Sales: Custom field on Enter Sales window

This would be fantastic!

I'm not quite sure about the difference, but ideally (at least one, preferably more) field that can be give a custom name (so that all staff entering the invoice know what needs to go in there).  Then there would be a corresponding field where they would type the information applicable to that invoice.  I hope that is clearer?

Oh, and I meant to mention it should be able to go onto the printed invoice in any place they need i.e. like they can currently move the promised date etc.

As most fields in the Sales Invoicing Screen seem to use standard data base text, it is difficult to record information relevant to our specialised business.  To enable businesses such as our to adapt the invoice information to our individual needs, it would be good to have some flexibility with the set database fields.  We dont use saleman or referral fields and the Journal Memo seems a bit useless to us.... these fields could be better used by us for other things.

It would be great to have some recording capacity for despatch information and Freight details as there are often multiple steps required between creation of an order and prior to invoicing.  Being able to record the various dates of each stage would be very advantageous in servicing the needs of our customers.

It would also be great to have a field where we can free type instruction or messaging eg:  Information that our customer requires us to include on an invoice but which we donot wish to record on as a database option.

I also cannot understand why we cant change the status of an invoice back to an order or quote, in the case where a customer delays payment or delays despatch date.  This would avoid having to reenter the job and also mean that we didnt have to pay our GST and PAYG liability prematurely.

When entering standard items from our database, why is it necessary for the cursor to go to the description field after selecting the item code.  It seems more logical for the cursor to move straight to the beginning of the next line item quantity below rather than asking you to confirm the description.  If any changes are required to item description or pricing, this can be done manually later, rather than hold up the data entry process.

Any of these suggestions would be great enhancements to the Accountright Live Plus software 13.5 that we are currently using.

Cheers

A couple of custom fields at line item level, perhaps witha drop down box to select from a list of, say, colours or sizes would be useful. It wouldn't affect pricing but if it could be reported on I could see all items sold in a date range by colour or size. Same with purchasing.. I could then perhaps see a report of how many red shoes purchased compared to sold in a given period and all without having to have separate item codes for each size and colour (in our case this would mean having over 1 million codes which is unmanageable)

HI!

Some of our larger customers are requesting, in addition to purchase order numbers being displaced on the invoices they receive from us, that they want to see their cost centre numbers as well.

Can MYOB in the next release add a field for cost centres to the enter sales window?

Ta

I agree but I would like at least 30 custom fields on invoice. I'm in pest control and have to record products used, active constituents, quantity, concentration, batch no. Wind strength and direction. etc. for every job. Thanks. Graeme

Would be of great help if we could create new columns within item type invoices.

This would enable more 'personalised' invoices to each company and perhaps industry.

I require a column for Batch No: and Expiry Date for each product this is not currently possible.

Left with having to type within description field each time.

We've just started using the Sales 'Order' section in our 2017.1 MYOB; it would be extremely helpful to us if we could add in some custom fields i.e comments from the purchasing department which show on the sales order but don't show on the invoice (so customer won't see it).

At the moment the template is very 'set in concrete' with little room for customisation; is this something that could be looked into?

Examples of how it would help us:

Example 1: We create a quote in a seperate CRM system (lets call it quote 505A); it would really help if we could enter this number in a custom field on the order/invoice as a reference.

Example 2: Current order statud & comments from operations department: we would love to have an easy way to see the current status & progress of an order in MYOB; i.e purchasing adds a update at the bottom of the order 'Stock ordered from supplier, ETA into our warehouse is next week 1.7.17'. We would like this comment to stay on the order once it turns into an invoice, however isn't visible on the invoice template we send to the customer (would look very unprofessional!)

Thanks, look forward to hearing from you.