Part 7 – How to Create Card File in MYOB Premier Another MYOB Premier Command Centre is the Card

700 WordsApr 23, 20193 Pages
Part 7 – How to Create Card File in MYOB Premier Another MYOB Premier Command Centre is the Card File. The Card File is the “storage” or the database containing the contacts which may be a company or an individual. There are 4 types of contacts that can be setup in MYOB as follows: 1) Customer 2) Supplier 3) Employee 4) Personal These are the four types of contacts that need to be created and setup in MYOB to record transactions using Receive Money, Spend Money, Sales and monitoring of corresponding receivables, Purchases and monitoring of related payables, contact management activities like printing of mailing labels, printing of communication letters with contacts like customers, suppliers and other contacts in the Card File. Now…show more content…
This is the address for which billings are to be indicated for Customer cards. 5.2. Address 2 – or “Ship To” address. This is address field which is applicable if delivery address is different from that to which the billings that would be sent. 5.3. Address 3 5.4. Address 4 5.5. Address 5 6. Contact Phone Numbers – up to four contact numbers can be indicated at MYOB including the Fax Number. 7. Email 8. Website 9. Salutation 10. Contact After you fill up all of the required fields in the Profile tab, now go to Card Details tab, and the following screen appears: PIC3 In the Card Details tab, you can do the following: 1. Insert picture for the Card, be it individual or company; 2. Put Notes regarding the individual card or company card; 3. Assign identifiers for the card – code for assigning Identifiers in MYOB is only a one-letter word. For example, you would like to group your suppliers into service-related and goods-related suppliers. 4. Assign Customs Lists attribute or characteristic for the card being created. If you are creating a Card file for a Customer, next you have to go to the Selling Details. The screen shown below appears: Please take note that the above fields provides Selling information, Credit terms, Credit Limit and Tax Information. Now, go to the Payment Details tab and indicate the mode or method of payment the customer pay account due to you. The following screen appears when clicking on the Payment Details tab: If customer’s

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