by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips
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...
by Marketing Department | Dec 2, 2022 | Blog, SAP B1 Tips
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...
by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips
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...
by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips
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...
by Marketing Department | Nov 25, 2022 | Blog, SAP B1 Tips
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...
by Marketing Department | Nov 18, 2022 | Blog, SAP B1 Tips
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....
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