Managing Stock Items

Stock items must be present in Salesforce to ensure that they can be quoted upon. They must also be set up correctly to ensure that ensuing product orders are integrated to MYOB Advanced for invoicing without error.

Creating a Stock Item

1. Navigate to the 'Products' tab

The first step in creating a stock item in Salesforce is to navigate to the 'Products' tab. The best way to find the products tab is to 

  1. Select the app launcher from the Salesforce navigation menu (its the one on the far left made of nine dots)
  2. Search 'products' from the search bar at the top of the page
  3. Select 'Product' under the all items section

2. Select 'New'

Select 'New' from the top right of the screen, then 'Stock Item' and 'Next'.

3. Complete the Product Details

Next up, you need to complete the product details. It is important to fill these out correctly. Most importantly, pay attention to the 'Product Code' field. This must match the code used in MYOB advanced. You must also make sure you select 'Active', else the new product will not become available for sales users to quote on.

Select 'Save'.

4. Standard Price Book

Once you have completed the core product details you need to specify pricing. The first step, is to add the product to the standard pricebook. To do this, select the 'Related' tab from your newly created product. Here you will find a 'Price Books' list and a button - 'Add Standard Price'. Press the 'Add Standard Price' button and select 'List Price' and 'GST' amounts. Before selecting 'Save' ensure you have selected 'Active'.

5. Price Book for the Current Financial Year

As well as adding the Product to the standard price book you should also add it to the price book for the current financial year. Having a price book for each financial year allows you to keep track of pricing variations over time.

From the same Price Books list as for the standard price, select 'Add to Price Book'. Then select the price book for the current financial year and complete the same pricing information as you did for the standard price entry. Once you are done, select 'Save'.