MYOB Exo POS

The MYOB Exo POS (Point of Sale) module is designed to provide the function required to deal with customers in a live customer facing environment such as a shop counter or lane. It caters for invoicing and credit notes, customer receipt and refund payments, lay-bys and deposits, and stock transfers into store.

POS is an add-on module to the MYOB Exo Business suite, and integrates with the account, stock, pricing system and other structures from the Exo Business system. POS connects in real time to a centralised database. Stock and other balance fields are always up to date throughout the entire Exo Business system.

POS is fully integrated with MYOB Exo Business, providing the back office function, resulting in a true end-to-end processing system. With a simple user-friendly interface, POS contains capabilities that allow it to use by the Salesperson operating the cash register, as well as the Store Manager or Administrator who has the availability to access advanced or restricted options. Keyboard support is enhanced using a function key driven toolbar. The Next and Back buttons guide you through the workflow for each type of task.

Key Features of the MYOB Exo POS Module

The POS system includes the following features:

• Provides easy access to frequently used functions through (on-window) easy-to-use buttons. You can complete most tasks in the POS module without a mouse. For example the standard toolbar.

• Contains a logon password to restrict unauthorised access to POS.

• Allows Cash Sale payments through payment types such as cash, cheque, credit cards and EFTPOS. Multiple payment types can be used on any transaction. Supports Exo Business’s advanced payment type features, including refund and over-tendering control.

• Can take Account payments or Lay-By deposits.

• Integrates directly with Exo Business stock items, customer accounts and contacts system.

• Provides an ongoing record of transactions with details such as name of the salesperson and currency. Also provides an audit trail of key events in POS, such as overriding a price, either silently or with a password prompt.

• Allows task switching for handling interrupted workflow (window swapping) of primary transaction types.

• Allows transaction parking (to database) for retrieval at another workstation within a branch.

• Has the capacity to be integrated with peripheral devices such as barcode scanners, electronic cash drawers, docket printers, and pole displays.

• Supports EFTPOS integration via software EFTPOS clients Syncro Plus (from Provenco NZ and Keycorp Australia), PC EFTPOS (from EFTPOS NZ), and Ingenico terminals and software (Australia).

• Supports individual stock items as well as bills of material (including kits).

• Contains an option to integrate the discount pricing policies in Exo Business.

• Contains workflow functions for shift control, cash up declarations and creation of banking batches.

• Supports warranties. You can sell warranties such as manufacturer’s warranties. You can make a stock item warrantable, and can create multiple warranties you can then add-on sell for that stock item.

• Run POS as GST-inclusive and Exo Business GST-exclusive. You can also switch sales lines between GST-inclusive and exclusive as required.

• When POS is run within Exo Business it also allows you to choose different delivery and payment options for sales lines within one sale. Also you can assign a dollar value discount to a sales line, while still keeping within the discounting percentage guidelines you specify.

Requirements

MYOB Exo POS integrates with the back office function of MYOB Exo Business. Some options are global to both Exo Business and POS. Some of these options are not visible in POS and are set within Exo Business.

Note that POS does not provide or allow access to the Creditors Ledger (including purchasing functions), nor the General Ledger. These functions are available in the Exo Business core (back office) application and if there is a requirement for these at a branch level then the Exo Business core product will also need to be implemented in the branch (store).

Ensure that Exo Business is correctly set up and contains the required Staff, Debtor, Stock Account and General Ledger information. Consult your business partner for assistance or more information.