Overview
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Learn to use SAP Business One for customer relationship management of your business sales and customer service functions.
Syllabus
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Introduction
- Customer-facing SAP Business One
- What you need to get started
- SAP B1 user types and security
- Accounting terms in SAP B1
- The sales cycle of SAP B1
- Customize SAP B1 for workflow
- Add a customer BP
- Specify business partner addresses
- Add payment and accounting information
- Add additional info and attachments
- Work with user-defined fields
- Business partner leads
- Create payment terms
- Create activity items for BPs
- Create sales opportunities
- Track stages of the sale
- Sales potential from price lists
- Create open quotes
- Email documents to customers
- Close the sale
- Sales orders from open opportunities
- Sales orders from closed opportunities
- Add a new sales order
- Create draft documents
- Find open quotes and sales orders
- Create a delivery document
- Inventory and warehouses
- Manage backordered items
- Print the pick and pack report and packing slips
- Generate A/R invoices
- Pay invoices
- Pay installments
- Make retail and online transactions
- Return request
- A/R credit memo
- Returns
- Sales analysis reports
- Run activity reports
- View opportunity reports and the pipeline
- View A/R reports
- View inventory data
- Key takeaways
