Learning outcomes
The skills and knowledge covered in this course are sufficient to help you set up your inventory, use Inventory in invoices, understand more about BAS and manage your contacts
Target audience
This course is intended for people who need to know how to
use more of the features in MYOB and have a basic
understanding of how the program works
This course will cover the following topics:
Setting up Inventory
- Organising Inventory Data
- Creating an Inventory Profile
- Entering Buying details
- Entering Selling Details
- Entering all Inventory Items
- Understanding Units of Measure
- Entering opening Balances
- Running Inventory Reports
Purchasing using Inventory
- Using the Item Layout
- Adding Item details to a purchase
- Raising a Purchase Order
- Printing Purchase Orders
- Emailing Purchase Orders
- Receiving Items on order
- Receiving items with changed value
- Receiving items without a bill
- Obtaining Quotes
- Progressing Quotes
- Restocking from Inventory
Selling using Inventory
- Entering an Item Invoice
- Changing Credit Terms
- Providing discounts
- Changing Line Item Prices
- Backorders
Placing items on Backorder
- Resupplying Backorders
- Receiving supplies for backorders
- Fulfilling Backorders
Working with Inventory
- Creating an Auto-Build Item
- Creating Tracking Accounts
- Specifying the Selling details
- Checking Inventory Status
Working with Reports
- Selecting a Report
- Printing Reports
- Understanding Report Customisation
- Choosing fields for a report
- Filtering a report
- Formatting a report
- Saving a Report
- Changing Report Orientiation
- Reporting in Excel
MYOB and the GST
- Understanding Cash and
- Accrual tax reporting
- Tax and Invoicing
- Understanding the Tax Codes
- Adding a Supplier without an ABN
- Recording an Order without an ABN
- Running GST Reports
- More on BAS
- Understanding BAS requirements
- Running Pre-BAS reports
- BASlink – understanding the Worksheet
- Setting up fields on the Front and Back sheet
- Creating the BAS transaction
Contacts
- Managing and working with Contacts
- Customer Contact Logs
- Custom Listsand Identifiers
- Contacts Reports
Jobs
- Creating new jobs
- Using Jobs in transactions
- Running Jobs reports
Credit Card payments
- Recording a CC transaction
- Paying your CC
Other topics
- Budgeting
- Petty Cash
- The ToDo list
- Returned cheques
Please note: This course is compatible with Windows computers only.
You can enrol in this course on a payment plan. For current prices, please request a free information pack:
