If you import your inventory from your accounting system into CRM (this happens automatically when you connect the integration) you will notice that on your Products you cannot change the value of the Track Stock box in CRM.

Once stock tracking is enabled, the option to disable it will be greyed out.

• You cannot disable or enable stock tracking if the item has prior sales or purchases associated with it.
• If an item is currently NOT stock tracked and you enable this feature in either your accounting system or CRM, you should open the Product record in CRM and click on the accounting system logo to reveal the options to import/export the change and then press the required option to ensure both systems are up to date.

Enable or disable tracking in CRM

If you have an existing product that is stock-tracked in MYOB and you want to turn off the stock-tracking, following is a procedure to achieve this.

MYOB also has guidance on how to achieve this in this guide.

You can adapt the procedure if you want to achieve the opposite outcome i.e. turn on stock tracking on a product on a product where it is not currently enabled.

You cannot disable or enable stock tracking if the item has prior sales or purchases associated with it, this procedure is a work-around to replace one product with another, not change the behaviour of a product.

• Here is a product in MYOB.  It is stock tracked.  And I have sold one and paid for one. And in MYOB – we can see the warning about you cannot change how you track it.

• In CRM we can see this item too:

In CRM we need to:

• Change to INACTIVE.
• Change the part number.
• Export it to MYOB.
• And it has updated in MYOB.

Make a new product in CRM – using the OLD part number then click on the Create button next to the MYOB logo to export the new record.

Enable/disable in bulk

If you need to perform this process for a number of Products, doing it manually will take some time – you can also perform this process in bulk.

Make your existing Products inactive

Note that you can also amend this process to bulk reactivate Products, if required.

1 – Export a list of Products to Excel, ensuing that the columns for Part Number and Active are both visible.

2 – Make a copy of the Excel file as we will use this later on.

3 – In the original Excel file, change the Active value from “Yes” to “No” (or vice versa) for the applicable Products and

4 – Save the original file as a .CSV type.

5 – Import the original file into Products by clicking on the Excel icon and selecting Import Products.

6 – In the When A Duplicate Is Found field, ensure you select Update Other Fields. The data will then be imported, and CRM will use the Part Number to match your data to existing Products.

7 – In CRM you need to go to Integrations > MYOB and do a bulk export of your Products to your accounting system to update your inventory there.

Create new Products to replace the deactivated ones

1 – You can now open the copy of the Excel file you made earlier – this contains all your original part numbers, so we’re going to use it to create new versions of all the Products you deactivated.

2 – Add a column to your xls called “Track Stock” and populate “Yes” or “No” values accordingly. Ensure that the Is Active column values equal “Yes”.

3 – Import the copy file into Products by clicking on the Excel icon and selecting Import Products.

4 – In the When A Duplicate Is Found field, ensure you select Skip It. The data will then be imported, and CRM will use the Part Number to match your data to existing Products.

5 – When the import is complete, you will now have a new set of Products in your inventory that are stock-tracked.

6 – In CRM you need to go to Integrations > MYOB and do a bulk export of your Products to your accounting system to update your inventory there.

The process is now complete.