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MYOB Sales default settings

To setup Sales in MYOB, click on Setup, then Easy Setup Assistant.

 

Next, click on Sales.

Introduction

The introduction screen welcomes you and provides you with information on what you can setup as default for Sales in MYOB.

When ready, click Next.

Sales Layout

myob sales layouts

 

MYOB provides up to 5 different sales layouts for you to use:

  1. Service
  2. Item
  3. Professional
  4. Time Billing – only available in Premier
  5. Miscellaneous

The first 2 layouts are the most common ones used for most businesses.

Select the option that you use for most of your sales. If you do not wish to set a layout, select “No Default”.

Selling Details

In the next screen, you will be specifying the default settings for selling details.

Item Price Level

This feature is only available in Premier.

If you are a trading company, i.e. you buy and sell goods, then select the default selling price level.

 

More on Sales


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