Before you Start please ensure
You have Administrator access to MYOB
Log into secure.myob.com and if there is previous Ordermentum access press "revoke"
Creating an Ordermentum user in MYOB Setup
1. In the Setup Menu Select "User Access"
2. Press "New User" and create a user with the aspects below.
Untick "This user will sign on with a my.MYOB account (Recommended)"
Username: Ordermentum
Password: Create a password
In Company File Roles select "Cards", "Inventory management", and "Sales"
3. Press Save
Connecting Ordermentum to MYOB
1. Login to Ordermentum: Under settings > Integrations > MYOB. Select Cloud then click next.
2. You'll be prompted to sign in to your MYOB online account and "Authorise" Ordermentum
Tip: This is the email address and password you use to login to your MYOB online
3. You'll then be prompted to sign into the relevant company card file.
Tip: This is login to access your card file in MYOB. This is the new Ordermentum user setup at the beginning. They must have access to Cards, Sales & Inventory management. The "Tax Code" in the step below will load if this step is done correctly
4. You will then be prompted to configure your setup
5. Turn on "Is tax inclusive at an order/invoice level"
6. Press "Save"
Tips:
Default Delivery Status can be:
To Be Printed
To Be Emailed
To Be Printed And Emailed
Already Printed or Sent
Orders from Ordermentum can be synced in as an Order or Invoice
Suffix is the letter added to the end of the invoice number to a avoid invoice number duplication and also keeps the number sequence correct in MYOB for any manual invoices you create
Real-Time Sync invoices means once an order is placed or edited it automatically syncs to MYOB. It is recommend this is switched on.
For tax inclusive at order/invoice level check in your MYOB whether the ‘Tax Inclusive’ check box is ticked when your create an invoice. Ordermentum Recommend this setting is turned on.