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Using Business Lite or Business Pro

Hangit
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Using Business Lite or Business Pro

I am only using Account Right because I need to make orders, and then I convert them to invoices when the job is done. So I custom print out the list of orders, and these are the jobs waiting to be done.

I believe orders are now availble on Business Pro? Are they also on Lite?

I receive deposits on most orders, and this money gets put into UNDEPOSITED FUNDS ACCOUNT until the end of the day, when I do a settlement on my EFTPOS machine, and then poat that total to my CHEQUE account.

Can I still work this way, once Im on a browser only app, and using either of these two?

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Princess_R
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Re: Using Business Lite or Business Pro

Hi @Hangit 

 

Thank you for your post. I'd like to extend you a warm welcome to the Community Forum. I hope you find it a valuable resource.

 

MYOB Business Pro/ Lite is able to do Purchase orders and Sales orders. Go to Sales menu or to Purchase menu. I'll provide you these Help Articles, Purchase orders and Creating  sales orders, that has detailed information to assist with this.

 

Please feel free to post again I'm happy to assist.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

 

Cheers,

Princess

Bek27
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Re: Using Business Lite or Business Pro

Only Business Pro has the option for sales orders. This function does not appear in MYOB Business Lite. 

Leneth_A
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Re: Using Business Lite or Business Pro

Hi @Bek27
 
Thanks for your post and welcome here to the Community Forum. Thank you for bringing your concern to our attention. We are sorry that you cannot find the sales order option for MYOB Business Lite, and we thank you for your patience and understanding. 
 
Regarding your concern, in MYOB Business Lite, you typically find sales-related functions under the "Sales" or "Invoicing" section. You may look for a tab or menu option labeled "Sales" or similar. 
 
Within the Sales section, there should be an option to access sales orders. This option may be labeled as "Sales Orders," "Orders," "Quotes," or something similar. You may click on it to proceed. 
 
 
Feel free to post again anytime you require further assistance. 
 
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
 
Cheers, 
Leneth

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Bek27
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Re: Using Business Lite or Business Pro

Yes I am aware of that information. I have multiple clients with Business Lite and multiple clients with Business Pro. 
All the ones with Business Pro have "Sales orders" as an option under the sales tab. All the ones with Business Lite have no "sales orders" as an option under the sales tab. In fact one client recently set up Business Lite after being advised by the MYOB sales person that sales orders were part of the Lite option. But when she went to migrate her data across the migration team corrected this and said sales orders are only part of the business pro, not business lite, so they couldn't migrate her data across. She therefore had to upgrade to Business Pro in order to get the function she wanted. 

It would be great if MYOB didn't tell people that the Lite version has functions that is does not actually have. Or if Business Lite is supposed to have sales orders in it but just doesn't for some reason, that this could be fixed internally

Earl_HD
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Re: Using Business Lite or Business Pro

Hi @Bek27,

We understand your frustration, and we value your feedback. Our goal is to provide prompt and efficient service to all our customers, and we fell short of that in your case.
 

We appreciate you bringing this to our attention, and we will take steps to address the issue and improve our customer service. Your satisfaction is important to us, and we want to make sure you have a better experience in the future. If you have any specific concerns or if there's anything we can do to assist you further, please don't hesitate to post again. Your feedback is essential in helping us improve our services. Thank you for your understanding.

Regards,
Earl

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