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MYOB Business Basic - detailed features with screenshots

MYOB Business Basic - detailed features with screenshots - Sales Command Centre

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MYOB Business Basic - detailed features with screenshots
MYOB Tools and Reporting
Getting Started with MYOB
Accounts Command centre
Banking Command Centre
Sales Command Centre
Items Lists
Card Lists
Summary
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Sales Command Centre

The Sales Command centre covers the entire sales process - from creating quotations, orders and invoices, to receiving payments from customers, and printing statements and official receipts.

Screenshot : Sales Command Centre

Sales Command Centre

 

Sales Register

The sales register keeps all the recorded sales documents - quotation, sales orders, sales invoices, and credit notes  in one window for viewing and modification purposes.

Screenshot : Sales Register

Sales Register

Toggle between individual tabs for Quotation, Orders, Open Bills, Closed Bills, Returns and credits.

Get a snapshot of a particular customer's status from this window.

You can drill down to the original document by clicking on the arrow on the left side of the list to see the actual transaction. This is an effiicient way to serve your customer when talking to them on the phone or face-to-face. Go one step further and add notes of your conversation in the Contact Log window for future reference.

Enter Sales - Create Quotes that convert to Invoices

Use this function to prepare a quotation for a customer, and then turn it into a sales order with one click. One more click turns the order into an invoice.

Screenshot : Item Sales Invoice screen

item sales invoice

It doesn't require any accounting knowledge to enter a sale in MYOB BusinessBasics. Fill in the on-screen invoice format as you would do in a spreadsheet or word processing program.

There are additional fields in the Enter Sales windows which you can use to track the promised delivery date field to manage your delivery runs and better-serve your customers.

if you are subject to GST, include the tax code for each line of service or product sold, to enable you to calculate the output tax accurately and on timely basis.

The beauty part is that after you've clicked the 'OK' button, MYOB software will create the journal entries for you. You can immediately view and print your financial statements (Profit & Loss, Balance Sheet, Customer Ledger, Debtors Aging etc) without waiting for month end (or year end) 'processing'.

Receive Payment from customers

Easily record payments received from your customer. Record partial payment, full payment, and deposit payments on orders.

Zoom in to the original invoice from the Receive payment window to check on the details of the sales.

Supporting documents and forms

After you record the sales transaction, you can print or email the documents (Quotation, Sales Order, Invoice) to the customers. The forms can be customised.

You can print the official receipts when they make a payment.

Forms Designer - create your own professional looking document.

Pick the pre-designed layout that comes with the software, then choose the design options to create quotation, delivery orders, invoices, statements and official receipts that reflect the style and professionalism of your business.

You can include your business logo on the forms - great when you want to send an electronic copy to your customer; you will save time, get immediate attention, and get paid faster.

Sales reports

There are more than 15 sales-related reports to help you analyse your business income. Reports are customisable, can be exported to PDF or emailed and exported as text file