Setting Up Your Organization

After creating your account, Eleo guides you through setting up your first store, choosing your business type, and selecting the modules you need. Your organisation is created automatically as part of this process.

How it works

In Eleo Suite, an organisation is the top-level entity that represents your business. Everything lives under your organisation: stores, team members, products, orders, and financial data. If you operate multiple stores or locations, they all belong to the same organisation, giving you a unified view of your entire operation.

When you create your first store, Eleo automatically creates an organisation for you using your store name. You do not need to set up the organisation separately — it happens behind the scenes so you can focus on getting your store ready.

Onboarding flow

After creating your account and signing in for the first time, Eleo takes you through a guided onboarding process. This consists of two phases: a questionnaire to understand your business, followed by a setup wizard to get your store operational.

Phase 1: Business questionnaire

Immediately after creating your first store, Eleo presents a short questionnaire to tailor your experience. This takes about a minute to complete and helps Eleo recommend the right modules and plan for your business.

1. 1

   Choose your business type

   Select the type of business that best describes yours. Options include Restaurant, Retail, Wholesale, and others. Eleo uses your selection to pre-configure recommended modules and settings so you get the most relevant experience from the start.

   Business type selection screen with cards for each archetype

2. 2

   Describe your business

   Provide a few details about your operation to help Eleo fine-tune its recommendations:

   • Team size — How many people work in your business.
   • Number of locations — Whether you have one store or multiple branches.
   • Production — Whether you produce or manufacture goods.
   • Online sales — Whether you sell online or plan to.

   Business profile questionnaire

3. 3

   Select your modules

   Based on your business type and profile, Eleo recommends a set of modules. Modules are grouped into three tiers:

   • Core — Essential modules pre-selected for your business type (e.g., Inventory, Orders, Sales). These are always included.
   • Suggested — Recommended modules based on your profile (e.g., Production Tracking for manufacturers, Online Storefront for businesses that sell online). Toggle these on or off.
   • Other — All remaining modules available in Eleo. Browse and enable any that are relevant to your needs.

   You can always enable or disable modules later from your store settings, so do not worry about getting this perfect on day one.

   Module selection screen with Core, Suggested, and Other sections

4. 4

   Review your recommended plan

   Based on your selections, Eleo recommends a pricing plan that fits your business needs. You can review the plan details, compare options, or skip this step to explore on the free tier first.

   Plan recommendation screen

Phase 2: Setup wizard

After the questionnaire, you land on your store dashboard where a setup wizard walks you through the essential tasks to make your store operational. The wizard appears as a modal overlay and guides you through each step.

1. 1

   Add your store logo

   Upload a logo for your store. This appears on receipts, your online storefront, and throughout the Eleo interface. This step is optional — you can skip it and add a logo later.

2. 2

   Set up fulfillment

   Choose how your store handles order fulfillment. Select your delivery modes (e.g., pickup, delivery, dine-in) so Eleo can configure the right workflows for your orders.

3. 3

   Add payment methods

   Configure the payment methods your store accepts (e.g., cash, card, bank transfer, mobile money). This ensures your team can process sales immediately.

4. 4

   Create your first product

   Add your first product to the catalog using a simplified form. Enter the product name, price, and optionally a photo. You can add more products and configure advanced options (variants, bundles, barcodes) later.

5. 5

   Invite your team

   If you have staff who will use Eleo Suite, invite them by entering their email address and selecting a role. They will receive an invitation to join your organisation. This step is optional — you can invite team members at any time from the Team section.

Adding more stores

If your business has multiple locations, you can add additional stores after completing the initial setup. Navigate to Organisation → Managing Stores in the sidebar to add new stores. Each new store goes through the same questionnaire and wizard process.

What happens next?

Once your store is set up, you are ready to start using Eleo. Here are some recommended next steps:

1. Explore your dashboard to see the layout and available quick actions.
2. Add more products to build out your catalog.
3. Configure your storefront if you want to accept online orders.
4. Review your reports section to understand what data Eleo tracks for you.