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, and inventory transactions. It will introduce you to the Web client experience of easy navigation and high personalization and while leverageing the different tools to boost their productivity and collaboration within the company.

Syllabus

SAP Business One, Web Client kennenlernen

Starten mit SAP Business One, Web Client
Nutzung der Enterprise Search
SAP Business One, Web Client kennenlernen

Verwalten von Geschäftspartnern, Artikeln und Aktivitäten 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
Verwalten von Geschäftspartnern, Artikeln und Aktivitäten in SAP Business One, Web Client

Abwicklung des Verkaufsprozesses 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 Return Request Process in SAP Business One, Web Client
Abwicklung des Verkaufsprozesses in SAP Business One, Web Client

Nutzung der Funktionen von Customer Relationship Management (CRM)

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
Nutzung der Funktionen von Customer Relationship Management (CRM)

Abwicklung des Einkaufsprozesses in SAP Business One, Web Client

Managing the Purchasing Process in SAP Business One, Web Client
Running the Purchasing Process
Creating Recurring Transactions in SAP Business One, Web Client
Using Blanket Agreement in Purchasing Documents
Abwicklung des Einkaufsprozesses in SAP Business One, Web Client

Bestandsverwaltung mit SAP Business One, Web Client

Handling Inventory Transactions
Handling Goods Receipts and Goods Issue
Issuing Inventory Transfers and Inventory Transfer Requests
Bestandsverwaltung mit SAP Business One, Web Client

Den Kundenserviceprozess verwalten

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
Den Kundenserviceprozess verwalten