Sèdjro Gbaguidi runs a wholesale group with a company in Cotonou, one in Parakou and soon one in Natitingou. Each city has its own stock, its own staff and its own sales. Above them sits the organization, which is the group itself. Sèdjro wants to add the Natitingou company without starting from zero, to switch off a company that is closed for the rainy season, and to decide which parts of Exowpee each company may use. The same steps apply to any owner who runs several shops, depots or branches under one name.

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Who works where

The organization is the top level. Its owner is the member recorded as the organization’s owner, here Sèdjro. He works in the organization space, from which he sees all the companies. Each company has its own company space, where its team sells, buys and counts stock. This page is about the organization space. Where an action also exists in the company space, the rules below say so.

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Check and rename the organization

Sèdjro opens his organization with View my organization. When the group changes its trade name, he changes it with Rename my organization.

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Create a company

Natitingou is ready. Sèdjro creates the company with Create a company. He gives it a name, a type, its country and fiscal status, and the currency of its orders. He can add a logo. Exowpee then prepares the company:
  • The company starts active, and Sèdjro becomes its owner, one of its members and holds its administrator role.
  • It gets default settings: the order currency Sèdjro chose, the time zone Africa/Porto-Novo, no rounding and a default tax value of 18.
  • Its accounting books are opened for the current calendar year, with a cash account named after the company.
  • The built-in capability roles created for it are attached to it. Sèdjro removes those it should not have, as described below.
Company settings are edited afterwards, see Company profile, settings and currencies.

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See your companies

Sèdjro lists his companies with List organization companies, filtered by name or by active state, and opens one with View a company.

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Switch a company off and on

The Parakou company closes for a month. Sèdjro uses Deactivate a company. When it reopens he uses Activate a company. Nothing is deleted: the company keeps its data and can be switched back on.

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Choose what each company can do

Companies do not all do the same things. Natitingou only sells; Cotonou also manages the warehouse. Sèdjro gives a company access to a group of features with Add a role to a company, and withdraws it with Remove a role from a company. He sees which roles a company holds with List a company’s roles. In parts of Exowpee such as the catalogue, an action needs both the company to hold the matching role and the person to hold the permission, so these roles limit what the company’s members and agent accounts can do there. How people receive access inside the company is covered in Define access profiles and roles.

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The rules

  • Only the owner of the organization can create a company.
  • Creating a company needs a name, a type, a country, a fiscal status and the order currency (3 characters, stored in uppercase) with its number of decimal places, from 0 to 6. The type is one of mepc, gemsd, imed or proj. The country must be a configured country and the fiscal status one of that country’s statuses.
  • Company names are unique within the organization, compared in lowercase. Names of organizations, companies and client accounts are stored in lowercase.
  • The logo must be a jpeg, png, jpg, gif or svg image of at most 2048 KB.
  • Renaming the organization needs the organizations.update permission. A name is at most 120 characters and is not checked for uniqueness.
  • Activating, deactivating, adding or removing roles needs companies.update. Viewing a company or its roles needs companies.retrieve and listing needs companies.list. Viewing the organization needs organizations.retrieve.
  • While a company is deactivated, its members and agent accounts are refused in its company space, and its cash register computers are refused.
  • A new company starts with a monthly order limit of 0, and creating an order is refused while that limit is 0. None of the actions of this theme changes it.
  • The role list in roles must be present (it may be empty) and contain distinct identifiers. Each one must be a capability group for which the company holds a built-in role whose name starts with manage. Other groups are refused.
  • The company space has two actions of its own: List companies, which needs companies.list and is open to agent accounts too, and List a company’s roles for the selected company, which needs companies.update and is not open to agent accounts.

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All the actions of this topic

From other topics, also used here:
  • Sign up with a company: Creates a new user account and its first company from an emailed sign-up token, with the person as administrator.