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Updating items to use stock tracking

If you already have items in your MYOB Business and you want to start tracking their on-hand quantities, you need to do some one-off steps to update or duplicate them to use the stock tracking features.

Updating items can affect your inventory limit With your MYOB Business subscription, you're able to track the on-hand quantities of up to ten items. If you want to track more than ten items, you'll need to add Premium Inventory to your subscription. For more information, see Add Premium Inventory.

Check if your items have been used in transactions

The way you update items to use stock tracking depends on whether they've previously been used in transactions, such as sales and purchases. You can check this by running reports, such as:

  • the Item sales report (Reports menu > SalesItem sales)

  • the Supplier purchases (detail) report (Reports menu > Purchases Supplier purchases (detail)).

Any items listed in these reports have been used in transactions. You'll need to create duplicates of these items in order to turn on stock tracking for them.

If items have been used in transactions, you can only duplicate them

If you've previously used an item in a transaction, you're not able to update it to use stock tracking. But you can create a duplicate of it with a new Item ID but retaining the buying, selling and other information of the old item.

If you want to turn off stock tracking for an item that has been used in transactions – for example, to swap out one of your ten inventory items for another – duplicate the item (following the steps below) and deselect the option, I track stock for this item. You'll also need to make the original item inactive by selecting the Inactive item option.

If you only have a small number of items, you can duplicate them in MYOB Business using the Save and duplicate feature. If you have many items, you might find it faster to use the import/export features and duplicate them in Excel.

If items have not been used in transactions, you can update them

If you have not previously used an item in a transaction, you can update it to use stock tracking. If you only have a small number of items, you can edit them indivually in MYOB Business. If you have many items, you can use the import and export features to update them in bulk.