A business profile is a researched starting template for a kind of business. The profiles are: Trading, Manufacturing, Services, Charity / Nonprofit, E-commerce, and Marketplace operator.
Choosing a profile pre-decides four things:
- Which modules start switched on. A manufacturer starts with Manufacturing on; a services firm starts with Time Tracking in reach; a charity starts with Donations.
- The default workflow depth for selling and buying.
- Which feature switches start on — the preferences of 0.6 the profile recommends for your kind of business (credit management for a trading company, landed cost for a manufacturer), preselected on the wizard's Features step and yours to change there.
- Your starting dashboard and cockpits — the analytics home pages described in Chapter 2 are composed for your kind of business.
- The model your setup is cloned from — the starter chart, tax codes, and numbering described above.
A profile is a starting point, not a straitjacket. It is not a licence tier and it does not fence anything off: a trading company that later starts assembling products can switch Manufacturing on like anyone else. What the profile buys you is a first day that already looks like your business, instead of a first week spent switching things off.