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Within most screens in Exo e.g. sales order, purchase order, creditor invoice and debtor invoice typing ‘?’ in the stock code field then ‘tab’ will bring up the stock search screen as per below:
Within the sales order, and debtor invoice screens typing ‘.’ in the stock code field then ‘tab’ will bring up the Bill of Materials search screen as per below:
Within a purchase order and debtor invoice screen typing ‘@’ in the stock code field then ‘tab’ will bring up the General Ledger Account search screen as per below:
“Ctrl” + “T” in most note Exo screens such as Debtor, Creditor, Stock and Contact Notes, History Notes, Job Description and Job Notes, will populate the logged in user's details along with the date and time providing you with a “stamp” of who and when the details were entered.
In Search screens such a Debtor, Creditor, Stock, Contacts and Jobs you can right click on the header and “Select Visible Columns” as per below:
This will give you a list of visible columns available as per below that you can tick on/off depending on whether the information is relevant to you or not.
Your Exo consultant can also add your Extra fields to these “Visible Columns”
You can move these columns around into an order that suits you by selecting the column and dragging it across (you will see the below black line that indicates where the column is going to move to).
This data can then be ordered by columns.
Click the column you wish to order by. In the below example, I am ordering by "Stock Group (Fine)", the small black arrow on this header shows this.
Once you are happy with the layout right click on the header “Save column settings” as per below.
This will save the layout you have set against just your Exo user.
You can also copy data from a search screen and paste into an Excel spreadsheet.
In the below example, I want only “Sporty” stock item details. I have searched this in the stock item search screen, and I am happy with the selection that I have on screen.
Right click on the header “Copy to clipboard” as per below:
Select 'Yes' to the below prompt:
You can then paste all the data from the search screen into an Excel document:
Contact our friendly team for more helpful hints that can make your day easier. Email us or give us a call on 0800 12 00 99.
Focus Technology Group deliver great results by offering true partnership with their clients and I would highly recommend them to anyone looking for a stand out performer in the IT Services, Software Development, Accounting Business Software sector.Sumaria Beaton, Te Runaka O Awarua
Focus looks after us well. They are conscious that we are a not-for-profit organisation and they consistently bring best-fit, personalised and cost effective - not cheap - solutions to the table.Sport Southland
The Smith Brothers Group who specialise in plumbing, electrical, pipeline and all trade services in Adelaide South Australia has been dealing with Rod and Focus Technology Group since 2010. Despite the "ditch" Focus are extremely responsive in further developing Timetrak and Tasktrak Professional to suit our service solution and are always professional in their approach to providing us with value added options and better solutions.Rebecca Penny, Smith Brothers Group
Thank you Focus Technology Group for great customer service and helping our business understand technology better, your team always has the answers. Big thanks to Garry, we enjoy having you in our building and the team love your input.Awarua Synergy
I have enjoyed attending the EXO User Community Workshops and find them very helpful. The group is a valuable resource that provides a great opportunity to discuss issues and solutions with other users. It is also great to learn about new products and features available, and promotes continual improvements which make our use of EXO easier and more efficient.Graeme Laughton-Mutu, Award Plastics