MYOBCommunity
Partner Zone
|
|
Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Sales/Purchases: Sort/change the order of transactional lines

mbes
Cover User

3Posts

26Kudos

0Solutions

3 Posts
Cover User

I would like to be able to sort the items in an invoice (or purchase order) according to item code (or any other field for that matter). This necessary when there are many items in one invoice (or purchase order).

 

"Item Sorting"

17 Comments
Experienced Cover User Global
29 Posts
Experienced Cover User

Totally agree!!

This would also save time and make processing of orders/invoices quicker. I raised this many years ago but seems nothing was done about it!

Chow
4 Posts
Cover User

Please, please, please vote on this!!

 

It would save our little business probably 1-2 man hours each day in picking/packing orders, if the items table on the invoice or packing slip could be sorted by item number or a custom field (bin number).

 

 

MYOB Moderator Matthew_W
2,173 Posts
MYOB Moderator
Thank you for your suggestion to have more sorting options inside of your Invoices, we can look into the options for adding this in a future update. Its great to see some votes already from those who would like to see this added in, please remember to add your votes if you'd also like to see this added.
Rox
6 Posts
Cover User
It would be great if the lines in an invoice could be reordered, particularly time billing invoices or if the option was available when creating a time billing invoice to sort by date, activity, staff,<br><br>We used to be able to do manually (albeit slow) by using the now non existent WIP button and add time billing items in the order we wanted. Now we have to delete lines and enter manually in the correct order or produce many small invoices that upsets customers and reduces our efficiency.
kpd
1 Post
Cover User

Invoicing from time billing, based on client activity slips, in MYOB2015 needs to work as it did in 19.8. 

You could select your client and then the radom activity items from the list associated to the client, grouping them as needed, which then listed them in your selected order as required on your invoice. Then you went back in through time billing, selected more activity items for that client and they were added to the invoice already in progress. 

 

In 2015 you must select everything and can only have them show on the invoice as they appear on the activities listed and you are unable to sort them once they are in the invoice. Clicking on the 'activity' tab in the invoice does not allow you to sort either, as it does in other 2015 windows. If you go through the same process as detailed above, when you try to select the second lot of activity items, it simply creates a completely new invoice to the same client.

 

No longer being able to group activities on an invoice is not okay and certainly not appropriate from the customers perspective, nor is having separate invoices for each different activity either.

 

Am I wrong to assume that this scenario therefore means the time billing function in 2015 no longer fit for purpose. 

 

Can this function be reinstated as it was in 19.8 as it really is an integral component of the software. Or perhaps setting it up to work like the 'reimburseables' function from within the invoice may be more appropriate?

 

K

LiliB
1 Post
Cover User

I also think it would be very helpful to have an arrow to use to re-order lines on an invoice or quote.

MYOB Moderator Steven_M
29,269 Posts
MYOB Moderator

HI @LiliB

Thank you for your additional feedback and thoughts on this idea.

Along with commenting for an idea on the AccountRight Ideas Exchange you can show your support by voting. To vote for an idea select the + VOTE button to the left of the idea's name.

Partner JanetteK
5 Posts
Partner

Can we make it possible to sort the items in a sales invoice by item number before printing the invoice,  This will assist in warehouse picking please.

Partner Teebo
4 Posts
Partner

this has been brought up several times in the past.  Seems like people in myob do not think its very important?

Partner JanetteK
5 Posts
Partner

We run a warehouse where orders are filled - the warehose stock is in stock number order.  The staff walk backwards and forwards to get stock - if it was in order they could just co from one end to the other - saving enormous amounts of time -

 

I wouldn't think it is that difficult to all a fundtion where if you click on the item number in the invoice window to have it re-sorted prior to printing it out.