EXO: Training Handbooks

Downloadable copies of all EXO Training Handbooks and Videos from training sessions

Module 1: Getting Started - file

ACW Remote Training recording M1

Upon completion of this course you will be able to:

• Open an Exo Business database
• Search for and access transactional information
• Manipulate Exo Business views using ExoGrid
• Enter Debtors, Creditors and Contacts
• Utilise the Task Scheduler to manage daily business activities
• Print, view and export standard reports using Clarity Report Browser and Dashboards

Relevant Internal 'How to' Training:

• Remember: Contacts and Companies are to be created through Hubspot - these will integrate through to EXO.
  • Contacts and Companies are created & managed in Hubspot
  • Orders and quotes are created and adjusted in EXO - but all notes/conversations are managed in Hubspot

Module 2: Sales Orders - file

ACW Remote Training recording M2

Upon completion of this course you will be able to:

• Describe the standard MYOB Exo Business sales cycle.
• Enter sales orders and discounts.
• Process a sales order and generate invoices.
• Email /Print invoices.
• Sell kits.
• Receive and allocate payments.
• Search for invoices.
• Edit invoice reference fields.
• Generate credits.
• Access auto order templates for customers.
• Process backorders and standing orders.
• Produce standard sales reports.

Relevant Internal 'How to' Training:

• EXO - Enter Order
• EXO - Entering New Purchase Orders
• EXO - Enter Quote
• EXO - Convert Quote to Order
• EXO - Webninja payments
• EXO - Webstore Purchase Orders
• POS System - the whole shebang
  
  

Module 3: Purchasing & Stock Costs - file

ACW Remote Training recording M3

Upon completing this course, you will be able to:

• Understand the standard purchasing cycle and how it can be utilised to purchase stock and non-stock items.
• Purchase non stock items.
• Raise a purchase order for stock items.
• Receive items into stock.
• Cost stock items and add on-costs.
• Enter creditor invoices (stock and non-stock).
• Calculate stock reorder requirements.
• Enter serial numbers of purchased items.
• Prepare standard purchasing reports.

Module 4: Maintaining Stock - file

ACW Remote Training recording M4

Upon completion of this course you will be able to:

• Create new stock items
• Edit existing stock items
• Adjust stock
• Complete a stock take
• Track serial numbers for stock items
• Create and use Kits (BOM)
• Create and use Order Templates (BOM)
• Create and use Builds (BOM)