Sync orders to MYOB – Data Gathering Part 1
The Requirements
Our client uses the MYOB application to manage their sales and tax processes. Currently, they manually enter all orders from their website into MYOB. While they find the manual encoding straightforward, they want to automate the process so that order details from their site automatically create a sales order in MYOB. This integration will help eliminate potential encoding errors and streamline their workflow.
Their Process
The online store caters to three types of buyers/customers:
- Guest Buyers: Customers who choose not to create an account but still wish to make a purchase.
- Registered Customers: Customers who have created an account on the store and use it for repeat purchases.
- Wholesalers: Customers who have access to special pricing and must meet minimum order quantities.
Tax Requirements
Product pricing for guest and registered customers includes tax, whereas pricing for wholesale customers excludes tax.
Shipping
The client only ships within Australia. Guest and registered customers receive free shipping, while wholesalers incur shipping fees plus additional consignment fees.
MYOB Data Requirements
Rather than generating a new invoice, the client wants order details from their online store to be linked to a specific Customer Card in MYOB. They also require that product SKUs are reflected in the order details to adjust inventory quantities accordingly.
Summary of Requirements and Workflow
- The client has three user roles: guest, registered customer, and wholesaler.
- Orders for guest and registered customers include tax and qualify for free shipping.
- Orders for wholesalers exclude tax and incur additional fees, including shipping fees.
- New orders from the site must sync with MYOB and create a sales order under a specific Customer Card.