Sales Command Center




Sales Register

This option allows you to open the Sales Register window, where you can view an overall picture of your sales activity. Using just one window, you can look at open and closed invoices, quotes, orders and returns and credits. You can even view a list of all sales, if you choose.

Enter Sales

The Enter Sales option opens the Sales window, where you can create transaction records for the items and services you sell, regardless of whether the items or services are listed in your list of items.

Print/Email Invoices

The Print/Email Invoices option opens the Review Sales Before Delivery window, where you can select and view the sales you want to print or email. Using the To be Printed tab or the To be Emailed tab, you can select and view the sales forms you want to print or email.

Print/Email Statements

The Print/Email Statements option opens the Review Statements Before Delivery window. Use the To be Printed tab or the To be Emailed tab to select and review the list of customers whose statements you want to print or email.

Receive Payments

The Receive Payments option opens the Receive Payments window, where you can assign customer payments to their outstanding sales balances and record deposits on orders.

Print Receipts

The Print Receipts option allows you to open the Review Receipts Before Printing window in which you can select the ID numbers and dates for the payment receipts you wish to print. Using this window, you can also open a window where you can customize the printed receipts.

For more information, see Printing payment receipts.

Transaction Journal

The Transaction Journal option allows you to open the Transaction Journal window, where you can view information about all transactions you've entered in the MYOB AccountEdge system, for all journals. From the Transaction Journal window, you can also "zoom" to the original window in which transactions were entered.

Selections Available in All Command Centers:

To Do List

Use the To Do List option to open the To Do List window, where you can view the business tasks that affect your company on a regular basis. You can also use the To Do List to automatically act upon the tasks you need to perform, such as creating purchases for items whose quantities are low.

When you select the To Do List option, the task that is related to the command center you're using will be displayed. If you want to display a different task, click and hold down the mouse button; a list of tasks to choose from will appear.

Find Transactions

Use the Find Transactions option to open the Find Transactions window, where you can view summary information about each of your company's account, invoice, bill, card, item, payroll and job information. This window also allows you to zoom to the windows in which the individual items were entered.

When you select the Find Transactions option, the view for the type of transaction that is related to the command center you're using will be displayed. If you want to display a different type of transaction, click and hold down the mouse button; a list of transaction types to choose from will appear.

Reports

Use the Reports option to open the Index to Reports window. You can use this window to print virtually all of the reports available with AccountEdge; you also can display these reports on your computer screen if you like. Using selections in the Index to Reports window, you can customize your reports or export them to Microsoft Excel using the MYOB OfficeLink feature.

When you select the Reports option, reports related to the command center you're using will be displayed. If you want to display a different type of report, click and hold down the mouse button; a list of report types to choose from will appear.

Analysis

Use the Analysis option to open windows that allow you to analyze a number of key aspects of your business. For example, you can analyze sales and profitability trends, estimate short-term cash needs and chart your progress on jobs. You also can see which accounts in your accounts list have the highest balances, which customers owe you money, and other information that can help you to make informed business decisions. Many Analyze windows allow you to view your company's information in table form or in graphical form, as pie charts or bar graphs.

When you select the Analysis option, analysis reporting that is related to the command center you're using will be displayed. If you want to display a different type of analysis, click and hold down the mouse button; a list of analysis reports to choose from will appear.