Forum Discussion

ptw's avatar
ptw
5 years ago

Item number lookup when entering sales

Greetings

 

Firstly let me apololgize for my ignorance in using MYOB Account Right 19.4. I am coming from another POS system (Vend) and trying to align my knowledge of that with how Account Right works.

 

We are using Account Right to run a small book store operation with maybe a few hundred inventory items.

 

My problem arises when creating sales. One of the lookup fields is Item Number. I want to use that instead of description lookup to eventually be able to use a barcode scanner for quicker entry of sales. However, even though the field is called Item Number, any item number typed in there are not recognised. Using the dropdown shows a scrollable table of item numbers and names, but when selecting one of those items, it is the item description that is displayed in the Item Number field and not the item number, plus the item name is duplicated in the next field, labelled description.

 

Is there a preference or setting I change to alter this behaviour so the the Item Number field responds to item number input?

 

Thanks

  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi ptw 

     

    Sound like you have Setup>>Preferences>>Windows>>Select Items by Item Name, Not Item Number enabled within the company file. As per the wording, if that option is enabled you are selecting the items by name, not number. If you want to use Item Number, then you want that option disabled.


    Do let us know how you get on and if you require further assistance.

  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    Hi ptw 

     

    Sound like you have Setup>>Preferences>>Windows>>Select Items by Item Name, Not Item Number enabled within the company file. As per the wording, if that option is enabled you are selecting the items by name, not number. If you want to use Item Number, then you want that option disabled.


    Do let us know how you get on and if you require further assistance.

    • ptw's avatar
      ptw
      5 years ago

      Thanks Steven. That has fixed that issue and I'll mark it solved.

       

      As a follow on, is there any way to have quantity automatically default to one when a item number is entered or scanned in?

      • Steven_M's avatar
        Steven_M
        Former Staff
        5 years ago

        Hi ptw 

         

        Terrific, great to hear that disabling that preference has worked for you. Thanks for letting us know.

         

        In terms of adding a default quantity onto an invoice for an item, this is not a feature of the product. The user does need to manually enter in the Ship amount on the invoice.

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