MYOB order entry without the retyping

Most MYOB distributors get orders in three ways, and only one of them is automatic:

• Keyed by hand. Someone opens each emailed PO and types it into a sales order: customer, lines, quantities, prices, delivery address. This is where the hours go.
• Import files. Some teams paste orders into a spreadsheet laid out for MYOB's import and load it in a batch. It saves keystrokes, but someone still builds the spreadsheet from the PO.
• Webstore integrations. A webstore or B2B portal can push its orders into MYOB. That covers the customers who order on the webstore and nobody else.

The emailed POs from bigger customers, such as mines, councils, builders and other businesses with their own procurement systems, fall into the first group. That is the work the agent takes over.

Exo has an API that third-party software can use to work with sales orders. Access to it is licensed through your Exo business partner. The agent writes draft sales orders through that API, priced from your Exo price policies, and leaves them for your team to approve.

Before setup we confirm two things with you and your partner: that your Exo version and API licence can create sales orders, and which user the agent acts as. Until the API is ready, the agent works in import-file mode, so you can start without waiting.

AccountRight's API includes sale orders, which software can create for a company file once the connection to that file is approved. The agent drafts each sales order there with the customer, items, quantities and prices, and your team reviews and finalises it in AccountRight as usual.

AccountRight files that live online connect through MYOB's cloud API. If your file is local, tell us in the shadow test form and we will work out the route with you.

MYOB Acumatica is a larger system with its own integration options. We start Acumatica customers in import-file mode, which works from day one, and look at a direct connection once we have seen your setup. Ask us about it rather than assuming either way.

Import-file mode is how the agent works with any MYOB product before, or instead of, a direct connection:

• Orders are read and matched exactly as in API mode, and a person approves each one in the review screen.
• Approved orders leave as a file laid out for your MYOB product's sales order import.
• Price and stock checks use your daily exports from MYOB, so stock can be a day old. The review screen says so.

For many desks this already removes most of the keying. The direct connection then saves the import step and keeps stock current.

Distributors move off MYOB products as they grow, often to Acumatica, Business Central or NetSuite. The valuable part of an order entry setup is the mapping it builds: which customer code means which of your items, which buyer belongs to which account, which delivery address is which site. That mapping is yours and moves with you. Only the connection at the end changes.

• API access that can read customers, items, prices and stock and create sales orders, or for import-file mode, a daily export of those lists.
• The partner's contact for setup questions, so changes to your MYOB system stay in their hands.
• A test company file or a quiet period to confirm drafts land as expected before live orders run.

Related: Unleashed order entry, sales order automation, the Business Central Sales Order Agent, and the free shadow test, which runs before any of this.

MYOB, Exo and AccountRight are trademarks of MYOB. AI Order Entry is not affiliated with MYOB.