Virtual Merchant
Australia
Extending MYOB:  Creating Item Categories

The single most import aspect in setting up your website is creating item categories.  If customers are unable to navigate your website and find specific  products the purpose of having a website is defeated.
 Virtual Merchant utilises the Custom Lists within MYOB AccountRight to enable you to create very flexible category structure.   Inventory Items not linked to a category within MYOB will not be uploaded to your website, you can also block customers from viewing certain categories.

 

Follow the steps in this guide to:
  • Define a custom list within AccountRight for use with categories
  • Add category entries to you custom list
  • Link AccountRight inventory items to your website categories

To define a Custom List for Item Categories:

MYOB Accounting incorporates a user-definable Custom List feature.  Using custom lists you can create your own lists for practically any purpose within AccountRight.  Virtual Merchant uses Custom Lists to implement item categories.

  1. From the AccountRight Lists menu, select Custom List & Field Names/Items to open the Custom Lists and Field Names window.


     
  2. Click the Item tab to define one of the lists for use with inventory items and enter an appropriate name for your category list.  Any one of the 3 Custom Lists can be used to define your list of categories.


     
  3. Click into one of the Custom List name fields and enter a relevant label such as “Item Category”. 
  4. When you're done, click OK.

Adding Category Names

Now that you have labelled a Custom List for use with inventory items, the next step is to add category entries to your list.  Well chosen categories will help your customers easily locate items on your website.

About Sub-Categories:

If you have many categories you may optionally  implement sub-categories by inserting a hyphen in the category name.  Virtual Merchant will automatically recognise the hyphen and collapse and expand the sub-categories as required.
In the following example; Books are expanded when clicked, when a different category is clicked Books are collapsed. 

Board games

Books - Notebooks

Books - Order books

Books - Music books

Box storage

Calculators

Note: there is a space either side if the hyphen.

Collapsed  Expanded
Board games
Books
Box storage
Calculators
Board games

Books

     Notebooks
  
   Order books
  
   Music books
Box storage
Calculators

 

To add category entries to your list:

  1. From the MYOB Lists menu, select Custom List/Items to open the Custom Lists window.


     
  2. Click the Item tab.
  3. From the drop down menu select your previously defined Custom List - in our example “Item Category”.


     
  4. Click the New button to display the Edit Custom List window.


     
  5. Enter the name of the list entry (your category name).
  6. Click OK.

Repeat steps 4 through 6.

Inventory Items not assigned to a category within MYOB will not be uploaded to your website.
All three AccountRight Custom Lists can be used for categories, for example; you may choose to link an item to a product category which defines the type of product, but also link the item to a category that defines the brand.  AccountRight Custom Lists can optionally be combined into one list on your website, or separately as shown in the screen shot below.  Note the category headings are take from the Custom List names within MYOB.

 


Linking MYOB Inventory Items with Categories

Each inventory item you want displayed on your website should be linked to at least one Category, and there is no limit to the number of items linked with a particular category.

Only items in MYOB that are marked “I Sell This Item” will be visible on your website even if you have already linked the item to a category - refer to your MYOB documentation for further explanation regarding creating items.

To Link an Item to a Category:

  1. In the MYOB Inventory Command Centre, click Items List to open the Items List window.
  2. In the list in the middle of the window, click the zoom arrow next to the item whose information you want to change.  The Item information window appears, displaying the basic information assigned to the item.
  3. Click the Item Details tab to display the items Detail view.


     
  4. From the drop down menu labeled for use with Item Categories, select the appropriate category entry.
  5. When you're done, click OK.

Repeat steps 2 through 5 for each item you wish to link to a category.

 

Notes
[1] Changes made within MYOB AccountRight are not reflected on your website until you Upload Data, and synchronise your website.
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