From the course: SAP Business One: Sales and Customer Service

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Add additional info and attachments

Add additional info and attachments - SAP ERP Tutorial

From the course: SAP Business One: Sales and Customer Service

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Add additional info and attachments

- [Instructor] We've covered a lot of tabs, but there's three more tabs left on the Business Partner. The Properties, Remarks, and Attachments tabs are for extra information not directly involved in SAP Business One's sales or customer service functions. But you as a user may find them handy while working on customer relationships. Let's take a look at the Properties tab here and its custom fields you use to organize your customers. As you see in this tab, it's already set up for recording the origin of a lead and the number of employees. I could, for example, say that this is an origin referral, and this is 11 to 50 employees. So I could just hit the check boxes here, and those will store values in the Business Partner of yes or no. The next tab is the Remarks tab, and it's just a large text box. You add any comments about the Business Partner here. For example, I could type in makes great pizza or anything else you'd…

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