Blogs
Tip #56: Indirect Sale? Fill it in the BP Channel!
When deals are signed following a customer recommendation, or a new lead or customer are added to your database based on a reference from existing customer, you can document it in your records: In Customer or Lead master data you can enter the referring customer code...
Tip #55: Reopen Order or Keep it Closed?
When creating the Returns document based on the delivery, it is added to the paper trail of the given deal. The Delivery is automatically closed, but what about the Sales Order? It was closed when copied to the delivery, but should it remain closed, now when the deal...
Tip #54: Parallel Blanket Agreements? Sure!
Processes can be very strict as they are made first and foremost to ensure the business success, and as such they are subject to adjustments and enhancements. To support your success, SAP Business One enables you to create multiple blanket agreements for a given...
Tip #53: Need More Info? Check Row Details
To ensure that you can get more details about every line in marketing documents, SAP Business One offers you the "Row Details" functionality: Double click document line (alternatively, use the context menu, or press CTRL+L) to open the "Row Details" window, here you...
Tip #52: Special Times Call for Special Prices
If you are selling multiple products of different categories to large variety of customers, setting the pricing for the holiday season is a significant task. To free you up during the busiest time in the year, SAP Business One enables you to set special prices using...
Tip #51: Each User Can Create & Use CFL Views
With the Web Client for SAP Business One, each user can customize the "List of …" windows, and save their preferences in the "Choose from List" (CFL) window for future use. The "Views Management" functionality, enables you more than that: You can create multiple views...
Tip #50: Using Microsoft 365 in The Web Client!
From simple lists to complicated reports – we all use spread sheets. SAP Business One has been supporting export to Microsoft Excel since forever and recently the option to export from the regular client to Microsoft 365 using OneDrive was made available as well....
Tip #49: Export Payments & Deposits as PDFs
With the continues increase of PDF replacing hard copies, and the ongoing adoption of the PDF as a valid form for official documents, SAP Business One extends its PDF support to additional documents: In the Print Preferences window you can define that when adding a...
Tip #48: Read-Only Users Can View Change Log
When it comes to business, tracking changes is highly important. The change log enables authorized users to access previous versions of a given record and view the changes made in each version: Authorized users? Similar to most features and functions, accessing the...
Tip #47: Emailed Document? Check the Status!
For many of us sending files by email is the preferred way of transferring documents to recipients – it’s fast and easy. To address this need, SAP Business One introduces new document status: “Open – E-Mailed” is assigned to sales, purchasing, and inventory transfer...
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