Author
Released
9/10/2020- The sales cycle in SAP B1
- Customizing SAP B1
- Adding business partners
- Creating payment terms
- Creating sales opportunities
- Creating open quotes
- Closing sales
- Creating orders from open and closed opportunities
- Creating a delivery document
- Managing back-ordered items
- Paying invoices
- Making transactions
- Managing returns
- Running reports
Skill Level Intermediate
Duration
Views
- [Steven] You can't make money without customers and that means interfacing with leads and converting them to satisfied customers. SAP Business One has the tools you need to organize from the initial lead to billing the customer. You just need to know how. In this course, we'll look at the customer-facing modules of SAP Business One. We'll make a customer record, follow those customers through the sales funnel, process the sales order, ship it, send an invoice, handle returns, and generate informative reports. We'll follow the story of a computer distributor as they use SAP Business One with a pizza restaurant customer and their franchisee as they sell technology products to the restaurants. So join me, Steve Lipton, CIO of a manufacturing company running SAP Business One, for my course, SAP Sales and Customer Service.
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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: Customer-facing SAP Business One