Inventory Reorder Recommendation
Find products with a positive suggested order quantity and create a purchasing review task plus staff notification — including MYOB where configured.
Keep MYOB for the books. Run CRM, sales, jobs and warehouse in CreataCRM.
CreataCRM links customers, sales and operations to MYOB AccountRight Live — so invoices, quotes, sales orders, jobs and stock stay connected where your connector supports it.
Built for Australian businesses already running MYOB.
Extend your MYOB accounting software with additional CRM and business management capabilities.
Use CreataCRM for the relationship and the work — and push accounting documents to MYOB AccountRight Live when you invoice.
Sync customers and suppliers with MYOB and keep purchase history on the CRM record.
Manage leads, quotes and sales orders — then send invoices and quotes to MYOB.
Schedule jobs, capture time and materials, then invoice the job to MYOB.
Items, stock checks, pick–pack–ship, serials and purchase orders linked to MYOB.
Low stock, reorder recommendations and shortage flows using MYOB inventory where supported.
Tag and campaign from MYOB buyer behaviour on the same customer record.
Ask CreataAI about customers and automate follow-ups beside your MYOB link.
Create quotes, orders, jobs and invoices in CreataCRM, then push accounting documents to MYOB AccountRight Live while retaining the full customer and sales history in CreataCRM.
One customer story from CRM through to MYOB
A typical AccountRight Live business keeps selling in CreataCRM and leaves the books in MYOB. The same customer follows through each step.
MYOB customer on the CreataCRM record
Sales order in CreataCRM — invoice sent to MYOB
Bring MYOB customers and suppliers into CreataCRM so sales, jobs and support share one customer record — with invoices, quotes, orders, balances and buyer behaviour available when you need them.
Company record with MYOB invoices, quotes and sales charts
Run the sales journey in CreataCRM from lead to opportunity to quote to sales order. When it’s time to invoice, send the document to MYOB AccountRight Live while keeping the full sales history in CreataCRM. Create invoices from quotes before the invoice is sent to MYOB.
Sale in CreataCRM with MYOB invoice
Schedule and deliver work in CreataCRM Jobs. Capture field time and materials, then invoice job items and time to MYOB AccountRight Live when the work is complete.
Jobs schedule in CreataCRM — invoice to MYOB
Sync items and stock so teams can see availability in CreataCRM while picking, packing and shipping — including serial and batch tracking — then invoice through to MYOB. Create purchase orders from sales and manage receiving where supported.
Pick from MYOB warehouse — then pack, ship and invoice
Install inventory and purchasing automation templates that watch reorder levels, shortages and buying signals — including stock synchronised from MYOB where supported — so warehouse and purchasing teams get tasks and notifications before you run out.
Scheduled automation flows review products daily, match reorder or shortage conditions, then create tasks and staff notifications — so low stock does not wait for someone to notice it.
Automation flow — find shortage, create task, notify staff
Find products with a positive suggested order quantity and create a purchasing review task plus staff notification — including MYOB where configured.
Check synchronised MYOB inventory and alert staff when available stock falls below its reorder level.
Morning review of CreataCRM inventory reorder levels with warehouse or purchasing notifications.
Find assemblies with a component shortage in MYOB-linked inventory and create follow-up tasks.
Find products with more days of stock remaining than a configured threshold.
Find products with no usage within a configured lookback period.
Alert when projected stock at supplier delivery falls below safety stock.
Background refresh that keeps MYOB item inventory intelligence metrics up to date for reorder decisions where supported.
Inventory and Purchasing templates — install the reorder flows you need
Template availability and provider support can differ by setup. Low stock alerts for MYOB use the Inventory Provider path where stock balances and reorder levels are synchronised.
Use CreataCRM eMarketing on customers already in your CRM — including purchase habits synced from MYOB — so campaigns and tags stay tied to what they’ve bought.
MYOB sales comparison — market from real purchase behaviour
Use CreataAI and automation on the same customers you sync with MYOB — so follow-ups, summaries and workflows sit beside your accounting link, not in a separate silo.
Automatic sync options let you choose what comes across. Supported features can differ by MYOB setup — your demo will show the connectors relevant to how you sell and invoice today.
Sync MYOB customers and suppliers into CreataCRM so teams share one record.
Invoices, quotes and sales orders — with cash sales and stock checks where supported.
Purchase orders and bills linked to your sales and warehouse workflows.
Items, inventory counts and categories for sales and warehouse visibility.
Job sync and time billing information for delivery and invoicing paths.
Purchase history context for CRM search, tags and marketing segments.
Focused on MYOB AccountRight Live. Feature support can vary — we demonstrate the paths that match your MYOB and CreataCRM setup.
MYOB sits at the end of the same CreataCRM platform — not a separate system your team has to re-enter into.
Book a personalised demonstration using MYOB AccountRight Live — and the CRM, sales, jobs or warehouse processes you run today.