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CarrieG's avatar
CarrieG
Member
4 years ago
Solved

Automatic coding different sales accounts for different customers

Hi there,    I have two different groups of customer: wholesale and retails. In order to correctly record WET and GST for both groups.  I would like the MYOB (account right)  to automatically code ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi CarrieG 

     

    As outlined, item-based layouts will use the item's Income account for tracking sales, not the customer's card income account.

     

    If you are needing to have a different income account for your items based on customer type, a separate item would need to be set up with a different income account listed. This item would need to be added to the invoice for those customers when selling to account that income in a different account.

CarrieG's avatar
CarrieG
Member
4 years ago

Hi Steven,

 

Thanks for your reply.

 

I'm using an item layout. However, for the same items, we sell them for both wholesale and retail. Is there a way that I can track the inventory, and at the same time let MYOB automatically coding income accounts for different customers (like wholesale and retails customers). This is because we need to calculate WET from different groups of customers.

 

Thank you.

Carrie

 

 

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi CarrieG 

 

As outlined, item-based layouts will use the item's Income account for tracking sales, not the customer's card income account.

 

If you are needing to have a different income account for your items based on customer type, a separate item would need to be set up with a different income account listed. This item would need to be added to the invoice for those customers when selling to account that income in a different account.

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