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.