Sales Easy Setup Assistant

Decide on selling details

The selling details you enter here will appear when you create records -- cards -- for your customers later on in the Easy Setup Assistant; you can change them for individual customers if you like.

When you begin entering sales, the selling details entered on the Customer Card will be automatically entered in the Sales window. (You can change the selling details at the time you enter them as part of a sale, if you need to.)

Item Price Level

If you have different kinds of customers to whom you sell an item at different prices, you can arrange the prices of the item in pricing levels. You can set an item's selling prices for up to six kinds of customers.

When this setup is complete, you can label pricing levels using the Custom Field and List Names selection in the Setup menu.

Select the pricing level here that will apply to most of your customers. You can modify the this selection for individual customers later.

Income Account

Select the income account to which your sales transactions will be most commonly assigned. You can change the income account at the time you enter it as part of a service, professional or miscellaneous sale, if you need to.

Credit Limit

Specify the credit limit you set most often for your customers. If you specify a credit limit, other that zero, MYOB Accounting Plus will warn you if the sale you wish to record will exceed the customer's credit limit.

As with most selling details, this amount can be changed for individual customers at any time.

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