Overview

Creating cards

Step 1: Select the type of card you need and enter card details
Step 2: Enter selling details (customers only)
Step 3: Enter payment details (customers)
Step 4: Enter jobs (customers)
Step 5: Enter history for customers
Step 6: Add the card to your records
Step 7: Enter historical sales for customers

In MYOB BusinessBasics, cards are the records of every person and company you do business with. There are four types of cards: customer, vendor, employee and personal. You'll assign a card to each transaction you enter into the MYOB system. You'll enter information about the customer, vendor, employee and personal contact in the Card Information window. This information will be automatically entered when you use the card to create transactions throughout BusinessBasics.

You can create four types of cards. Read the following information carefully, so you're sure you're creating the card you need.

• Customer cards are records of the people and companies to whom you sell your company's items and services. You'll assign customer cards primarily to sales, such as invoices, in the Sales window.
• Vendor cards are records of the people and companies from whom you buy items and services.
• Employee cards are records of the people who work for your company.
• Personal cards are records of all the other people you do business with. Most likely, you won't perform transactions in BusinessBasics with personal cards; however, you may want to keep personal cards to track your business contacts, or you might want to keep your own list of friends and family using personal cards.

You'll create cards in the Card Information window. The window has several possible views:

• Profile view

• Card Details view

• Selling Details view (customer cards only)

• Payment Details view (Customer cards only)

• Jobs view (Customer cards only)

• History view (Customer cards only)

When a card type is chosen you'll be able to enter information in the views that apply to the card type.

Step by step
Creating cards
Entering historical sales -- An important procedure to perform after creating customer cards.