The Sales Easy Setup Assistant will help you set up your customers and sales information.
This Assistant allows you to build your customer list and add historical sales for those individuals.
You can also select a sale layout, and decide on selling details and payment information that will be assigned to each of your customers. You can always change this information for specific customers later.
To make sure that all your customer payments are recorded in the correct account, you can review the account used to track the money you receive from customers. You can choose another account, if necessary.
If you need additional assistance when completing any step in this Assistant, click Help for more information.
MYOB offers different sale layouts. Select the layout that you expect to use most often; it will be assigned to all new customer cards.
Choose Your Default Sales Layout:
You can designate a specific set of selling details that will be assigned to all new customers.
Do you offer price level breaks to your customers? Select the price level that you sell most frequently.
Item Price Level:
Enter the income account you plan to use for most of your sales. If you use multiple income accounts, leave this field blank.
Income Account:
Have you set a credit limit for your customers? Enter your standard credit limit amount.
Credit Limit:
Do you collect VAT? Select the VAT code that is most often used with your customers.
VAT Code :
If you apply VAT on your carriage charges, select the VAT code that you use most often.
Carriage VAT Code :
You can set up payment information that will be assigned to all new customers.
How do your customers pay you? Select the payment method that most of your customers use.
Payment Method:
If you extend credit terms to your customers, set up the terms that you use most often.
Payment is Due:
Discount Days:
Discount Date:
Balance Due Days:
Balance Due Date:
% Discount for Early Payment:
% Monthly Charge for Late Payment:
When entering customer receipts, you can add them to your cheque account or hold them in an undeposited funds account until you are ready to make a bank deposit.
Account for Customer Receipts:
Enter or select the account you wish to use for holding your customer receipts until you prepare your bank deposit. This account must have cheque privileges.
Account for Undeposited Funds:
Before entering your sales, you need to set up your customer list.
Click New to create a customer record. Enter as little or as much information as you want. The choice is yours.
You can also edit or delete existing cards and import customer cards into your list.
Customer List
Historical sales are the sales that haven't been paid in full as of the first day of your conversion month which is ^0.
If you have historical sales for foreign customers, refer to Help for more information.
Currency:
Customer
Invoice Number
Amount Due
Total Sales =
Total Linked Receivables Account Balance =
Out of Balance Amount =
You've finished using the Sales Easy Setup Assistant.
If you need to change any of the information you've entered in this Assistant, you can do it later.
You can change the information about your customers using the Card Information window.
You can also change the sales information you've entered using the selections from the Setup Menu.
Enter or select the account you wish to use for tracking your customer receipts. This account must have cheque privileges.
Some steps of the Easy Setup Sales Assistant will not be visible due to your password restrictions.
VAT - EC Purchases is an invalid VAT type for customer cards.
Unchangeable sales cannot be deleted; they must be reversed.
To delete a time billing sale you must be using the Time Billing module of MYOB Plus.
&Add Sale
E&dit Sale
Dele&te Sale
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