EXO CRM Advantage

EXO CRM Advantage is an enhancement to the EXO Business CRM module that allows users to access more features of the core EXO Business system from within EXO Business CRM.

EXO CRM Advantage is a separately licensable feature of MYOB EXO Business. To use it, you must purchase CRM Advantage licences for each of your current CRM users. When the new “EXO CRM Advantage” licence module is added and configured in the EXO Configurator, all CRM users are given access to the new CRM Advantage functions.

Adding CRM Advantage to a system adds the following core features to the EXO Business CRM module:

•  Users can set up pricing and discounting details from within EXO Business CRM. This includes access to the Discounts/Prices tab on the Debtor Account Details window and access to the Price Change Scheduler, Price Update Utility and Setup Price Policies functions.
• Users can create a Sales Order directly from EXO Business CRM, without first having to save it as a quote.
• Users can edit Sales Orders from within EXO Business CRM, provided they have the status “Not Processed”, “Quotation”, “Standing Order” or “Layby”.
• Users can create and edit stock items from within EXO Business CRM, including One-Off Stock items.
• Users can use Bills of Materials in EXO Business CRM.
• Serial number and batch number searching and tracking functionality is available in EXO Business CRM. This includes access to the Setup Stock Serial Numbers, Serial Number Tracking and Setup Stock Batch Code functions.

Note:  Users cannot process Sales Orders, supply stock or raise invoices from EXO Business CRM.

When EXO CRM Advantage is licensed, the title bar of the EXO Business CRM module displays “MYOB EXO CRM Advantage”, and the module’s dropdown menus are updated to provide access to the new functions.