MYOB Acumatica Training - Sales Orders - Quote to Invoice

MYOB Advanced is now MYOB Acumatica Visit avanzasolutions.co.nz for more information The Sales Orders module helps you organise and control the selling process, manage quotes for customers who purchase your goods and services. In this video, we will be going through the selling cycle, covering all the above steps except for the Receivables Payment which is covered in the Finance course. As mentioned previously, MYOB Advanced is highly configurable, and not all functions are available in all MYOB Advanced Business editions; for example, Custom Order Types are only available in the Enterprise Edition. In MYOB Advanced there are a few steps from Quote to final Invoice.  Although you will be working through all these steps, just take a moment to review who would be entering or processing the documents in your company. Each step may be done by different people or a combination of people in your company. Quotes and Sales Order Process We enter Quotes on the Sales Order form. The transaction behaviour on this form is controlled by the Order Type.  In our training, we are going to enter the following Order Types. QT – Quote SO – Sales Order CM – Credit Memo RC – Return for Credit IN – Invoice Order There are other Order Types available.  For more information on these types please refer to the Help or ask your certified consultant.

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