Sales setup information
Before you are able to enter transactions relating to customers, you first need to
set up your customers in your MYOB software. But before you even add the details of your customers into your MYOB software,
first you need to specify default sales information that applies to all of your customers. This topic
shows you how!
Setting up default sales information
Default sales information is information that applies to all of your customers
unless you specify otherwise.
By setting up this default sales information before adding your customers into your MYOB software,
you save time by not having to enter this same information over and over again for
the majority of your customers.
To set up default sales information that applies to your customers, you need to open the
Sales Easy Setup Assistant. To open this assistant, from the menu bar select
Setup then Easy Setup Assistant.
This displays the Easy Setup Assistant window where you can set up different sections of your MYOB software.
Click the Sales icon to open the Sales Easy Setup Assistant.
Here you can enter information that will apply to all customers, such as the credit terms
for any discounts offered to your customers for early repayment of their account.
You navigate through this assistant by either clicking the Next button or selecting the
appropriate item from the navigation list. Note that sales default information is entered into the
first six items in the list. The Customer Cards and Historical Sales windows are used
to set up individual customers for your business.
Rather than read about the different default options available, the best way to
learn about them is to open your MYOB software and have a look at them yourself! Using the
sample company, Clearwater Pty Ltd, follow the directions above to open the Sales Easy Setup Assistant.
Then click through the first six windows of this assistant, taking note of the information that
is able to be changed within each field.
After you have set up your default sales information that applies to all of your customers,
you are ready to complete the Sales Easy Setup Assistant by adding the details of
your customers into your MYOB software. Read the Add a customer topic
in the Setup section of this learning centre to find out how!
Return to the top