Introduction
Ocerra facilitates the import and management of both stock and non-stock items from MYOB Advanced. These items are accessible via the 'Item Codes' section under Settings.
1. Enabling Item Column
To utilise the item feature on invoices, you must first enable the item column in Ocerra:
- Navigate to Settings > General.
- Enable the ‘Items’ option and click ‘Save’.
2. Importing Items from MYOB Advanced
To import your items into Ocerra:
- Go to Settings > MYOB Advanced.
- Click ‘Sync’ on Item Codes.
Note: Items are typically imported during the initial setup process.
3. Adding Items to Invoice Lines
In Ocerra, you can add either stock or non-stock items to your invoice lines. Ocerra automatically fetches the default General Ledger (GL) account from your item, prioritising it over the default supplier GL account.
4. Default GL Account Handling
Ocerra will use the default GL account associated with the item, overriding any manually entered GL account on the invoice.
IMPORTANT: If the default Item GL account is changed in Ocerra, it will revert to the default Item account during export, as MYOB Advanced restricts overriding this account.
To use a different GL account, you must first change the default Item account in MYOB Advanced.
Creating and Updating Items
Management of item creation and updates is handled within MYOB Advanced. Ocerra seamlessly imports any changes to item details automatically.
Terminology
In Ocerra, both non-stock and stock items are referred to as ‘Item Codes’, synonymous with ‘Inventory ID’ in MYOB Advanced.