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Industry setup for your business

Start with a workspace that speaks your business language.

Choose a business profile with relevant terminology and a useful starting configuration. Build your daily routine around the modules and permissions available to your workspace.

Find a familiar starting point

A consultant, a shop and a property business describe their work differently. Industry profiles supply terminology and configuration that help the workspace feel closer to the work you recognise.

Choose a practical first workflow

Start with a customer enquiry, a quotation, a stock receipt or another task that matters today. Check the modules included in your arrangement and bring one representative workflow into the system before widening the scope.

Keep room for business-specific detail

Use supported custom fields when you need to retain additional information. Add team access as responsibility changes. Industry choice provides context; it does not turn every specialised workflow into an included capability.

Industry and regional workspace settings

Review the industry and regional settings that shape a workspace. The interface shown below is a current product capture from the populated fictional TerminalHQ demonstration workspace.

Current TerminalERP workspace settings for industry presentation and regional configuration.
Review the industry and regional settings that shape a workspace.
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How the workflow fits together

1. Choose the relevant business profile.

2. Check the modules and plan arrangement.

3. Complete one representative workflow.

4. Adjust supported fields and team access.

Industry presentation

Start with a view that fits your work.

  1. Existing workspace records
  2. Supported industry configuration
  3. Relevant available modules
  4. Industry presentation

A practical example

For example: A freelance consultant begins with client records and invoices. A trader instead starts with products and a supplier order. Both use the shared platform through a starting point suited to their day.

Check the fit for your business

Choose a plan with the relevant workflows and review a representative task before expanding your setup. Ask us about any specialist requirement that affects your decision.

Make your next business review easier to prepare.

Compare the plans or tell us how you want to use industry setup.