Business Accounts: To Create a Business Account by Using the MYOB Mobile App

The following activity demonstrates how to create a business account by using the MYOB mobile app.

Story

Suppose that you are David Chubb, a sales manager of the SweetLife Fruits & Jams company. At the annual conference for food and beverage suppliers, you became acquainted with Bruce Ward, a procurement manager at Store National, a chain of supermarkets in the United States. Bruce has decided to choose SweetLife as a new supplier of fresh fruit. You have created the contact in the system, and now you need to quickly create a new business account for further processing of developments with the business in the system (which involves creating an opportunity).

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• On the Contacts (CR302000) form, the Bruce Ward contact has been created.

System Preparation

Before you start creating a new business account in the system by using the MYOB mobile app, you should do the following:

1. Download and install the MYOB mobile app on the mobile device that you will use for creating a business account in the system. The mobile app for iOS is available in the Apple Store and the mobile app for Android is available in Google Play.
   Attention:

   The instructions in the activity steps below may slightly differ in the MYOB mobile app depending on whether the device is running iOS or Android.
2. Make sure that the MYOB Acumatica instance has been hosted over HTTPS or ask a system administrator to perform this task for you. For more information, see Setting Up an HTTPS Service in Web Server (IIS).

Process Overview

In this activity, you will do the following by using the MYOB mobile app:

1. Sign in to the MYOB mobile app.
2. Create a business account by using the MYOB mobile app.

Step 1: Signing In to the MYOB Mobile App

To sign in to the MYOB mobile app, do the following:

1. On the mobile device, tap the application icon to launch the app.
2. Optional: If you are signing in for the first time, in the Server URL box, enter the URL of your MYOB Acumatica instance (for example, https://my.site.acumatica.com).
3. Optional: In the Account Name box, specify the name of the user account.
4. Tap Next.
5. Sign in to the system as the sales manager by using the chubb username and the 123 password.

Step 2: Creating a Business Account by Using the MYOB Mobile App

To quickly create a business account by using the MYOB mobile app, do the following:

1. On the main menu of the app, make sure that the U100 tenant is selected.
2. In the CRM workspace, tap the Plus button next to the Business Accounts tile.

   The Summary tab of the Account Summary screen opens.

3. Do the following:
   • In the Business Account box, type STORENAT.
   • In the Account Name box, type Store National.
   • In the Email box, type b.ward@storenational.example.com.
4. Swipe upward and tap Account Address. This expands the group of related elements.
5. Specify the address information as follows:
   • In the City box, type New York
   • In the Country box, select United States of America.
6. Open the Other tab.
7. Tap CRM to expand the group of related elements.
8. In the Class box, select Supermarkets, stores, groceries.
9. Tap the Save button to save the business account.