Page status: Up to date | Application version: 2.1.3

Main menu - MYOB option

This is the place where you can manage all about your website (as much as this application allow at this moment of time).

Main areas (what you can do):

  • Customers (it is about MYOB customers):
    From point of view of functionality this is the most complex area into this application.
    The application talks in real time with MYOB - It means all you do here affects instantly data in MYOB datafile
    This area has almost 100% of functionalities of MYOB cards - MYOB AccountRights Premiere 19.x
    You can list, search and filter all website customers like you do in MYOB and all se almost the same layout - it will give you confidence in using it.
    Full details are provided in "Customers" section.

    Note:
    Main target is a long term one: This application allows a company users to use only this application as a central point of managing all about MYOB and company websites.
    At the end of development road (or close enough), all companies websites has to be kept in sync (customers and items) with MYOB datafile and all online orders to feed MYOB datafile as well.

    Click here to manage MYOB customers

  • New MYOB Customer:
    Here are listed all orders, you can search, filter and import any of them into MYOB (as "order")
    Orders must be imported one by one (one click per order) and any import operation generate two logs: success imported and failed imported items. In most cases some items are not imported because item code from website does not exist into MYOB or does not exist at all.

    Note:
    This cover the other side of problem (Central point for managing data in MYOB and websites)
    You can create a customer (input basic details) and it will be automatically create into MYOB (as a card)
    Automatically you will be taken to "Edit MYOB customer" - add all relevant data to MYOB and then with a click of mouse "send it" to the website.
    An account is create on the website, all details you input into MYOB (relevant to website) are added to his website account and an welcome email is sent to him (if website is using OLALA Shopping Cart)

    Click here to create new MYOB customer.

On this page

Snapshots / images

Menu - MYOB main option

Menu - MYOB main option

MYOB - Customers list

MYOB - Customers list

MYOB - Create customer

MYOB - Create customer

Headings