How do I connect MYOB to SalesNGO?
Go to Settings → MYOB Sync, click Connect MYOB and log in with your MYOB credentials. Once authorised, your products and customers will sync automatically every few hours.
Can sales reps use the app without internet?
Yes! The SalesNGO Sales Rep app works fully offline. Log in once with internet, all products and customers download to the device. Orders placed offline save locally and sync automatically when internet returns.
How do I install the Sales Rep app on iPad?
Open Safari on the iPad and go to app.salesngo.com/salesman. Tap the Share button (square with arrow), then tap "Add to Home Screen". The app icon will appear on your home screen.
How do orders get pushed to MYOB?
When a salesman submits an order, it goes to SalesNGO first as a draft. If MYOB is connected, it is automatically pushed and an invoice is created in MYOB AccountRight. You can also manually push from the Action Centre.
Can I generate a product catalogue as PDF?
Yes! Go to Catalogue → Generate PDF Catalogue. Select your products, choose a design theme and download a professional A4 PDF with your branding, prices and product images.
How many sales reps can I add?
This depends on your plan. The Starter plan includes up to 3 sales reps, Growth includes 10, and the Enterprise plan is unlimited. You can manage reps under Settings → Manage Users.
