Sales Easy Setup Assistant - Choose Your Default Selling Information

Choose Your Default Selling Information

Use this window to set a number of default entries that will make creating quotes, orders and invoices faster and easier for you. These default entries will be used for any new customer records you create in MYOB AccountEdge.

When you set up your customer records later (in this Assistant), you can modify the individual customersí selling information, if you want.

Selling Information fields:

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 itemís 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.

Salesperson

Select the salesperson to whom your sales transactions will be most commonly assigned.

You can add selections to the list if you like.

Sales Comment

Select the comment that you want to appear on most of your customer orders, quotes and invoices.

You can add selections to the list if you like.

Shipping Method

Select the shipping method that will be used for most of your sales transactions.

You can add selections to the list if you like.

Customer Billing Rate

If you charge an hourly rate for your services and the rate varies from customer to customer, enter the hourly billing rate that applies to most customers. You can change this rate for individual customers later if you like. Your entry here will be used when you create time billing invoices for your customers.

Tax on Freight

If you ship goods and the freight amount is taxable, choose the Taxed option. Otherwise accept the Not Taxed option.

Sales Easy Setup Assistant - Choose Your Default Selling Information

*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 itemís 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.
*Salesperson*	Select the salesperson to whom your sales transactions will be most commonly assigned. You can add selections to the list if you like.
*Sales Comment*	Select the comment that you want to appear on most of your customer orders, quotes and invoices. You can add selections to the list if you like.
*Shipping Method*	Select the shipping method that will be used for most of your sales transactions. You can add selections to the list if you like.
*Customer Billing Rate*	If you charge an hourly rate for your services and the rate varies from customer to customer, enter the hourly billing rate that applies to most customers. You can change this rate for individual customers later if you like. Your entry here will be used when you create time billing invoices for your customers.
*Tax on Freight*	If you ship goods and the freight amount is taxable, choose the Taxed option. Otherwise accept the Not Taxed option.