EquiBillBook experience.
Step 6: Save Your Details
Review all information and click "Update" or "Save" to save your business details.
How Business Details Are Used
Your business details help EquiBillBook:
- Customize Features: Show relevant features for your business type
- Provide Recommendations: Suggest best practices for your industry
- Support Assistance: Help support team understand your business better
- Feature Activation: Recommend which modules to activate
- Template Selection: Suggest appropriate document templates
Best Practices
- Be Specific: Provide detailed information for better customization
- Keep Updated: Update details as your business evolves
- Accurate Description: Write a clear, accurate business description
- Complete Information: Fill in all relevant fields
- Regular Review: Periodically review and update your business details
Updating Business Details
To update your business details:
- Navigate to Organization Settings → Business Settings
- Locate the Business Details section
- Modify any fields as needed
- Save your changes
Note: Unlike organization profile, business details can typically be updated freely without restrictions.
Troubleshooting
Business details section not visible?
- Ensure you have administrative access
- Check that you're in the correct settings section
- Refresh the page if needed
- Contact support if the section is missing
Changes not saving?
- Check your internet connection
- Verify you have permission to modify settings
- Try refreshing and saving again
- Clear browser cache if issues persist
Related Settings
Business details work together with:
- Organization Profile: Core business identification
- Industry Type: Business category selection
- Business Type: Legal structure
- Module Activation: Features enabled based on business needs
Additional Tips
- Use business details to help EquiBillBook understand your business better
- Be thorough in your descriptions for better system recommendations
- Update details when your business model or focus changes
- Include information about special requirements or unique aspects of your business
Comprehensive business details help EquiBillBook provide a more tailored experience for your specific business needs. Take time to provide accurate and complete information!