Setting up MYOB Properties in Ordermentum
Overview
Properties in Ordermentum allow you to map certain field set up in Ordermentum to appear on MYOB orders or invoices.
There are currently 4 properties available:
Ship VIA (MYOB_shipvia)
Category (MYOB_category)
Salesperson 1 (MYOB_salesperson)
Card ID (myob_customer_card_id)
Setting up Properties
Ship Via
In Ordermentum
Under settings>properties add a Dropdown List property
Property name must = MYOB_shipvia
Attach property to Orders, Products & Customers
Add dropdown options which are the Ship Via methods from MYOB (they must match)
Attach the appropriate ship via methods against the retailers
In MYOB
Shipping methods are located in MYOB under Lists>Sales & Purchases Information>Shipping Methods
The name in MYOB must match the name setup in Ordermentum
2. Category
In Ordermentum
Under settings>properties add a Dropdown List property
Property name must = MYOB_category
Attach property to Orders, Products & Customers
Add dropdown options which are the Categories from MYOB (they must match)
Attach the appropriate categories against the retailers
In MYOB
Categories are located in MYOB under Lists>Categories
The name in Category ID must match the category name setup in Ordermentum
3. Sales Person
In Ordermentum
Under settings>properties add a Dropdown List property
Property name must = MYOB_salesperson
Attach property to Orders, Products & Customers
Add dropdown options which are the Card ID from MYOB (they must match)
Attach the appropriate Sales Person against the retailers
In MYOB
The Card ID is set up against employee in MYOB. They are located under Command Centres>Card File>Card List
Click on the Employee Tab and open the appropriate Sales Person to get their Card ID (on the profile tab). That is what should be set up as the dropdown option in Ordermentum.
Other mapping fields. Following are the other fields which map across to MYOB invoices
Ordermentum Field | MYOB Invoice Field |
PO Number | Customer PO No. |
Delivery Instructions | Comments |
Order number (OMO) | Journal Memo |
4. CARD ID
The MYOB sync can’t match retailer names which contain special characters e.g Café. Each time it tried to sync it will create a duplicate of the customer in MYOB
To get around this you can setup a Property called myob_customer_card_id
In Ordermentum
Under settings>properties add a tex property
Property name must = myob_customer_card_id
Attach property to Orders, Products & Customers
Add dropdown options which are the Card ID from MYOB against the retailer (they must match)
Attach the appropriate Card ID from MYOB against the retailers
In MYOB
The Card ID is set up against the retailer in MYOB. They are located under Command Centres>Card File>Card List
As long as the CARD ID in MYOB matches what is set up against the myob_customer_card_id property in Ordermentum the invoices will be attached to the retailer which has special characters in its name.