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Business Types

Configure Storvexa to match your exact business model — retail, service, manufacturing, and more.

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Overview How It Works Business Types Key Features Frequently Asked Questions

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Overview

Business Types in Storvexa allow you to declare exactly what kind of business you run. This influences default terminology on documents, the modules highlighted in your navigation, and the defaults pre-populated when you create new records.

Business type configuration is found in your Business Settings and can be changed at any time as your organisation evolves — without losing any historical data.

Categories are not affected. Selecting or changing a business type never modifies your product categories. Categories are managed independently under Settings → Categories.

App Preview

storvexa.com/create-business
Select Business Type
B2C
Sell directly to consumers
Selected
B2B
Sell to other businesses
Important: Business type is permanent and cannot be changed after setup.

How It Works

Selecting your business type takes seconds and personalises your Storvexa experience immediately.

  1. Open Business Settings

    Navigate to Settings → Business Information from your dashboard.

  2. Select Your Business Type

    Find the "Business Type" field and choose Retail, Service, Manufacturing, Wholesale, or Freelance.

  3. Save Your Settings

    Click Save. Document defaults, terminology hints, and module prominence update immediately. Your categories, products, and existing records are untouched.

  4. Review Applied Defaults

    Open a new document or check document settings to confirm defaults align with your business type selection.

Multi-location businesses can create separate business profiles in Storvexa, each with its own type.

Available Business Types

Storvexa currently supports five business types, each representing a distinct commercial model.

B2C — Business to Consumer

Sell directly to individual end consumers. Storvexa configures your account with retail-oriented defaults — receipts, invoices, and product catalog management.

B2B — Business to Business

Sell to other businesses. Storvexa sets up your account with wholesale-oriented defaults — order confirmations, packing slips, and bulk pricing.

Business type is permanent. Once set during onboarding it cannot be changed. Choose carefully to ensure Storvexa defaults match your primary business model from day one.

Key Features

Business type configuration delivers these capabilities across your Storvexa account.

Business Type Selection

Choose from Retail, Service, Manufacturing, Wholesale, or Freelance to configure Storvexa around your primary business model.

Adapted Document Terminology

Document labels, column headings, and default payment terms adjust to match how businesses in your industry communicate with customers.

Influences New-Record Defaults Only

Only defaults for newly created records are affected. All existing data stays completely unchanged.

Change Anytime

Business type can be updated at any time without affecting historical records, existing documents, categories, or any customer or product data.

Multi-Business Support

If you manage multiple business profiles, each can have its own business type independently configured.

Locale-Aware Configuration

Business type works with your language and locale settings to ensure defaults match both your business model and regional conventions.

Frequently Asked Questions

Does selecting a business type affect my product categories?
Does selecting a business type restrict which features I can use?
Can I change my business type after I have created documents?
My business spans multiple types — which should I choose?
What specifically changes on documents when I switch business type?
Is there a way to create a custom business type not in the list?
Does business type affect how customers and products are managed?

Related Features

Business type integrates with products, documents, and your overall business configuration.

Category Management

Categories are independent — managed here, never touched by business type.
Invoice Generator

Document defaults and terminology adapt to your chosen business type.
Product Management

Default unit suggestions are influenced by business type on new products.

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