Opportunities help users track sales prospects in SAP B1. In this video, learn how to add a new sales opportunity from a sales lead.
- [Instructor] OEC has two sales opportunities … available for us … to explore from the Huli Pizza Company. … Sales Opportunities link together activities … to track the sale cycle … as we go from prospect to closing the sale. … Let's enter these two Opportunities. … There's two methods to create an Opportunity. … The first is by opening Opportunity from the menu … and adding it, so I'm going to close up the activity here, … and we can do it from two places. … One is here in CRM. … The other is in Opportunities. … And there it is in Opportunity. … I'm going to do it in CRM, and you'll see why … in a little bit, 'cause there's lots of other things … we're going to go back and forth with, … particularly business partners. … And that comes in handy. … So I'm going to go over here to Opportunity, … click on that, … and there it is; it's already in add note … as we can see by this is dimmed out … and all these are white. … And the first field we're in … is the business partner code. … You'll see above it that there is an Opportunity type. …
Author
Steven Lipton
Released
9/10/2020- 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.
Skill Level Intermediate
Duration
Views
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Introduction
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What you need to get started1m 53s
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1. Some SAP B1 Background
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Accounting terms in SAP B12m 35s
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The sales cycle of SAP B12m 32s
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2. Business Partners
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Add a customer BP4m 38s
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Business partner leads5m 50s
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Create payment terms6m 57s
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3. Sales Opportunities
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Track stages of the sale6m 39s
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Create open quotes7m 17s
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Close the sale5m 13s
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4. Sales Orders
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Add a new sales order3m 8s
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Create draft documents4m 37s
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5. Customer Fulfillment
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Create a delivery document6m 28s
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Inventory and warehouses4m 37s
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Manage backordered items6m 16s
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6. Billing and Invoices
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Generate A/R invoices6m 51s
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Pay invoices5m 10s
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Pay installments4m 58s
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7. Managing Returns
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Return request5m 26s
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A/R credit memo4m 18s
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Returns3m 3s
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8. Running Reports
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Sales analysis reports7m 20s
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Run activity reports3m 13s
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View A/R reports5m 31s
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View inventory data4m 34s
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Conclusion
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Key takeaways3m 18s
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Video: Create sales opportunities