As we covered in a recent blog post, CRM functionality is everywhere with SAP Business One. In this double-sized chapter of our 15-Minute Fundamentals video series, we cover the primary areas customers can leverage SAP Business One for customer relationship management (CRM), as well as how the Business Partners module can also be used to manage suppliers. Additionally, we look at campaign management and how SAP Business One can be used with marketing efforts.
You started a new job, or maybe you moved in to a new role at your company, and quickly found out that you would be using SAP Business One to do your job. Or perhaps you have joined a new company in a management role and want to learn about the software your company uses to run its business and generate the reports you will need.
Whatever the circumstance, if you are looking to get up-to-speed with a basic overview of SAP Business One, this short video series is for you.
Project Management capabilities in SAP Business One enable users to create a central location to track transactions and tie them back to a project. You can track open issues, add activities or documents, and make your life easier with some standard reporting options.
Our Subject Matter Expert, Richard Duffy, dives into this relatively new (introduced in version 9.2) functionality in the latest installment for our 15-Minute Fundamentals video series for basic training and usability tutorials.
SAP Business One has some standard functionality to help you better manage Business Partners and collect on your debts. In this double-sized "15-Minute Fundamentals" video, learn how to use the Dunning process via the Dunning Wizard and the Dunning History Report.
To get started with financial reporting in SAP Business One there are a few out-of-the-box options you can quickly leverage. In this video, we start off by examining how to build your Profit and Loss Statement, Balance Sheet, and Trial Balance using reports based on your Chart of Accounts.
There are a number of ways to enter transactions into the General ledger in SAP Business One. In this video, we take a look at journal entries, journal vouchers, posting templates, and recurring postings.
As part of our 15-Minute Fundamentals video series for basic training and usability tutorials, this video walks you through the building blocks of budgeting with SAP Business One.
Our Subject Matter Expert, Richard Duffy, demonstrates setup, as well as examples for creating new budget scenarios and adjusting budget distribution methods. ASUG members can watch the full video here.
General Ledger is at the center of almost everything that you do inside the SAP Business One system. Every transaction with some kind of accounting impact ends up - in some shape or form - in the General Ledger.
Our Subject Matter Expert, Richard Duffy, gives an overview of this "important area to get right" with a basic introduction to the General Ledger and the Chart of Accounts in the latest installment for our 15-Minute Fundamentals video series for basic training and usability tutorials.
In this video, Richard Duffy, our dedicated Subject Matter Expert, looks at SAP Business One logistics functionality in more detail. After walking through the Pick Pack and Production Manager, Richard also demonstrates how to generate a Pick List directly via the Sales Order.
The Inventory module in SAP Business One is quite comprehensive. In this double-sized edition of our 15-Minute Fundamentals video series, Richard Duffy provides a deep dive into the fundamental fields of the Inventory Master File.