Hi,
Every day we import sales data using the import/export assistant.
It would really save time if one could save some default settings.
So on the first page we alays have to click ...
Hi MYOB Community
I would love to see the ability when exporting data from MYOB & in this case Items, to select all the fields you want to exportin what order, then save it as a template you can easily export again & again later rather than having to select all the fields again in the same order seach time you want to export item data.
Would save SO much time rather than having to setup a mouse macro each time.
It looks like you are having fun and pushing the boundries on the limits of MYOB Invenetory!
As you can see MYOB Inventory is not really designed to handle the complexity of Size / Colour and style. You may want to consider using one of the MYOB Inventory add-ons to help with this.
It looks like you are currently handling this in MYOB with multiple Item codes that build up these elements, if so then I am guessing you are using the various Custom Lists and Custom Fields to capture Size, Colour and Style against each item and so now you are tying to export out your Item list to be able to group your Items together to report sales etc by Style etc?
If you are needing to regularly export and manipulate Item Sales, Item purchases and Inventory reports to be able to report on them, then can I suggest that again some of the MYOB add-ons can help with this type of flexible reporting. As an example using our Business Intelligence solution BI4Cloud you can save Inventory and Item sales reports to re-use over and over and even set them to auto email off.
We utilise and let you report on all of the Item Custom lists and fields together and in summary or detail ( e.g. see weekly or monthly Sales by Style as one row per Style that groups tegether all of the various sizes and colours) or see the example below;
- Rows = a Custom List or Field - Item Type - this could be say your Size or Style field
- Subtotals or Group by = a Custom List or Field - Brand - this could be your Style
- Columns = Sales by Month this could be by Week or Day or even by Store or Customer Type or even Salesperson
- Displaying Qty sold but this could be $Sales, GP, Margin or a combination of the above
Reports can be by the MYOB Item number or the Supplier Item code ( using the field from the Item card) so you do not need to keep changin your item number.
If you think this may help all details and a free trial are available on our website Bi4Cloud.com
Not exactly. I export & import our product codes for a few different reasons that dont involve reporting.
It has alot to do with our website, price increased etc. Being able to select an option that allowed me to easily export the same item fields instead of having to manually select them would be much easier.
Please see the below image as an example.
Those fields I have selected are usually in a very specific order to make editing & reimporting much simplier, however each time I need to spend 5-10 minutes selecting them in the correct order which I have taken a photo of for reference so I can remember the order, select them in that order & export the data. Having some kind of way to save this selection & then easily export it again without having to do that each time would be fantasic!
