Sales/Purchases: Ability to move/re-arrange/delete the columns in the Enter Sales/Purchases windows

I have spoken to someone at MYOB in regards to the column rearrangement in the Enter Sales & Enter Purchases transaction screen and that these can' t be rearranged. I was wanting to change the order that information is entered into (ie) change the account no and the description for example. In previous accounting packages this is always how I have entered this information.

Can you help?

Kathryn

"Rearrange Columns"

We do not make use of the discount column but have sometimes accidently entered a figure.

To check our invoices we check the printed invoice unit cost and qty by item.

If this cannot be made optional at least auto highlight the column on screen if data has been entered.

Only our honest customers call and let us know its not adding up.

i would like the option to turn off disc% in the sales and purchases data entery screen so it can not be entered by mistake

Thanks for your suggestion. Anyone else who would like to customise data entry screens like enter sales, by hiding certain fields, please cast your vote here. Make sure you're signed in and click on the purple vote button at the top left-hand side of the screen. If you post a comment, don’t forget to vote as well!

I agree. I would like to customise the Purchase layout for entering complicated data off a bill for reporting purposes.

I need to have columns for units, item numbers, item description, a separate (editable) description column [this could be replaced with Job Name], account, price, extended price, job number  - and I could get rid of the Discount column.

To have the option would be great.

Hi IOFS

Thank you for sharing your thoughts and voting for this idea. I have shared your thoughts with the team.

I use the 'Items' layout in AR Sales. The quote layout and invoice layout are a wee bit different. I mostly use the quote form then convert to an invoice when the quote has been accepted and the job is done. Sometimes a quote is not required and we just go ahead and do the job. There is an annoying extra box/column in the invoice layout called backorders. In quotes, I am used to tabbing twice to get to 'description' but in invoice I have to tab three times and I often forget. It would be nice if they had the same layout because when I eventually look up at the screen it's all over the place! Or I could learn to touch type and watch the screen instead! Just a suggestion though. Thanks.

It seems pretty rediculous that the "enter sales" form cannot be edited.

The layout does not suit every business.

We do not "ship" anything, we are mainly service based, and my employees constantly get confused as to how to add a quantity.

Yes, I know I can explain it to them, and I have, but the couple that dont often use the invoicing need to be reminded every bloody time.

yes, Its writen down in proceedures.

Yes, they have been trained.

and, no they probably arnt the sharpest tools in the box.....

It could be far simpler if it was simply "Quantity" rather than "ship" as that is what it actually is!

and while we are at it, take out the stupid Discount field! the number of times I have found a number accidentally put in there..... grrrrrr 

I would also like to see this feature added, we would like to reference our Ticketing system to anble a quick lookup of the related work order.

We would like to remove the job column on our invoices and bills layouts.