SAP Business One: Sales and Customer Service

Introduction

• Customer-facing SAP Business One
• What you need to get started

1. Some SAP B1 Background

• SAP B1 user types and security
• Accounting terms in SAP B1
• The sales cycle of SAP B1
• Customize SAP B1 for workflow

2. Business Partners

• 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

3. Sales Opportunities

• 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

4. Sales Orders

• Sales orders from open opportunities
• Sales orders from closed opportunities
• Add a new sales order
• Create draft documents

5. Customer Fulfillment

• 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

6. Billing and Invoices

• Generate A/R invoices
• Pay invoices
• Pay installments
• Make retail and online transactions

7. Managing Returns

• Return request
• A/R credit memo
• Returns

8. Running Reports

• Sales analysis reports
• Run activity reports
• View opportunity reports and the pipeline
• View A/R reports
• View inventory data

Conclusion

• Key takeaways