MYOB Exo OnTheGo

MYOB Exo OnTheGo provides sales staff with the information they need when they need it. Securely connect to MYOB Exo Business and allow sales staff to view, enter and update customer records and orders – on the go.

MYOB Exo OnTheGo at a glance

  • Improve your dealings with customers through access to secure real-time customer information on the go
  • Access real-time stock levels and discount information then commit with confidence about delivery dates
  • Time between appointments? Use Exo OnTheGo to locate then visit customers and prospects near you
  • Provide faster, more accurate orders
  • Uses the same pricing rules as MYOB Exo Business
  • Compatible with MYOB Exo Business 8.3 and iPads running iOS v7+

With EXO OnTheGo you can make decisions more quickly and optimise your entire sales process:

  • Easy to use
    Simple design and helpful coach notes improve usability, only minimal training is required for staff to get up to speed
  • Quotes and orders on the go
    Create new quotes and orders or amend existing ones on the spot. Increase order processing efficiency and reduces back office administration.
  • Manage sales by area with Apple Maps integration
    View customers nearby and embrace opportunities based on specific criteria including ‘money owed’ or ‘open sales orders’.
  • Accurate sales orders
    Sales orders can be generated onsite, reflecting current stock on hand. EXO Business OnTheGo uses accurate pricing that includes current discounts and promotions.
  • Onsite stock management
    Access real time item details and inventory status to better collaborate orders with the customer.

Take a look at the video below for a quick overview of MYOB EXO OnTheGo

If you would like more information about MYOB EXO OnTheGo, please contact the Kilimanjaro team on 1300 857 464, email us at sales@k-c.com.au or fill in the contact form below.

MYOB EXO Job Costing Basics

About the Course

The EXO Job Costing Basics course introduces users to EXO Job Costing, demonstrating the various processes and workflows available. This course provides a foundation of knowledge which will be expanded upon through the onsite training provided by your implementing consultant.

Course Duration

EXO Job Costing Basics is a one day course.

Prerequisites

  • Participants should be able to operate a computer using Microsoft Windows.
  • Headstart – Module 1 – Getting Started and Headstart – Module 3: Purchasing and Stock Costs must be completed prior to attending this course.

Who should attend

You should complete this course if you:

  • Are responsible for setting up new Jobs.
  • Are responsible for entering transactions (costs and time) against Jobs.
  • Are responsible for producing invoices for Jobs.
  • Are currently working with an implementing partner to install MYOB EXO Job Costing in your business.

Course Outline

By the end of this course, you will be able to:

  • Demonstrate an understanding of how EXO Job Costing integrates with EXO Finance and other MYOB EXO modules
  • Demonstrate an understanding of how stock movement is managed in Job Costing (WIP)
  • Create resources used in Job Costing
  • Create new Jobs, including Master and Sub-Jobs
  • Add quotes/budgets to Jobs, including quote options
  • Enter actual costs and time (labour, travel, etc.) against Jobs
  • Invoice Jobs
  • Create inventoried items from Jobs
  • Create Billing Shcedules and invoice accordingly

Course Cost

The course is $440 excluding GST.

Registration

To find out when we will be running this course again and to reserve a place, please call us on 1300 857 464 or email training@k-c.com.au

Want To Get Your Accounting Processes Under Control?

Looking for a business management solution to cope with increased complexity and growth? You need a flexible system that can grow with you, and has the functionality that everyone inside and outside your business needs to get the job done.

MYOB EXO Finance is a robust accounting, finance and reporting engine which can be customised to suit your business and can be amplified with a range of additional modules designed to give you greater control of your business. And, MYOB is always enhancing its solutions to help growing businesses.

Introducing the all new MYOB EXO Accountant’s Assistant

MYOB EXO Accountant’s Assistant is the latest module available as an add-on to MYOB EXO Finance. It’s specifically designed to make it easier for you to work with your accountant. It brings together all the system functions accountants need into a single, easy to navigate module. This eliminates the need for your accountant to learn the whole MYOB EXO Finance system. It also will reduce errors, thanks to the introduction of process checklists which guide you through common accounting processes.

“Customised checklists created by your accountant will guide you through the accounting processes.”

IMYOB EXO Finance and MYOB EXO Accountant’s Assistant can better connect you with your accountant so you can:

  • Plan for growth with fully integrated, customised solutions
  • Manage finances with a robust accounting and finance engine
  • Stay connected with your accountant for streamlined end-of-period processing
  • Report accurately in real-time with customised reporting options.

For more information, download the MYOB EXO Accountant’s Assistant Factsheet now.

How much is your stock costing you?

MYOB EXO Business has the ideal integrated stock management system for larger businesses. Its powerful features bring all your inventory management systems into the one place.

MYOB EXO assists you to effectively cost stock, plan stock levels and know the exact amount of inventory used.

How does EXO Business help you control your stock?

The stock control functionality in EXO Business gives you full visibility of every stock movement.  Some of the benefits it can bring to your company include:

  • Complete stock visibility – get real-time stock information across the whole organisation.
  • Customised reporting – see what’s selling and what’s not, so you can quickly respond to r customer needs.
  • Set individual pricing policies – EXO Business allows you to set discounts by product, groups, bulk discounts or order type.
  • Multicurrency management – manage foreign transactions, exchange rates, tax and multiple currencies through one system, giving a true cost per item of stock.
  • Manage profitability in real time – tighter cost control through increased visibility of an item’s profitability and less wasted stock.

Learn more about why EXO Business would be a suitable system to manage your stock.

To register for MYOB’s FREE stock control webinar, please visit their page for more information.

A Breakdown of MYOB Exo

This page will deal specifically with MYOB Exo.

We have a page dedicated to reviewing other ERP packages.

Features and Benefits- What MYOB Exo Does Well

  • Stable platform
  • Highly configurable
  • Integration
  • Ease of navigation
  • Affordable
  • Scalable
  • Open database/ MS SQL Platform
  • Full access to SQL database
  • Extracting data
  • Stock control (Serial Number Tracking, Batch Tracking)
  • General ledger
  • Job Costing
  • Complex reporting capability
  • Forecast based purchasing
  • Landed Costs/ Multi-Currency
  • Multi-Location
  • Branch accounting
  • Consolidation
  • Margin management
  • Social media integration
  • Extra Fields
  • Intercompany consolidation
  • Bill of materials
  • Additional licences can be purchased singularly
  • Volume pricing discounts
  • Strong accounts
  • Many audit procedures and Accountants Assistant
  • Pricing policies
  • Mobile sales solution (Exo OnTheGo)
  • Integration to best -of -breed solutions (for example POS systems, Warehouse management, Websites)

What MYOB Exo could do better

  • POS- Touchscreen (restaurants etc)
  • POS offline capability
  • Manufacturing resource planning
  • Cash flow management
  • FIFO
  • Unable to post future dated transactions
  • May be perceived as an expensive solution for small sites (1-2 user sites)
  • Multiple level Bill of Materials
  • Branch based balance sheets
  • Web based CRM
  • Multi bin locations per product per location

Who’s It For?

  • Stock based business
  • Service based business
  • Businesses formed on a group/multiple entity structure
  • Importing/Exporting based business
  • Mid sized/ larger and growing companies
  • Not for profits with complex General Ledger Requirements
  • The correct implementation of other modules facilitates multiple industry usage
  • The software is highly configurable and can be applied across industries

MYOB Exo Review

“Comparing ERP packages can be a daunting task. My advice is to take a more strategic view. A good implementation requires good software, a good implementer, and commitment from your company. The software is only one factor in this equation. Small companies may be able to select software based on a checklist of functionality. Larger, or growing companies need to base their selection on their unique requirements. Before comparing software, take a long hard look at your own company. Make sure you understand your processes and workflows. Engage your team in the early stages. Taking a unilateral decision will cause change management issues down the track. People will support what they help create, and your team’s buy-in is a critical element in a successful implementation” – Ronnie Baskind, Managing Director.

It can sometimes be difficult to find unbiased information about MYOB Exo. Kilimanjaro’s MYOB Exo Review aims to be as transparent, objective, and honest as possible to help businesses select the right ERP system.  The Review is split into the following sections to help better navigate through the information:

To find out if MYOB Exo is a suitable choice for your business, please do not hesitate to contact us.

For another review of MYOB Exo, take a look at ERP Shortlist.

Taskmaster Hardware

Taskmaster Hardware is an Australian-owned, national distributor of home, trade and gardening hardware.

The business was founded in 1985 and in 2011, the Taskmaster business was acquired. A priority for new management was to review their systems. The management team believed there was a business system that would be better aligned with Taskmaster’s requirements; one that was scalable, user-friendly and cost-effective to name a few.

The Taskmaster team were put in touch with Kilimanjaro, who rose to the challenge of providing a quick, effective implementation. Understanding the short time frame, we addressed Taskmaster’s requirements swiftly to ensure the process was smooth and completed timeously. Our MD Ronnie Baskind credits both Taskmaster and Kilimanjaro for their dedication to the project. “Straight away, everyone was on board to cohesively assess Taskmaster’s needs and use Kilimanjaro’s methodology to ensure the implementation was successful.”

Bernadette Meehan led the implementation team at Kilimanjaro to ensure the deployment of MYOB Exo went smoothly for Taskmaster. “The people at Taskmaster were determined to have Exo implemented as quickly and efficiently as possible, which meant they were eager to learn the system. We trained two champions who then created system sheets to distribute to the rest of the team. They really showed how much they were willing to learn in such a short amount of time”.

Once Taskmaster had seen just how capable the team at Kilimanjaro was, they decided to integrate their systems by adding MYOB Exo Payroll.

The Taskmaster team are confident that MYOB Exo is flexible enough to grow as the business does. Furthermore, they are impressed at how easy MYOB Exo is to use- improving efficiencies all around.

To learn more about Taskmaster’s experience with MYOB Exo and Kilimanjaro, please read the Case Study.

Seed Distributors

One of the largest producers of seed in Australia, Seed Distributors had been using MYOB Premier for six years before it began to feel too limiting for the company’s needs.

They were encouraged by another seeds person to research MYOB Exo, and they have not looked back since. Exo’s highly customisable features make it simple to create systems designed specifically for Seed Distributors.

To read just how much MYOB Exo has impacted positively on Seed Distributors, please take a look at the Case Study.

Town and Country Style

Launched in 2005, Town & Country Style import and wholesale French provincial and classical furniture and accessories. They have experienced much growth since their inception and have  boast two decorator showrooms, warehouse capability and constant additions to their collections.

Having previously used a combination of MYOB Premier and Microsoft Excel, it was time for Town & Country Style to source a system with greater functionality. Three key aspects pushing them to go with MYOB Exo were support, price and the ability to roll MYOB Premier into MYOB Exo.

To learn about the improvements experienced by Town & Country Style, please read the Case Study.

Swing Gifts

Swing Gifts was established in Victoria in 1975 and is an importer and wholesaler of gifts and home decor.

Distributing thousands of product lines to thousands of stores Australia-wide meant keeping track and manually inputting that data, which became a difficult and labour-intensive task.

 

Having failed in an attempt to install a Windows-based SQL version of the current DOS system, Swing Gifts were hesitant to move to another windows based platform.

To read what happened when Swing Gifts moved onto MYOB Exo, please take a look at the Case Study.