This course is for business users and consultants who want to learn how to effectively use SAP Business One, Web client for their daily tasks with sales and purchasing documents, CRM and service processes, inventory and production transactions. Leverage the different tools to boost productivity and collaboration within the company.

Syllabus

Exploring SAP Business One, Web Client

Starting with SAP Business One, Web Client
Leveraging the Enterprise Search
Exploring SAP Business One, Web Client

Managing Business Partners, Items, and Activities in SAP Business One, Web Client

Managing Master Data in SAP Business One, Web Client
Managing Items
Scanning Business Cards to Automatically Create Business Partner Master Data
Creating Activities in SAP Business One, Web Client
Managing Business Partners, Items, and Activities in SAP Business One, Web Client

Handling the Sales Process in SAP Business One, Web Client

Managing the Sales Process in SAP Business One, Web Client
Navigating the Process from Quotation to Cash
Automating the Invoicing Using the Document Generation Wizard
Automating the Return Request Process in SAP Business One, Web Client
Leveraging Your Sales Insights with the Sales Analysis Report
Handling the Sales Process in SAP Business One, Web Client

Utilizing the Customer Relationship Management (CRM) Functionality

Exploring the Customer Relationship Management (CRM) Process
Creating an Activity to Start the CRM Process
Utilizing the Opportunity for Potential Deals with a Customer or Lead
Utilizing the Customer Relationship Management (CRM) Functionality

Handling the Purchasing Process in SAP Business One, Web Client

Managing the Purchasing Process in SAP Business One, Web Client
Running the Purchasing Process
Automating the Purchasing Process using the Procurement Confirmation Wizard
Creating Recurring Transactions in SAP Business One, Web Client
Using Blanket Agreement in Purchasing Documents
Managing Landed Costs During the Import Process
Handling the Purchasing Process in SAP Business One, Web Client

Managing Inventory with SAP Business One, Web Client

Handling Inventory Transactions
Handling Goods Receipts and Goods Issue
Issuing Inventory Transfers and Inventory Transfer Requests
Entering Inventory Opening Balances
Conducting Inventory Counting and Inventory Posting
Automating Quantities Check in a Sales Order and the Available-to-Promise Report
Managing Inventory with SAP Business One, Web Client

Managing the Customer Service Process

Discovering the Service Process in SAP Business One, Web Client
Creating an Equipment Card for a Serial Number Item and Defining Service Contracts
Creating a Service Call
Managing the Service Solutions Knowledge Base
Managing the Customer Service Process