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MYOBMarc's avatar
MYOBMarc
Experienced User
4 years ago
Solved

How to change ITEM basis to SERVICE basis for all purchases and sales.

Hi Team,

 

If a company file has been setup as ITEM basis since day 1, and we now wish to change to SERVICE basis, how do we go about making the change? 

 

Can we change the default type of sale? 

Sales
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi MYOBMarc 

     

    When a user selects a customer in the Enter Sales window the system will use the default sales layout set on that card for the layout of the transaction. As such, if you are needing a new layout you would be looking at updating the customer's card with that new layout. This can be done via navigating to the customer's card>>Selecting Selling Details>>Layout.

     

    Note: If you do have a number of cards to update do check out Help Article: Bulk update customer and supplier cards.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi MYOBMarc 

     

    When a user selects a customer in the Enter Sales window the system will use the default sales layout set on that card for the layout of the transaction. As such, if you are needing a new layout you would be looking at updating the customer's card with that new layout. This can be done via navigating to the customer's card>>Selecting Selling Details>>Layout.

     

    Note: If you do have a number of cards to update do check out Help Article: Bulk update customer and supplier cards.