The Onsight connector for MYOB supports a huge variety of customisation options.
The standard data syncing ensures that:
- Product data and pricing data flows from MYOB to Onsight
- Customer contact data flows from MYOB to Onsight
- Tax code data flows from MYOB to Onsight
- Employee (sales rep) data flows from MYOB to Onsight
- New customers created in Onsight get sent to MYOB
- Orders created in Onsight get sent to MYOB
- Quotes created in Onsight get sent to MYOB
All of these data flows can be customised to work exactly how you need them to work.
Here are some common customisations that we have done:
Customer account balances
Accounts receivable outstanding balances and overdue balances can be copied from MYOB into Onsight. These balances can then be displayed in the app for sales reps to see when they are onsite visiting clients. In addition, the outstanding balances and overdue balances can even be displayed on the order PDFs that get emailed to clients.
Product custom fields
MYOB products can have three custom text fields and three custom dropdown fields. All six fields can be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.
Product stock counts
In MYOB, there are two important fields relating to stock: ‘Available’ and ‘Quantity on Hand’. You can choose either of these two fields to go into the Stock Count field in Onsight. In addition, we can also copy both fields for display purposes in the app.
Tax-inclusive or tax-exclusive pricing for orders and quotes
When sending quotes and orders to MYOB, we can do so in tax-inclusive or tax-exclusive mode.
MYOB invoice number
By default, the invoice number field in MYOB will be the next sequential invoice number in MYOB. This is because invoice numbers are meant to run sequentially for auditing purposes. If you deem it necessary, the Onsight order number or quote number can be configured to override the next sequential invoice number in MYOB.
Onsight order numbers
The Onsight order number can be sent to any one of these fields in MYOB: the Journal Memo field or the Customer PO Number field.
MYOB order line item sort order
If your orders are printed and used for packing purposes in your warehouse, it becomes important what sort order the line items are displayed when you print or view your orders. The Onsight order line items can be re-arranged and sent to MYOB in any specific order that you choose. The sort order can be based on the product name, SKU, product code, barcode, product category name, quantity, unit price or line item total.
Notification emails for order sync errors
In some rare circumstances, orders can fail to sync to MYOB due to problems with the way the products are configured in either one of the two systems. We can set up notification emails that will alert you to this problem immediately so that you can log into both Onsight and MYOB to resolve the issue.