SAP Business One: Sales and Customer Service

Course details

SAP Business One is a turn-key solution for organizations needing an enterprise CRM system. In this course, you can learn how to leverage the Sales and Customer Service modules of SAP Business One for customer relationship management. Instructor Steve Lipton—CIO of a manufacturing company running SAP Business One—shows how to move prospects through the sales cycle, including billing and invoicing, as well as how to provide ongoing support to your existing customers by tracking their communication and handling their unique needs, from custom invoices to returns. Learn how to create new customer records, process sales orders, ship orders, send invoices, and generate meaningful reports. Everything you learn in this course will help you use SAP Business One tools to convert more leads into satisfied customers.

Topics include:
Identify the various modules in SAP Business One.
Describe the process for setting up business partners in SAP Business One.
Define terminology relating to modules within SAP Business One.
Determine instances in which SAP Business One does not add information automatically.
Review the steps in filling customer orders.
Apply SAP Business One processes to a scenario.

Concepts

0. Introduction

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

1. Some SAP B1 Background

03 - SAP B1 user types and security
04 - Accounting terms in SAP B1
05 - The sales cycle of SAP B1
06 - Customize SAP B1 for workflow

2. Business Partners

07 - Add a customer BP
08 - Specify business partner addresses
09 - Add payment and accounting information
10 - Add additional info and attachments
11 - Work with user-defined fields
12 - Business partner leads
13 - Create payment terms

3. Sales Opportunities

14 - Create activity items for BPs
15 - Create sales opportunities
16 - Track stages of the sale
17 - Sales potential from price lists
18 - Create open quotes
19 - Email documents to customers
20 - Close the sale

4. Sales Orders

21 - Sales orders from open opportunities
22 - Sales orders from closed opportunities
23 - Add a new sales order
24 - Create draft documents

5. Customer Fulfillment

25 - Find open quotes and sales orders
26 - Create a delivery document
27 - Inventory and warehouses
28 - Manage backordered items
29 - Print the pick and pack report and packing slips

6. Billing and Invoices

30 - Generate A R invoices
31 - Pay invoices
32 - Pay installments
33 - Make retail and online transactions

7. Managing Returns

34 - Return request
35 - A R credit memo
36 - Returns

8. Running Reports

37 - Sales analysis reports
38 - Run activity reports
39 - View opportunity reports and the pipeline
40 - View A R reports
41 - View inventory data

Conclusion

42 - Key takeaways