Forum Discussion

cambrian's avatar
cambrian
Experienced User
2 years ago

changing shipping address on sales orders when entering an order

We currently enter orders & Invoices for cash sale customers on one generic "cash sale" account.
When using the App version of MYOB you can enter a postal and shipping address for each "cash sale" order so for Cash sales we enter an order on the "cash sale" account and change the shipping details for the order to include the customer information, e-mail address and delivery detail.

We are trying to move to the online version as it offers better opportunities to integrate with our other systems HOWEVER we can work out how to enter a shipping address, short of going back to the customer card file for our "generic cash sale" account and changing the address... which means earlier cash sale orders not yet invoiced will also change. Its also a long process when you have a client on the phone.
 
It seems to me that MYOB is wanting us to create a new customer for each new customer which seems crazy particularly where we would add anything up to 300 new customers each month (Currently we just change the shipping address 200 times per month for our cash sale account.)

Any suggestions as to an easy quick process?
  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi cambrian,

    Thank you for your post, and I apologize for the delayed response. In the online version of AccountRight, the address adjustment needs to be made within the contact file, as there isn't a direct option to modify the delivery address while creating an invoice. We've acknowledged your concerns and relayed your feedback to the relevant teams. If you encounter any further issues or have additional feedback, please don't hesitate to get in touch.

    Regards,
    Earl