Checkout, sales and customers
Checkout and receipts; sales returns; quotations; sales orders; invoices; customers, contacts, leads and price lists.
Start with a customer or a product. Follow a quote through an order and receipt.LEXA BUSINESS AREAS
Choose a job. Find its records.
Here is what appears in the LEXA workspace, grouped the way a shop, office or operations team works.
Products, stock and deliveries
Product and category records; receiving; stock counts; batches; transfers; warehouses; picklists; bundles; packages and deliveries.
See quantities against the business branch and trace stock movements.Suppliers and purchase work
Purchase requests; requests for quotation; supplier quotes; purchase orders; receiving; supplier invoices and returns.
Follow a supplier order from request through receipt and payable.Money, accounting and tax
Expenses; cash sessions; money accounts; receipts and payments; journals; chart of accounts; reconciliation; budgets; fixed assets and tax documents.
Check source transactions before reviewing account balances and reports.Staff and payroll
Employee records; attendance; shifts; leave; timesheets; payroll and employee permissions.
Assign access according to each person’s role.Production, service and projects
Bills of materials; work orders; job cards; quality checks; projects; tasks and customer service cases.
Keep the job, materials and responsible people on the same record.Business dashboard and reports
Business overview; reporting; LEXA Assistant; account settings; business profile; access history and approved integrations.
Review figures supported by actual transactions and permissions.Available actions depend on the business setup, user permissions and the current product release. The demo lets you check supported screens and transactions without using a real account.
Open the sample workspaceExplore LEXA for your business
Find practical guides to the everyday sales, inventory and accounting work supported by LEXA.
Explore LEXA as a connected ERP
See how sales, stock, purchasing and accounting fit together, choose from 13 business categories, or read the definition of LEXA.