MYOB PROCEDURE MANUAL

STEPS FOR ENTERING A QUOTE INTO MYOB AFTER SUPPLIER HAS BEEN CHOSEN

Once quotes have come back from Suppliers and you have chosen your Supplier go into MYOB and do the following:

Open Breed MYOB File. Go to MYOB Command Centre and click on Sales.

Click on Enter Sales and the screen.

The following window will appear.

In the top left hand corner you will see Invoice. Click on the Arrow next to it and change to a Quote as below.

Enter the Customers details, Date, Description, Acct #, Amount (Sell Price) as below.

If emailing quote straight to the client click on the Send To button.

The following screen should appear.

In this window you select client from the drop down arrow on the right only if it does not appear automatically.

Type in email address if not already there. Change subject line if needed. Insert message if standard one is not required.

Select Breed Form from the drop down arrow on the right. Click on send.

IF PRINTING

If printing Click on Print and select Breed Form from list and click on Print.

A message may appear as below.

Click Print Anyway. Select your printer and print.

ONCE QUOTE HAS BEEN ACCEPTED BY CLIENT

Change the Quote to Order by going back into the Sales Register as below to find the clients Quote.

Click on the Quote Tab to find client.

Now change the Quote to an Order by clicking on the Order button and it should now look the same as below.

Enter Client Purchase Order # and the next available Breed Job No. into this Order as below. Then click on Record.

TO PLACE A PURCHASE ORDER WITH SUPPLIER

To place an order with a Supplier bring up the Clients Order by going back into the Sales Register as below.

When you click on Sales Register the following window will appear.

Click on Order Tab.

You will see all open orders in the system as below.

You should see your order, if you don’t you may need to change the date range. Click on the small white arrow in the date column to open the order.

Now you need to Create PO to send to the Supplier by clicking on the Create PO along the bottom of the order form.

The following window will appear. Note how the heading in the top left hand corner now has Purchase – New Professional and not Sales – Edit Professional.

Enter Supplier details from Quote you received earlier name, date, amount etc.

You can email to Supplier from this window.

Make sure you select the correct Breed PO form. Click Send. This will automatically record the new Purchase Order

ONCE THE GOODS HAVE BEEN RECEIVED FROM SUPPLIER

Once you order has come back from the Supplier, go back into the PO by clicking on the Purchase Register in the Command Centre as below.

The following window will appear. Click on the Orders tab.

Click on the white arrow next to it to open the Order.

Check that the invoice received is correct, matches the Purchase Order and the price is the same as the original quote received.

Now change the order to a bill (invoice from supplier) by clicking on the Bill button down the bottom of the form.

It will look the same as below, enter the Supplier Invoice# & click record. This is now ready for Accounts to pay.

TURNING THE CLIENT ORDER INTO AN INVOICE TO SEND

Go back into the Sales Register and find the Order placed from your client.

Click on the Order Tab and find Clients order as below.

Now open Order by clicking on the white arrow.

Change Order to Sale by clicking on Invoice.

From here you can email directly to client and you will receive a message stating that it will be recorded before it is sent.

Make sure you select the right Breed Invoice Form as below.

Click Send. The Sale has now been recorded ready for Accounts to Receive Payment.