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MYOB Advanced: Set up properties
MYOB Advanced: Set up properties
Updated over a week ago

This article will explain the properties that need to be set up in Ordermentum to ensure orders are synced correctly into MYOB Advanced.

Once all properties have been set up, use this article to connect Ordermentum to your MYOB Advanced.

PART 1: Create the properties in Ordermentum (14 in total)
To setup Properties in Ordermentum go to Settings>Properties

1. myob_customer_id (Required field)

Create a Text Property in Ordermentum called myob_customer_id with a Property Tag myob_customer_id and attach to Customers, orders, invoices and credit notes:

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2.myob_freight_tax_category (Required field)

Create a Text Property in Ordermentum called MYOB Freight Tax Category with a Property Tag myob_freight_tax_category and attach to customers:

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3. myob_location_id (Required if syncing "IN" order type)

Create a Text Property in Ordermentum called MYOB Location ID with a Property Tag myob_location_id and attach to customers:

Screen_Shot_2020-06-30_at_3.04.33_pm.png

4. myob_inventory_id (Required field)

Create a Text Property in Ordermentum called MYOB Inventory id with a Property Tag myob_inventory_id and attach to Products:

Screen_Shot_2020-06-29_at_2.46.13_pm.png

5. myob_uom (Required field)

Create a Text Property in Ordermentum called MYOB UOM with a Property Tag myob_uom and attach to products:

Screen_Shot_2020-06-29_at_2.47.10_pm.png

6.myob_product_tax_category (Required field)

Create a Text Property in Ordermentum called MYOB Product Tax Category with a Property Tag myob_product_tax_category and attach to products:

Screen_Shot_2020-06-29_at_2.55.05_pm.png

7. myob_sub_item

Create a Text Property in Ordermentum called myob_sub_item with a Property Tag myob_sub_item and attach to products:

Screen_Shot_2020-06-30_at_3.14.05_pm.png

8. myob_warehouse_id

Create a Text Property in Ordermentum called myob_warehouse_id with a Property Tag myob_warehouse_id and attach to products:

Screen_Shot_2020-06-30_at_3.13.06_pm.png

9. myob_product_location (Required if syncing "IN" order type)

Create a Text Property in Ordermentum called myob_product_location with a Property Tag myob_product_location and attach to products:

Screen_Shot_2020-06-30_at_3.13.39_pm.png

10. myobadvanced_external_id (required)

Create a Text Property in Ordermentum called myobadvanced_external_id with a Property Tag myobadvanced_external_id and attach to orders:

Screen_Shot_2020-06-30_at_3.16.57_pm.png

11.myobadvanced_synced_at

Create a Date Property in Ordermentum called myobadvanced_synced_at with a Property Tag myobadvanced_synced_at and attach to orders, invoices & credit notes:

Screen_Shot_2020-06-29_at_4.23.27_pm.png

12.myobadvanced_sync_error

Create a Multi-line text property in Ordermentum called myobadvanced_sync_error with a Property Tag myobadvanced_sync_error and attach to orders, invoices & credit notes

Screen_Shot_2020-06-29_at_4.43.01_pm.png

13.myobadvanced_order_no

CreateCreate a text property in Ordermentum called myobadvanced_order_no with a Property Tag myobadvanced_order_no and attach to orders:

Screen_Shot_2020-06-29_at_4.45.33_pm.png

14. myobadvanced_sync_file_name (required)

Create a text property in Ordermentum called myobadvanced_sync_file_name with a Property Tag myobadvanced_sync_file_name and attach to orders:

Screen_Shot_2020-06-30_at_3.18.49_pm.png

PART 2: Update your products and your customers in Ordermentum

1. Properties attached to customers

All your customers must have the myob_customer_id property set for orders to sync from Ordermentum to MYOB Advanced. In MYOB Advanced, the customer id is set against the retailer.

If you utilize freight, your customers must have the myob_freight_tax_category property set for the freight to sync through correctly. The value should be DEFAULTD which stands for Default Domestic.

If you do not utilize freight, you can leave the field blank. Otherwise, you can apply that in bulk to all customers via the customer page > select all customers > action > update properties > tick myob_freight_tax_category and type DEFAULTD in the field > submit.

In the same way, you can update the value for the property myob_location_id in bulk, as it is most likely going to be MAIN.

In Ordermentum, you will find these three properties in the "Properties" section located at the bottom of each customer page.

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2. Properties attached to products

All your products must have the myob_inventory_id property set for orders to sync from Ordermentum to MYOB Advanced.

You will also need the properties myob_product_tax_category and myob_product_location set for each product.

--> myob_product_tax_category is likely to be DEFAULTD for all

--> myob_product_location is likely to be MAIN for all

If you use them, you will also need to set the properties myob_uom, myob_sub_item and myob_warehouse_id.

In MYOB Advanced, the properties can be found against the product.

In Ordermentum, you will find these properties in the "Properties" section located at the bottom of each product page (under advanced settings).

Screen_Shot_2020-06-30_at_3.23.47_pm.png

3. No action required for the properties attached to orders.

Once all properties have been set up, use this article to connect Ordermentum to your MYOB Advanced.

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