What you can do
Each theme has an overview that lists its topics. A topic page starts from a situation and follows what you want to do.- Platform access and team: sign up and in, invite members, create agent accounts, define access profiles, roles and permissions.
- Set up your organization and companies: companies, client accounts, settings and currencies, money accounts, document templates.
- Products, prices and taxes: products and variants, bundles, units of sale and measure, prices, VAT and the other taxes.
- Stock and logistics: locations and vehicles, stock levels and lots, corrections, transfers and trips.
- Buy from suppliers: purchase orders, receiving goods, supplier returns, paying what you owe.
- Sell at the counter and on order: orders, cash registers and till sessions, sellers and cashiers, point-of-sale devices, deliveries.
- Customers, credit and promotions: customers, credit and what they owe, discount campaigns.
- Keep the books day to day: chart of accounts, journals, entries, imports and matching.
- Follow payments to the bank: cheques, payment settlements, bank reconciliation.
- Close periods and the fiscal year: fiscal calendar, closing, carrying balances forward, fixed assets.
- Reports, statements and tax filings: accounting reports, annual statements, VAT declarations, filings, exports for auditors.
- Analyze costs and results by activity: analytic structure, allocation and results per section.
Follow a story from start to finish
A journey crosses several topics in one continuous story.- Open your shop on Exowpee: from an empty account to the first sale and the end-of-day count.
- Give a new employee access: the rights a job needs, and nothing more.
- Open a second shop: a new site, stocked from the first, with its own team.
- Restock from a supplier on credit: order, receive and pay later.
- Close the month with your accountant: check the books, reconcile the bank, declare VAT, hand over the files.
Use the API
The API reference has one page for each action, with every field, condition and effect. Start with Quickstart to make a first call, then see Your first API call to run the application on your machine.- Sign in is the first call of every session.
- Lists use cursor pagination, amounts are stored in minor units with their currency exponent, and
?fieldsand?includechoose what a response contains. Quickstart shows each of them.
Concepts
- The big picture: organization, companies, client accounts and how a sale moves stock, money and accounting.
- Glossary: the terms Exowpee uses.
- Multi-tenancy explained: why data is scoped.
- Authentication explained: accounts, spaces and sessions.
- Permissions explained: access profiles, roles and permissions.