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Jennifer_Kelly

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Joined 12 years ago

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Re: NEW CLIENTS REPORT
HiAlexT If it helps, some of the MYOB Addon Solutions may be able to help you to find out this and other valuable Cusotmer hsitory and trends. As an example our Business Intelligence solution BI4Cloud will easly let you run a Customer Card report that allows you to filter by: First and Last Transaction date, Number of days since a customer last purchased etc. So simply set a Filter on their Fist Transaction data for This Year and it will show the list of new Customers and also the Total Sales to each Customer, see: Customer Card List - Who needs CRM? You are welcome to do the 14 day Free Trial and run this report and export to excel. No obligation to subscribe. I hope that helps.
2 years ago Place AccountRight: Sales and Purchases
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Re: Stock age report / Dead stock report
HIOLKroozer I don't beleive there is an easy way in MYOB to produce a Dead Stock report. A number of the MYOB Add-on solutions will be able to help you including our solution BI4Cloud Business Intelligence. We include a number of Inventory V Sales V Purchase reports that will assist yo to identify Dead and also slow moving inventory where you are overstocked. See the following links for examples: Item Sales v All Inventory: Track Inventory against Sales History Filter by the number of weeks since last purchased Inventory Slow Movers Inventory Cover - Fast & Slow moving items You are welcome to sign up for a free trial where you will be able to run these reports to help you with year end. You may also find our reporting over Sales & Margins very useful too. I hope this helps.
3 years ago Place AccountRight: Sales and Purchases
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Re: Inventory management app
HiAdeleKaye&nduro Have you had a look atDatapelSystems? This is a very strong Inventory addon to MYOB and full WMS system that is used extensively by MYOB users with more complex inventory management needs. Here is a link to their: MYOB Add-on page -https://www.myob.com/au/apps/products/datapel-warehouse-management-system Website -https://datapel.com If your issue is more related to reporting over Inventory, sales and margins and other analytics then a number of the Advanced reporting MYOB addon solutions will be able to help there. As an example our Busines Intelligence solution BI4Cloud will let you do extensive Sales & Margin reporting over any date range, by Customer, State, Salesperson, Brand, Suplier and of course down at Item and even transaction level. We also integrate to and report over Datapel WMS. Feel free to do a 14 day trial and see if this is of any help.
3 years ago Place AccountRight: Sales and Purchases
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Re: Inventory Analysis Report
HiPartdetective AsYanike_S indicated a number of the MYOB Addon solutions can assist with more Advanced reporting over Sales, Inventory Margins etc. As an example our solution BI4Cloud Business Intelligence comes with standard Inventory reports that show Inventory on Hand on Order etc and compare this to past Sales activity monthly and also showing the Number of weeks since each item was Last Sold. You can sort by or Filter by the Last Sold weeks to immediately see a list of all potential Obsolete stock, then export this to Excel. See this link for more details on this report -https://support.bi4cloud.com/hc/en-us/articles/203688480-Item-Sales-v-All-Inventory-Track-Inventory-against-Sales-History- Other reports also calculate Inventory cover or Turnover to show items that may still be selling occaisionally but are moving very slowly. There is a free trial on our website BI4Cloud.com, feel free to use the trial to produce your Year End Obosolete Inventory reports. If you really are a Part Detective you may also find our Sales & Margin reports will help you discover may other hidden issues like low margin Customers or which Salesreps are not generating as much Margin as others?? See these links for more ideas - https://support.bi4cloud.com/hc/en-us/articles/360000133116-Sales-Understand-your-Margins https://support.bi4cloud.com/hc/en-us/articles/203477724-Sales-Which-Customers-have-Stopped-buying- Hope this helps.
3 years ago Place AccountRight: Sales and Purchases
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Re: Departments in AccountRight
HiLMCob One option I often use where clients are already using Jobs for projects but also need to have Departments is to setup Departments as Job Headers. Then simply allocate your existing Jobs under the relevent Department header job. You may need to also have an Admin or Misc Job for each department each is allocated under the respective Department Job header. Remember you can have up to 4 levels of Job headers so this can be very powerful. Once setup you simply allocate each line of each transaction to the relevent Job number and the Department is already attached. See: Use Job Headers to group similar Jobs together One limitation is that you are not able to enter in monthly budgets by job/department however some of the MYOB addon solutions can help with this like our solution BI4Cloud Business Intelligence. See Using Jobs to run Departments or Cost Centres - With Monthly Job Budgets Ultimate Month end Job P&L - With Monthly Job Budgets I hope that helps.
3 years ago Place AccountRight: Sales and Purchases
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Re: Job Budget for 12 months - Month by Month
HiChockG Some of the MYOB Addon solutions will allow you to do more advanced Jobs reporting including load in and report on monthly Job budgets. For example our Business Intelligence solution BI4Cloud will allow you to do this. See: Using Jobs to run Departments or Cost Centres - With Monthly Job Budgets Ultimate Month end Job P&L - With Monthly Job Budgets All details and a Free Trial are available at BI4Cloud.com. I hope this helps
3 years ago Place AccountRight: Accounting & BAS
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Re: Job tracking in AccountRight
HIKm3 Yes the majority of the Jobs reports in MYOB will only report on transactions once invoiced as you say. You will find some of the MYOB Add-on solutions will be able to provide more advanded reporting over Jobs data. As an example our Business Intelligence solution BI4Cloud includes reports that show by Job what is invoiced, bills along with any out-standing POs and Sales Orders. This is really useful to keep a close eye on ultimate Job profitability and also to use to help with WIP calculations. We do not include Quotes by Job only once transactions are entered as a Sales Order. See the following link for more information Use Jobs to Manage Project Type Jobs and WIP You are able to run this report using our 14 day free trial at BI4Cloud.com. I hope this helps
3 years ago Place AccountRight: Sales and Purchases
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Re: sales register
HiTrackmagicak As it is your Customer that has the multiple branches (rather than these being your branches) suggest the possible options may help, you will need to check if you can display on the Sales register or maybe just be able to report on this data: Setup a separate Customer card for each Branch, when you Invoice the main customer select under the Ship to select Choose another card and select the branch customer card; and or Enter the Branch name in the Customer PO field on each Invoice
3 years ago Place AccountRight: Sales and Purchases
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Re: Analyse Sales Multi Period
Hiswatts11, If the data is still in your MYOB file then some of the Add-on Apps will help you to easily access and analyse all Sales History. As an examaple our Add-on solution BI4Cloud Business Intelligence allows you to produce very flexible sales and margin reports over all MYOB sales history. You would be able to easily produce a Multi Period Sales report over 5 years of history using our Free 14 day trial. Reports can be exported to Excel too. Below is a simple Multi year Sales by Customer, this could easly be changed to Sales by Item, Brand, Customer Channel, Postcode, State etc. If you also run and sell Inventory in MYOB then this Multi Year Sales report can also include Qty, Ave Price and Margin information too, see an example below.
3 years ago Place AccountRight: Sales and Purchases
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Re: Analyse Sales Customer Multi Period - With Card Id
HIAmandaRobertsC You will find some of the Addon Solutions will let you easily create a monthly Sales report including the Customer name and ID, that can then be exported to excel. As an example our Business Intelligence solution BI4Cloud allows you to produce a large array of very flexible Sales and Margins reports ( along with Invnetory, P&L, Purchasing and Jobs). See below a Montlhy Sales by Customer report including the Customer ID running over a 12 months Rolling period However if your real aim is to create a Multi year sales by customer comparison report then using BI4cloud there is no need to do this export and v lookup you can simply run a Multi-year Customer Sales report, or even run the Monthly Sales report but select a longer date range e.g. the past 2 years or a rolling 12 months etc. See below a Yearly Sales by Customer report including the Customer ID You can also run the above reports showing Qty, sales and Margins if you sell inventory. Our clients often use this type of report that you are after to identify when customers are buying less. See this link for more suggestions on how to run reports to help find: Which Customers have Stopped buying? If you think this will be of help all details and a free trial are available on our website BI4Cloud.com.
4 years ago Place AccountRight: Sales and Purchases
1.1KViews
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