Forum Discussion

OptimalAccounts's avatar
OptimalAccounts
Cover User
5 months ago

Sales Register Format

Is there a way of changing/adding the sales register screen format. I would like to add a salesperson column but can not find the "how to" for that?

 

 

1 Reply

  • Hi OptimalAccounts​ - thanks for your question.

     

    Unfortunately, you can't add or remove columns from the Sales Register screen. However, you can customise the Sales Register report by adding the Salesperson column.

    1. Run the Sales Register report (Reports menu > Index to Reports > Sales tab > Sales Register Detail [All Sales].
    2. Set the required filters for the report.
    3. Click the Insert/Modify tab.
    4. Click Show Hide.
    5. Click the Salesperson column then click Show to add it to the list of columns displayed in the report.

       

    6. Click OK and you'll now see the column added to the report. You can click and drag the column headings to change their display order.

    You might want to save this as a custom report so you can run it again whenever you like.

     

    Here are a couple of help topics that go into these things in more detail:

    I hope this helps!

     

    Adrian

     

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.