Keep your Debtors under control by automatically controlling the Credit Hold on Customer Accounts.

This automatically checks and un-checks the “Stop Credit” check-box on the Debtors account.

Some Features and Options are.

• Check for Payments on a schedule (Normally Hourly).
• Set a Minimum amount due before placing a Customer on Credit Hold. (Separate amount settings for Current, Aged Balance 2 and Aged Balance 3).
• Set at how many days over due Customers will be placed on Credit Hold.
• Base on Exo Aged Balances or the Invoice Due Dates.
• Exclude a List of Customers from Credit Hold.
• Enter a Password to allow an invoice to be raised for a Customer (Take the Customer off Credit Hold until the next Auto Credit Hold Check).
• Enter a Password to take a Customer off Credit Hold for the rest of the Month. (Handy if some thing is outstanding like a Credit waiting to be Processed).
• Place all Child Accounts on Credit Hold if a Parent Account is on Credit Hold.
• Password Protect taking a Customer off Credit Hold.

Automate a simple Shipping Policy to prevent double charging and miss charging.

Some Features and Options are.

• Free Shipping over $x.
• Shipping Charge of $x if under FIS Value
• Both FIS and Shipping Charge can be Customized per Customer.
• Base on each Order amount or the Sum of Orders in one Day.
• Only charge one Freight Charge Per day (Or allow Multiple)

Due to the extensive nature of Shipping Policies this Feature requires additional Implementation time.

Get paid faster by always sending out Invoices every day.

• Invoices Attached to Email.
• Customize Email and Subject.
• Option to Print if no Valid Email Address.
• Option to Only send on Weekdays (Don’t send on Weekends)
• Attach additional Exo Clarity reports to the Email.
• Options Per Customer.
  • De-Activate sending Invoices.
  • Send to Statement Contact.
  • Send to Account Email.
  • Select a Contact to receive Invoices.

Get paid faster by sending out Statements on-time.

• Statement Attached to Email.
• Outstanding Invoices can be attached to Email.
• Customize Email and Subject.
• Email can be saved and added to the Account History Tab.
• Have a Minimum outstanding Balance before sending a Statement.
• Option to Print if Statement is set to Print.
• Option to Only send on Weekdays (Don’t send on Weekends)
• Attach additional Exo Clarity reports to the Email.
• Each Email if Recorded when Sent (If you need to Re-Start the Statements only unsent statements will be emailed)

Get paid promptly by sending reminders to your Customers.

• Outstanding Invoices Can be Attached to Email.
• Customize Email and Subject.
• Email can be saved and added to the Account History Tab.
• Have a Minimum outstanding Balance before sending a Statement.
• Option to Only send on Weekdays (Don’t send on Weekends)
• Attach additional Exo Clarity reports to the Email.
• Some Options for Sending Emails are.
  • Week Before Account Due.
  • Day Before Account Due.
  • Week Before Account Credit Hold.
  • Account has gone on Credit Hold.
• Options Per Customer.
  • De-Activate sending Payment Reminder.
  • De-Activate sending Credit Hold Reminder
  • Send to Statement Contact.
  • Send to Account Email.
  • Select a Contact to receive Invoices.

Fix any order Issues at the beginning by sending Order Confirmations to Customers.

• Order Details are printed on the Email (No need to open an attachment)
• Email can be saved and added to the Account History Tab.
• Re-Send Order Confirmation by un-ticking a “Confirmation Sent” box on the Sales Order.
• Option to Only send on Weekdays (Don’t send on Weekends)
• Options Per Customer.
  • De-Activate sending Order Confirmations.
  • Include Prices on Email.
  • If Priced choose to show or hide discounts.
  • Include back order details on Email.
  • Show the delivery address from the sales order.
  • Send to Sales Order Contact.
  • Send to Account Email.
  • Select 2 Contacts to receive all Order Confirmations

Save your Staff Time by sending out Despatch Confirmations automatically to your Customers.

• Email can be saved and added to the Account History Tab.
• Details of Products despatched are printed on the Email.
• Consignment Number and Tracking Link are included (If available)
• Options Per Customer.
  • De-Activate sending Despatch Confirmations.
  • Send to Sales Order Contact.
  • Send to Statement Contact.
  • Send to Account Email.
  • Select a Contact to receive all Despatch Confirmations

NOTE: Much of this Functionality requires a third party freight system.

Ensure your best customers are given the service they deserve.

Rate your customers and have them highlighted in colour on all PPP Utilities.

Protect your business from funds being deposited into incorrect bank accounts by enabling only one person to change Supplier Bank Details.

• If Bank Details are Changed by an unauthorized person
  • Old Bank Details are Retained on the Account.
  • Details of the Change are emailed to the authorized email and saved on the History including.
    • New Bank Details
    • Staff Attempting Change
• Enter a Password to Update Changes to Database.

Check the Total of Inward Goods Receipt before processing Costings.

Fix errors before processing Costings. (Adjustments at the Invoice stage are too late to show on Cost of Goods)

Exo Costing screen doesn’t have a total.

Make Bulk edits to Products.

Search for Products by.

• Product Search (Search any Product)
• Primary Group (All Product in a Primary Group)
• Secondary Group (All Products in a Secondary Group)
• Bincode
• Min Stock
• Max Stock
• 2 Custom Fields

Bulk Change or Change Line by Line:

• Bincode
• Primary Group
• Secondary Group
• Price Group
•  

Stock take on the Fly, Have Stock adjustments processed immediately.

Using the Product Bulk Editor.

• Search for Product by Bincode
• Edit the “Stock Quantity” column for immediate update of the system stock levels.

Note: this feature is dependent on the logged in user having adjust stock privileges in Exo. It can also be completely turned off.

Turn on Authorization of Creditors Invoices and Auto-Authorize invoices from a Purchase Order when the Invoice is Scanned.

• Ensure Authorization is turned on.
• Scan Creditors Invoices.
• Check and Match any scans that don’t automatically match to Creditors Invoices in Exo.
• Scanned Invoice is attached to the Creditors Invoice in Exo.
• Creditors Invoice is authorized for Payment.

NOTE: Much of this Functionality requires a third party scanning system.

Protect against accidental selling items below expected Margins.

Have you ever had the experience of quoting a Net price, Entering it onto the order and forgetting to remove the standard Discount?

Or the costs have increased so much that suddenly you are making no profit?

Prevent this by setting expected margins against your products, Selling below these will require a password from management.

For further details see Margin Checking