Myob Sale

[Chanelle Glugla]

Im trying to get some additional sales data imported into a company on AccountRight. I'm using the Import Assistant and loading the file as a service (the data technically involves the sale of an item however they don't keep the item as an inventory/COGS so I thought it'd be easier to bring it in as sale of a service). My practice file works for the first line item however it doesn't work for any of the sales below this. I'm not getting any error messages for these sales either. I've attached the dummy file that I'm using.

I can't tell what you are doing wrong, the info you provide is not consistent with the sample. If importing as Service sales, there should not be an Item column in your import. If you export as Sales > Item you must import as Sales > Item, likewise with Service.

Follow the sample export file 'exactly' - including column order and name. If something imported correctly once, you may need to change it in order to import it again otherwise MYOB may reject it as a duplicate.

Sales orders are only available for MYOB Business Pro users or AccountRight users accessing their company file in a web browser. If you are an AccountRight browser user, see the FAQ's below for information on what sales order features are available.

Sales orders help you keep track of orders and manage inventory. When you enter a sales order for inventoried items, they are marked as committed to customers. This helps your purchasing department make informed inventory ordering decisions. The quantity that is committed to customers is indicated in the Reorder report and the Stock on hand report:

When you combine sales orders with the other inventory tracking features in MYOB Business, like purchase orders, inventory reports and stock reordering, your business gets a clear view on how much of your inventory is committed to customers, how much is on-hand and how much on order.

Or, if you have a customer who orders very frequently, you may not want to create an invoice for them every time. You could use a sales order to keep track of their multiple orders, and then send an invoice at the end of the month.

If you're ordering items, in the Item ID column, click the dropdown to choose an item or search for an item by entering all or part of the Item ID or Supplier item ID. As you type, matching items are shown.

When you choose an item:

Enter any charges for Freight, and if required, change the default Tax/GST code. If you can't enter Freight, you'll be prompted to specify a linked category for freight. (What is a linked category?) The totals are calculated at the bottom of the sales order:

If you want to add a note about the sales order, choose a Notes to customer. This note will appear if you create a PDF of the sales order. You could use this area to add additional details about the order.

Choose the sales order template that'll be used if the customer prints or downloads their sales order as a PDF. Click Preview to see what it'll look like. Click Customise template to set up your sales templates.

When you're ready to ship inventory items to a customer (or, if you're a service-based business, you've completed a job), you can convert the sales order to an invoice. You can then send the invoice to the customer to complete the sale.

A sales order is typically generated after the receipt of a customer's purchase order to confirm the sale of goods or services to a customer. It's a promise to provide goods and services for an agreed price by a specified date.

When I was running gst report, found sales figure differed from p&l (and sales register total). When investigating found that amount received from the insurance is considered a sales amount in MYOB GST report.

I am trying to apply a credit invoice that I have generated to a few existing sales invoices. I can see all invoices as still outstanding when I look at the clients sales register. However, whan I go to apply this through returns & credits, apply to sale two of the Invoices I am looking for are not showing there. Can anyone please help?

To apply a credit to an invoice you would go to Sales>>Sales Register>>Returns and credits>>Highlight the invoice and select Apply to Invoice. This will produce a list of open invoices for that customer that you can apply the invoice to.

Should the invoice you are wishing to apply the credit to not be listed I would make sure that invoice you wish to apply the credit to is listed as "Open" and is for the same customer card (noting some customers may have similar names). If you use Categories* for your invoices the credit and the invoice would also need to have the same category listed on them.

*If you are unsure if you use categories, open the invoice and credit in the bottom right above the OK button does it have a Category option. If so, then you have enabled categories and these do need to be the same for both transactions (invoice and credit).

Before you start recording sales, it's a good idea to fill MYOB Essentials with any information that you already have. If you know who your customers are, start by adding a contact to record their details. Next, add a professional touch by personalising how your quotes, invoices or emails will appear to customers. Whether you sell stock or services, you also need to set up the items you sell. The more you set up today, the easier it is to record each sale.

When you make a sale, you'll want to create an invoice. You can fill it with information you've already saved, or add new items and customers as you go. You can always sort and filter all the invoices you've created if you need to edit or delete one later on.

Recording a sale is just the beginning of running your business. Review your sales to identify trends by looking at your sales history. You can filter by customer or a date range to get a detailed look.

The instructions weren't clear

I couldn't find what I was looking for

That's no good. Try searching the help. Or maybe the community forum can help answer your question.

I have a problem with MYOB Essentials

Sorry to hear that. Maybe our community forum can help. Got a feature idea? Add it to the ideas exchange. Something else

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Hi, we are a licencee of a major hire car company with 5 locations and I import sales invoices every day from files sent to us from our parent company, yesterday for the first time ever I received an Error code 242 - More than 1 customer found, sale invoice not imported.

This was just for the one customer, all the others were fine and it happened again today with that same customer. I have checked the customer cards, we only have this customer in our system once, no where else. It is our major customer so this is a big problem requiring me to manually create the invoices instead if the error cannot be resolved. We cannot sustain having to do this on a daily basis.

Currently, AccountRight allows the user to attach documents to card records, Spend Money, and Bill transactions. In the current software version, users cannot attach documents to sales-based transactions. To my knowledge, this is not a feature that we are currently looking into, it may be something that is considered in the future, we've just not considering it at this time.

Where can I find a report that can provide me with a list of inventory items showing sale price and last cost, not standard cost or average cost? When I'm in the Inventory command centre and to the the Items List, the information is right there in front of me on the screen, but when I go to print from the screen, MYOB prints the "Items List Summary Report" which does not show the the last cost of the item in the report. I have tried to export the data using ITEMS data type, but this field is missinig.

I just want a report that shows the current sale price and last actual purchase price for each item (not the standard cost as this field has to be physically changed when each item purchase cost changes and nobody's got time to do that). I can't find one single inventory report that contains this "last cost" field to choose to create a report.

Why don't you just use the Inventory>>Item List window? This should show the Item Number, Name, Last Cost and Sell Price. If you wanted this in a report format, you could right-click on the Item List window and select Copy List to Clipboard. This will copy the on-screen information to the Windows Clipboard to allow you to paste into another application such as Notepad or Excel.

When selling inventory to customers, sometimes things don't go quite as planned. Occasionally, customers may return items of inventory for various reasons. This topic explains where and how a sales return is recorded into your MYOB software.

Entering sales returns into your MYOB software involves two steps. First, a credit note is created by creating an invoice with a negative amount in the Ship column. Next, the credit note is applied to an existing sales invoice. For this example we will create and then apply a credit note to the following open sales invoice for the credit sale made to Footloose Dance Studio.

This displays the Sales - New Item window. In the top left hand corner of this window there is a field from which you can choose QUOTE, ORDER, or INVOICE. If INVOICE is not already displayed in this field, click the arrow next to this field and select INVOICE.

You should now notice that the colour of the window has turned blue, the colour your MYOB software uses in the Sales - New Item window to indicate that you are recording an invoice. Remember, you enter the details of the sales return into your MYOB software as a negative amount in the Ship column in the invoice. The following screenshots and reference table show step-by-step instructions on how to enter a sales return into the Sales - New Item window. Note that each step is assigned a reference number to help you identify the appropriate field or icon in the screenshots.

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